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 | |
|---|---|---|---|---|---|---|
1201
Cheesecake Factory
CAKE
$2.9B
| $11.2M | 0.01% |
232,713
+15,912
| +7% | +$767K |
|
1202
Chart Industries
GTLS
$8.95B
| $11.2M | 0.01% |
238,713
-591
| -0.2% | -$27.7K |
|
1203
LGI Homes
LGIH
$1.41B
| $11.2M | 0.01% |
149,091
+5,883
| +4% | +$441K |
|
|
SP
1204
DELISTED
SP Plus Corporation
SP
| $11.2M | 0.01% |
301,421
-59,960
| -17% | -$2.22M |
|
1205
Group 1 Automotive
GPI
$6.09B
| $11.2M | 0.01% |
157,388
-2,450
| -2% | -$174K |
|
1206
Walker & Dunlop
WD
$2.93B
| $11.2M | 0.01% |
235,113
+3,576
| +2% | +$170K |
|
1207
Cadence Bank
CADE
$6.94B
| $11.2M | 0.01% |
354,989
-3,021
| -0.8% | -$95K |
|
1208
Helen of Troy
HELE
$567M
| $11.2M | 0.01% |
115,833
-712
| -0.6% | -$68.6K |
|
1209
Acuity Brands
AYI
$10.1B
| $11.1M | 0.01% |
63,278
-374
| -0.6% | -$65.8K |
|
1210
Murphy USA
MUSA
$7.26B
| $11.1M | 0.01% |
138,379
-237,098
| -63% | -$19.1M |
|
|
CVG
1211
DELISTED
Convergys
CVG
| $11.1M | 0.01% |
473,183
+17,062
| +4% | +$401K |
|
1212
Benchmark Electronics
BHE
$1.43B
| $11.1M | 0.01% |
382,084
-4,165
| -1% | -$121K |
|
1213
CareTrust REIT
CTRE
$7.54B
| $11.1M | 0.01% |
663,431
-19,979
| -3% | -$335K |
|
|
AAWW
1214
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $11.1M | 0.01% |
189,194
-1,345
| -0.7% | -$78.9K |
|
1215
Aaon
AAON
$6.93B
| $11.1M | 0.01% |
453,494
-17,083
| -4% | -$418K |
|
|
BGC
1216
DELISTED
General Cable Corporation
BGC
| $11.1M | 0.01% |
373,889
-1,331
| -0.4% | -$39.4K |
|
|
CUB
1217
DELISTED
Cubic Corporation
CUB
| $11M | 0.01% |
187,311
-897
| -0.5% | -$52.9K |
|
1218
New York Times
NYT
$9.53B
| $11M | 0.01% |
594,765
+47,047
| +9% | +$870K |
|
1219
WisdomTree
WT
$2.02B
| $11M | 0.01% |
874,205
-6,862
| -0.8% | -$86.1K |
|
|
ESV
1220
DELISTED
Ensco Rowan plc
ESV
| $11M | 0.01% |
463,718
+139,142
| +43% | +$3.29M |
|
1221
Fluor
FLR
$6.69B
| $11M | 0.01% |
212,232
+4,081
| +2% | +$211K |
|
1222
iShares MSCI India ETF
INDA
$9.4B
| $10.9M | 0.01% |
303,139
| – | – |
|
|
CORE
1223
DELISTED
Core Mark Holding Co., Inc.
CORE
| $10.9M | 0.01% |
345,652
-3,686
| -1% | -$116K |
|
1224
Mammoth Energy Services
TUSK
$113M
| $10.9M | 0.01% |
554,856
-2,421
| -0.4% | -$47.5K |
|
1225
Western Alliance Bancorporation
WAL
$9.8B
| $10.9M | 0.01% |
192,308
+182,372
| +1,835% | +$10.3M |
|