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 | |
|---|---|---|---|---|---|---|
|
MBFI
1026
DELISTED
MB Financial Corp
MBFI
| $13.5M | 0.01% |
306,278
-23,906
| -7% | -$1.05M |
|
1027
Cboe Global Markets
CBOE
$24.5B
| $13.5M | 0.01% |
147,356
+5,638
| +4% | +$515K |
|
1028
Silicon Laboratories
SLAB
$4.34B
| $13.4M | 0.01% |
196,425
+23,011
| +13% | +$1.57M |
|
1029
NETSCOUT
NTCT
$1.8B
| $13.4M | 0.01% |
390,283
+19,775
| +5% | +$680K |
|
1030
Flowers Foods
FLO
$3.02B
| $13.4M | 0.01% |
775,084
+21,176
| +3% | +$367K |
|
1031
Globe Life
GL
$11.3B
| $13.4M | 0.01% |
175,300
-2,740
| -2% | -$210K |
|
1032
First Financial Bancorp
FFBC
$2.48B
| $13.4M | 0.01% |
484,034
+166
| +0% | +$4.6K |
|
|
GOV
1033
DELISTED
Government Properties Income Trust
GOV
| $13.4M | 0.01% |
730,512
+189,800
| +35% | +$3.48M |
|
1034
Hanesbrands
HBI
$2.21B
| $13.4M | 0.01% |
577,504
-10,399
| -2% | -$241K |
|
|
CIO
1035
City Office REIT
CIO
$280M
| $13.4M | 0.01% |
1,052,036
+64,100
| +6% | +$814K |
|
1036
Valley National Bancorp
VLY
$5.99B
| $13.4M | 0.01% |
1,131,073
+48,620
| +4% | +$574K |
|
1037
F5
FFIV
$18.8B
| $13.3M | 0.01% |
104,997
-13,081
| -11% | -$1.66M |
|
1038
Acuity Brands
AYI
$10.1B
| $13.3M | 0.01% |
65,568
-2,435
| -4% | -$495K |
|
1039
Home BancShares
HOMB
$5.82B
| $13.3M | 0.01% |
535,124
-443,352
| -45% | -$11M |
|
1040
Plains GP Holdings
PAGP
$3.67B
| $13.3M | 0.01% |
507,668
+143,928
| +40% | +$3.76M |
|
1041
Green Dot
GDOT
$757M
| $13.3M | 0.01% |
344,170
-3,534
| -1% | -$136K |
|
1042
Northwest Natural Holdings
NWN
$1.7B
| $13.3M | 0.01% |
221,409
-6,114
| -3% | -$366K |
|
1043
Coty
COTY
$3.51B
| $13.2M | 0.01% |
706,247
-2,593
| -0.4% | -$48.6K |
|
1044
Stifel
SF
$11.6B
| $13.2M | 0.01% |
432,104
+10,652
| +3% | +$327K |
|
1045
First Solar
FSLR
$21.9B
| $13.2M | 0.01% |
331,068
+16,082
| +5% | +$641K |
|
1046
Simmons First National
SFNC
$2.97B
| $13.2M | 0.01% |
498,274
+27,322
| +6% | +$723K |
|
1047
Brady Corp
BRC
$3.69B
| $13.2M | 0.01% |
388,781
+174
| +0% | +$5.9K |
|
1048
Saic
SAIC
$4.75B
| $13.2M | 0.01% |
189,498
-5,490
| -3% | -$381K |
|
1049
TEGNA Inc
TGNA
$3.37B
| $13.2M | 0.01% |
912,892
+389,226
| +74% | +$5.61M |
|
1050
Akamai
AKAM
$11B
| $13.1M | 0.01% |
263,927
-12,454
| -5% | -$620K |
|