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 | |
|---|---|---|---|---|---|---|
1451
Orthofix Medical
OFIX
$573M
| $6.4M | 0.01% |
137,777
-2,690
| -2% | -$125K |
|
1452
Red Robin
RRGB
$116M
| $6.39M | 0.01% |
97,890
+160
| +0.2% | +$10.4K |
|
|
NXGN
1453
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $6.38M | 0.01% |
370,413
+16,636
| +5% | +$286K |
|
1454
Green Plains
GPRE
$637M
| $6.36M | 0.01% |
309,537
+14,884
| +5% | +$306K |
|
|
WWE
1455
DELISTED
World Wrestling Entertainment
WWE
| $6.36M | 0.01% |
312,227
+6,764
| +2% | +$138K |
|
1456
Knowles
KN
$1.9B
| $6.36M | 0.01% |
375,602
+17,424
| +5% | +$295K |
|
1457
Ralph Lauren
RL
$19B
| $6.34M | 0.01% |
85,932
-1,883
| -2% | -$139K |
|
1458
Northfield Bancorp
NFBK
$488M
| $6.33M | 0.01% |
369,316
+9,822
| +3% | +$168K |
|
|
GBNK
1459
DELISTED
Guaranty Bancorp
GBNK
| $6.32M | 0.01% |
+232,329
| New | +$6.32M |
|
|
BRSS
1460
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
| $6.3M | 0.01% |
206,278
+9,844
| +5% | +$301K |
|
|
PDM
1461
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $6.28M | 0.01% |
297,753
-13,414
| -4% | -$283K |
|
|
CBB
1462
DELISTED
Cincinnati Bell Inc.
CBB
| $6.27M | 0.01% |
320,481
+264
| +0.1% | +$5.16K |
|
1463
Ethan Allen Interiors
ETD
$750M
| $6.26M | 0.01% |
193,806
-8,689
| -4% | -$281K |
|
|
PMC
1464
DELISTED
PharMerica Corporation
PMC
| $6.23M | 0.01% |
237,268
+2,485
| +1% | +$65.2K |
|
|
DISCA
1465
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $6.22M | 0.01% |
240,934
-1,231
| -0.5% | -$31.8K |
|
|
VRTU
1466
DELISTED
Virtusa Corporation
VRTU
| $6.2M | 0.01% |
210,762
+1,275
| +0.6% | +$37.5K |
|
|
BGC
1467
DELISTED
General Cable Corporation
BGC
| $6.17M | 0.01% |
377,499
+721
| +0.2% | +$11.8K |
|
1468
FTI Consulting
FCN
$5.33B
| $6.17M | 0.01% |
176,382
+6,186
| +4% | +$216K |
|
|
PDCO
1469
DELISTED
Patterson Companies, Inc.
PDCO
| $6.1M | 0.01% |
129,958
-221
| -0.2% | -$10.4K |
|
|
CHK
1470
DELISTED
Chesapeake Energy Corporation
CHK
| $6.08M | 0.01% |
6,119
+382
| +7% | +$380K |
|
1471
Koppers
KOP
$552M
| $6.08M | 0.01% |
168,108
+5,650
| +3% | +$204K |
|
1472
Helix Energy Solutions
HLX
$925M
| $6.05M | 0.01% |
1,072,633
+12,237
| +1% | +$69K |
|
|
TYPE
1473
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $6.03M | 0.01% |
329,217
+6,361
| +2% | +$116K |
|
|
DEL
1474
DELISTED
Deltic Timber
DEL
| $6.02M | 0.01% |
80,625
+236
| +0.3% | +$17.6K |
|
1475
US Physical Therapy
USPH
$1.25B
| $6.01M | 0.01% |
99,576
-1,163
| -1% | -$70.2K |
|