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 | |
|---|---|---|---|---|---|---|
1501
Virtus Investment Partners
VRTS
$1.31B
| $5.6M | 0.01% |
50,500
+1,262
| +3% | +$140K |
|
|
KITE
1502
DELISTED
Kite Pharma, Inc.
KITE
| $5.57M | 0.01% |
53,730
+46,447
| +638% | +$4.81M |
|
|
RDC
1503
DELISTED
Rowan Companies Plc
RDC
| $5.57M | 0.01% |
543,789
+25,574
| +5% | +$262K |
|
1504
ATN International
ATNI
$235M
| $5.56M | 0.01% |
81,279
+294
| +0.4% | +$20.1K |
|
1505
Quanex
NX
$697M
| $5.54M | 0.01% |
261,985
+473
| +0.2% | +$10K |
|
|
ATW
1506
DELISTED
Atwood Oceanics
ATW
| $5.53M | 0.01% |
678,053
+35,997
| +6% | +$293K |
|
|
LKSD
1507
DELISTED
LSC Communications, Inc.
LKSD
| $5.53M | 0.01% |
258,167
-102
| -0% | -$2.18K |
|
1508
Anika Therapeutics
ANIK
$121M
| $5.5M | 0.01% |
111,467
-5,994
| -5% | -$296K |
|
1509
Chord Energy
CHRD
$6.1B
| $5.5M | 0.01% |
682,895
-31,163
| -4% | -$251K |
|
1510
Rayonier Advanced Materials
RYAM
$402M
| $5.5M | 0.01% |
349,598
-6,233
| -2% | -$98K |
|
1511
Gannett
GCI
$601M
| $5.48M | 0.01% |
406,707
-7,479
| -2% | -$101K |
|
1512
SunCoke Energy
SXC
$656M
| $5.47M | 0.01% |
502,256
+3,954
| +0.8% | +$43.1K |
|
|
CAMP
1513
DELISTED
CalAmp Corp.
CAMP
| $5.47M | 0.01% |
11,690
-13
| -0.1% | -$6.08K |
|
1514
CTS Corp
CTS
$1.22B
| $5.42M | 0.01% |
251,118
+2,102
| +0.8% | +$45.4K |
|
1515
Ambev
ABEV
$35.2B
| $5.42M | 0.01% |
+986,881
| New | +$5.42M |
|
|
LL
1516
DELISTED
LL Flooring Holdings, Inc.
LL
| $5.41M | 0.01% |
215,892
+1,179
| +0.5% | +$29.5K |
|
1517
Synchronoss Technologies
SNCR
$62.8M
| $5.4M | 0.01% |
36,447
+319
| +0.9% | +$47.2K |
|
1518
M/I Homes
MHO
$4B
| $5.38M | 0.01% |
188,594
+384
| +0.2% | +$11K |
|
1519
iShares MSCI Emerging Markets ETF
EEM
$19.6B
| $5.38M | 0.01% |
+129,860
| New | +$5.38M |
|
1520
Werner Enterprises
WERN
$1.66B
| $5.37M | 0.01% |
183,031
+7,631
| +4% | +$224K |
|
|
EGRX
1521
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $5.36M | 0.01% |
67,990
+5,954
| +10% | +$470K |
|
1522
Phibro Animal Health
PAHC
$1.67B
| $5.34M | 0.01% |
144,197
+2,006
| +1% | +$74.3K |
|
1523
Team
TISI
$84.2M
| $5.32M | 0.01% |
22,678
+259
| +1% | +$60.7K |
|
|
VIVO
1524
DELISTED
Meridian Bioscience Inc
VIVO
| $5.27M | 0.01% |
334,491
-1,155
| -0.3% | -$18.2K |
|
1525
Boston Beer
SAM
$2.39B
| $5.26M | 0.01% |
39,820
+3,353
| +9% | +$443K |
|