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 | |
|---|---|---|---|---|---|---|
926
Viasat
VSAT
$4.29B
| $17.1M | 0.02% |
228,984
+954
| +0.4% | +$71.4K |
|
|
HR
927
DELISTED
Healthcare Realty Trust Incorporated
HR
| $17.1M | 0.02% |
531,961
+4,834
| +0.9% | +$155K |
|
928
Seagate
STX
$41.9B
| $17.1M | 0.02% |
407,853
+8,813
| +2% | +$369K |
|
929
Pinnacle West Capital
PNW
$10.6B
| $17M | 0.02% |
200,060
+3,145
| +2% | +$268K |
|
930
Howmet Aerospace
HWM
$74.3B
| $17M | 0.02% |
814,576
+74,242
| +10% | +$1.55M |
|
931
Simmons First National
SFNC
$2.99B
| $17M | 0.02% |
596,174
+76,172
| +15% | +$2.17M |
|
|
KLXI
932
DELISTED
KLX Inc.
KLXI
| $17M | 0.02% |
295,616
+35,455
| +14% | +$2.04M |
|
933
Cincinnati Financial
CINF
$24.5B
| $17M | 0.02% |
226,607
+4,047
| +2% | +$303K |
|
934
Cooper Companies
COO
$13.6B
| $17M | 0.02% |
311,672
+6,320
| +2% | +$344K |
|
935
Kennametal
KMT
$1.6B
| $17M | 0.02% |
350,378
-1,363
| -0.4% | -$66K |
|
936
Goodyear
GT
$2.45B
| $17M | 0.02% |
524,601
-146,108
| -22% | -$4.72M |
|
|
UNVR
937
DELISTED
Univar Solutions Inc.
UNVR
| $16.9M | 0.02% |
546,831
-9,213
| -2% | -$285K |
|
|
AXE
938
DELISTED
Anixter International Inc
AXE
| $16.9M | 0.02% |
221,757
-1,396
| -0.6% | -$106K |
|
939
Avient
AVNT
$3.44B
| $16.8M | 0.02% |
387,291
+34,135
| +10% | +$1.48M |
|
940
Bank of Hawaii
BOH
$2.73B
| $16.8M | 0.02% |
196,168
-5,590
| -3% | -$479K |
|
941
Apogee Enterprises
APOG
$941M
| $16.8M | 0.02% |
367,369
-23,200
| -6% | -$1.06M |
|
942
PBF Energy
PBF
$3.31B
| $16.7M | 0.02% |
472,276
+1,152
| +0.2% | +$40.8K |
|
|
IDTI
943
DELISTED
Integrated Device Technology I
IDTI
| $16.7M | 0.02% |
562,874
-3,127
| -0.6% | -$93K |
|
|
WRI
944
DELISTED
Weingarten Realty Investors
WRI
| $16.7M | 0.02% |
509,061
-357
| -0.1% | -$11.7K |
|
945
Hawaiian Electric Industries
HE
$2.09B
| $16.7M | 0.02% |
462,708
-255
| -0.1% | -$9.22K |
|
946
Terex
TEX
$3.48B
| $16.7M | 0.02% |
346,832
-21,086
| -6% | -$1.02M |
|
947
Akamai
AKAM
$11.4B
| $16.7M | 0.02% |
256,144
+1,292
| +0.5% | +$84K |
|
948
Cousins Properties
CUZ
$4.98B
| $16.7M | 0.02% |
450,075
+1,737
| +0.4% | +$64.3K |
|
949
Inogen
INGN
$231M
| $16.6M | 0.02% |
139,811
+217
| +0.2% | +$25.8K |
|
950
PVH
PVH
$3.94B
| $16.6M | 0.02% |
121,326
+2,312
| +2% | +$317K |
|