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 | |
|---|---|---|---|---|---|---|
|
SRCL
1326
DELISTED
Stericycle Inc
SRCL
| $8.93M | 0.01% |
131,292
+4,534
| +4% | +$308K |
|
1327
Ralph Lauren
RL
$19.1B
| $8.92M | 0.01% |
85,977
+1,734
| +2% | +$180K |
|
1328
Pitney Bowes
PBI
$1.97B
| $8.89M | 0.01% |
794,759
-242
| -0% | -$2.71K |
|
1329
AMERISAFE
AMSF
$860M
| $8.87M | 0.01% |
144,004
-10,474
| -7% | -$645K |
|
1330
Abercrombie & Fitch
ANF
$4.47B
| $8.87M | 0.01% |
508,965
-3,968
| -0.8% | -$69.2K |
|
1331
Alamo Group
ALG
$2.55B
| $8.87M | 0.01% |
78,578
+655
| +0.8% | +$73.9K |
|
1332
OSI Systems
OSIS
$4.04B
| $8.83M | 0.01% |
137,070
+1,253
| +0.9% | +$80.7K |
|
|
TBI
1333
Trueblue
TBI
$176M
| $8.81M | 0.01% |
320,443
+2,056
| +0.6% | +$56.5K |
|
|
EGOV
1334
DELISTED
NIC Inc
EGOV
| $8.8M | 0.01% |
530,118
-4,537
| -0.8% | -$75.3K |
|
|
ABAX
1335
DELISTED
Abaxis Inc
ABAX
| $8.77M | 0.01% |
177,030
-1,670
| -0.9% | -$82.7K |
|
|
FSP
1336
Franklin Street Properties
FSP
$175M
| $8.74M | 0.01% |
813,303
-14,159
| -2% | -$152K |
|
1337
Heartland Express
HTLD
$669M
| $8.73M | 0.01% |
374,015
-11,949
| -3% | -$279K |
|
1338
Cars.com
CARS
$843M
| $8.72M | 0.01% |
302,343
-3,240
| -1% | -$93.4K |
|
1339
Gentherm
THRM
$1.1B
| $8.72M | 0.01% |
274,489
-3,312
| -1% | -$105K |
|
1340
Innoviva
INVA
$1.21B
| $8.7M | 0.01% |
612,963
-7,542
| -1% | -$107K |
|
|
SCG
1341
DELISTED
Scana
SCG
| $8.67M | 0.01% |
218,006
+6,349
| +3% | +$253K |
|
|
OCLR
1342
DELISTED
Oclaro Inc.
OCLR
| $8.64M | 0.01% |
1,282,211
-8,931
| -0.7% | -$60.2K |
|
1343
ePlus
PLUS
$1.96B
| $8.63M | 0.01% |
229,514
+1,760
| +0.8% | +$66.2K |
|
|
MNTA
1344
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $8.62M | 0.01% |
617,690
+10,990
| +2% | +$153K |
|
1345
Diodes
DIOD
$2.51B
| $8.6M | 0.01% |
299,817
+200
| +0.1% | +$5.73K |
|
1346
H&R Block
HRB
$6.9B
| $8.58M | 0.01% |
327,119
+4,009
| +1% | +$105K |
|
|
TLRD
1347
DELISTED
Tailored Brands, Inc.
TLRD
| $8.56M | 0.01% |
391,932
+22,035
| +6% | +$481K |
|
1348
Rayonier Advanced Materials
RYAM
$410M
| $8.51M | 0.01% |
416,054
+69,258
| +20% | +$1.42M |
|
1349
Worthington Enterprises
WOR
$3.26B
| $8.48M | 0.01% |
312,000
-4,833
| -2% | -$131K |
|
|
NE
1350
DELISTED
Noble Corporation
NE
| $8.4M | 0.01% |
1,858,541
-22,120
| -1% | -$100K |
|