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 | |
|---|---|---|---|---|---|---|
951
ONE Gas
OGS
$4.56B
| $16.6M | 0.02% |
226,975
-433
| -0.2% | -$31.7K |
|
|
952
DaVita
DVA
$9.53B
| $16.6M | 0.02% |
229,977
-2,699,009
| -92% | -$195M |
|
|
ROIC
953
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $16.6M | 0.02% |
832,613
-6,400
| -0.8% | -$128K |
|
|
KSU
954
DELISTED
Kansas City Southern
KSU
| $16.6M | 0.02% |
157,363
+326
| +0.2% | +$34.3K |
|
|
JNPR
955
DELISTED
Juniper Networks
JNPR
| $16.5M | 0.02% |
580,190
+357
| +0.1% | +$10.2K |
|
956
Louisiana-Pacific
LPX
$6.81B
| $16.5M | 0.02% |
627,276
-76,842
| -11% | -$2.02M |
|
|
VIAB
957
DELISTED
Viacom Inc. Class B
VIAB
| $16.5M | 0.02% |
534,577
-882
| -0.2% | -$27.2K |
|
958
Cabot Corp
CBT
$4.33B
| $16.5M | 0.02% |
267,221
-176,341
| -40% | -$10.9M |
|
|
CLGX
959
DELISTED
Corelogic, Inc.
CLGX
| $16.5M | 0.02% |
356,113
-11,178
| -3% | -$517K |
|
|
CA
960
DELISTED
CA, Inc.
CA
| $16.4M | 0.02% |
493,872
-156,852
| -24% | -$5.22M |
|
961
Associated Banc-Corp
ASB
$4.38B
| $16.4M | 0.02% |
644,364
-956
| -0.1% | -$24.3K |
|
962
Supernus Pharmaceuticals
SUPN
$2.62B
| $16.3M | 0.02% |
409,824
+3,049
| +0.7% | +$121K |
|
963
Fortune Brands Innovations
FBIN
$7.29B
| $16.3M | 0.02% |
279,160
+4,033
| +1% | +$236K |
|
|
VG
964
DELISTED
Vonage Holdings Corporation
VG
| $16.2M | 0.01% |
1,592,584
-1,836
| -0.1% | -$18.7K |
|
|
SRCI
965
DELISTED
SRC Energy Inc
SRCI
| $16.2M | 0.01% |
1,898,374
+361,507
| +24% | +$3.08M |
|
|
TIF
966
DELISTED
Tiffany & Co.
TIF
| $16.2M | 0.01% |
155,493
-1,228
| -0.8% | -$128K |
|
967
Cracker Barrel
CBRL
$1.16B
| $16.2M | 0.01% |
101,658
-311
| -0.3% | -$49.4K |
|
|
DST
968
DELISTED
DST Systems Inc.
DST
| $16.1M | 0.01% |
259,706
-2,911
| -1% | -$181K |
|
969
Quaker Houghton
KWR
$2.47B
| $16.1M | 0.01% |
106,824
-2,513
| -2% | -$379K |
|
|
TCF
970
DELISTED
TCF Financial Corporation Common Stock
TCF
| $16.1M | 0.01% |
300,523
-195
| -0.1% | -$10.4K |
|
971
BorgWarner
BWA
$9.6B
| $16.1M | 0.01% |
357,073
+4,785
| +1% | +$215K |
|
972
Iron Mountain
IRM
$29.2B
| $16.1M | 0.01% |
425,561
+16,002
| +4% | +$604K |
|
973
UDR
UDR
$12.9B
| $16M | 0.01% |
416,019
+5,716
| +1% | +$220K |
|
|
DISH
974
DELISTED
DISH Network Corp.
DISH
| $16M | 0.01% |
335,522
+20,494
| +7% | +$979K |
|
|
ARI
975
Apollo Commercial Real Estate
ARI
$1.53B
| $16M | 0.01% |
868,314
+26,802
| +3% | +$494K |
|