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 | |
|---|---|---|---|---|---|---|
1001
Skywest
SKYW
$4.37B
| $14M | 0.01% |
399,841
-10,756
| -3% | -$378K |
|
1002
UMB Financial
UMBF
$9.26B
| $14M | 0.01% |
187,398
+9,882
| +6% | +$740K |
|
1003
Zions Bancorporation
ZION
$8.56B
| $14M | 0.01% |
319,256
+4,016
| +1% | +$176K |
|
|
MGLN
1004
DELISTED
Magellan Health Services, Inc.
MGLN
| $14M | 0.01% |
192,262
-5,217
| -3% | -$380K |
|
|
BBU
1005
Brookfield Business Partners
BBU
$2.41B
| $14M | 0.01% |
805,893
-10,948
| -1% | -$190K |
|
1006
Sabra Healthcare REIT
SBRA
$4.54B
| $14M | 0.01% |
579,651
+67,639
| +13% | +$1.63M |
|
1007
Strategy Inc Common Stock Class A
MSTR
$92.6B
| $14M | 0.01% |
728,030
-270
| -0% | -$5.18K |
|
1008
WESCO International
WCC
$10.5B
| $13.9M | 0.01% |
243,394
-47,543
| -16% | -$2.72M |
|
|
LM
1009
DELISTED
Legg Mason, Inc.
LM
| $13.9M | 0.01% |
364,735
+6,905
| +2% | +$263K |
|
1010
Stepan Co
SCL
$1.09B
| $13.9M | 0.01% |
159,213
-2,439
| -2% | -$213K |
|
1011
PENN Entertainment
PENN
$2.93B
| $13.8M | 0.01% |
647,132
+9,842
| +2% | +$211K |
|
1012
CoreCivic
CXW
$2.18B
| $13.8M | 0.01% |
501,388
+20,581
| +4% | +$568K |
|
1013
Allegiant Air
ALGT
$1.16B
| $13.8M | 0.01% |
101,792
+31
| +0% | +$4.2K |
|
1014
ServisFirst Bancshares
SFBS
$4.6B
| $13.7M | 0.01% |
372,066
+11,805
| +3% | +$436K |
|
1015
PVH
PVH
$3.93B
| $13.7M | 0.01% |
119,728
-24,799
| -17% | -$2.84M |
|
1016
Iron Mountain
IRM
$28.8B
| $13.7M | 0.01% |
398,841
+18,515
| +5% | +$636K |
|
1017
Cogent Communications
CCOI
$1.74B
| $13.7M | 0.01% |
341,706
+5,472
| +2% | +$219K |
|
1018
Sealed Air
SEE
$4.83B
| $13.7M | 0.01% |
305,599
+526
| +0.2% | +$23.5K |
|
1019
Avient
AVNT
$3.34B
| $13.7M | 0.01% |
352,827
+16,993
| +5% | +$658K |
|
1020
Tile Shop Holdings
TTSH
$269M
| $13.7M | 0.01% |
661,734
-23,388
| -3% | -$483K |
|
1021
Myriad Genetics
MYGN
$642M
| $13.7M | 0.01% |
528,346
-1,802
| -0.3% | -$46.6K |
|
1022
Belden
BDC
$5.15B
| $13.6M | 0.01% |
180,794
+6,391
| +4% | +$482K |
|
1023
BorgWarner
BWA
$9.34B
| $13.6M | 0.01% |
364,681
-44,620
| -11% | -$1.66M |
|
1024
PRA Group
PRAA
$653M
| $13.6M | 0.01% |
358,589
+6,339
| +2% | +$240K |
|
1025
Select Medical
SEM
$1.54B
| $13.6M | 0.01% |
1,638,952
+35,843
| +2% | +$296K |
|