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 | |
|---|---|---|---|---|---|---|
1251
National Storage Affiliates Trust
NSA
$2.49B
| $10.3M | 0.01% |
379,495
+45,738
| +14% | +$1.25M |
|
1252
Standex International
SXI
$2.52B
| $10.3M | 0.01% |
101,240
+2,331
| +2% | +$237K |
|
1253
Sally Beauty Holdings
SBH
$1.51B
| $10.3M | 0.01% |
547,749
-15,150
| -3% | -$284K |
|
|
BWLD
1254
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $10.3M | 0.01% |
65,710
-98
| -0.1% | -$15.3K |
|
|
FLIR
1255
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $10.3M | 0.01% |
219,921
+9,880
| +5% | +$461K |
|
1256
Oxford Industries
OXM
$770M
| $10.2M | 0.01% |
135,955
+1,152
| +0.9% | +$86.6K |
|
1257
Dick's Sporting Goods
DKS
$20.7B
| $10.2M | 0.01% |
354,171
-7,981
| -2% | -$229K |
|
1258
Carpenter Technology
CRS
$12.1B
| $10.2M | 0.01% |
199,363
-213
| -0.1% | -$10.9K |
|
|
ARR
1259
Armour Residential REIT
ARR
$1.72B
| $10.2M | 0.01% |
78,995
+16,793
| +27% | +$2.16M |
|
1260
SolarEdge
SEDG
$1.75B
| $10.2M | 0.01% |
270,368
+3,778
| +1% | +$142K |
|
1261
First Busey Corp
BUSE
$2.19B
| $10.1M | 0.01% |
338,579
-130,648
| -28% | -$3.91M |
|
|
TGI
1262
DELISTED
Triumph Group
TGI
| $10.1M | 0.01% |
371,517
-9,831
| -3% | -$267K |
|
1263
CONMED
CNMD
$1.67B
| $10.1M | 0.01% |
197,919
-3,345
| -2% | -$170K |
|
1264
iShares Russell 1000 Value ETF
IWD
$64.2B
| $10.1M | 0.01% |
+81,100
| New | +$10.1M |
|
|
PBCT
1265
DELISTED
People's United Financial Inc
PBCT
| $10.1M | 0.01% |
537,697
+10,853
| +2% | +$203K |
|
1266
Cavco Industries
CVCO
$4.39B
| $10M | 0.01% |
65,709
-261
| -0.4% | -$39.8K |
|
1267
SPX Corp
SPXC
$9.4B
| $10M | 0.01% |
318,844
-849
| -0.3% | -$26.7K |
|
|
AHL
1268
DELISTED
ASPEN Insurance Holding Limited
AHL
| $9.99M | 0.01% |
246,116
-2,138
| -0.9% | -$86.8K |
|
1269
Calavo Growers
CVGW
$496M
| $9.97M | 0.01% |
118,074
-918
| -0.8% | -$77.5K |
|
1270
AdvanSix
ASIX
$586M
| $9.94M | 0.01% |
236,295
-637
| -0.3% | -$26.8K |
|
1271
AZZ Inc
AZZ
$3.59B
| $9.93M | 0.01% |
194,270
-1,759
| -0.9% | -$89.9K |
|
|
GCI
1272
DELISTED
Gannett Co., Inc
GCI
| $9.91M | 0.01% |
854,937
-14,414
| -2% | -$167K |
|
1273
Universal Corp
UVV
$1.4B
| $9.91M | 0.01% |
188,699
-3,059
| -2% | -$161K |
|
1274
Cal-Maine
CALM
$5.38B
| $9.9M | 0.01% |
222,739
-1,754
| -0.8% | -$78K |
|
1275
Oceaneering
OII
$2.48B
| $9.9M | 0.01% |
468,292
-4,790
| -1% | -$101K |
|