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 | |
|---|---|---|---|---|---|---|
1201
Capri Holdings
CPRI
$2.54B
| $10.3M | 0.01% |
285,455
+28,568
| +11% | +$1.04M |
|
1202
CONMED
CNMD
$1.66B
| $10.3M | 0.01% |
203,120
+9,240
| +5% | +$471K |
|
1203
Kulicke & Soffa
KLIC
$2.02B
| $10.3M | 0.01% |
542,799
+608
| +0.1% | +$11.6K |
|
|
QEP
1204
DELISTED
QEP RESOURCES, INC.
QEP
| $10.3M | 0.01% |
1,018,804
+42,034
| +4% | +$425K |
|
|
VRE
1205
Veris Residential
VRE
$1.51B
| $10.3M | 0.01% |
378,498
-958,320
| -72% | -$26M |
|
1206
Big 5 Sporting Goods
BGFV
$32.8M
| $10.3M | 0.01% |
786,699
+125,164
| +19% | +$1.63M |
|
|
NAVG
1207
DELISTED
Navigators Group Inc
NAVG
| $10.2M | 0.01% |
186,613
+2,451
| +1% | +$135K |
|
1208
Commault Systems
CVLT
$7.97B
| $10.2M | 0.01% |
181,417
+10,336
| +6% | +$583K |
|
1209
Silgan Holdings
SLGN
$4.74B
| $10.2M | 0.01% |
322,161
+13,753
| +4% | +$437K |
|
1210
Light & Wonder
LNW
$7.41B
| $10.2M | 0.01% |
391,733
+3,212
| +0.8% | +$83.8K |
|
1211
Saia
SAIA
$8.38B
| $10.2M | 0.01% |
199,308
+1,247
| +0.6% | +$64K |
|
1212
Owens & Minor
OMI
$419M
| $10.2M | 0.01% |
317,367
+17,912
| +6% | +$577K |
|
1213
Group 1 Automotive
GPI
$6.25B
| $10.2M | 0.01% |
161,079
+5,090
| +3% | +$322K |
|
1214
Interface
TILE
$1.65B
| $10.2M | 0.01% |
518,763
-7,066
| -1% | -$139K |
|
|
UFS
1215
DELISTED
DOMTAR CORPORATION (New)
UFS
| $10.2M | 0.01% |
265,136
-244,489
| -48% | -$9.39M |
|
1216
American Axle
AXL
$713M
| $10.2M | 0.01% |
652,362
+51,140
| +9% | +$798K |
|
|
KATE
1217
DELISTED
Kate Spade & Company
KATE
| $10.2M | 0.01% |
550,082
+33,537
| +6% | +$620K |
|
1218
Qualys
QLYS
$4.84B
| $10.2M | 0.01% |
249,232
+25,384
| +11% | +$1.04M |
|
1219
Veeco
VECO
$1.55B
| $10.2M | 0.01% |
364,927
+56,374
| +18% | +$1.57M |
|
1220
Fox Factory Holding Corp
FOXF
$1.19B
| $10.1M | 0.01% |
285,034
+10,679
| +4% | +$380K |
|
1221
Wolfspeed
WOLF
$288M
| $10.1M | 0.01% |
409,810
+14,323
| +4% | +$353K |
|
1222
Enviri
NVRI
$972M
| $10.1M | 0.01% |
626,598
+17,152
| +3% | +$276K |
|
|
MZTI
1223
The Marzetti Company Common Stock
MZTI
$5.05B
| $10.1M | 0.01% |
82,262
+1,791
| +2% | +$220K |
|
1224
Axon Enterprise
AXON
$59.4B
| $10.1M | 0.01% |
401,033
+3,649
| +0.9% | +$91.7K |
|
|
SPLS
1225
DELISTED
Staples Inc
SPLS
| $10.1M | 0.01% |
1,000,194
-19,496
| -2% | -$196K |
|