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 | |
|---|---|---|---|---|---|---|
1051
Atkore
ATKR
$2.04B
| $13.1M | 0.01% |
582,145
+35,526
| +6% | +$801K |
|
1052
TTM Technologies
TTMI
$5.11B
| $13.1M | 0.01% |
755,442
+65,239
| +9% | +$1.13M |
|
|
LTXB
1053
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $13.1M | 0.01% |
343,911
-4,488
| -1% | -$171K |
|
1054
NBT Bancorp
NBTB
$2.26B
| $13.1M | 0.01% |
354,471
+4,615
| +1% | +$171K |
|
1055
Allegion
ALLE
$14.6B
| $13.1M | 0.01% |
161,214
+6,827
| +4% | +$554K |
|
|
SWN
1056
DELISTED
Southwestern Energy Company
SWN
| $13M | 0.01% |
2,146,056
+1,367,151
| +176% | +$8.31M |
|
1057
Kennametal
KMT
$1.59B
| $13M | 0.01% |
348,256
+16,679
| +5% | +$624K |
|
1058
La-Z-Boy
LZB
$1.43B
| $13M | 0.01% |
399,813
-2,394
| -0.6% | -$77.8K |
|
|
CAB
1059
DELISTED
Cabela's Inc
CAB
| $13M | 0.01% |
218,641
+9,289
| +4% | +$552K |
|
|
GMS
1060
DELISTED
GMS Inc
GMS
| $13M | 0.01% |
461,762
+153,646
| +50% | +$4.32M |
|
1061
Horace Mann Educators
HMN
$1.89B
| $13M | 0.01% |
342,953
+7,268
| +2% | +$275K |
|
1062
Inogen
INGN
$225M
| $13M | 0.01% |
135,778
+422
| +0.3% | +$40.3K |
|
1063
Molina Healthcare
MOH
$9.71B
| $12.9M | 0.01% |
187,134
+9,196
| +5% | +$636K |
|
1064
Forward Air
FWRD
$913M
| $12.9M | 0.01% |
242,877
-2,079
| -0.8% | -$111K |
|
|
AHL
1065
DELISTED
ASPEN Insurance Holding Limited
AHL
| $12.9M | 0.01% |
258,401
+11,808
| +5% | +$589K |
|
|
ORBK
1066
DELISTED
Orbotech Ltd
ORBK
| $12.8M | 0.01% |
393,846
-155,994
| -28% | -$5.09M |
|
1067
Advance Auto Parts
AAP
$3.55B
| $12.8M | 0.01% |
110,132
-3,186
| -3% | -$371K |
|
1068
Universal Corp
UVV
$1.38B
| $12.8M | 0.01% |
197,695
+882
| +0.4% | +$57.1K |
|
1069
CNX Resources
CNX
$4.14B
| $12.8M | 0.01% |
1,027,244
+32,175
| +3% | +$401K |
|
1070
Kaiser Aluminum
KALU
$1.22B
| $12.8M | 0.01% |
144,156
+123
| +0.1% | +$10.9K |
|
1071
Wendy's
WEN
$1.87B
| $12.8M | 0.01% |
822,130
+22,183
| +3% | +$344K |
|
1072
NiSource
NI
$19.2B
| $12.7M | 0.01% |
502,702
+4,807
| +1% | +$122K |
|
1073
Tower Semiconductor
TSEM
$7.57B
| $12.7M | 0.01% |
533,581
+23,765
| +5% | +$567K |
|
1074
Protolabs
PRLB
$1.17B
| $12.7M | 0.01% |
188,853
+3,351
| +2% | +$225K |
|
1075
Enova International
ENVA
$2.88B
| $12.7M | 0.01% |
854,470
+10,875
| +1% | +$161K |
|