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 | |
|---|---|---|---|---|---|---|
|
AHH
1276
Armada Hoffler Properties
AHH
$594M
| $9.09M | 0.01% |
701,856
-302,064
| -30% | -$3.91M |
|
1277
Designer Brands
DBI
$225M
| $9.08M | 0.01% |
513,091
-49,449
| -9% | -$875K |
|
|
NFX
1278
DELISTED
Newfield Exploration
NFX
| $9.06M | 0.01% |
318,410
+19,554
| +7% | +$557K |
|
|
IPXL
1279
DELISTED
Impax Laboratories, Inc.
IPXL
| $9.06M | 0.01% |
562,743
-14,206
| -2% | -$229K |
|
1280
WisdomTree
WT
$2.06B
| $9.04M | 0.01% |
889,163
+954
| +0.1% | +$9.7K |
|
1281
iShares MSCI India ETF
INDA
$9.4B
| $9.03M | 0.01% |
281,402
+120,619
| +75% | +$3.87M |
|
1282
Standex International
SXI
$2.51B
| $9.03M | 0.01% |
99,508
-3,995
| -4% | -$362K |
|
|
IBKC
1283
DELISTED
IBERIABANK Corp
IBKC
| $9.01M | 0.01% |
110,548
-304,107
| -73% | -$24.8M |
|
1284
Emergent Biosolutions
EBS
$442M
| $9M | 0.01% |
265,531
-12,239
| -4% | -$415K |
|
|
KRA
1285
DELISTED
Kraton Corporation
KRA
| $8.99M | 0.01% |
260,942
+4,278
| +2% | +$147K |
|
1286
Applied Optoelectronics
AAOI
$1.67B
| $8.98M | 0.01% |
+145,327
| New | +$8.98M |
|
|
DBD
1287
DELISTED
Diebold Nixdorf Incorporated
DBD
| $8.93M | 0.01% |
319,044
+14,820
| +5% | +$415K |
|
|
TBI
1288
Trueblue
TBI
$176M
| $8.9M | 0.01% |
335,718
+6,241
| +2% | +$165K |
|
|
BRKL
1289
DELISTED
Brookline Bancorp
BRKL
| $8.88M | 0.01% |
608,319
+30,580
| +5% | +$446K |
|
1290
AMERISAFE
AMSF
$860M
| $8.86M | 0.01% |
155,618
-6,597
| -4% | -$376K |
|
|
INVX
1291
Innovex International, Inc.
INVX
$1.15B
| $8.86M | 0.01% |
181,575
+15,460
| +9% | +$754K |
|
1292
Assurant
AIZ
$10.7B
| $8.84M | 0.01% |
85,291
+8,037
| +10% | +$833K |
|
1293
Tri Pointe Homes
TPH
$3.16B
| $8.84M | 0.01% |
669,883
+22,373
| +3% | +$295K |
|
1294
lululemon athletica
LULU
$19.7B
| $8.82M | 0.01% |
147,780
+132,188
| +848% | +$7.89M |
|
1295
Avanos Medical
AVNS
$571M
| $8.8M | 0.01% |
223,961
+30,793
| +16% | +$1.21M |
|
|
CUB
1296
DELISTED
Cubic Corporation
CUB
| $8.78M | 0.01% |
189,712
+189
| +0.1% | +$8.75K |
|
1297
NRG Energy
NRG
$31B
| $8.74M | 0.01% |
507,741
+30,513
| +6% | +$525K |
|
|
BEL
1298
DELISTED
Belmond Ltd.
BEL
| $8.72M | 0.01% |
655,712
+3,407
| +0.5% | +$45.3K |
|
1299
KB Home
KBH
$4.58B
| $8.69M | 0.01% |
362,697
+26,395
| +8% | +$633K |
|
1300
International Bancshares
IBOC
$4.39B
| $8.69M | 0.01% |
247,837
+10,319
| +4% | +$362K |
|