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 | |
|---|---|---|---|---|---|---|
851
Dave & Buster's
PLAY
$787M
| $19.1M | 0.02% |
346,016
-11,327
| -3% | -$625K |
|
852
FNB Corp
FNB
$5.89B
| $19M | 0.02% |
1,373,616
-1,734
| -0.1% | -$24K |
|
853
Ryder
R
$7.69B
| $19M | 0.02% |
225,337
+6,889
| +3% | +$580K |
|
854
Tapestry
TPR
$22.1B
| $18.9M | 0.02% |
427,773
-7,781
| -2% | -$344K |
|
|
NLSN
855
DELISTED
Nielsen Holdings plc
NLSN
| $18.9M | 0.02% |
519,138
+17,182
| +3% | +$625K |
|
|
SJI
856
DELISTED
South Jersey Industries, Inc.
SJI
| $18.8M | 0.02% |
603,170
-4,527
| -0.7% | -$141K |
|
857
Ashland
ASH
$2.47B
| $18.8M | 0.02% |
264,436
-991
| -0.4% | -$70.6K |
|
|
AJRD
858
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $18.8M | 0.02% |
603,377
+24,766
| +4% | +$773K |
|
|
GWB
859
DELISTED
Great Western Bancorp, Inc.
GWB
| $18.8M | 0.02% |
472,219
-13,459
| -3% | -$536K |
|
860
Bread Financial
BFH
$3.01B
| $18.8M | 0.02% |
92,876
+735
| +0.8% | +$149K |
|
861
W.W. Grainger
GWW
$48.2B
| $18.8M | 0.02% |
79,501
-952
| -1% | -$225K |
|
|
WGL
862
DELISTED
Wgl Holdings
WGL
| $18.8M | 0.02% |
218,758
+2,242
| +1% | +$192K |
|
|
DNB
863
DELISTED
Dun & Bradstreet
DNB
| $18.8M | 0.02% |
158,526
+942
| +0.6% | +$112K |
|
864
Piper Sandler
PIPR
$6.11B
| $18.8M | 0.02% |
217,522
-29,611
| -12% | -$2.55M |
|
865
Landstar System
LSTR
$4.58B
| $18.8M | 0.02% |
180,166
-508
| -0.3% | -$52.9K |
|
|
FMBI
866
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $18.7M | 0.02% |
779,474
-5,992
| -0.8% | -$144K |
|
|
WAGE
867
DELISTED
WageWorks, Inc.
WAGE
| $18.7M | 0.02% |
301,811
-15,623
| -5% | -$969K |
|
868
Hain Celestial
HAIN
$188M
| $18.7M | 0.02% |
440,943
-190
| -0% | -$8.05K |
|
869
ScottsMiracle-Gro
SMG
$3.55B
| $18.7M | 0.02% |
174,696
-621
| -0.4% | -$66.4K |
|
870
Texas Capital Bancshares
TCBI
$3.98B
| $18.7M | 0.02% |
210,087
-2,118
| -1% | -$188K |
|
871
Sealed Air
SEE
$4.97B
| $18.6M | 0.02% |
377,582
+86,567
| +30% | +$4.27M |
|
872
The Mosaic Company
MOS
$10.7B
| $18.6M | 0.02% |
724,890
+202,764
| +39% | +$5.2M |
|
|
MGLN
873
DELISTED
Magellan Health Services, Inc.
MGLN
| $18.6M | 0.02% |
192,654
+401
| +0.2% | +$38.7K |
|
874
Watts Water Technologies
WTS
$9.44B
| $18.6M | 0.02% |
244,708
-6,537
| -3% | -$496K |
|
875
Cadence Design Systems
CDNS
$97B
| $18.5M | 0.02% |
442,319
+4,264
| +1% | +$178K |
|