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 | |
|---|---|---|---|---|---|---|
|
ENDP
1251
DELISTED
Endo International plc
ENDP
| $9.5M | 0.01% |
850,263
+39,828
| +5% | +$445K |
|
|
IBTX
1252
DELISTED
Independent Bank Group, Inc.
IBTX
| $9.5M | 0.01% |
159,589
+6,776
| +4% | +$403K |
|
1253
Commercial Metals
CMC
$6.59B
| $9.48M | 0.01% |
487,632
+16,719
| +4% | +$325K |
|
1254
Community Health Systems
CYH
$420M
| $9.45M | 0.01% |
948,713
-31,833
| -3% | -$317K |
|
1255
Integer Holdings
ITGR
$3.64B
| $9.44M | 0.01% |
218,158
+8,460
| +4% | +$366K |
|
1256
New York Times
NYT
$9.5B
| $9.43M | 0.01% |
533,033
+40,272
| +8% | +$713K |
|
|
NTUS
1257
DELISTED
Natus Medical Inc
NTUS
| $9.42M | 0.01% |
252,496
+1,879
| +0.7% | +$70.1K |
|
|
HF
1258
DELISTED
HFF Inc.
HF
| $9.39M | 0.01% |
269,919
+2,602
| +1% | +$90.5K |
|
1259
Topgolf Callaway Brands
MODG
$1.74B
| $9.36M | 0.01% |
732,310
+1,358
| +0.2% | +$17.4K |
|
1260
Owens Corning
OC
$13B
| $9.34M | 0.01% |
139,554
-8,471
| -6% | -$567K |
|
1261
Compass Minerals
CMP
$772M
| $9.33M | 0.01% |
142,924
+6,121
| +4% | +$400K |
|
1262
Mativ Holdings
MATV
$676M
| $9.33M | 0.01% |
250,469
+8,221
| +3% | +$306K |
|
1263
GameStop
GME
$11B
| $9.32M | 0.01% |
1,724,980
+52,456
| +3% | +$283K |
|
|
PBCT
1264
DELISTED
People's United Financial Inc
PBCT
| $9.3M | 0.01% |
526,595
+47,239
| +10% | +$834K |
|
1265
Adtalem Global Education
ATGE
$4.94B
| $9.27M | 0.01% |
244,361
+8,650
| +4% | +$328K |
|
1266
First Commonwealth Financial
FCF
$1.84B
| $9.26M | 0.01% |
730,619
+43,454
| +6% | +$551K |
|
1267
Scholastic
SCHL
$672M
| $9.26M | 0.01% |
212,355
+2,667
| +1% | +$116K |
|
|
OCLR
1268
DELISTED
Oclaro Inc.
OCLR
| $9.24M | 0.01% |
989,710
+974,520
| +6,416% | +$9.1M |
|
1269
Boise Cascade
BCC
$3.3B
| $9.21M | 0.01% |
302,927
+11,430
| +4% | +$347K |
|
1270
KBR
KBR
$6.42B
| $9.18M | 0.01% |
603,311
-28,860
| -5% | -$439K |
|
|
FSP
1271
Franklin Street Properties
FSP
$175M
| $9.18M | 0.01% |
828,344
-9,317
| -1% | -$103K |
|
1272
Trustmark
TRMK
$2.42B
| $9.17M | 0.01% |
285,240
-43,895
| -13% | -$1.41M |
|
|
MNTA
1273
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $9.15M | 0.01% |
541,686
+25,144
| +5% | +$425K |
|
1274
Gibraltar Industries
ROCK
$1.83B
| $9.15M | 0.01% |
256,640
-1,128
| -0.4% | -$40.2K |
|
|
RAVN
1275
DELISTED
Raven Industries Inc
RAVN
| $9.14M | 0.01% |
274,513
-7,440
| -3% | -$248K |
|