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 | |
|---|---|---|---|---|---|---|
926
ONE Gas
OGS
$4.5B
| $15.9M | 0.02% |
228,005
+11,608
| +5% | +$810K |
|
|
LTC
927
LTC Properties
LTC
$1.68B
| $15.9M | 0.02% |
309,556
-24,068
| -7% | -$1.24M |
|
928
American States Water
AWR
$2.82B
| $15.9M | 0.02% |
334,952
+16,830
| +5% | +$798K |
|
|
TIF
929
DELISTED
Tiffany & Co.
TIF
| $15.8M | 0.02% |
168,511
+6,095
| +4% | +$572K |
|
930
Matthews International
MATW
$761M
| $15.8M | 0.02% |
257,219
+2,536
| +1% | +$155K |
|
931
Woodward
WWD
$14.3B
| $15.7M | 0.02% |
232,831
+4,851
| +2% | +$328K |
|
932
Rayonier
RYN
$4.04B
| $15.7M | 0.02% |
574,453
+46,074
| +9% | +$1.26M |
|
933
Terex
TEX
$3.45B
| $15.7M | 0.02% |
418,758
-22,839
| -5% | -$856K |
|
934
Cousins Properties
CUZ
$4.91B
| $15.7M | 0.02% |
445,222
+21,317
| +5% | +$750K |
|
935
Merit Medical Systems
MMSI
$5.26B
| $15.6M | 0.02% |
410,183
+15,345
| +4% | +$585K |
|
936
LKQ Corp
LKQ
$8.26B
| $15.6M | 0.02% |
474,857
-1,360
| -0.3% | -$44.8K |
|
937
The GEO Group
GEO
$3.01B
| $15.6M | 0.02% |
528,858
+28,765
| +6% | +$851K |
|
938
RH
RH
$4.29B
| $15.6M | 0.02% |
241,238
-54,279
| -18% | -$3.5M |
|
939
Regal Rexnord
RRX
$9.39B
| $15.5M | 0.02% |
190,261
-11,817
| -6% | -$964K |
|
940
Landstar System
LSTR
$4.5B
| $15.5M | 0.02% |
181,204
+8,131
| +5% | +$696K |
|
|
ARI
941
Apollo Commercial Real Estate
ARI
$1.53B
| $15.5M | 0.02% |
835,802
+819,637
| +5,070% | +$15.2M |
|
942
W.W. Grainger
GWW
$47.5B
| $15.5M | 0.02% |
85,874
+2,056
| +2% | +$371K |
|
943
Monolithic Power Systems
MPWR
$41B
| $15.5M | 0.02% |
160,739
+6,774
| +4% | +$653K |
|
|
TCO
944
DELISTED
Taubman Centers Inc.
TCO
| $15.5M | 0.02% |
259,629
+12,042
| +5% | +$717K |
|
|
CCMP
945
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $15.4M | 0.02% |
209,098
+6,566
| +3% | +$485K |
|
946
Acadia Healthcare
ACHC
$1.94B
| $15.4M | 0.02% |
+312,345
| New | +$15.4M |
|
947
Rogers Corp
ROG
$1.44B
| $15.4M | 0.02% |
141,896
+337
| +0.2% | +$36.6K |
|
|
MRO
948
DELISTED
Marathon Oil Corporation
MRO
| $15.4M | 0.02% |
1,300,352
-204,066
| -14% | -$2.42M |
|
949
Black Hills Corp
BKH
$4.28B
| $15.3M | 0.02% |
227,303
+11,863
| +6% | +$800K |
|
950
Korn Ferry
KFY
$3.81B
| $15.3M | 0.02% |
443,130
-834
| -0.2% | -$28.8K |
|