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 | |
|---|---|---|---|---|---|---|
|
RTEC
1501
DELISTED
Rudolph Technologies Inc
RTEC
| $5.97M | 0.01% |
249,707
-2,989
| -1% | -$71.4K |
|
1502
Super Micro Computer
SMCI
$26.1B
| $5.95M | 0.01% |
2,842,090
-22,160
| -0.8% | -$46.4K |
|
1503
Range Resources
RRC
$8.3B
| $5.95M | 0.01% |
348,539
+6,280
| +2% | +$107K |
|
1504
Perdoceo Education
PRDO
$2.16B
| $5.93M | 0.01% |
491,180
-3,708
| -0.7% | -$44.8K |
|
1505
Ecopetrol
EC
$19.4B
| $5.93M | 0.01% |
+405,438
| New | +$5.93M |
|
1506
Shake Shack
SHAK
$3.92B
| $5.93M | 0.01% |
137,217
+66
| +0% | +$2.85K |
|
1507
Shutterstock
SSTK
$715M
| $5.92M | 0.01% |
137,521
-17,139
| -11% | -$738K |
|
|
SASR
1508
DELISTED
Sandy Spring Bancorp Inc
SASR
| $5.91M | 0.01% |
151,518
-127
| -0.1% | -$4.96K |
|
1509
Papa John's
PZZA
$1.63B
| $5.91M | 0.01% |
105,324
-7,641
| -7% | -$429K |
|
1510
FibroGen
FGEN
$46.5M
| $5.91M | 0.01% |
4,986
-324
| -6% | -$384K |
|
1511
Southern Copper
SCCO
$82.9B
| $5.91M | 0.01% |
130,768
+53,329
| +69% | +$2.41M |
|
1512
SunCoke Energy
SXC
$656M
| $5.9M | 0.01% |
492,177
+7,215
| +1% | +$86.5K |
|
|
FARO
1513
DELISTED
Faro Technologies
FARO
| $5.88M | 0.01% |
125,048
-951
| -0.8% | -$44.7K |
|
1514
Synaptics
SYNA
$2.67B
| $5.85M | 0.01% |
146,558
+807
| +0.6% | +$32.2K |
|
|
XLRN
1515
DELISTED
Acceleron Pharma Inc.
XLRN
| $5.84M | 0.01% |
137,529
+32,507
| +31% | +$1.38M |
|
|
NPKI
1516
NPK International Inc.
NPKI
$899M
| $5.83M | 0.01% |
678,342
+14,667
| +2% | +$126K |
|
|
MCHB
1517
Mechanics Bancorp Class A Common Stock
MCHB
$2.96B
| $5.82M | 0.01% |
201,172
-1,569
| -0.8% | -$45.4K |
|
1518
ICICI Bank
IBN
$113B
| $5.81M | 0.01% |
597,332
-493,606
| -45% | -$4.8M |
|
|
CKH
1519
DELISTED
Seacor Holdings Inc.
CKH
| $5.81M | 0.01% |
125,619
-4,076
| -3% | -$188K |
|
1520
Bunge Global
BG
$16.5B
| $5.76M | 0.01% |
85,847
+65,020
| +312% | +$4.36M |
|
1521
Archrock
AROC
$4.35B
| $5.74M | 0.01% |
546,803
-3,869
| -0.7% | -$40.6K |
|
1522
Owens & Minor
OMI
$423M
| $5.73M | 0.01% |
303,213
-17,202
| -5% | -$325K |
|
|
CAMP
1523
DELISTED
CalAmp Corp.
CAMP
| $5.71M | 0.01% |
11,583
-23
| -0.2% | -$11.3K |
|
|
CHK
1524
DELISTED
Chesapeake Energy Corporation
CHK
| $5.59M | 0.01% |
7,055
+182
| +3% | +$144K |
|
|
WPG
1525
DELISTED
Washington Prime Group Inc.
WPG
| $5.58M | 0.01% |
87,140
-118
| -0.1% | -$7.56K |
|