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 | |
|---|---|---|---|---|---|---|
|
LMNX
1476
DELISTED
Luminex Corp
LMNX
| $6.32M | 0.01% |
320,749
-2,221
| -0.7% | -$43.8K |
|
|
CMO
1477
DELISTED
Capstead Mortgage Corp.
CMO
| $6.31M | 0.01% |
729,247
+4,484
| +0.6% | +$38.8K |
|
1478
Pathward Financial
CASH
$1.74B
| $6.3M | 0.01% |
203,970
-9,774
| -5% | -$302K |
|
|
VSTO
1479
DELISTED
Vista Outdoor Inc.
VSTO
| $6.27M | 0.01% |
430,085
-179
| -0% | -$2.61K |
|
1480
SPS Commerce
SPSC
$4.18B
| $6.26M | 0.01% |
257,766
-1,986
| -0.8% | -$48.2K |
|
1481
Kelly Services Class A
KELYA
$465M
| $6.25M | 0.01% |
229,289
-990
| -0.4% | -$27K |
|
1482
iShares Short Maturity Bond ETF
NEAR
$3.55B
| $6.24M | 0.01% |
+124,396
| New | +$6.24M |
|
|
SPN
1483
DELISTED
Superior Energy Services, Inc.
SPN
| $6.23M | 0.01% |
646,390
+464
| +0.1% | +$4.47K |
|
|
PEI
1484
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $6.22M | 0.01% |
34,875
-10,453
| -23% | -$1.86M |
|
|
SVU
1485
DELISTED
SUPERVALU Inc.
SVU
| $6.2M | 0.01% |
287,025
-2,239
| -0.8% | -$48.4K |
|
1486
Virtus Investment Partners
VRTS
$1.31B
| $6.16M | 0.01% |
53,565
-867
| -2% | -$99.8K |
|
1487
Anika Therapeutics
ANIK
$121M
| $6.16M | 0.01% |
114,209
+3,668
| +3% | +$198K |
|
|
TIER
1488
DELISTED
TIER REIT, Inc.
TIER
| $6.15M | 0.01% |
+301,732
| New | +$6.15M |
|
1489
Andersons Inc
ANDE
$1.37B
| $6.15M | 0.01% |
197,356
-1,540
| -0.8% | -$48K |
|
1490
Northfield Bancorp
NFBK
$487M
| $6.13M | 0.01% |
359,100
-14,642
| -4% | -$250K |
|
1491
NXP Semiconductors
NXPI
$55.3B
| $6.11M | 0.01% |
52,224
+13,144
| +34% | +$1.54M |
|
|
EXPR
1492
DELISTED
Express, Inc.
EXPR
| $6.1M | 0.01% |
30,027
-68
| -0.2% | -$13.8K |
|
1493
Quanex
NX
$697M
| $6.08M | 0.01% |
259,974
+221
| +0.1% | +$5.17K |
|
|
WLH
1494
DELISTED
WILLIAM LYON HOMES
WLH
| $6.08M | 0.01% |
209,159
+30,945
| +17% | +$900K |
|
|
KTWO
1495
DELISTED
K2M Group Holdings, Inc
KTWO
| $6.08M | 0.01% |
337,662
-120,191
| -26% | -$2.16M |
|
1496
Marten Transport
MRTN
$949M
| $6.08M | 0.01% |
448,986
-4,797
| -1% | -$64.9K |
|
|
PGEM
1497
DELISTED
Ply Gem Holdings, Inc.
PGEM
| $6.05M | 0.01% |
327,061
+121,453
| +59% | +$2.25M |
|
1498
Neurocrine Biosciences
NBIX
$14B
| $6.03M | 0.01% |
77,722
+882
| +1% | +$68.4K |
|
1499
Customers Bancorp
CUBI
$2.35B
| $6.02M | 0.01% |
231,601
-18,227
| -7% | -$474K |
|
|
CIR
1500
DELISTED
CIRCOR International, Inc
CIR
| $6.01M | 0.01% |
123,468
-963
| -0.8% | -$46.9K |
|