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 | |
|---|---|---|---|---|---|---|
1101
AutoNation
AN
$8.42B
| $13M | 0.01% |
254,021
-23,499
| -8% | -$1.21M |
|
1102
Matthews International
MATW
$761M
| $13M | 0.01% |
246,590
-7,525
| -3% | -$397K |
|
1103
TEGNA Inc
TGNA
$3.37B
| $13M | 0.01% |
920,899
+176
| +0% | +$2.48K |
|
1104
F5
FFIV
$18.8B
| $13M | 0.01% |
98,794
+121
| +0.1% | +$15.9K |
|
1105
Sprouts Farmers Market
SFM
$13.1B
| $13M | 0.01% |
532,355
-10,030
| -2% | -$244K |
|
1106
CNX Resources
CNX
$4.14B
| $13M | 0.01% |
885,412
-287,451
| -25% | -$4.21M |
|
1107
Ambev
ABEV
$35.7B
| $12.9M | 0.01% |
2,001,801
+914,920
| +84% | +$5.91M |
|
1108
Kulicke & Soffa
KLIC
$1.98B
| $12.9M | 0.01% |
531,206
-7,840
| -1% | -$191K |
|
1109
American Axle
AXL
$718M
| $12.9M | 0.01% |
756,562
+112,491
| +17% | +$1.92M |
|
1110
WD-40
WDFC
$2.85B
| $12.9M | 0.01% |
109,049
-1,690
| -2% | -$199K |
|
1111
Sleep Number
SNBR
$234M
| $12.9M | 0.01% |
342,000
+21,977
| +7% | +$826K |
|
1112
ATI
ATI
$10.5B
| $12.8M | 0.01% |
531,507
+71,189
| +15% | +$1.72M |
|
1113
Revvity
RVTY
$9.95B
| $12.8M | 0.01% |
175,350
+3,017
| +2% | +$221K |
|
|
BLUE
1114
DELISTED
bluebird bio
BLUE
| $12.8M | 0.01% |
5,556
+215
| +4% | +$496K |
|
1115
Ciena
CIEN
$18.7B
| $12.8M | 0.01% |
612,098
+10,943
| +2% | +$229K |
|
1116
Robert Half
RHI
$3.56B
| $12.8M | 0.01% |
229,786
+35,957
| +19% | +$2M |
|
1117
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $12.8M | 0.01% |
335,915
-64,815
| -16% | -$2.46M |
|
1118
EnerSys
ENS
$3.92B
| $12.7M | 0.01% |
182,461
-206,822
| -53% | -$14.4M |
|
|
NUVA
1119
DELISTED
NuVasive, Inc.
NUVA
| $12.7M | 0.01% |
217,071
+808
| +0.4% | +$47.3K |
|
1120
Blackstone Mortgage Trust
BXMT
$3.39B
| $12.7M | 0.01% |
394,289
+14,122
| +4% | +$454K |
|
1121
Medifast
MED
$152M
| $12.7M | 0.01% |
181,692
+15,381
| +9% | +$1.07M |
|
|
BIG
1122
DELISTED
Big Lots, Inc.
BIG
| $12.7M | 0.01% |
225,688
-6,318
| -3% | -$355K |
|
|
CBM
1123
DELISTED
Cambrex Corporation
CBM
| $12.7M | 0.01% |
263,600
-7,618
| -3% | -$366K |
|
1124
Badger Meter
BMI
$5.23B
| $12.6M | 0.01% |
264,192
-3,037
| -1% | -$145K |
|
1125
Stepan Co
SCL
$1.09B
| $12.6M | 0.01% |
159,746
+728
| +0.5% | +$57.5K |
|