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 | |
|---|---|---|---|---|---|---|
1376
Lindsay Corp
LNN
$1.5B
| $8.08M | 0.01% |
91,556
-2,724
| -3% | -$240K |
|
1377
CEVA Inc
CEVA
$549M
| $8.03M | 0.01% |
174,067
+2,636
| +2% | +$122K |
|
1378
Helix Energy Solutions
HLX
$923M
| $8.02M | 0.01% |
1,062,991
-8,085
| -0.8% | -$61K |
|
1379
Brighthouse Financial
BHF
$2.79B
| $7.92M | 0.01% |
135,076
+2,231
| +2% | +$131K |
|
1380
Gibraltar Industries
ROCK
$1.79B
| $7.83M | 0.01% |
237,121
-11,678
| -5% | -$385K |
|
1381
GameStop
GME
$10.9B
| $7.82M | 0.01% |
1,743,308
+8,284
| +0.5% | +$37.2K |
|
1382
Hanmi Financial
HAFC
$754M
| $7.82M | 0.01% |
257,561
-1,733
| -0.7% | -$52.6K |
|
|
PF
1383
DELISTED
Pinnacle Foods, Inc.
PF
| $7.8M | 0.01% |
131,124
-109,507
| -46% | -$6.51M |
|
1384
ODP
ODP
$611M
| $7.79M | 0.01% |
220,158
-2,864
| -1% | -$101K |
|
|
LABL
1385
DELISTED
Multi-Color Corp
LABL
| $7.79M | 0.01% |
104,014
-2,852
| -3% | -$213K |
|
1386
Brinker International
EAT
$6.88B
| $7.77M | 0.01% |
200,040
-1,709
| -0.8% | -$66.4K |
|
|
EXTN
1387
DELISTED
Exterran Corporation
EXTN
| $7.75M | 0.01% |
246,520
+5,658
| +2% | +$178K |
|
1388
Flowserve
FLS
$7.35B
| $7.74M | 0.01% |
183,803
-7,211
| -4% | -$304K |
|
|
CLDT
1389
Chatham Lodging
CLDT
$349M
| $7.73M | 0.01% |
339,527
+43,635
| +15% | +$993K |
|
|
UHT
1390
Universal Health Realty Income Trust
UHT
$569M
| $7.73M | 0.01% |
102,883
+8,603
| +9% | +$646K |
|
|
GNCMA
1391
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $7.72M | 0.01% |
197,844
-1,543
| -0.8% | -$60.2K |
|
|
INVX
1392
Innovex International, Inc.
INVX
$1.15B
| $7.71M | 0.01% |
161,600
-21,003
| -12% | -$1M |
|
|
BEL
1393
DELISTED
Belmond Ltd.
BEL
| $7.69M | 0.01% |
627,961
-4,796
| -0.8% | -$58.8K |
|
|
RDC
1394
DELISTED
Rowan Companies Plc
RDC
| $7.68M | 0.01% |
490,375
-1,094
| -0.2% | -$17.1K |
|
1395
Red Rock Resorts
RRR
$3.66B
| $7.68M | 0.01% |
227,467
-33,616
| -13% | -$1.13M |
|
|
ACOR
1396
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $7.67M | 0.01% |
2,979
+36
| +1% | +$92.7K |
|
|
CNR
1397
Core Natural Resources, Inc.
CNR
$3.74B
| $7.65M | 0.01% |
+193,710
| New | +$7.65M |
|
1398
Assurant
AIZ
$10.6B
| $7.65M | 0.01% |
75,828
-5,856
| -7% | -$590K |
|
|
CSRA
1399
DELISTED
CSRA Inc.
CSRA
| $7.64M | 0.01% |
255,484
+2,902
| +1% | +$86.8K |
|
1400
SpartanNash
SPTN
$900M
| $7.62M | 0.01% |
285,705
-5,360
| -2% | -$143K |
|