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 | |
|---|---|---|---|---|---|---|
|
CUDA
1276
DELISTED
Barracuda Networks, Inc.
CUDA
| $9.87M | 0.01% |
358,967
+25,379
| +8% | +$698K |
|
1277
8x8 Inc
EGHT
$300M
| $9.85M | 0.01% |
698,503
-39,145
| -5% | -$552K |
|
1278
SiriusPoint
SPNT
$2.23B
| $9.83M | 0.01% |
671,131
+173,379
| +35% | +$2.54M |
|
|
QEP
1279
DELISTED
QEP RESOURCES, INC.
QEP
| $9.83M | 0.01% |
1,027,243
-819
| -0.1% | -$7.84K |
|
|
WWE
1280
DELISTED
World Wrestling Entertainment
WWE
| $9.77M | 0.01% |
319,359
+4,754
| +2% | +$145K |
|
1281
News Corp Class A
NWSA
$16.6B
| $9.76M | 0.01% |
602,396
+32,370
| +6% | +$525K |
|
|
MANT
1282
DELISTED
Mantech International Corp
MANT
| $9.75M | 0.01% |
194,309
-683
| -0.4% | -$34.3K |
|
1283
Leggett & Platt
LEG
$1.34B
| $9.75M | 0.01% |
204,309
+11,211
| +6% | +$535K |
|
|
BPFH
1284
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $9.74M | 0.01% |
630,378
-18,231
| -3% | -$282K |
|
1285
Allison Transmission
ALSN
$7.57B
| $9.74M | 0.01% |
226,068
-340,047
| -60% | -$14.6M |
|
1286
Tennant Co
TNC
$1.53B
| $9.71M | 0.01% |
133,586
-830
| -0.6% | -$60.3K |
|
|
TPC
1287
Tutor Perini Corporation
TPC
$3.31B
| $9.69M | 0.01% |
382,184
-8,373
| -2% | -$212K |
|
1288
SM Energy
SM
$3.12B
| $9.67M | 0.01% |
437,885
+15,865
| +4% | +$350K |
|
1289
AeroVironment
AVAV
$12.1B
| $9.62M | 0.01% |
171,274
+11,265
| +7% | +$633K |
|
1290
Commault Systems
CVLT
$8.01B
| $9.62M | 0.01% |
183,158
+2,413
| +1% | +$127K |
|
1291
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $9.58M | 0.01% |
+195,184
| New | +$9.58M |
|
1292
Strategy Inc Common Stock Class A
MSTR
$92.4B
| $9.55M | 0.01% |
727,600
+17,820
| +3% | +$234K |
|
1293
Ring Energy
REI
$213M
| $9.55M | 0.01% |
687,190
+3,973
| +0.6% | +$55.2K |
|
|
PSXP
1294
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $9.54M | 0.01% |
+182,304
| New | +$9.54M |
|
|
RAVN
1295
DELISTED
Raven Industries Inc
RAVN
| $9.49M | 0.01% |
276,309
+4,044
| +1% | +$139K |
|
1296
Matsons
MATX
$3.37B
| $9.48M | 0.01% |
317,643
-7,510
| -2% | -$224K |
|
1297
AAR Corp
AIR
$2.71B
| $9.47M | 0.01% |
240,941
-1,879
| -0.8% | -$73.8K |
|
|
IPXL
1298
DELISTED
Impax Laboratories, Inc.
IPXL
| $9.44M | 0.01% |
566,781
+4,149
| +0.7% | +$69.1K |
|
1299
Quanta Services
PWR
$58.1B
| $9.42M | 0.01% |
240,755
+8,802
| +4% | +$344K |
|
|
BID
1300
DELISTED
Sotheby's
BID
| $9.33M | 0.01% |
180,811
+22,133
| +14% | +$1.14M |
|