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 | |
|---|---|---|---|---|---|---|
|
EVHC
1151
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $11.2M | 0.01% |
179,497
-1,364
| -0.8% | -$85.5K |
|
1152
MRC Global
MRC
$1.24B
| $11.2M | 0.01% |
678,882
-408,750
| -38% | -$6.75M |
|
|
CHSP
1153
DELISTED
Chesapeake Lodging Trust
CHSP
| $11.2M | 0.01% |
458,248
-10,063
| -2% | -$246K |
|
1154
Westamerica Bancorp
WABC
$1.25B
| $11.2M | 0.01% |
200,026
+384
| +0.2% | +$21.5K |
|
1155
Gentherm
THRM
$1.07B
| $11.2M | 0.01% |
288,471
+5,264
| +2% | +$204K |
|
1156
Enerpac Tool Group
EPAC
$2.28B
| $11.2M | 0.01% |
453,957
-3,526
| -0.8% | -$86.7K |
|
1157
ACI Worldwide
ACIW
$5.17B
| $11.2M | 0.01% |
498,739
+22,640
| +5% | +$506K |
|
|
SP
1158
DELISTED
SP Plus Corporation
SP
| $11.2M | 0.01% |
+364,978
| New | +$11.2M |
|
|
CBL
1159
DELISTED
CBL& Associates Properties, Inc.
CBL
| $11.1M | 0.01% |
1,322,120
+1,301,787
| +6,402% | +$11M |
|
1160
Comfort Systems
FIX
$26.5B
| $11.1M | 0.01% |
300,286
-3,384
| -1% | -$126K |
|
|
NP
1161
DELISTED
Neenah, Inc. Common Stock
NP
| $11.1M | 0.01% |
138,020
-3,109
| -2% | -$249K |
|
|
TPC
1162
Tutor Perini Corporation
TPC
$3.29B
| $11.1M | 0.01% |
384,639
+375,706
| +4,206% | +$10.8M |
|
1163
Mattel
MAT
$5.78B
| $11M | 0.01% |
512,524
-15,364
| -3% | -$331K |
|
|
TIME
1164
DELISTED
Time Inc.
TIME
| $11M | 0.01% |
768,929
+362,238
| +89% | +$5.2M |
|
1165
Cheesecake Factory
CAKE
$2.92B
| $11M | 0.01% |
219,251
+7,383
| +3% | +$371K |
|
1166
Tractor Supply
TSCO
$31B
| $11M | 0.01% |
1,016,585
-17,965
| -2% | -$195K |
|
1167
Telephone and Data Systems
TDS
$4.45B
| $11M | 0.01% |
396,840
+14,859
| +4% | +$412K |
|
1168
AES
AES
$9.06B
| $11M | 0.01% |
990,472
-9,404
| -0.9% | -$104K |
|
|
BOBE
1169
DELISTED
Bob Evans Farms, Inc.
BOBE
| $11M | 0.01% |
153,137
+2,908
| +2% | +$209K |
|
|
KLXI
1170
DELISTED
KLX Inc.
KLXI
| $11M | 0.01% |
260,915
+9,207
| +4% | +$388K |
|
|
MDP
1171
DELISTED
Meredith Corporation
MDP
| $11M | 0.01% |
184,863
+19,044
| +11% | +$1.13M |
|
1172
Badger Meter
BMI
$5.23B
| $11M | 0.01% |
275,333
+17,605
| +7% | +$702K |
|
|
JCP
1173
DELISTED
J.C. Penney Company, Inc.
JCP
| $11M | 0.01% |
2,356,384
+1,148,239
| +95% | +$5.34M |
|
1174
Leggett & Platt
LEG
$1.35B
| $10.9M | 0.01% |
208,284
+839
| +0.4% | +$44.1K |
|
1175
Monro
MNRO
$507M
| $10.9M | 0.01% |
260,285
+578
| +0.2% | +$24.1K |
|