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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ENLK
1426
DELISTED
EnLink Midstream Partners, LP
ENLK
| $5.45M | 0.01% |
307,522
+10,311
| +3% | +$183K |
|
|
PES
1427
DELISTED
Pioneer Energy Services Corp.
PES
| $5.44M | 0.01% |
1,346,961
+44,304
| +3% | +$179K |
|
|
DTSI
1428
DELISTED
DTS, Inc.
DTSI
| $5.43M | 0.01% |
127,612
+4,546
| +4% | +$193K |
|
|
PRSU
1429
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $5.41M | 0.01% |
146,756
+4,253
| +3% | +$157K |
|
1430
Pitney Bowes
PBI
$1.96B
| $5.41M | 0.01% |
297,787
+3,399
| +1% | +$61.7K |
|
1431
Ryder
R
$7.61B
| $5.39M | 0.01% |
81,728
+1,471
| +2% | +$97K |
|
1432
Flotek Industries
FTK
$331M
| $5.38M | 0.01% |
61,661
-1,470
| -2% | -$128K |
|
|
CSFL
1433
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $5.38M | 0.01% |
303,317
+200,704
| +196% | +$3.56M |
|
1434
CEVA Inc
CEVA
$549M
| $5.35M | 0.01% |
152,499
+8,666
| +6% | +$304K |
|
1435
Community Health Systems
CYH
$409M
| $5.35M | 0.01% |
463,388
+37,365
| +9% | +$431K |
|
|
BGC
1436
DELISTED
General Cable Corporation
BGC
| $5.34M | 0.01% |
356,591
-2,224
| -0.6% | -$33.3K |
|
1437
KB Home
KBH
$4.46B
| $5.34M | 0.01% |
331,052
+14,703
| +5% | +$237K |
|
1438
Urban Outfitters
URBN
$6.33B
| $5.32M | 0.01% |
154,084
+8,995
| +6% | +$311K |
|
|
PRFT
1439
DELISTED
Perficient Inc
PRFT
| $5.31M | 0.01% |
263,643
-1,214
| -0.5% | -$24.5K |
|
1440
Northfield Bancorp
NFBK
$487M
| $5.3M | 0.01% |
329,160
+53,505
| +19% | +$861K |
|
1441
Energy Recovery
ERII
$776M
| $5.29M | 0.01% |
+330,700
| New | +$5.29M |
|
1442
Boston Beer
SAM
$2.39B
| $5.28M | 0.01% |
33,987
-797
| -2% | -$124K |
|
|
BTEC
1443
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $5.26M | 0.01% |
+200,001
| New | +$5.26M |
|
1444
Principal Exchange-Traded Funds Principal Value ETF
PY
$141M
| $5.24M | 0.01% |
200,001
-200,001
| -50% | -$5.24M |
|
1445
Adtalem Global Education
ATGE
$4.79B
| $5.21M | 0.01% |
225,693
+9,671
| +4% | +$223K |
|
1446
Anika Therapeutics
ANIK
$121M
| $5.2M | 0.01% |
108,755
+3,604
| +3% | +$172K |
|
|
TGI
1447
DELISTED
Triumph Group
TGI
| $5.18M | 0.01% |
185,886
+1,049
| +0.6% | +$29.2K |
|
|
DEL
1448
DELISTED
Deltic Timber
DEL
| $5.18M | 0.01% |
76,467
+1,273
| +2% | +$86.2K |
|
1449
Comscore
SCOR
$31.6M
| $5.15M | 0.01% |
8,401
-64
| -0.8% | -$39.2K |
|
1450
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$52.8M
| $5.15M | 0.01% |
200,001
-200,001
| -50% | -$5.15M |
|