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 | |
|---|---|---|---|---|---|---|
826
Moog
MOG.A
$6.07B
| $18.1M | 0.02% |
252,547
+449
| +0.2% | +$32.2K |
|
|
VIAB
827
DELISTED
Viacom Inc. Class B
VIAB
| $18.1M | 0.02% |
539,404
-1,342
| -0.2% | -$45.1K |
|
828
Trinity Industries
TRN
$2.29B
| $18M | 0.02% |
893,587
+31,004
| +4% | +$626K |
|
829
Coca-Cola Femsa
KOF
$17.8B
| $18M | 0.02% |
+212,777
| New | +$18M |
|
|
SAFM
830
DELISTED
Sanderson Farms Inc
SAFM
| $18M | 0.02% |
155,738
+96
| +0.1% | +$11.1K |
|
|
WGL
831
DELISTED
Wgl Holdings
WGL
| $18M | 0.02% |
215,722
+5,850
| +3% | +$488K |
|
832
Gartner
IT
$18.7B
| $18M | 0.02% |
145,481
-192,089
| -57% | -$23.7M |
|
|
EE
833
DELISTED
El Paso Electric Company
EE
| $17.9M | 0.02% |
346,809
+29,758
| +9% | +$1.54M |
|
834
Masimo
MASI
$8.08B
| $17.9M | 0.02% |
196,558
-5,321
| -3% | -$485K |
|
835
Emcor
EME
$27.8B
| $17.9M | 0.02% |
273,910
-158,158
| -37% | -$10.3M |
|
836
CVB Financial
CVBF
$2.78B
| $17.9M | 0.02% |
798,079
+19,537
| +3% | +$438K |
|
|
BMS
837
DELISTED
Bemis
BMS
| $17.9M | 0.02% |
386,327
+6,622
| +2% | +$306K |
|
|
HES
838
DELISTED
Hess
HES
| $17.8M | 0.02% |
406,461
-299
| -0.1% | -$13.1K |
|
839
Steven Madden
SHOO
$2.22B
| $17.8M | 0.02% |
668,547
+1,834
| +0.3% | +$48.8K |
|
840
Unifirst Corp
UNF
$3.24B
| $17.8M | 0.02% |
126,365
-3,684
| -3% | -$518K |
|
|
SVU
841
DELISTED
SUPERVALU Inc.
SVU
| $17.8M | 0.02% |
771,798
+8,866
| +1% | +$204K |
|
842
Casey's General Stores
CASY
$19.4B
| $17.8M | 0.02% |
165,899
+5,329
| +3% | +$571K |
|
843
Travel + Leisure Co
TNL
$4.1B
| $17.7M | 0.02% |
391,497
+11,419
| +3% | +$518K |
|
844
Hancock Whitney
HWC
$5.33B
| $17.7M | 0.02% |
361,366
+15,886
| +5% | +$778K |
|
845
iShares Core S&P Small-Cap ETF
IJR
$85.3B
| $17.7M | 0.02% |
252,295
| – | – |
|
846
Brixmor Property Group
BRX
$8.5B
| $17.7M | 0.02% |
988,743
-72,585
| -7% | -$1.3M |
|
847
Supernus Pharmaceuticals
SUPN
$2.58B
| $17.6M | 0.02% |
408,678
-564
| -0.1% | -$24.3K |
|
848
Pinnacle West Capital
PNW
$10.5B
| $17.6M | 0.02% |
206,647
+10,888
| +6% | +$927K |
|
849
World Kinect Corp
WKC
$1.47B
| $17.6M | 0.02% |
456,763
+167,706
| +58% | +$6.45M |
|
|
TIVO
850
DELISTED
Tivo Inc
TIVO
| $17.5M | 0.02% |
938,025
+2,383
| +0.3% | +$44.4K |
|