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 | |
|---|---|---|---|---|---|---|
1426
Werner Enterprises
WERN
$1.66B
| $7.24M | 0.01% |
187,254
+2,506
| +1% | +$96.9K |
|
|
MTSC
1427
DELISTED
MTS Systems Corp
MTSC
| $7.14M | 0.01% |
133,024
+5,154
| +4% | +$277K |
|
1428
Boston Beer
SAM
$2.39B
| $7.13M | 0.01% |
37,306
-1,507
| -4% | -$288K |
|
1429
Axcelis
ACLS
$2.62B
| $7.12M | 0.01% |
+248,164
| New | +$7.12M |
|
1430
M/I Homes
MHO
$4B
| $7.11M | 0.01% |
206,705
+17,381
| +9% | +$598K |
|
1431
First Bancorp
FBP
$3.52B
| $7.08M | 0.01% |
1,387,948
-4,331
| -0.3% | -$22.1K |
|
|
IPHS
1432
DELISTED
Innophos Holdings, Inc.
IPHS
| $7.07M | 0.01% |
151,231
-3,793
| -2% | -$177K |
|
1433
US Physical Therapy
USPH
$1.23B
| $7.03M | 0.01% |
97,364
-1,845
| -2% | -$133K |
|
|
DEA
1434
Easterly Government Properties
DEA
$1.06B
| $7.01M | 0.01% |
+131,324
| New | +$7.01M |
|
|
MAGN
1435
Magnera Corporation
MAGN
$404M
| $6.99M | 0.01% |
25,088
-195
| -0.8% | -$54.3K |
|
|
GENY
1436
DELISTED
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
| $6.94M | 0.01% |
200,001
| – | – |
|
|
EVHC
1437
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $6.94M | 0.01% |
200,861
+18,565
| +10% | +$642K |
|
|
KND
1438
DELISTED
Kindred Healthcare
KND
| $6.94M | 0.01% |
715,086
+13,066
| +2% | +$127K |
|
|
CPLA
1439
DELISTED
Capella Education Company
CPLA
| $6.91M | 0.01% |
89,300
-1,049
| -1% | -$81.2K |
|
1440
Standard Motor Products
SMP
$874M
| $6.88M | 0.01% |
153,138
-8,643
| -5% | -$388K |
|
1441
ArcBest
ARCB
$1.61B
| $6.86M | 0.01% |
191,846
-2,011
| -1% | -$71.9K |
|
|
ENDP
1442
DELISTED
Endo International plc
ENDP
| $6.86M | 0.01% |
884,949
+20,254
| +2% | +$157K |
|
1443
Stride
LRN
$6.89B
| $6.86M | 0.01% |
431,201
-3,759
| -0.9% | -$59.8K |
|
1444
Scansource
SCSC
$948M
| $6.86M | 0.01% |
191,492
-5,625
| -3% | -$201K |
|
|
HZNP
1445
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $6.86M | 0.01% |
469,564
+70,432
| +18% | +$1.03M |
|
1446
Trustco Bank Corp NY
TRST
$744M
| $6.85M | 0.01% |
148,930
-1,326
| -0.9% | -$61K |
|
1447
Greif
GEF
$3.54B
| $6.83M | 0.01% |
112,781
+5,413
| +5% | +$328K |
|
1448
Dine Brands
DIN
$361M
| $6.83M | 0.01% |
134,606
-1,130
| -0.8% | -$57.3K |
|
1449
National Bank Holdings
NBHC
$1.47B
| $6.81M | 0.01% |
210,004
-8,773
| -4% | -$284K |
|
|
DNR
1450
DELISTED
Denbury Resources, Inc.
DNR
| $6.78M | 0.01% |
3,065,872
-27,482
| -0.9% | -$60.7K |
|