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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$791M |
| 2 |
Invitation Homes
INVH
|
+$309M |
| 3 |
Gartner
IT
|
+$248M |
| 4 |
GDVD
Principal Active Global Dividend Income ETF
GDVD
|
+$157M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$156M |
Top Sells
| 1 |
Fidelity National Financial
FNF
|
+$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$302M |
| 3 |
DaVita
DVA
|
+$195M |
| 4 |
Crown Castle
CCI
|
+$180M |
| 5 |
Wells Fargo
WFC
|
+$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Ollie's Bargain Outlet
OLLI
$7.95B
| $21.3M | 0.02% |
399,707
+4,970
| +1% | +$265K |
|
777
Pediatrix Medical
MD
$1.44B
| $21.3M | 0.02% |
397,773
-284
| -0.1% | -$15.2K |
|
778
RenaissanceRe
RNR
$11.2B
| $21.3M | 0.02% |
169,196
-2,895
| -2% | -$364K |
|
779
Genuine Parts
GPC
$19.4B
| $21.2M | 0.02% |
223,440
+8,192
| +4% | +$778K |
|
780
EQT Corp
EQT
$31.9B
| $21.2M | 0.02% |
683,888
+195,516
| +40% | +$6.06M |
|
781
Coterra Energy
CTRA
$18.6B
| $21.1M | 0.02% |
736,584
+27,583
| +4% | +$789K |
|
|
SVC
782
Service Properties Trust
SVC
$469M
| $21.1M | 0.02% |
705,640
+560
| +0.1% | +$16.7K |
|
783
Rithm Capital
RITM
$6.63B
| $21M | 0.02% |
1,174,704
+120,849
| +11% | +$2.16M |
|
784
IQVIA
IQV
$31.3B
| $21M | 0.02% |
214,054
-13,660
| -6% | -$1.34M |
|
785
Deckers Outdoor
DECK
$16.9B
| $20.9M | 0.02% |
1,565,982
-253,824
| -14% | -$3.39M |
|
786
Valvoline
VVV
$5B
| $20.9M | 0.02% |
835,278
-33,645
| -4% | -$843K |
|
787
Skywest
SKYW
$4.37B
| $20.9M | 0.02% |
393,297
-2,924
| -0.7% | -$155K |
|
788
Cintas
CTAS
$81.2B
| $20.9M | 0.02% |
535,596
-5,836
| -1% | -$227K |
|
|
SINA
789
DELISTED
Sina Corp
SINA
| $20.8M | 0.02% |
207,512
+24,993
| +14% | +$2.51M |
|
|
ETFC
790
DELISTED
E*Trade Financial Corporation
ETFC
| $20.8M | 0.02% |
419,572
+2,349
| +0.6% | +$116K |
|
791
SLM Corp
SLM
$6.01B
| $20.8M | 0.02% |
1,836,702
+12,810
| +0.7% | +$145K |
|
792
NOV
NOV
$4.85B
| $20.7M | 0.02% |
575,881
+10,094
| +2% | +$364K |
|
793
Lithia Motors
LAD
$8.64B
| $20.7M | 0.02% |
182,568
-2,767
| -1% | -$314K |
|
794
Protolabs
PRLB
$1.17B
| $20.7M | 0.02% |
201,337
+11,763
| +6% | +$1.21M |
|
795
Brunswick
BC
$4.23B
| $20.7M | 0.02% |
375,254
-5,160
| -1% | -$285K |
|
796
Prosperity Bancshares
PB
$6.4B
| $20.7M | 0.02% |
295,390
-177
| -0.1% | -$12.4K |
|
|
CTXS
797
DELISTED
Citrix Systems Inc
CTXS
| $20.7M | 0.02% |
234,709
-78,468
| -25% | -$6.91M |
|
798
Community Bank
CBU
$3.13B
| $20.6M | 0.02% |
383,906
-37,410
| -9% | -$2.01M |
|
799
Light & Wonder
LNW
$7.43B
| $20.6M | 0.02% |
402,099
-5,735
| -1% | -$294K |
|
|
GWR
800
DELISTED
Genesee & Wyoming Inc.
GWR
| $20.6M | 0.02% |
261,971
+396
| +0.2% | +$31.2K |
|