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 | |
|---|---|---|---|---|---|---|
1176
Pultegroup
PHM
$26.7B
| $10.8M | 0.01% |
442,130
-25,752
| -6% | -$632K |
|
|
CVG
1177
DELISTED
Convergys
CVG
| $10.8M | 0.01% |
455,313
+42,082
| +10% | +$1M |
|
1178
8x8 Inc
EGHT
$285M
| $10.8M | 0.01% |
743,883
+40,512
| +6% | +$589K |
|
1179
Independence Realty Trust
IRT
$4.06B
| $10.8M | 0.01% |
1,095,357
+466,557
| +74% | +$4.6M |
|
1180
Helen of Troy
HELE
$550M
| $10.8M | 0.01% |
114,650
+4,427
| +4% | +$417K |
|
1181
Mammoth Energy Services
TUSK
$113M
| $10.8M | 0.01% |
579,898
-12,386
| -2% | -$230K |
|
|
SGI
1182
Somnigroup International Inc.
SGI
$17.9B
| $10.7M | 0.01% |
803,300
+29,096
| +4% | +$388K |
|
1183
Macerich
MAC
$4.53B
| $10.7M | 0.01% |
184,221
+2,710
| +1% | +$157K |
|
1184
Oceaneering
OII
$2.45B
| $10.7M | 0.01% |
468,030
+30,943
| +7% | +$707K |
|
1185
Cadence Bank
CADE
$6.94B
| $10.7M | 0.01% |
350,431
+5,653
| +2% | +$172K |
|
|
TEN
1186
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $10.7M | 0.01% |
184,554
-25,769
| -12% | -$1.49M |
|
1187
John Wiley & Sons Class A
WLY
$2.21B
| $10.7M | 0.01% |
202,025
+7,936
| +4% | +$419K |
|
1188
Churchill Downs
CHDN
$6.77B
| $10.5M | 0.01% |
344,940
+14,298
| +4% | +$437K |
|
1189
American Woodmark
AMWD
$950M
| $10.5M | 0.01% |
109,926
+517
| +0.5% | +$49.4K |
|
|
BID
1190
DELISTED
Sotheby's
BID
| $10.5M | 0.01% |
195,464
+8,315
| +4% | +$446K |
|
|
SRCI
1191
DELISTED
SRC Energy Inc
SRCI
| $10.4M | 0.01% |
1,552,481
+4,354
| +0.3% | +$29.3K |
|
1192
PBF Energy
PBF
$3.26B
| $10.4M | 0.01% |
469,017
+450,267
| +2,401% | +$10M |
|
1193
OSI Systems
OSIS
$3.97B
| $10.4M | 0.01% |
138,887
-2,382
| -2% | -$179K |
|
|
CNR
1194
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $10.4M | 0.01% |
624,500
-27,098
| -4% | -$453K |
|
1195
H&R Block
HRB
$6.73B
| $10.4M | 0.01% |
337,326
+49,726
| +17% | +$1.54M |
|
1196
Axos Financial
AX
$5.19B
| $10.4M | 0.01% |
438,759
-12,771
| -3% | -$303K |
|
1197
Kohl's
KSS
$1.8B
| $10.4M | 0.01% |
268,964
-231,395
| -46% | -$8.95M |
|
1198
Blackstone Mortgage Trust
BXMT
$3.41B
| $10.4M | 0.01% |
328,195
+115,008
| +54% | +$3.63M |
|
|
FL
1199
DELISTED
Foot Locker
FL
| $10.4M | 0.01% |
210,340
-241,791
| -53% | -$11.9M |
|
1200
Jacobs Solutions
J
$17.3B
| $10.4M | 0.01% |
230,273
+81
| +0% | +$3.64K |
|