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 | |
|---|---|---|---|---|---|---|
1126
Wabash National
WNC
$461M
| $11.7M | 0.01% |
531,090
+10,393
| +2% | +$228K |
|
|
CATM
1127
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $11.7M | 0.01% |
354,654
-4,093
| -1% | -$134K |
|
1128
Walker & Dunlop
WD
$2.93B
| $11.6M | 0.01% |
238,563
+27,754
| +13% | +$1.36M |
|
1129
Sleep Number
SNBR
$211M
| $11.6M | 0.01% |
327,327
+874
| +0.3% | +$31K |
|
1130
Aaon
AAON
$6.93B
| $11.6M | 0.01% |
472,650
+2,346
| +0.5% | +$57.6K |
|
|
LPNT
1131
DELISTED
LifePoint Health, Inc.
LPNT
| $11.6M | 0.01% |
172,695
+9,631
| +6% | +$647K |
|
1132
JB Hunt Transport Services
JBHT
$13.3B
| $11.6M | 0.01% |
126,858
-10,545
| -8% | -$964K |
|
1133
InterDigital
IDCC
$7.7B
| $11.6M | 0.01% |
149,733
-10,718
| -7% | -$829K |
|
1134
Progress Software
PRGS
$1.83B
| $11.6M | 0.01% |
374,691
+3,222
| +0.9% | +$99.5K |
|
1135
Banner Corp
BANR
$2.3B
| $11.5M | 0.01% |
204,066
+1,143
| +0.6% | +$64.6K |
|
|
TCF
1136
DELISTED
TCF Financial Corporation
TCF
| $11.5M | 0.01% |
723,490
-77,330
| -10% | -$1.23M |
|
|
CAA
1137
DELISTED
CalAtlantic Group, Inc.
CAA
| $11.5M | 0.01% |
325,889
+29,603
| +10% | +$1.05M |
|
1138
Insight Enterprises
NSIT
$3.96B
| $11.5M | 0.01% |
287,630
+4,991
| +2% | +$200K |
|
|
WBMD
1139
DELISTED
WebMD Health Corp.
WBMD
| $11.4M | 0.01% |
195,077
+17,069
| +10% | +$1M |
|
1140
The Greenbrier Companies
GBX
$1.42B
| $11.4M | 0.01% |
245,908
+10,573
| +4% | +$489K |
|
1141
Employers Holdings
EIG
$982M
| $11.4M | 0.01% |
268,714
+1,557
| +0.6% | +$65.9K |
|
|
TVTY
1142
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $11.3M | 0.01% |
284,579
+20,133
| +8% | +$802K |
|
1143
Federated Hermes
FHI
$4.1B
| $11.3M | 0.01% |
400,524
+16,960
| +4% | +$479K |
|
|
BDN
1144
Brandywine Realty Trust
BDN
$761M
| $11.3M | 0.01% |
644,429
+329,666
| +105% | +$5.78M |
|
|
KAMN
1145
DELISTED
Kaman Corp
KAMN
| $11.3M | 0.01% |
226,241
+5,533
| +3% | +$276K |
|
1146
LivaNova
LIVN
$3.09B
| $11.3M | 0.01% |
184,272
+13,345
| +8% | +$817K |
|
|
BIG
1147
DELISTED
Big Lots, Inc.
BIG
| $11.3M | 0.01% |
233,275
+13,767
| +6% | +$665K |
|
1148
CSG Systems International
CSGS
$1.82B
| $11.3M | 0.01% |
277,522
+17,240
| +7% | +$700K |
|
1149
AZZ Inc
AZZ
$3.46B
| $11.3M | 0.01% |
201,683
-8,003
| -4% | -$447K |
|
|
KTWO
1150
DELISTED
K2M Group Holdings, Inc
KTWO
| $11.3M | 0.01% |
461,922
+2,942
| +0.6% | +$71.7K |
|