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 | |
|---|---|---|---|---|---|---|
|
REN
1301
DELISTED
Resolute Energy Corporaton
REN
| $9.31M | 0.01% |
295,851
+43,642
| +17% | +$1.37M |
|
|
FL
1302
DELISTED
Foot Locker
FL
| $9.28M | 0.01% |
197,847
-4,274
| -2% | -$200K |
|
1303
Silgan Holdings
SLGN
$4.76B
| $9.27M | 0.01% |
315,506
-1,019
| -0.3% | -$29.9K |
|
1304
Federal Signal
FSS
$7.77B
| $9.26M | 0.01% |
460,877
-5,970
| -1% | -$120K |
|
|
AVTA
1305
DELISTED
Avantax, Inc. Common Stock
AVTA
| $9.25M | 0.01% |
418,422
+2,954
| +0.7% | +$65.3K |
|
1306
LiveRamp
RAMP
$1.77B
| $9.23M | 0.01% |
335,024
-3,228
| -1% | -$89K |
|
|
NFX
1307
DELISTED
Newfield Exploration
NFX
| $9.23M | 0.01% |
292,791
-11,706
| -4% | -$369K |
|
1308
Safety Insurance
SAFT
$1.12B
| $9.21M | 0.01% |
114,603
-10,997
| -9% | -$884K |
|
1309
Trustmark
TRMK
$2.44B
| $9.21M | 0.01% |
289,098
-48
| -0% | -$1.53K |
|
|
CHS
1310
DELISTED
Chicos FAS, Inc.
CHS
| $9.21M | 0.01% |
1,044,302
-21,427
| -2% | -$189K |
|
1311
International Bancshares
IBOC
$4.43B
| $9.21M | 0.01% |
231,976
-145
| -0.1% | -$5.76K |
|
|
BRKL
1312
DELISTED
Brookline Bancorp
BRKL
| $9.19M | 0.01% |
585,308
-30,197
| -5% | -$474K |
|
|
PRSU
1313
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.06B
| $9.15M | 0.01% |
165,073
-2,444
| -1% | -$135K |
|
1314
Exact Sciences
EXAS
$10.6B
| $9.14M | 0.01% |
173,979
+51,318
| +42% | +$2.7M |
|
|
EPAY
1315
DELISTED
Bottomline Technologies Inc
EPAY
| $9.14M | 0.01% |
263,413
-9,185
| -3% | -$319K |
|
1316
Asbury Automotive
ABG
$4.97B
| $9.12M | 0.01% |
142,558
-1,206
| -0.8% | -$77.2K |
|
|
MNK
1317
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $9.12M | 0.01% |
404,151
-9,730
| -2% | -$220K |
|
1318
Wingstop
WING
$7.67B
| $9.06M | 0.01% |
232,291
-9,287
| -4% | -$362K |
|
|
VRTU
1319
DELISTED
Virtusa Corporation
VRTU
| $9.01M | 0.01% |
204,357
-926
| -0.5% | -$40.8K |
|
1320
Adeia
ADEA
$1.71B
| $9M | 0.01% |
1,394,899
-95,937
| -6% | -$619K |
|
|
UNT
1321
DELISTED
UNIT Corporation
UNT
| $8.98M | 0.01% |
408,113
-6,494
| -2% | -$143K |
|
1322
OraSure Technologies
OSUR
$243M
| $8.97M | 0.01% |
475,471
-7,103
| -1% | -$134K |
|
|
IPCC
1323
DELISTED
Infinity Property & Casualty C
IPCC
| $8.94M | 0.01% |
84,375
+1,142
| +1% | +$121K |
|
|
NTUS
1324
DELISTED
Natus Medical Inc
NTUS
| $8.94M | 0.01% |
233,927
-16,871
| -7% | -$644K |
|
1325
Nabors Industries
NBR
$619M
| $8.93M | 0.01% |
26,153
+1,828
| +8% | +$624K |
|