Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
GDVD
Principal Active Global Dividend Income ETF
GDVD
|
+$429M |
| 2 |
Fidelity National Financial
FNF
|
+$314M |
| 3 |
Apple
AAPL
|
+$308M |
| 4 |
Principal Active High Yield ETF
YLD
|
+$273M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$272M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
+$296M |
| 2 |
GGP
GGP Inc.
GGP
|
+$134M |
| 3 |
Morgan Stanley
MS
|
+$106M |
| 4 |
Amgen
AMGN
|
+$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
+$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Treehouse Foods
THS
$898M
| $19.6M | 0.02% |
239,907
+10,150
| +4% | +$829K |
|
777
iRobot
IRBT
$106M
| $19.6M | 0.02% |
232,749
+1,786
| +0.8% | +$150K |
|
778
ABM Industries
ABM
$2.81B
| $19.6M | 0.02% |
471,406
+25,860
| +6% | +$1.07M |
|
|
CRZO
779
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $19.5M | 0.02% |
1,117,051
+349,820
| +46% | +$6.09M |
|
|
PDCE
780
DELISTED
PDC Energy, Inc.
PDCE
| $19.4M | 0.02% |
450,397
-170,639
| -27% | -$7.36M |
|
781
FNB Corp
FNB
$5.88B
| $19.4M | 0.02% |
1,367,807
+63,949
| +5% | +$906K |
|
782
NXP Semiconductors
NXPI
$56.4B
| $19.4M | 0.02% |
176,973
+155,191
| +712% | +$17M |
|
783
Interactive Brokers
IBKR
$27.7B
| $19.4M | 0.02% |
2,068,500
+1,544
| +0.1% | +$14.4K |
|
|
JNPR
784
DELISTED
Juniper Networks
JNPR
| $19.3M | 0.02% |
693,239
+50,074
| +8% | +$1.4M |
|
785
Textron
TXT
$14.4B
| $19.3M | 0.02% |
409,463
-14,213
| -3% | -$669K |
|
786
HealthEquity
HQY
$8.01B
| $19.3M | 0.02% |
386,999
+43,266
| +13% | +$2.16M |
|
787
Sabre
SABR
$698M
| $19.2M | 0.02% |
882,272
+843,031
| +2,148% | +$18.4M |
|
788
Eagle Materials
EXP
$7.42B
| $19.2M | 0.02% |
207,689
+9,381
| +5% | +$867K |
|
|
KNGT
789
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $19.2M | 0.02% |
517,810
+437
| +0.1% | +$16.2K |
|
790
Watsco
WSO
$16.3B
| $19.2M | 0.02% |
124,253
-167
| -0.1% | -$25.8K |
|
791
Semtech
SMTC
$5.34B
| $19.1M | 0.02% |
535,051
+21,584
| +4% | +$772K |
|
792
Moelis & Co
MC
$5.36B
| $19.1M | 0.02% |
492,290
+213,740
| +77% | +$8.3M |
|
793
AGCO
AGCO
$8.03B
| $19.1M | 0.02% |
283,000
+9,898
| +4% | +$667K |
|
|
PRXL
794
DELISTED
Parexel International Corp
PRXL
| $19M | 0.02% |
219,041
-297,734
| -58% | -$25.9M |
|
795
Pinnacle Financial Partners
PNFP
$7.57B
| $19M | 0.02% |
302,369
-58,571
| -16% | -$3.68M |
|
|
CY
796
DELISTED
Cypress Semiconductor
CY
| $19M | 0.02% |
1,390,975
+57,876
| +4% | +$790K |
|
797
Cooper Companies
COO
$13.6B
| $19M | 0.02% |
316,908
+8,312
| +3% | +$498K |
|
798
Liberty Media Series A
FWONA
$22.9B
| $18.9M | 0.02% |
562,992
+53,027
| +10% | +$1.78M |
|
799
Prosperity Bancshares
PB
$6.36B
| $18.9M | 0.02% |
293,756
+10,309
| +4% | +$662K |
|
|
CTLT
800
DELISTED
CATALENT, INC.
CTLT
| $18.9M | 0.02% |
537,398
+33,558
| +7% | +$1.18M |
|