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 | |
|---|---|---|---|---|---|---|
|
AKS
1076
DELISTED
AK Steel Holding Corp.
AKS
| $13.5M | 0.01% |
2,388,940
-31,480
| -1% | -$178K |
|
1077
Winnebago Industries
WGO
$988M
| $13.5M | 0.01% |
243,164
+19,076
| +9% | +$1.06M |
|
|
XL
1078
DELISTED
XL Group Ltd.
XL
| $13.5M | 0.01% |
384,467
-24,979
| -6% | -$878K |
|
1079
Western Union
WU
$2.74B
| $13.5M | 0.01% |
709,480
+4,706
| +0.7% | +$89.5K |
|
1080
Sensient Technologies
SXT
$4.57B
| $13.5M | 0.01% |
184,276
-1,807
| -1% | -$132K |
|
1081
Nexstar Media Group
NXST
$6.25B
| $13.5M | 0.01% |
172,350
-66,326
| -28% | -$5.19M |
|
1082
Interpublic Group of Companies
IPG
$9.78B
| $13.5M | 0.01% |
667,210
-109,907
| -14% | -$2.22M |
|
|
KAMN
1083
DELISTED
Kaman Corp
KAMN
| $13.4M | 0.01% |
228,358
-5,930
| -3% | -$349K |
|
|
BBBY
1084
DELISTED
Bed Bath & Beyond Inc
BBBY
| $13.4M | 0.01% |
610,938
-3,393
| -0.6% | -$74.6K |
|
|
JBGS
1085
JBG SMITH
JBGS
$1.44B
| $13.4M | 0.01% |
384,467
-11,885
| -3% | -$413K |
|
1086
UMB Financial
UMBF
$9.24B
| $13.3M | 0.01% |
185,473
-712
| -0.4% | -$51.2K |
|
1087
John Wiley & Sons Class A
WLY
$2.24B
| $13.3M | 0.01% |
202,841
+365
| +0.2% | +$24K |
|
1088
Avis
CAR
$5.53B
| $13.3M | 0.01% |
303,927
-4,789
| -2% | -$210K |
|
|
SPPI
1089
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $13.3M | 0.01% |
702,317
+116,176
| +20% | +$2.2M |
|
|
LTC
1090
LTC Properties
LTC
$1.68B
| $13.2M | 0.01% |
303,859
-2,271
| -0.7% | -$98.9K |
|
1091
Emergent Biosolutions
EBS
$439M
| $13.2M | 0.01% |
284,708
+19,791
| +7% | +$920K |
|
|
UFS
1092
DELISTED
DOMTAR CORPORATION (New)
UFS
| $13.2M | 0.01% |
267,124
+127
| +0% | +$6.29K |
|
1093
Qorvo
QRVO
$8.12B
| $13.2M | 0.01% |
198,499
+6,976
| +4% | +$465K |
|
1094
The Greenbrier Companies
GBX
$1.46B
| $13.2M | 0.01% |
248,014
+3,527
| +1% | +$188K |
|
1095
Harley-Davidson
HOG
$3.73B
| $13.2M | 0.01% |
259,804
+11,109
| +4% | +$565K |
|
1096
Patrick Industries
PATK
$3.79B
| $13.2M | 0.01% |
285,395
-16,393
| -5% | -$759K |
|
1097
Azenta
AZTA
$1.43B
| $13.2M | 0.01% |
551,709
+1,813
| +0.3% | +$43.2K |
|
1098
Northwest Bancshares
NWBI
$1.86B
| $13.1M | 0.01% |
784,686
-4,935
| -0.6% | -$82.6K |
|
|
NTRI
1099
DELISTED
NutriSystem, Inc.
NTRI
| $13.1M | 0.01% |
248,348
+8,287
| +3% | +$436K |
|
1100
NRG Energy
NRG
$30.5B
| $13.1M | 0.01% |
458,263
+7,858
| +2% | +$224K |
|