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 | |
|---|---|---|---|---|---|---|
|
BPFH
1226
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $10.1M | 0.01% |
655,359
+3,939
| +0.6% | +$60.5K |
|
1227
Urban Edge Properties
UE
$2.67B
| $10.1M | 0.01% |
423,835
+45,941
| +12% | +$1.09M |
|
|
MINI
1228
DELISTED
Mobile Mini Inc
MINI
| $10M | 0.01% |
336,221
-356
| -0.1% | -$10.6K |
|
1229
Fluor
FLR
$6.71B
| $10M | 0.01% |
218,989
+7,744
| +4% | +$355K |
|
|
AAWW
1230
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $10M | 0.01% |
192,153
+1,168
| +0.6% | +$60.9K |
|
1231
Tennant Co
TNC
$1.52B
| $10M | 0.01% |
135,434
+939
| +0.7% | +$69.3K |
|
1232
Atlassian
TEAM
$46.5B
| $9.95M | 0.01% |
282,781
+14,781
| +6% | +$520K |
|
|
SRCL
1233
DELISTED
Stericycle Inc
SRCL
| $9.93M | 0.01% |
130,158
+6,474
| +5% | +$494K |
|
|
EBIX
1234
DELISTED
Ebix Inc
EBIX
| $9.92M | 0.01% |
183,952
+1,342
| +0.7% | +$72.3K |
|
1235
Patrick Industries
PATK
$3.79B
| $9.88M | 0.01% |
305,179
+3,917
| +1% | +$127K |
|
1236
Rambus
RMBS
$9.31B
| $9.87M | 0.01% |
863,732
+5,080
| +0.6% | +$58.1K |
|
1237
Matsons
MATX
$3.34B
| $9.85M | 0.01% |
327,945
-9,296
| -3% | -$279K |
|
1238
Nabors Industries
NBR
$620M
| $9.85M | 0.01% |
24,198
-50,994
| -68% | -$20.8M |
|
|
MDRX
1239
DELISTED
Veradigm Inc. Common Stock
MDRX
| $9.84M | 0.01% |
771,481
+33,059
| +4% | +$422K |
|
1240
CF Industries
CF
$14.1B
| $9.78M | 0.01% |
349,754
-14,670
| -4% | -$410K |
|
1241
S&T Bancorp
STBA
$1.5B
| $9.77M | 0.01% |
272,501
+1,180
| +0.4% | +$42.3K |
|
1242
HUB Group
HUBG
$2.26B
| $9.77M | 0.01% |
509,562
-42,832
| -8% | -$821K |
|
1243
Avis
CAR
$5.46B
| $9.77M | 0.01% |
358,182
+21,203
| +6% | +$578K |
|
|
VSTO
1244
DELISTED
Vista Outdoor Inc.
VSTO
| $9.77M | 0.01% |
433,960
+305
| +0.1% | +$6.87K |
|
|
EGOV
1245
DELISTED
NIC Inc
EGOV
| $9.68M | 0.01% |
510,929
+1,404
| +0.3% | +$26.6K |
|
1246
Worthington Enterprises
WOR
$3.26B
| $9.66M | 0.01% |
311,823
-16,880
| -5% | -$523K |
|
1247
Murphy Oil
MUR
$3.69B
| $9.62M | 0.01% |
375,183
+51,260
| +16% | +$1.31M |
|
|
GPOR
1248
DELISTED
Gulfport Energy Corp.
GPOR
| $9.59M | 0.01% |
650,219
+27,808
| +4% | +$410K |
|
1249
LendingTree
TREE
$995M
| $9.54M | 0.01% |
55,412
+517
| +0.9% | +$89K |
|
|
ABAX
1250
DELISTED
Abaxis Inc
ABAX
| $9.54M | 0.01% |
179,888
+4,076
| +2% | +$216K |
|