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 | |
|---|---|---|---|---|---|---|
|
LPNT
1351
DELISTED
LifePoint Health, Inc.
LPNT
| $8.39M | 0.01% |
168,552
-3,459
| -2% | -$172K |
|
|
PAY
1352
DELISTED
Verifone Systems Inc
PAY
| $8.39M | 0.01% |
473,851
+1,061
| +0.2% | +$18.8K |
|
1353
Astec Industries
ASTE
$1.09B
| $8.38M | 0.01% |
143,279
-1,558
| -1% | -$91.1K |
|
|
ALOG
1354
DELISTED
Analogic Corp
ALOG
| $8.38M | 0.01% |
100,041
-9
| -0% | -$754 |
|
1355
Encore Capital Group
ECPG
$1.01B
| $8.35M | 0.01% |
198,200
+19,609
| +11% | +$826K |
|
|
ECOL
1356
DELISTED
US Ecology, Inc.
ECOL
| $8.34M | 0.01% |
163,496
-1,123
| -0.7% | -$57.3K |
|
1357
PetMed Express
PETS
$58.5M
| $8.33M | 0.01% |
183,093
+15,862
| +9% | +$722K |
|
1358
Scholastic
SCHL
$681M
| $8.31M | 0.01% |
207,193
-2,324
| -1% | -$93.2K |
|
1359
City Holding Co
CHCO
$1.83B
| $8.3M | 0.01% |
123,005
-5,533
| -4% | -$373K |
|
1360
Fabrinet
FN
$13.4B
| $8.29M | 0.01% |
288,673
+6,891
| +2% | +$198K |
|
1361
Mercury Insurance
MCY
$4.33B
| $8.29M | 0.01% |
155,035
+4,524
| +3% | +$242K |
|
|
SONC
1362
DELISTED
Sonic Corp
SONC
| $8.28M | 0.01% |
301,198
-14,101
| -4% | -$387K |
|
1363
World Kinect Corp
WKC
$1.42B
| $8.26M | 0.01% |
293,618
-223,031
| -43% | -$6.28M |
|
1364
Alarm.com
ALRM
$2.79B
| $8.24M | 0.01% |
+218,356
| New | +$8.24M |
|
|
NAVG
1365
DELISTED
Navigators Group Inc
NAVG
| $8.22M | 0.01% |
168,679
-16,268
| -9% | -$792K |
|
1366
Select Water Solutions
WTTR
$938M
| $8.21M | 0.01% |
449,896
+109,375
| +32% | +$1.99M |
|
1367
Koppers
KOP
$552M
| $8.21M | 0.01% |
161,201
-5,100
| -3% | -$260K |
|
|
SHLM
1368
DELISTED
Schulman (A.) Inc
SHLM
| $8.2M | 0.01% |
220,216
-1,718
| -0.8% | -$64K |
|
1369
The Ensign Group
ENSG
$9.72B
| $8.2M | 0.01% |
394,855
-6,257
| -2% | -$130K |
|
1370
W&T Offshore
WTI
$258M
| $8.19M | 0.01% |
2,473,119
+29,931
| +1% | +$99.1K |
|
|
LHCG
1371
DELISTED
LHC Group LLC
LHCG
| $8.19M | 0.01% |
133,650
+1,336
| +1% | +$81.8K |
|
|
VRE
1372
Veris Residential
VRE
$1.5B
| $8.18M | 0.01% |
379,387
-513
| -0.1% | -$11.1K |
|
|
BGG
1373
DELISTED
Briggs & Stratton Corp.
BGG
| $8.14M | 0.01% |
320,737
-1,701
| -0.5% | -$43.2K |
|
|
CCC
1374
DELISTED
Calgon Carbon Corp
CCC
| $8.1M | 0.01% |
380,219
-70,103
| -16% | -$1.49M |
|
1375
Iridium Communications
IRDM
$1.92B
| $8.08M | 0.01% |
685,087
-6,194
| -0.9% | -$73.1K |
|