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 | |
|---|---|---|---|---|---|---|
|
ALOG
1401
DELISTED
Analogic Corp
ALOG
| $7.34M | 0.01% |
100,995
-1,497
| -1% | -$109K |
|
1402
National Bank Holdings
NBHC
$1.47B
| $7.3M | 0.01% |
220,508
+18,252
| +9% | +$604K |
|
1403
Diodes
DIOD
$2.48B
| $7.27M | 0.01% |
302,312
+12,276
| +4% | +$295K |
|
|
LDL
1404
DELISTED
Lydall, Inc.
LDL
| $7.25M | 0.01% |
140,245
+4,357
| +3% | +$225K |
|
1405
Houlihan Lokey
HLI
$14.5B
| $7.22M | 0.01% |
206,900
| – | – |
|
|
QCP
1406
DELISTED
Quality Care Properties, Inc.
QCP
| $7.22M | 0.01% |
394,368
+11,992
| +3% | +$220K |
|
1407
United Fire Group
UFCS
$797M
| $7.22M | 0.01% |
163,791
-8,488
| -5% | -$374K |
|
1408
First Bancorp
FBP
$3.52B
| $7.2M | 0.01% |
1,242,829
+27,262
| +2% | +$158K |
|
1409
Delek US
DK
$1.76B
| $7.2M | 0.01% |
272,111
+241,127
| +778% | +$6.38M |
|
1410
Alamo Group
ALG
$2.53B
| $7.17M | 0.01% |
78,961
+3,490
| +5% | +$317K |
|
1411
Super Micro Computer
SMCI
$26.2B
| $7.12M | 0.01% |
2,888,840
+25,560
| +0.9% | +$63K |
|
1412
Universal Insurance Holdings
UVE
$705M
| $7.12M | 0.01% |
282,359
+1,772
| +0.6% | +$44.7K |
|
1413
Shutterstock
SSTK
$728M
| $7.09M | 0.01% |
160,854
+2,390
| +2% | +$105K |
|
1414
Customers Bancorp
CUBI
$2.35B
| $7.08M | 0.01% |
250,493
+34,079
| +16% | +$964K |
|
1415
Winnebago Industries
WGO
$975M
| $7.06M | 0.01% |
201,807
-1,694
| -0.8% | -$59.3K |
|
|
EPAY
1416
DELISTED
Bottomline Technologies Inc
EPAY
| $7.06M | 0.01% |
274,938
-12,500
| -4% | -$321K |
|
1417
PetMed Express
PETS
$57.6M
| $7.03M | 0.01% |
173,219
+6,741
| +4% | +$274K |
|
|
ACOR
1418
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $7.02M | 0.01% |
2,969
+19
| +0.6% | +$44.9K |
|
|
LMNX
1419
DELISTED
Luminex Corp
LMNX
| $6.98M | 0.01% |
330,490
+35,698
| +12% | +$754K |
|
|
AVTA
1420
DELISTED
Avantax, Inc. Common Stock
AVTA
| $6.97M | 0.01% |
328,857
+33,244
| +11% | +$705K |
|
|
VALE.P
1421
DELISTED
Vale S A
VALE.P
| $6.97M | 0.01% |
855,260
+22,593
| +3% | +$184K |
|
1422
Urban Outfitters
URBN
$6.36B
| $6.95M | 0.01% |
374,732
+7,166
| +2% | +$133K |
|
|
MNK
1423
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $6.94M | 0.01% |
154,935
-9,460
| -6% | -$424K |
|
1424
Range Resources
RRC
$8.31B
| $6.92M | 0.01% |
298,594
+4,486
| +2% | +$104K |
|
|
BBBY
1425
DELISTED
Bed Bath & Beyond Inc
BBBY
| $6.91M | 0.01% |
227,370
-11,631
| -5% | -$354K |
|