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 | |
|---|---|---|---|---|---|---|
976
MGIC Investment
MTG
$6.54B
| $14.7M | 0.01% |
1,313,405
+4,622
| +0.4% | +$51.8K |
|
977
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $14.7M | 0.01% |
422,500
-9,500
| -2% | -$331K |
|
|
FMBI
978
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $14.7M | 0.01% |
630,148
-2,715
| -0.4% | -$63.3K |
|
|
LSI
979
DELISTED
Life Storage, Inc.
LSI
| $14.6M | 0.01% |
295,448
+10,997
| +4% | +$543K |
|
980
Simpson Manufacturing
SSD
$7.97B
| $14.6M | 0.01% |
333,918
+8,172
| +3% | +$357K |
|
|
SCG
981
DELISTED
Scana
SCG
| $14.6M | 0.01% |
217,339
-3,944
| -2% | -$264K |
|
|
AMED
982
DELISTED
Amedisys
AMED
| $14.6M | 0.01% |
231,688
+1,511
| +0.7% | +$94.9K |
|
|
MNR
983
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $14.5M | 0.01% |
966,089
+59,438
| +7% | +$895K |
|
984
UFP Industries
UFPI
$5.84B
| $14.5M | 0.01% |
498,489
-745,821
| -60% | -$21.7M |
|
|
IDTI
985
DELISTED
Integrated Device Technology I
IDTI
| $14.5M | 0.01% |
562,271
+11,635
| +2% | +$300K |
|
|
TCF
986
DELISTED
TCF Financial Corporation Common Stock
TCF
| $14.5M | 0.01% |
299,517
-23,649
| -7% | -$1.14M |
|
987
New Jersey Resources
NJR
$4.71B
| $14.5M | 0.01% |
365,119
+16,417
| +5% | +$652K |
|
988
Helmerich & Payne
HP
$2.07B
| $14.5M | 0.01% |
266,659
+29,860
| +13% | +$1.62M |
|
989
Deluxe
DLX
$858M
| $14.5M | 0.01% |
209,248
+7,991
| +4% | +$553K |
|
990
Advanced Micro Devices
AMD
$259B
| $14.3M | 0.01% |
1,148,628
-20,857
| -2% | -$260K |
|
991
Valmont Industries
VMI
$7.45B
| $14.3M | 0.01% |
95,774
+2,917
| +3% | +$436K |
|
|
MDC
992
DELISTED
M.D.C. Holdings, Inc.
MDC
| $14.3M | 0.01% |
510,511
+104,159
| +26% | +$2.92M |
|
993
Cable One
CABO
$893M
| $14.3M | 0.01% |
20,116
+789
| +4% | +$561K |
|
994
Nexstar Media Group
NXST
$5.98B
| $14.3M | 0.01% |
238,612
+216,443
| +976% | +$12.9M |
|
|
AF
995
DELISTED
Astoria Financial Corporation
AF
| $14.3M | 0.01% |
707,944
+4,400
| +0.6% | +$88.7K |
|
996
Texas Roadhouse
TXRH
$11B
| $14.1M | 0.01% |
277,284
+14,805
| +6% | +$754K |
|
997
Macy's
M
$4.56B
| $14.1M | 0.01% |
607,245
-2,688
| -0.4% | -$62.5K |
|
998
Affiliated Managers Group
AMG
$6.6B
| $14.1M | 0.01% |
84,895
-2,074
| -2% | -$344K |
|
999
Hormel Foods
HRL
$13.7B
| $14.1M | 0.01% |
412,791
-15,047
| -4% | -$513K |
|
|
KS
1000
DELISTED
KapStone Paper and Pack Corp.
KS
| $14.1M | 0.01% |
682,052
-142
| -0% | -$2.93K |
|