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 | |
|---|---|---|---|---|---|---|
976
Franklin Electric
FELE
$4.31B
| $16M | 0.01% |
348,595
-9,182
| -3% | -$421K |
|
977
Valmont Industries
VMI
$7.63B
| $16M | 0.01% |
96,444
+48
| +0% | +$7.96K |
|
978
Deluxe
DLX
$889M
| $16M | 0.01% |
207,836
-1,052
| -0.5% | -$80.8K |
|
|
MDSO
979
DELISTED
Medidata Solutions, Inc.
MDSO
| $15.9M | 0.01% |
251,017
-13,591
| -5% | -$861K |
|
980
ABM Industries
ABM
$2.87B
| $15.9M | 0.01% |
421,387
-41,729
| -9% | -$1.57M |
|
981
LXP Industrial Trust
LXP
$2.74B
| $15.9M | 0.01% |
1,643,223
-12,630
| -0.8% | -$122K |
|
|
MBFI
982
DELISTED
MB Financial Corp
MBFI
| $15.8M | 0.01% |
355,051
+842
| +0.2% | +$37.5K |
|
983
iShares Core S&P Small-Cap ETF
IJR
$86.9B
| $15.8M | 0.01% |
205,200
-36,695
| -15% | -$2.82M |
|
984
Cooper-Standard Automotive
CPS
$689M
| $15.7M | 0.01% |
128,104
-2,000
| -2% | -$245K |
|
985
Plexus
PLXS
$3.8B
| $15.6M | 0.01% |
257,699
-21,546
| -8% | -$1.31M |
|
986
Globe Life
GL
$11.5B
| $15.6M | 0.01% |
172,073
+3,000
| +2% | +$272K |
|
987
Cinemark Holdings
CNK
$3.24B
| $15.6M | 0.01% |
447,781
-3,223
| -0.7% | -$112K |
|
988
Home BancShares
HOMB
$5.79B
| $15.6M | 0.01% |
670,497
-1,625
| -0.2% | -$37.8K |
|
989
NewMarket
NEU
$7.98B
| $15.6M | 0.01% |
39,198
+19
| +0% | +$7.55K |
|
990
United Bankshares
UBSI
$5.4B
| $15.5M | 0.01% |
446,028
-313
| -0.1% | -$10.9K |
|
|
RUTH
991
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $15.5M | 0.01% |
715,174
-55,839
| -7% | -$1.21M |
|
992
Cogent Communications
CCOI
$1.77B
| $15.5M | 0.01% |
341,135
+287
| +0.1% | +$13K |
|
993
First Commonwealth Financial
FCF
$1.85B
| $15.4M | 0.01% |
1,077,984
+282,907
| +36% | +$4.05M |
|
|
LM
994
DELISTED
Legg Mason, Inc.
LM
| $15.4M | 0.01% |
367,375
-6,280
| -2% | -$264K |
|
|
FLOW
995
DELISTED
SPX FLOW, Inc.
FLOW
| $15.4M | 0.01% |
324,201
+5,224
| +2% | +$248K |
|
996
Wolfspeed
WOLF
$294M
| $15.4M | 0.01% |
414,383
-2,767
| -0.7% | -$103K |
|
997
Federal Realty Investment Trust
FRT
$8.78B
| $15.4M | 0.01% |
115,758
+1,751
| +2% | +$233K |
|
998
Enpro
NPO
$4.77B
| $15.3M | 0.01% |
163,705
+407
| +0.2% | +$38.1K |
|
999
Molina Healthcare
MOH
$10.2B
| $15.3M | 0.01% |
199,569
+7,254
| +4% | +$556K |
|
1000
American Woodmark
AMWD
$997M
| $15.2M | 0.01% |
117,066
+5,978
| +5% | +$779K |
|