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 | |
|---|---|---|---|---|---|---|
|
HMSY
1076
DELISTED
HMS Holdings Corp.
HMSY
| $12.7M | 0.01% |
685,250
+15,029
| +2% | +$278K |
|
1077
AMC Networks
AMCX
$328M
| $12.7M | 0.01% |
236,847
+4,831
| +2% | +$258K |
|
1078
NorthWestern Energy
NWE
$3.47B
| $12.6M | 0.01% |
207,030
+8,878
| +4% | +$542K |
|
|
AAT
1079
American Assets Trust
AAT
$1.25B
| $12.6M | 0.01% |
320,556
+5,000
| +2% | +$197K |
|
1080
Graphic Packaging
GPK
$6.14B
| $12.6M | 0.01% |
914,246
-10,580
| -1% | -$146K |
|
|
NTRI
1081
DELISTED
NutriSystem, Inc.
NTRI
| $12.6M | 0.01% |
241,683
-281
| -0.1% | -$14.6K |
|
1082
Benchmark Electronics
BHE
$1.43B
| $12.6M | 0.01% |
389,307
+1,405
| +0.4% | +$45.4K |
|
1083
WD-40
WDFC
$2.85B
| $12.6M | 0.01% |
113,917
-2,808
| -2% | -$310K |
|
1084
Sprouts Farmers Market
SFM
$13.1B
| $12.5M | 0.01% |
553,425
+24,367
| +5% | +$552K |
|
1085
Qorvo
QRVO
$8.26B
| $12.5M | 0.01% |
198,067
+3,633
| +2% | +$230K |
|
|
LNCE
1086
DELISTED
Snyders-Lance, Inc.
LNCE
| $12.5M | 0.01% |
362,229
+16,596
| +5% | +$575K |
|
1087
Graham Holdings Company
GHC
$4.97B
| $12.5M | 0.01% |
20,904
+1,931
| +10% | +$1.16M |
|
1088
ODP
ODP
$611M
| $12.5M | 0.01% |
221,777
+8,871
| +4% | +$500K |
|
1089
MaxLinear
MXL
$1.37B
| $12.5M | 0.01% |
447,111
+434,165
| +3,354% | +$12.1M |
|
1090
Nasdaq
NDAQ
$54.3B
| $12.5M | 0.01% |
523,245
+1,509
| +0.3% | +$36K |
|
1091
Methode Electronics
MEI
$292M
| $12.5M | 0.01% |
302,558
+11,975
| +4% | +$493K |
|
1092
Clean Harbors
CLH
$12.6B
| $12.5M | 0.01% |
223,083
+18,832
| +9% | +$1.05M |
|
1093
GATX Corp
GATX
$6B
| $12.4M | 0.01% |
193,565
+15,211
| +9% | +$978K |
|
|
SFLY
1094
DELISTED
Shutterfly, Inc.
SFLY
| $12.4M | 0.01% |
261,558
+854
| +0.3% | +$40.6K |
|
1095
Meritage Homes
MTH
$5.59B
| $12.4M | 0.01% |
585,998
+12,720
| +2% | +$268K |
|
1096
Albany International
AIN
$1.77B
| $12.4M | 0.01% |
231,384
+6,813
| +3% | +$364K |
|
1097
CareTrust REIT
CTRE
$7.54B
| $12.3M | 0.01% |
664,928
+142,702
| +27% | +$2.65M |
|
1098
Fabrinet
FN
$13.3B
| $12.3M | 0.01% |
288,978
-14,369
| -5% | -$613K |
|
|
WDR
1099
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $12.3M | 0.01% |
652,279
+322,032
| +98% | +$6.08M |
|
1100
Repligen
RGEN
$6.76B
| $12.3M | 0.01% |
296,902
+33,189
| +13% | +$1.38M |
|