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 | |
|---|---|---|---|---|---|---|
|
BEAT
1351
DELISTED
BioTelemetry, Inc.
BEAT
| $8.05M | 0.01% |
240,698
+9,611
| +4% | +$322K |
|
|
PRSU
1352
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.05B
| $8.02M | 0.01% |
169,775
+8,810
| +5% | +$416K |
|
|
UNT
1353
DELISTED
UNIT Corporation
UNT
| $8.02M | 0.01% |
428,042
+33,334
| +8% | +$624K |
|
|
RBS.PRS.CL
1354
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $8.01M | 0.01% |
309,548
-5,969
| -2% | -$155K |
|
1355
Scansource
SCSC
$971M
| $8M | 0.01% |
198,570
+1,271
| +0.6% | +$51.2K |
|
1356
ePlus
PLUS
$1.96B
| $7.99M | 0.01% |
215,646
+9,182
| +4% | +$340K |
|
1357
United Natural Foods
UNFI
$1.8B
| $7.99M | 0.01% |
217,576
+10,300
| +5% | +$378K |
|
1358
E.W. Scripps
SSP
$248M
| $7.97M | 0.01% |
447,743
+21,972
| +5% | +$391K |
|
1359
PotlatchDeltic
PCH
$3.28B
| $7.96M | 0.01% |
174,146
+5,808
| +3% | +$265K |
|
1360
SpartanNash
SPTN
$898M
| $7.93M | 0.01% |
305,607
+7,162
| +2% | +$186K |
|
1361
Genworth Financial
GNW
$3.57B
| $7.93M | 0.01% |
2,102,128
+73,592
| +4% | +$277K |
|
1362
Brinker International
EAT
$6.98B
| $7.91M | 0.01% |
207,706
+5,852
| +3% | +$223K |
|
|
GAP
1363
The Gap, Inc.
GAP
$9.01B
| $7.91M | 0.01% |
359,905
-51,048
| -12% | -$1.12M |
|
|
IPCC
1364
DELISTED
Infinity Property & Casualty C
IPCC
| $7.9M | 0.01% |
84,047
+142
| +0.2% | +$13.3K |
|
|
NVRO
1365
DELISTED
NEVRO CORP.
NVRO
| $7.87M | 0.01% |
105,700
+4,016
| +4% | +$299K |
|
|
BGG
1366
DELISTED
Briggs & Stratton Corp.
BGG
| $7.84M | 0.01% |
325,374
+8
| +0% | +$193 |
|
1367
Southside Bancshares
SBSI
$917M
| $7.84M | 0.01% |
224,256
+11,069
| +5% | +$387K |
|
1368
ATI
ATI
$10.5B
| $7.8M | 0.01% |
458,358
+19,012
| +4% | +$323K |
|
|
CYS
1369
DELISTED
CYS Investments Inc.
CYS
| $7.8M | 0.01% |
927,076
-34,477
| -4% | -$290K |
|
|
UHT
1370
Universal Health Realty Income Trust
UHT
$575M
| $7.79M | 0.01% |
97,891
+2,868
| +3% | +$228K |
|
1371
Stride
LRN
$7B
| $7.78M | 0.01% |
434,275
+5,654
| +1% | +$101K |
|
1372
National Storage Affiliates Trust
NSA
$2.48B
| $7.78M | 0.01% |
336,628
-781,229
| -70% | -$18.1M |
|
|
CPLA
1373
DELISTED
Capella Education Company
CPLA
| $7.75M | 0.01% |
90,475
-4,200
| -4% | -$360K |
|
1374
Quanta Services
PWR
$58.9B
| $7.74M | 0.01% |
235,077
-1,277,088
| -84% | -$42M |
|
|
CMO
1375
DELISTED
Capstead Mortgage Corp.
CMO
| $7.74M | 0.01% |
741,840
-8,473
| -1% | -$88.4K |
|