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 | |
|---|---|---|---|---|---|---|
1451
Walker & Dunlop
WD
$2.97B
| $5.13M | 0.01% |
202,991
+11,838
| +6% | +$299K |
|
1452
Houlihan Lokey
HLI
$14.5B
| $5.12M | 0.01% |
204,400
| – | – |
|
1453
Trustco Bank Corp NY
TRST
$749M
| $5.12M | 0.01% |
144,394
+4,233
| +3% | +$150K |
|
1454
ATN International
ATNI
$238M
| $5.12M | 0.01% |
78,640
+2,546
| +3% | +$166K |
|
|
BFX
1455
DELISTED
BowFlex Inc.
BFX
| $5.11M | 0.01% |
+225,042
| New | +$5.11M |
|
1456
AutoNation
AN
$8.57B
| $5.09M | 0.01% |
104,461
-3,123
| -3% | -$152K |
|
1457
HealthStream
HSTM
$851M
| $5.07M | 0.01% |
183,697
+11,778
| +7% | +$325K |
|
1458
Ultragenyx Pharmaceutical
RARE
$2.99B
| $5.05M | 0.01% |
71,164
+4,272
| +6% | +$303K |
|
1459
LendingTree
TREE
$995M
| $5.04M | 0.01% |
52,004
+3,522
| +7% | +$341K |
|
1460
O-I Glass
OI
$2.01B
| $5.03M | 0.01% |
273,672
+21,362
| +8% | +$393K |
|
|
GENY
1461
DELISTED
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
| $5.03M | 0.01% |
+200,001
| New | +$5.03M |
|
|
DNR
1462
DELISTED
Denbury Resources, Inc.
DNR
| $5.03M | 0.01% |
1,556,046
+247,097
| +19% | +$798K |
|
1463
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$941M
| $5.02M | 0.01% |
+200,001
| New | +$5.02M |
|
1464
RH
RH
$4.32B
| $4.95M | 0.01% |
143,254
+7,326
| +5% | +$253K |
|
|
CPLA
1465
DELISTED
Capella Education Company
CPLA
| $4.93M | 0.01% |
85,018
+9,758
| +13% | +$566K |
|
|
VRTU
1466
DELISTED
Virtusa Corporation
VRTU
| $4.91M | 0.01% |
198,805
+6,648
| +3% | +$164K |
|
|
SUP
1467
DELISTED
Superior Industries International
SUP
| $4.9M | 0.01% |
168,164
+9,552
| +6% | +$279K |
|
|
PPBI
1468
DELISTED
Pacific Premier Bancorp
PPBI
| $4.88M | 0.01% |
184,305
+16,377
| +10% | +$433K |
|
1469
Amphastar Pharmaceuticals
AMPH
$1.34B
| $4.88M | 0.01% |
+256,976
| New | +$4.88M |
|
1470
Upbound Group
UPBD
$1.45B
| $4.86M | 0.01% |
384,277
-875
| -0.2% | -$11.1K |
|
1471
Buckle
BKE
$3.11B
| $4.85M | 0.01% |
201,852
+4,846
| +2% | +$116K |
|
1472
Iridium Communications
IRDM
$1.93B
| $4.85M | 0.01% |
597,486
+10,639
| +2% | +$86.3K |
|
1473
Knowles
KN
$1.9B
| $4.85M | 0.01% |
344,825
+14,165
| +4% | +$199K |
|
1474
Greif
GEF
$3.57B
| $4.83M | 0.01% |
97,396
-890
| -0.9% | -$44.1K |
|
1475
Koppers
KOP
$554M
| $4.81M | 0.01% |
149,410
+4,297
| +3% | +$138K |
|