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 | |
|---|---|---|---|---|---|---|
1176
Kimco Realty
KIM
$15.2B
| $11.7M | 0.01% |
643,359
+11,013
| +2% | +$200K |
|
1177
ESCO Technologies
ESE
$5.43B
| $11.6M | 0.01% |
193,332
-11,568
| -6% | -$697K |
|
|
PPBI
1178
DELISTED
Pacific Premier Bancorp
PPBI
| $11.6M | 0.01% |
290,287
+270,153
| +1,342% | +$10.8M |
|
|
EDR
1179
DELISTED
Education Realty Trust Inc
EDR
| $11.6M | 0.01% |
331,759
+10,303
| +3% | +$360K |
|
1180
Clean Harbors
CLH
$12.8B
| $11.6M | 0.01% |
213,585
-853
| -0.4% | -$46.2K |
|
1181
Tri Pointe Homes
TPH
$3.18B
| $11.6M | 0.01% |
645,380
+4,813
| +0.8% | +$86.2K |
|
1182
GATX Corp
GATX
$6.11B
| $11.5M | 0.01% |
185,307
-7,866
| -4% | -$489K |
|
1183
Employers Holdings
EIG
$996M
| $11.5M | 0.01% |
259,013
-7,502
| -3% | -$333K |
|
|
MIK
1184
DELISTED
Michaels Stores, Inc
MIK
| $11.5M | 0.01% |
475,262
-735
| -0.2% | -$17.8K |
|
1185
Adtalem Global Education
ATGE
$4.98B
| $11.5M | 0.01% |
272,304
+6,609
| +2% | +$278K |
|
1186
MillerKnoll
MLKN
$1.44B
| $11.5M | 0.01% |
285,883
+4,380
| +2% | +$175K |
|
|
MINI
1187
DELISTED
Mobile Mini Inc
MINI
| $11.4M | 0.01% |
331,700
-1,545
| -0.5% | -$53.3K |
|
1188
Casella Waste Systems
CWST
$5.89B
| $11.4M | 0.01% |
496,463
+683
| +0.1% | +$15.7K |
|
1189
InterDigital
IDCC
$8.38B
| $11.4M | 0.01% |
149,866
-110
| -0.1% | -$8.38K |
|
1190
Urban Edge Properties
UE
$2.67B
| $11.4M | 0.01% |
447,435
-500
| -0.1% | -$12.7K |
|
1191
ACI Worldwide
ACIW
$5.22B
| $11.4M | 0.01% |
502,083
-5,254
| -1% | -$119K |
|
1192
CoreCivic
CXW
$2.29B
| $11.4M | 0.01% |
505,072
+864
| +0.2% | +$19.4K |
|
1193
iShares MSCI EAFE ETF
EFA
$67.3B
| $11.4M | 0.01% |
161,629
+62,051
| +62% | +$4.36M |
|
1194
NETSCOUT
NTCT
$1.85B
| $11.3M | 0.01% |
371,987
-10,370
| -3% | -$316K |
|
1195
Enerpac Tool Group
EPAC
$2.33B
| $11.3M | 0.01% |
447,634
-2,555
| -0.6% | -$64.6K |
|
1196
Acadia Healthcare
ACHC
$2.06B
| $11.3M | 0.01% |
346,610
-673
| -0.2% | -$22K |
|
|
HMSY
1197
DELISTED
HMS Holdings Corp.
HMSY
| $11.3M | 0.01% |
664,720
+5,153
| +0.8% | +$87.3K |
|
|
CYS
1198
DELISTED
CYS Investments Inc.
CYS
| $11.3M | 0.01% |
1,401,858
+193,777
| +16% | +$1.56M |
|
1199
Minerals Technologies
MTX
$2.04B
| $11.2M | 0.01% |
163,159
-1,366
| -0.8% | -$94K |
|
1200
PRA Group
PRAA
$677M
| $11.2M | 0.01% |
337,985
-2,635
| -0.8% | -$87.5K |
|