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 | |
|---|---|---|---|---|---|---|
1526
Under Armour Class C
UA
$2.09B
| $5.26M | 0.01% |
260,924
-12,796
| -5% | -$258K |
|
|
HSKA
1527
DELISTED
Heska Corp
HSKA
| $5.24M | 0.01% |
51,337
+1,477
| +3% | +$151K |
|
1528
Assertio
ASRT
$77.5M
| $5.23M | 0.01% |
121,764
+3,332
| +3% | +$143K |
|
1529
Griffon
GFF
$3.65B
| $5.21M | 0.01% |
237,373
+263
| +0.1% | +$5.77K |
|
1530
Teladoc Health
TDOC
$1.32B
| $5.18M | 0.01% |
149,338
+30,476
| +26% | +$1.06M |
|
1531
Cytokinetics
CYTK
$6.22B
| $5.17M | 0.01% |
+427,429
| New | +$5.17M |
|
|
MMP
1532
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $5.16M | 0.01% |
+72,417
| New | +$5.16M |
|
|
GTY
1533
Getty Realty Corp
GTY
$1.6B
| $5.15M | 0.01% |
205,327
-22,911
| -10% | -$575K |
|
1534
TTEC Holdings
TTEC
$179M
| $5.14M | 0.01% |
125,930
-940
| -0.7% | -$38.4K |
|
1535
Onto Innovation
ONTO
$5.2B
| $5.13M | 0.01% |
202,977
+6,788
| +3% | +$172K |
|
1536
Casella Waste Systems
CWST
$5.81B
| $5.12M | 0.01% |
+312,000
| New | +$5.12M |
|
1537
Dillards
DDS
$8.88B
| $5.11M | 0.01% |
88,519
-10,518
| -11% | -$607K |
|
1538
HealthStream
HSTM
$839M
| $5.11M | 0.01% |
193,998
+775
| +0.4% | +$20.4K |
|
|
NPKI
1539
NPK International Inc.
NPKI
$899M
| $5.09M | 0.01% |
692,789
+32,887
| +5% | +$242K |
|
|
ITG
1540
DELISTED
Investment Technology Group Inc
ITG
| $5.09M | 0.01% |
239,514
-496
| -0.2% | -$10.5K |
|
1541
Transocean
RIG
$3.06B
| $5.08M | 0.01% |
617,640
-8,757
| -1% | -$72.1K |
|
1542
BJ's Restaurants
BJRI
$691M
| $5.07M | 0.01% |
136,097
-11,758
| -8% | -$438K |
|
1543
Amphastar Pharmaceuticals
AMPH
$1.32B
| $5.06M | 0.01% |
283,429
-7,106
| -2% | -$127K |
|
1544
Genesco
GCO
$355M
| $5.05M | 0.01% |
149,034
-7,613
| -5% | -$258K |
|
1545
Kelly Services Class A
KELYA
$465M
| $5.02M | 0.01% |
223,790
+439
| +0.2% | +$9.86K |
|
|
PRFT
1546
DELISTED
Perficient Inc
PRFT
| $5.02M | 0.01% |
269,234
-6,928
| -3% | -$129K |
|
1547
Marten Transport
MRTN
$949M
| $5.02M | 0.01% |
457,538
+683
| +0.1% | +$7.49K |
|
|
ORIT
1548
DELISTED
Oritani Financial Corp. New
ORIT
| $5M | 0.01% |
293,122
+297
| +0.1% | +$5.06K |
|
|
GHL
1549
DELISTED
Greenhill & Co., Inc.
GHL
| $4.98M | 0.01% |
247,675
+38,618
| +18% | +$776K |
|
|
AMAG
1550
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $4.92M | ﹤0.01% |
267,561
+5,632
| +2% | +$104K |
|