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 | |
|---|---|---|---|---|---|---|
876
Louisiana-Pacific
LPX
$6.68B
| $16.9M | 0.02% |
701,596
+101,945
| +17% | +$2.46M |
|
|
HR
877
DELISTED
Healthcare Realty Trust Incorporated
HR
| $16.9M | 0.02% |
494,937
+24,822
| +5% | +$848K |
|
|
RUTH
878
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $16.9M | 0.02% |
775,973
+539,034
| +227% | +$11.7M |
|
879
Ollie's Bargain Outlet
OLLI
$7.89B
| $16.9M | 0.02% |
395,988
+12,494
| +3% | +$532K |
|
880
Atlantic Union Bankshares
AUB
$5.04B
| $16.8M | 0.02% |
496,557
+84,591
| +21% | +$2.87M |
|
881
Burlington
BURL
$17.8B
| $16.8M | 0.02% |
182,988
-270,317
| -60% | -$24.9M |
|
882
Bank of Hawaii
BOH
$2.72B
| $16.8M | 0.02% |
202,705
+26,842
| +15% | +$2.23M |
|
883
Seagate
STX
$40.8B
| $16.8M | 0.02% |
433,923
+16,388
| +4% | +$635K |
|
|
NUVA
884
DELISTED
NuVasive, Inc.
NUVA
| $16.8M | 0.02% |
218,210
+7,532
| +4% | +$579K |
|
885
Skechers
SKX
$9.51B
| $16.8M | 0.02% |
568,669
+20,829
| +4% | +$614K |
|
886
MSC Industrial Direct
MSM
$5.14B
| $16.7M | 0.02% |
194,662
+8,552
| +5% | +$735K |
|
887
LXP Industrial Trust
LXP
$2.68B
| $16.7M | 0.02% |
1,686,094
+545
| +0% | +$5.4K |
|
|
MDR
888
DELISTED
McDermott International
MDR
| $16.7M | 0.02% |
775,934
+744,548
| +2,372% | +$16M |
|
889
O-I Glass
OI
$1.98B
| $16.7M | 0.02% |
697,520
+30,976
| +5% | +$741K |
|
890
Mercury Systems
MRCY
$4.21B
| $16.7M | 0.02% |
396,151
+14,345
| +4% | +$604K |
|
|
KSU
891
DELISTED
Kansas City Southern
KSU
| $16.7M | 0.02% |
159,095
-2,488
| -2% | -$260K |
|
892
Cincinnati Financial
CINF
$23.8B
| $16.6M | 0.02% |
229,708
+2,762
| +1% | +$200K |
|
893
Williams-Sonoma
WSM
$24.7B
| $16.6M | 0.02% |
685,116
+15,636
| +2% | +$379K |
|
894
Cintas
CTAS
$81.8B
| $16.6M | 0.02% |
526,012
-39,424
| -7% | -$1.24M |
|
|
DST
895
DELISTED
DST Systems Inc.
DST
| $16.4M | 0.02% |
266,543
+4,631
| +2% | +$286K |
|
|
PF
896
DELISTED
Pinnacle Foods, Inc.
PF
| $16.4M | 0.02% |
276,429
+256,056
| +1,257% | +$15.2M |
|
897
Trex
TREX
$6.49B
| $16.4M | 0.02% |
970,220
+24,764
| +3% | +$419K |
|
|
FNGN
898
DELISTED
Financial Engines, Inc.
FNGN
| $16.4M | 0.02% |
448,080
+5,386
| +1% | +$197K |
|
899
UDR
UDR
$12.9B
| $16.4M | 0.02% |
420,751
+15,989
| +4% | +$623K |
|
|
TECD
900
DELISTED
Tech Data Corp
TECD
| $16.4M | 0.02% |
162,136
+6,852
| +4% | +$692K |
|