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 | |
|---|---|---|---|---|---|---|
876
International Flavors & Fragrances
IFF
$16.9B
| $18.4M | 0.02% |
120,805
+1,576
| +1% | +$241K |
|
877
Campbell Soup
CPB
$10B
| $18.4M | 0.02% |
383,185
+72,085
| +23% | +$3.47M |
|
878
iRobot
IRBT
$116M
| $18.4M | 0.02% |
240,231
+7,452
| +3% | +$572K |
|
879
ResMed
RMD
$40.2B
| $18.4M | 0.02% |
217,444
+13,577
| +7% | +$1.15M |
|
880
Whirlpool
WHR
$5.27B
| $18.3M | 0.02% |
108,792
-263
| -0.2% | -$44.4K |
|
881
Mueller Industries
MLI
$10.9B
| $18.3M | 0.02% |
1,034,582
-24,356
| -2% | -$431K |
|
882
Semtech
SMTC
$5.26B
| $18.3M | 0.02% |
535,865
+2,342
| +0.4% | +$80.1K |
|
883
CVB Financial
CVBF
$2.81B
| $18.3M | 0.02% |
777,413
-5,975
| -0.8% | -$141K |
|
884
lululemon athletica
LULU
$19.7B
| $18.3M | 0.02% |
233,056
+70,743
| +44% | +$5.56M |
|
|
BMS
885
DELISTED
Bemis
BMS
| $18.3M | 0.02% |
382,990
+8,601
| +2% | +$411K |
|
|
CAA
886
DELISTED
CalAtlantic Group, Inc.
CAA
| $18.3M | 0.02% |
324,571
-227
| -0.1% | -$12.8K |
|
|
LNCE
887
DELISTED
Snyders-Lance, Inc.
LNCE
| $18.3M | 0.02% |
365,168
+2,552
| +0.7% | +$128K |
|
|
EE
888
DELISTED
El Paso Electric Company
EE
| $18.3M | 0.02% |
330,179
-13,946
| -4% | -$772K |
|
889
Sanmina
SANM
$6.41B
| $18.2M | 0.02% |
552,277
-67,361
| -11% | -$2.22M |
|
890
Sabre
SABR
$734M
| $18.2M | 0.02% |
888,468
+10,743
| +1% | +$220K |
|
891
Monolithic Power Systems
MPWR
$40.3B
| $18.2M | 0.02% |
162,014
+328
| +0.2% | +$36.9K |
|
892
Atlantic Union Bankshares
AUB
$5.03B
| $18.2M | 0.02% |
502,297
-29,971
| -6% | -$1.08M |
|
893
Casey's General Stores
CASY
$20.5B
| $18.2M | 0.02% |
162,308
+756
| +0.5% | +$84.6K |
|
894
Raymond James Financial
RJF
$34B
| $18.1M | 0.02% |
304,775
-164,518
| -35% | -$9.79M |
|
895
Woodward
WWD
$14.3B
| $18.1M | 0.02% |
236,222
+2,408
| +1% | +$184K |
|
896
Atlanta Braves Holdings Series B
BATRK
$2.65B
| $18.1M | 0.02% |
812,908
| – | – |
|
897
Hancock Whitney
HWC
$5.37B
| $18M | 0.02% |
364,245
+1,501
| +0.4% | +$74.3K |
|
898
Interactive Brokers
IBKR
$28.3B
| $18M | 0.02% |
1,213,780
-942,024
| -44% | -$13.9M |
|
899
Tower Semiconductor
TSEM
$7.33B
| $17.9M | 0.02% |
526,196
-48,890
| -9% | -$1.67M |
|
900
CNO Financial Group
CNO
$3.8B
| $17.9M | 0.02% |
724,846
-6,126
| -0.8% | -$151K |
|