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 | |
|---|---|---|---|---|---|---|
1151
Four Corners Property Trust
FCPT
$2.66B
| $12.1M | 0.01% |
470,673
-3,478
| -0.7% | -$89.4K |
|
1152
Methode Electronics
MEI
$289M
| $12.1M | 0.01% |
301,244
+2,067
| +0.7% | +$82.9K |
|
|
UNIT
1153
Uniti Group
UNIT
$1.75B
| $12.1M | 0.01% |
679,029
-22,054
| -3% | -$392K |
|
|
NP
1154
DELISTED
Neenah, Inc. Common Stock
NP
| $12.1M | 0.01% |
133,217
-3,843
| -3% | -$348K |
|
1155
Interface
TILE
$1.67B
| $12.1M | 0.01% |
479,834
-9,181
| -2% | -$231K |
|
1156
Treehouse Foods
THS
$906M
| $12.1M | 0.01% |
243,979
+3,016
| +1% | +$149K |
|
1157
Jacobs Solutions
J
$17.8B
| $12.1M | 0.01% |
221,075
-1,581
| -0.7% | -$86.3K |
|
1158
TTM Technologies
TTMI
$4.99B
| $12M | 0.01% |
768,804
-27,062
| -3% | -$424K |
|
1159
MaxLinear
MXL
$1.4B
| $12M | 0.01% |
455,961
-36,008
| -7% | -$951K |
|
1160
HUB Group
HUBG
$2.3B
| $12M | 0.01% |
500,636
-4,528
| -0.9% | -$108K |
|
1161
NBT Bancorp
NBTB
$2.29B
| $12M | 0.01% |
325,795
-18,628
| -5% | -$685K |
|
1162
Fox Factory Holding Corp
FOXF
$1.2B
| $12M | 0.01% |
308,332
+4,162
| +1% | +$162K |
|
1163
KBR
KBR
$6.38B
| $11.9M | 0.01% |
601,777
+4,428
| +0.7% | +$87.8K |
|
1164
Enviri
NVRI
$987M
| $11.9M | 0.01% |
638,580
+16,929
| +3% | +$316K |
|
1165
G-III Apparel Group
GIII
$1.15B
| $11.9M | 0.01% |
322,696
+1,724
| +0.5% | +$63.6K |
|
|
AAT
1166
American Assets Trust
AAT
$1.28B
| $11.9M | 0.01% |
310,249
-2,418
| -0.8% | -$92.5K |
|
1167
Houlihan Lokey
HLI
$14.6B
| $11.9M | 0.01% |
261,033
+49,433
| +23% | +$2.25M |
|
1168
Rambus
RMBS
$9.53B
| $11.8M | 0.01% |
833,296
-2,625
| -0.3% | -$37.3K |
|
1169
Boise Cascade
BCC
$3.32B
| $11.8M | 0.01% |
296,471
+5,858
| +2% | +$234K |
|
|
BOBE
1170
DELISTED
Bob Evans Farms, Inc.
BOBE
| $11.8M | 0.01% |
150,012
-249
| -0.2% | -$19.6K |
|
1171
Graham Holdings Company
GHC
$5.13B
| $11.8M | 0.01% |
21,127
+223
| +1% | +$125K |
|
1172
Hanesbrands
HBI
$2.25B
| $11.8M | 0.01% |
563,508
-2,688
| -0.5% | -$56.2K |
|
1173
Westamerica Bancorp
WABC
$1.26B
| $11.7M | 0.01% |
197,148
-1,235
| -0.6% | -$73.5K |
|
1174
AMC Networks
AMCX
$346M
| $11.7M | 0.01% |
216,706
-7,499
| -3% | -$406K |
|
1175
CSG Systems International
CSGS
$1.89B
| $11.7M | 0.01% |
266,938
-5,157
| -2% | -$226K |
|