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 | |
|---|---|---|---|---|---|---|
|
GIMO
801
DELISTED
Gigamon Inc.
GIMO
| $18.9M | 0.02% |
479,148
+241,056
| +101% | +$9.49M |
|
802
Ingevity
NGVT
$2.14B
| $18.7M | 0.02% |
326,144
+300
| +0.1% | +$17.2K |
|
803
TechnipFMC
FTI
$16.3B
| $18.7M | 0.02% |
924,212
+32,113
| +4% | +$650K |
|
|
CSFL
804
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $18.5M | 0.02% |
745,043
+376,362
| +102% | +$9.36M |
|
805
Carter's
CRI
$1.05B
| $18.5M | 0.02% |
207,934
+7,059
| +4% | +$628K |
|
806
Viavi Solutions
VIAV
$2.61B
| $18.5M | 0.02% |
1,756,237
-22,575
| -1% | -$238K |
|
807
Align Technology
ALGN
$9.85B
| $18.5M | 0.02% |
123,119
-188,025
| -60% | -$28.2M |
|
|
CBM
808
DELISTED
Cambrex Corporation
CBM
| $18.5M | 0.02% |
309,213
-127,600
| -29% | -$7.62M |
|
809
Edgewell Personal Care
EPC
$1.04B
| $18.5M | 0.02% |
242,969
+9,062
| +4% | +$689K |
|
810
Coterra Energy
CTRA
$18.2B
| $18.5M | 0.02% |
735,801
+810
| +0.1% | +$20.3K |
|
811
Amdocs
DOX
$9.43B
| $18.4M | 0.02% |
284,762
-24,918
| -8% | -$1.61M |
|
|
NATI
812
DELISTED
National Instruments Corp
NATI
| $18.3M | 0.02% |
455,072
+27,032
| +6% | +$1.09M |
|
813
Mid-America Apartment Communities
MAA
$17B
| $18.3M | 0.02% |
173,621
+1,763
| +1% | +$186K |
|
814
Hillenbrand
HI
$1.76B
| $18.3M | 0.02% |
505,903
-355
| -0.1% | -$12.8K |
|
|
AEL
815
DELISTED
American Equity Investment Life Holding Company
AEL
| $18.3M | 0.02% |
694,503
+5,690
| +0.8% | +$150K |
|
|
XL
816
DELISTED
XL Group Ltd.
XL
| $18.2M | 0.02% |
416,383
+10,868
| +3% | +$476K |
|
817
Acadia Realty Trust
AKR
$2.54B
| $18.2M | 0.02% |
654,902
+1,186
| +0.2% | +$33K |
|
818
Wintrust Financial
WTFC
$9.23B
| $18.2M | 0.02% |
238,107
+25,798
| +12% | +$1.97M |
|
819
Old National Bancorp
ONB
$8.74B
| $18.2M | 0.02% |
1,053,400
+3,617
| +0.3% | +$62.4K |
|
|
NCI
820
DELISTED
Navigant Consulting, Inc.
NCI
| $18.2M | 0.02% |
918,727
+103,863
| +13% | +$2.05M |
|
821
International Flavors & Fragrances
IFF
$16.7B
| $18.1M | 0.02% |
134,387
+12,135
| +10% | +$1.64M |
|
|
CONE
822
DELISTED
CyrusOne Inc Common Stock
CONE
| $18.1M | 0.02% |
325,279
+34,070
| +12% | +$1.9M |
|
823
NewMarket
NEU
$7.74B
| $18.1M | 0.02% |
39,380
+1,705
| +5% | +$785K |
|
824
Idacorp
IDA
$6.73B
| $18.1M | 0.02% |
212,252
+8,646
| +4% | +$738K |
|
825
Ligand Pharmaceuticals
LGND
$3.22B
| $18.1M | 0.02% |
239,161
-20,491
| -8% | -$1.55M |
|