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 | |
|---|---|---|---|---|---|---|
1526
Clearwater Paper
CLW
$342M
| $5.58M | 0.01% |
122,967
-960
| -0.8% | -$43.6K |
|
1527
Interparfums
IPAR
$3.47B
| $5.58M | 0.01% |
128,354
-938
| -0.7% | -$40.8K |
|
1528
Chord Energy
CHRD
$6.1B
| $5.56M | 0.01% |
660,661
-1,713
| -0.3% | -$14.4K |
|
1529
Navient
NAVI
$1.29B
| $5.55M | 0.01% |
416,472
-6,820
| -2% | -$90.9K |
|
|
NXRT
1530
NexPoint Residential Trust
NXRT
$850M
| $5.54M | 0.01% |
198,126
-128,795
| -39% | -$3.6M |
|
1531
TripAdvisor
TRIP
$2.06B
| $5.52M | 0.01% |
160,172
+4,181
| +3% | +$144K |
|
|
ECHO
1532
DELISTED
Echo Global Logistics, Inc.
ECHO
| $5.5M | 0.01% |
196,309
-5,971
| -3% | -$167K |
|
|
AFAM
1533
DELISTED
Almost Family Inc
AFAM
| $5.49M | 0.01% |
99,174
-9,760
| -9% | -$540K |
|
|
QCP
1534
DELISTED
Quality Care Properties, Inc.
QCP
| $5.47M | 0.01% |
396,244
+9,466
| +2% | +$131K |
|
1535
iShares MSCI Emerging Markets ETF
EEM
$19.6B
| $5.46M | 0.01% |
115,852
-14,008
| -11% | -$660K |
|
1536
Red Robin
RRGB
$111M
| $5.46M | 0.01% |
96,799
-694
| -0.7% | -$39.1K |
|
1537
Vale
VALE
$44.8B
| $5.46M | 0.01% |
446,113
-350,649
| -44% | -$4.29M |
|
1538
Signet Jewelers
SIG
$3.75B
| $5.43M | 0.01% |
96,065
+1,880
| +2% | +$106K |
|
1539
Ethan Allen Interiors
ETD
$745M
| $5.41M | 0.01% |
189,120
-1,308
| -0.7% | -$37.4K |
|
1540
Knowles
KN
$1.85B
| $5.4M | 0.01% |
368,143
-511
| -0.1% | -$7.49K |
|
|
ESIO
1541
DELISTED
Electro Scientific Industries
ESIO
| $5.37M | ﹤0.01% |
250,620
+723
| +0.3% | +$15.5K |
|
1542
Veeco
VECO
$1.52B
| $5.37M | ﹤0.01% |
361,449
-3,711
| -1% | -$55.1K |
|
|
DISCA
1543
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $5.31M | ﹤0.01% |
237,359
+3,321
| +1% | +$74.3K |
|
1544
Tenet Healthcare
THC
$16.9B
| $5.29M | ﹤0.01% |
349,090
+13,633
| +4% | +$207K |
|
|
ALEX
1545
Alexander & Baldwin
ALEX
$1.36B
| $5.28M | ﹤0.01% |
190,324
-5,105
| -3% | -$142K |
|
1546
Phibro Animal Health
PAHC
$1.67B
| $5.24M | ﹤0.01% |
156,387
+9,573
| +7% | +$321K |
|
|
LCI
1547
DELISTED
Lannett Company, Inc.
LCI
| $5.23M | ﹤0.01% |
56,373
+139
| +0.2% | +$12.9K |
|
|
AHH
1548
Armada Hoffler Properties
AHH
$576M
| $5.22M | ﹤0.01% |
336,100
-2,620
| -0.8% | -$40.7K |
|
1549
Dillards
DDS
$8.88B
| $5.19M | ﹤0.01% |
86,500
-120
| -0.1% | -$7.21K |
|
|
CTRL
1550
DELISTED
Control4 Corporation
CTRL
| $5.16M | ﹤0.01% |
173,332
+19,212
| +12% | +$572K |
|