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 | |
|---|---|---|---|---|---|---|
|
MDRX
1026
DELISTED
Veradigm Inc. Common Stock
MDRX
| $14.6M | 0.01% |
1,003,131
-559
| -0.1% | -$8.13K |
|
1027
Dycom Industries
DY
$7.49B
| $14.6M | 0.01% |
130,977
-2,359
| -2% | -$263K |
|
|
FNGN
1028
DELISTED
Financial Engines, Inc.
FNGN
| $14.6M | 0.01% |
480,771
-2,409
| -0.5% | -$73K |
|
1029
Ameris Bancorp
ABCB
$5.12B
| $14.5M | 0.01% |
300,992
-3,913
| -1% | -$189K |
|
1030
Nu Skin
NUS
$579M
| $14.5M | 0.01% |
212,440
-58,319
| -22% | -$3.98M |
|
|
TIVO
1031
DELISTED
Tivo Inc
TIVO
| $14.5M | 0.01% |
927,583
-6,170
| -0.7% | -$96.3K |
|
1032
Artisan Partners
APAM
$3.32B
| $14.5M | 0.01% |
365,986
+357,245
| +4,087% | +$14.1M |
|
1033
Urban Outfitters
URBN
$6.43B
| $14.4M | 0.01% |
411,873
-19,477
| -5% | -$683K |
|
1034
Globus Medical
GMED
$8.05B
| $14.4M | 0.01% |
351,059
-18,880
| -5% | -$776K |
|
1035
Everest Group
EG
$14.6B
| $14.4M | 0.01% |
65,061
-177,575
| -73% | -$39.3M |
|
1036
Exponent
EXPO
$3.58B
| $14.4M | 0.01% |
404,782
-9,802
| -2% | -$348K |
|
|
ILG
1037
DELISTED
ILG, Inc Common Stock
ILG
| $14.4M | 0.01% |
503,942
+13,621
| +3% | +$388K |
|
1038
Saic
SAIC
$4.9B
| $14.3M | 0.01% |
187,345
-2,108
| -1% | -$161K |
|
1039
Kohl's
KSS
$1.81B
| $14.3M | 0.01% |
264,321
+5,038
| +2% | +$273K |
|
1040
Sabra Healthcare REIT
SBRA
$4.59B
| $14.3M | 0.01% |
763,292
-191,307
| -20% | -$3.59M |
|
1041
Timken Company
TKR
$5.51B
| $14.3M | 0.01% |
291,194
-27,427
| -9% | -$1.35M |
|
1042
Kemper
KMPR
$3.36B
| $14.3M | 0.01% |
207,623
+2,521
| +1% | +$174K |
|
1043
RB Global
RBA
$22B
| $14.3M | 0.01% |
477,233
+172,918
| +57% | +$5.18M |
|
|
PXUS
1044
DELISTED
Principal International Multi-Factor Index ETF
PXUS
| $14.3M | 0.01% |
+140,015
| New | +$14.3M |
|
|
WDR
1045
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $14.3M | 0.01% |
638,003
-559,093
| -47% | -$12.5M |
|
1046
Cirrus Logic
CRUS
$5.91B
| $14.2M | 0.01% |
274,061
-561
| -0.2% | -$29.1K |
|
|
SWN
1047
DELISTED
Southwestern Energy Company
SWN
| $14.2M | 0.01% |
2,544,564
+371,574
| +17% | +$2.07M |
|
1048
Monro
MNRO
$534M
| $14.2M | 0.01% |
248,979
-13,165
| -5% | -$750K |
|
|
EBIX
1049
DELISTED
Ebix Inc
EBIX
| $14.2M | 0.01% |
178,737
-4,095
| -2% | -$325K |
|
1050
Edgewell Personal Care
EPC
$1.02B
| $14.2M | 0.01% |
238,486
-4,134
| -2% | -$246K |
|