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 | |
|---|---|---|---|---|---|---|
901
Teradata
TDC
$1.99B
| $16.4M | 0.02% |
554,892
+346,388
| +166% | +$10.2M |
|
|
X
902
DELISTED
US Steel
X
| $16.4M | 0.02% |
739,081
+25,518
| +4% | +$565K |
|
903
Associated Banc-Corp
ASB
$4.36B
| $16.3M | 0.02% |
646,421
+26,400
| +4% | +$665K |
|
904
Ryder
R
$7.61B
| $16.3M | 0.02% |
226,288
+143,515
| +173% | +$10.3M |
|
|
PPBI
905
DELISTED
Pacific Premier Bancorp
PPBI
| $16.3M | 0.02% |
441,164
+12,867
| +3% | +$475K |
|
|
ROIC
906
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $16.3M | 0.02% |
848,263
-4,683
| -0.5% | -$89.9K |
|
|
WPX
907
DELISTED
WPX Energy, Inc.
WPX
| $16.2M | 0.02% |
1,680,896
+60,857
| +4% | +$588K |
|
908
Mueller Industries
MLI
$10.8B
| $16.2M | 0.02% |
1,066,302
+47,056
| +5% | +$716K |
|
|
UNIT
909
Uniti Group
UNIT
$1.69B
| $16.2M | 0.02% |
645,460
+96,025
| +17% | +$2.41M |
|
910
Texas Capital Bancshares
TCBI
$3.99B
| $16.2M | 0.02% |
209,350
+8,994
| +4% | +$696K |
|
911
RLI Corp
RLI
$6.08B
| $16.2M | 0.02% |
592,660
+424
| +0.1% | +$11.6K |
|
912
Hanover Insurance
THG
$6.37B
| $16.2M | 0.02% |
182,545
+6,445
| +4% | +$571K |
|
913
J&J Snack Foods
JJSF
$2.08B
| $16.2M | 0.02% |
122,470
+83
| +0.1% | +$11K |
|
914
California Water Service
CWT
$2.72B
| $16.2M | 0.02% |
438,914
+19,923
| +5% | +$733K |
|
915
Perrigo
PRGO
$3.04B
| $16.1M | 0.02% |
213,778
-4,801
| -2% | -$363K |
|
|
AKS
916
DELISTED
AK Steel Holding Corp.
AKS
| $16.1M | 0.02% |
2,453,922
+306
| +0% | +$2.01K |
|
917
TopBuild
BLD
$11.8B
| $16.1M | 0.02% |
303,779
-7,720
| -2% | -$410K |
|
918
United Rentals
URI
$60.8B
| $16.1M | 0.02% |
142,939
-716
| -0.5% | -$80.7K |
|
919
EQT Corp
EQT
$31.9B
| $16.1M | 0.02% |
503,430
+21,706
| +5% | +$692K |
|
920
Quaker Houghton
KWR
$2.42B
| $16M | 0.02% |
110,298
+446
| +0.4% | +$64.8K |
|
921
Watts Water Technologies
WTS
$9.29B
| $16M | 0.02% |
253,045
+13,758
| +6% | +$869K |
|
|
ETFC
922
DELISTED
E*Trade Financial Corporation
ETFC
| $16M | 0.02% |
420,260
-10,665
| -2% | -$406K |
|
923
Fortune Brands Innovations
FBIN
$7.05B
| $16M | 0.02% |
286,525
+8,352
| +3% | +$466K |
|
|
CLGX
924
DELISTED
Corelogic, Inc.
CLGX
| $16M | 0.02% |
367,877
+15,788
| +4% | +$685K |
|
|
UNVR
925
DELISTED
Univar Solutions Inc.
UNVR
| $15.9M | 0.02% |
545,747
+535,649
| +5,305% | +$15.6M |
|