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 | |
|---|---|---|---|---|---|---|
901
RLI Corp
RLI
$6.15B
| $17.9M | 0.02% |
589,178
-4,334
| -0.7% | -$131K |
|
|
SYKE
902
DELISTED
SYKES Enterprises Inc
SYKE
| $17.9M | 0.02% |
567,879
-72,248
| -11% | -$2.27M |
|
|
VSM
903
DELISTED
Versum Materials, Inc.
VSM
| $17.8M | 0.02% |
469,833
+3,866
| +0.8% | +$146K |
|
904
UFP Industries
UFPI
$5.99B
| $17.7M | 0.02% |
471,149
-18,952
| -4% | -$713K |
|
905
NCR Voyix
VYX
$1.8B
| $17.7M | 0.02% |
847,967
-2,552
| -0.3% | -$53.2K |
|
|
LSI
906
DELISTED
Life Storage, Inc.
LSI
| $17.6M | 0.02% |
297,068
+38
| +0% | +$2.26K |
|
907
Transocean
RIG
$3.07B
| $17.6M | 0.02% |
1,649,641
-887,170
| -35% | -$9.47M |
|
908
Power Integrations
POWI
$2.56B
| $17.6M | 0.02% |
478,970
+11,680
| +2% | +$430K |
|
|
VMW
909
DELISTED
VMware, Inc
VMW
| $17.6M | 0.02% |
140,500
-130,173
| -48% | -$16.3M |
|
910
Federated Hermes
FHI
$4.19B
| $17.6M | 0.02% |
487,922
+74,067
| +18% | +$2.67M |
|
911
Pultegroup
PHM
$27.4B
| $17.6M | 0.02% |
528,359
+91,318
| +21% | +$3.04M |
|
912
Invesco Mortgage Capital
IVR
$507M
| $17.5M | 0.02% |
98,219
+96,334
| +5,111% | +$17.2M |
|
913
Stifel
SF
$11.8B
| $17.5M | 0.02% |
440,957
+8,067
| +2% | +$320K |
|
914
Merit Medical Systems
MMSI
$5.34B
| $17.4M | 0.02% |
402,729
-3,920
| -1% | -$169K |
|
915
Progress Software
PRGS
$1.86B
| $17.4M | 0.02% |
408,423
+32,566
| +9% | +$1.39M |
|
916
Masimo
MASI
$7.94B
| $17.4M | 0.02% |
205,008
-1,167
| -0.6% | -$99K |
|
917
Acadia Realty Trust
AKR
$2.59B
| $17.4M | 0.02% |
635,149
-4,542
| -0.7% | -$124K |
|
|
MNR
918
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $17.4M | 0.02% |
975,019
-86,658
| -8% | -$1.54M |
|
919
Williams-Sonoma
WSM
$24.8B
| $17.4M | 0.02% |
671,324
-16,370
| -2% | -$423K |
|
920
J&J Snack Foods
JJSF
$2.1B
| $17.3M | 0.02% |
114,232
-6,919
| -6% | -$1.05M |
|
921
Affiliated Managers Group
AMG
$6.71B
| $17.3M | 0.02% |
84,329
+989
| +1% | +$203K |
|
922
Hologic
HOLX
$14.8B
| $17.3M | 0.02% |
404,188
-4,447
| -1% | -$190K |
|
923
Silicon Laboratories
SLAB
$4.45B
| $17.2M | 0.02% |
195,349
+172
| +0.1% | +$15.2K |
|
924
DiamondRock Hospitality
DRH
$1.72B
| $17.2M | 0.02% |
1,523,809
-20,681
| -1% | -$233K |
|
925
Henry Schein
HSIC
$8.43B
| $17.2M | 0.02% |
313,406
+985
| +0.3% | +$54K |
|