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 | |
|---|---|---|---|---|---|---|
|
UCB
951
United Community Banks, Inc.
UCB
$3.95B
| $15.3M | 0.02% |
550,115
-4,034
| -0.7% | -$112K |
|
952
C.H. Robinson
CHRW
$15.1B
| $15.3M | 0.02% |
222,478
+3,737
| +2% | +$257K |
|
953
Ciena
CIEN
$18.4B
| $15.2M | 0.02% |
607,864
+25,672
| +4% | +$642K |
|
|
ARGO
954
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $15.2M | 0.02% |
288,542
-6,531
| -2% | -$344K |
|
955
Western Union
WU
$2.73B
| $15.2M | 0.02% |
797,901
+23,430
| +3% | +$446K |
|
956
Children's Place
PLCE
$170M
| $15.2M | 0.02% |
148,454
-8,980
| -6% | -$917K |
|
957
Howmet Aerospace
HWM
$74.1B
| $15.1M | 0.02% |
871,682
-20,697
| -2% | -$360K |
|
958
ITT
ITT
$13.6B
| $15.1M | 0.02% |
375,711
+15,481
| +4% | +$622K |
|
|
WRI
959
DELISTED
Weingarten Realty Investors
WRI
| $15.1M | 0.02% |
501,509
+19,986
| +4% | +$602K |
|
|
VSM
960
DELISTED
Versum Materials, Inc.
VSM
| $15.1M | 0.02% |
463,854
+25,891
| +6% | +$841K |
|
961
Sensient Technologies
SXT
$4.51B
| $15.1M | 0.02% |
187,080
+6,924
| +4% | +$558K |
|
962
First Merchants
FRME
$2.32B
| $15.1M | 0.02% |
375,077
+24,174
| +7% | +$970K |
|
963
Ameris Bancorp
ABCB
$5.07B
| $15M | 0.02% |
311,656
+6,417
| +2% | +$309K |
|
964
Carvana
CVNA
$50.4B
| $15M | 0.02% |
+732,676
| New | +$15M |
|
965
Federal Realty Investment Trust
FRT
$8.67B
| $15M | 0.02% |
118,378
-8,763
| -7% | -$1.11M |
|
966
Dick's Sporting Goods
DKS
$18.2B
| $15M | 0.02% |
375,611
+13,138
| +4% | +$523K |
|
967
Hawaiian Electric Industries
HE
$2.08B
| $14.9M | 0.01% |
459,980
-56,286
| -11% | -$1.82M |
|
968
Harley-Davidson
HOG
$3.65B
| $14.9M | 0.01% |
275,222
+280
| +0.1% | +$15.1K |
|
969
Plexus
PLXS
$3.71B
| $14.9M | 0.01% |
282,731
+10,388
| +4% | +$546K |
|
970
Primerica
PRI
$8.74B
| $14.9M | 0.01% |
196,059
-24,049
| -11% | -$1.82M |
|
971
Independent Bank
INDB
$3.46B
| $14.8M | 0.01% |
221,802
+3,913
| +2% | +$261K |
|
972
Franklin Electric
FELE
$4.2B
| $14.8M | 0.01% |
356,974
+13,864
| +4% | +$574K |
|
973
Viasat
VSAT
$3.91B
| $14.8M | 0.01% |
223,222
+8,430
| +4% | +$558K |
|
974
Cooper-Standard Automotive
CPS
$685M
| $14.7M | 0.01% |
146,173
-4,688
| -3% | -$473K |
|
975
STAG Industrial
STAG
$6.68B
| $14.7M | 0.01% |
533,882
-100,480
| -16% | -$2.77M |
|