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 | |
|---|---|---|---|---|---|---|
1051
A.O. Smith
AOS
$10.4B
| $14.1M | 0.01% |
230,724
+17,381
| +8% | +$1.07M |
|
1052
Matador Resources
MTDR
$6.05B
| $14.1M | 0.01% |
453,887
+72,313
| +19% | +$2.25M |
|
|
GAP
1053
The Gap, Inc.
GAP
$8.99B
| $14.1M | 0.01% |
414,714
-127,399
| -24% | -$4.34M |
|
1054
Cable One
CABO
$1B
| $14.1M | 0.01% |
20,036
-80
| -0.4% | -$56.3K |
|
|
NVRO
1055
DELISTED
NEVRO CORP.
NVRO
| $14.1M | 0.01% |
203,683
-71,700
| -26% | -$4.95M |
|
1056
Churchill Downs
CHDN
$6.93B
| $14M | 0.01% |
361,338
+1,698
| +0.5% | +$65.9K |
|
1057
Belden
BDC
$5.29B
| $14M | 0.01% |
180,989
-349
| -0.2% | -$26.9K |
|
|
TIME
1058
DELISTED
Time Inc.
TIME
| $13.9M | 0.01% |
755,766
-5,575
| -0.7% | -$103K |
|
|
GOV
1059
DELISTED
Government Properties Income Trust
GOV
| $13.9M | 0.01% |
751,915
+26,474
| +4% | +$491K |
|
1060
Forward Air
FWRD
$920M
| $13.9M | 0.01% |
242,521
-630
| -0.3% | -$36.2K |
|
1061
Coty
COTY
$3.6B
| $13.9M | 0.01% |
698,589
+9,218
| +1% | +$183K |
|
1062
Nasdaq
NDAQ
$55B
| $13.9M | 0.01% |
541,410
+20,619
| +4% | +$528K |
|
1063
Horace Mann Educators
HMN
$1.94B
| $13.8M | 0.01% |
312,910
-21,492
| -6% | -$948K |
|
|
SAFM
1064
DELISTED
Sanderson Farms Inc
SAFM
| $13.8M | 0.01% |
99,384
+13,942
| +16% | +$1.93M |
|
1065
Saia
SAIA
$8.41B
| $13.8M | 0.01% |
194,832
-2,012
| -1% | -$142K |
|
1066
Dorman Products
DORM
$5B
| $13.8M | 0.01% |
225,260
-15,232
| -6% | -$931K |
|
1067
NiSource
NI
$19.4B
| $13.8M | 0.01% |
535,641
+21,063
| +4% | +$541K |
|
1068
Carvana
CVNA
$48.9B
| $13.7M | 0.01% |
718,908
-807
| -0.1% | -$15.4K |
|
1069
T-Mobile US
TMUS
$272B
| $13.7M | 0.01% |
215,712
+108,546
| +101% | +$6.89M |
|
1070
Corcept Therapeutics
CORT
$7.83B
| $13.7M | 0.01% |
758,016
+719,324
| +1,859% | +$13M |
|
|
MDCO
1071
DELISTED
Medicines Co
MDCO
| $13.7M | 0.01% |
499,984
+7,744
| +2% | +$212K |
|
|
HF
1072
DELISTED
HFF Inc.
HF
| $13.7M | 0.01% |
280,893
+4,545
| +2% | +$221K |
|
|
LTXB
1073
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $13.6M | 0.01% |
323,240
-22,979
| -7% | -$970K |
|
1074
Northwest Natural Holdings
NWN
$1.73B
| $13.6M | 0.01% |
228,274
+7,121
| +3% | +$425K |
|
1075
Black Hills Corp
BKH
$4.33B
| $13.6M | 0.01% |
225,874
-2,294
| -1% | -$138K |
|