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 | |
|---|---|---|---|---|---|---|
1126
Telephone and Data Systems
TDS
$4.53B
| $12.5M | 0.01% |
451,104
+60,699
| +16% | +$1.69M |
|
1127
Axos Financial
AX
$5.21B
| $12.5M | 0.01% |
419,179
-2,929
| -0.7% | -$87.6K |
|
1128
First Financial Bancorp
FFBC
$2.48B
| $12.5M | 0.01% |
474,314
-4,057
| -0.8% | -$107K |
|
1129
Comfort Systems
FIX
$27B
| $12.5M | 0.01% |
286,326
-10,358
| -3% | -$452K |
|
1130
Provident Financial Services
PFS
$2.61B
| $12.5M | 0.01% |
462,655
-3,140
| -0.7% | -$84.7K |
|
|
CHSP
1131
DELISTED
Chesapeake Lodging Trust
CHSP
| $12.5M | 0.01% |
460,585
+6,230
| +1% | +$169K |
|
1132
SiriusXM
SIRI
$8.02B
| $12.5M | 0.01% |
232,691
-106,182
| -31% | -$5.69M |
|
1133
FTI Consulting
FCN
$5.4B
| $12.5M | 0.01% |
290,169
-8,039
| -3% | -$345K |
|
|
AKRX
1134
DELISTED
Akorn, Inc.
AKRX
| $12.4M | 0.01% |
386,217
-15,013
| -4% | -$484K |
|
1135
RH
RH
$4.27B
| $12.4M | 0.01% |
144,337
-3,711
| -3% | -$320K |
|
|
SFLY
1136
DELISTED
Shutterfly, Inc.
SFLY
| $12.4M | 0.01% |
249,709
-1,916
| -0.8% | -$95.3K |
|
|
SGI
1137
Somnigroup International Inc.
SGI
$18.1B
| $12.4M | 0.01% |
789,844
+928
| +0.1% | +$14.5K |
|
|
MDP
1138
DELISTED
Meredith Corporation
MDP
| $12.4M | 0.01% |
187,247
-10,088
| -5% | -$666K |
|
1139
The GEO Group
GEO
$3.26B
| $12.4M | 0.01% |
523,957
-5,228
| -1% | -$123K |
|
1140
Allegion
ALLE
$15.2B
| $12.4M | 0.01% |
155,334
+4,782
| +3% | +$380K |
|
1141
Advanced Micro Devices
AMD
$253B
| $12.3M | 0.01% |
1,194,680
+39,213
| +3% | +$403K |
|
1142
Wendy's
WEN
$1.88B
| $12.3M | 0.01% |
747,900
-35,387
| -5% | -$581K |
|
1143
Kite Realty
KRG
$5B
| $12.3M | 0.01% |
625,551
-2,509,486
| -80% | -$49.2M |
|
1144
Designer Brands
DBI
$224M
| $12.3M | 0.01% |
572,615
+24,984
| +5% | +$535K |
|
1145
NorthWestern Energy
NWE
$3.51B
| $12.3M | 0.01% |
205,236
+296
| +0.1% | +$17.7K |
|
|
AMED
1146
DELISTED
Amedisys
AMED
| $12.2M | 0.01% |
232,106
+2,847
| +1% | +$150K |
|
1147
Las Vegas Sands
LVS
$37.6B
| $12.2M | 0.01% |
175,990
+156,714
| +813% | +$10.9M |
|
1148
Jack in the Box
JACK
$342M
| $12.2M | 0.01% |
124,560
-390
| -0.3% | -$38.3K |
|
1149
La-Z-Boy
LZB
$1.44B
| $12.2M | 0.01% |
390,202
+6,585
| +2% | +$205K |
|
|
KRA
1150
DELISTED
Kraton Corporation
KRA
| $12.1M | 0.01% |
251,783
-8,124
| -3% | -$391K |
|