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 | |
|---|---|---|---|---|---|---|
1551
Shake Shack
SHAK
$3.92B
| $4.92M | ﹤0.01% |
141,055
+4,668
| +3% | +$163K |
|
|
DPLO
1552
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $4.92M | ﹤0.01% |
332,225
+2,372
| +0.7% | +$35.1K |
|
|
REN
1553
DELISTED
Resolute Energy Corporaton
REN
| $4.82M | ﹤0.01% |
+162,023
| New | +$4.82M |
|
|
PGTI
1554
DELISTED
PGT, Inc.
PGTI
| $4.81M | ﹤0.01% |
375,910
+3,495
| +0.9% | +$44.7K |
|
|
FARO
1555
DELISTED
Faro Technologies
FARO
| $4.8M | ﹤0.01% |
126,961
+173
| +0.1% | +$6.54K |
|
1556
Vale
VALE
$44.8B
| $4.8M | ﹤0.01% |
548,100
+17,330
| +3% | +$152K |
|
1557
W&T Offshore
WTI
$261M
| $4.8M | ﹤0.01% |
+2,446,891
| New | +$4.8M |
|
|
BLUE
1558
DELISTED
bluebird bio
BLUE
| $4.78M | ﹤0.01% |
3,513
+1,782
| +103% | +$2.43M |
|
1559
Interparfums
IPAR
$3.47B
| $4.78M | ﹤0.01% |
130,387
+351
| +0.3% | +$12.9K |
|
1560
Upbound Group
UPBD
$1.46B
| $4.74M | ﹤0.01% |
404,623
+284
| +0.1% | +$3.33K |
|
1561
Perdoceo Education
PRDO
$2.16B
| $4.74M | ﹤0.01% |
493,541
-9,821
| -2% | -$94.3K |
|
|
DNR
1562
DELISTED
Denbury Resources, Inc.
DNR
| $4.74M | ﹤0.01% |
3,094,321
+12,302
| +0.4% | +$18.8K |
|
1563
Insteel Industries
IIIN
$745M
| $4.68M | ﹤0.01% |
142,073
+1,853
| +1% | +$61.1K |
|
|
DCOM
1564
DELISTED
Dime Community Bancshares
DCOM
| $4.66M | ﹤0.01% |
237,589
-1,791
| -0.7% | -$35.1K |
|
1565
Towne Bank
TOWN
$2.84B
| $4.63M | ﹤0.01% |
150,300
-163,021
| -52% | -$5.02M |
|
1566
LivePerson
LPSN
$89.1M
| $4.62M | ﹤0.01% |
419,874
+4,059
| +1% | +$44.7K |
|
1567
Sabesp
SBS
$15.8B
| $4.59M | ﹤0.01% |
481,780
+152,571
| +46% | +$1.45M |
|
1568
Metallus
MTUS
$695M
| $4.57M | ﹤0.01% |
297,012
+1,226
| +0.4% | +$18.8K |
|
|
LCI
1569
DELISTED
Lannett Company, Inc.
LCI
| $4.56M | ﹤0.01% |
55,929
+103
| +0.2% | +$8.41K |
|
1570
Ultragenyx Pharmaceutical
RARE
$3.02B
| $4.56M | ﹤0.01% |
73,412
+722
| +1% | +$44.8K |
|
1571
John B. Sanfilippo & Son
JBSS
$724M
| $4.56M | ﹤0.01% |
72,207
+6,473
| +10% | +$409K |
|
|
HTLF
1572
DELISTED
Heartland Financial USA, Inc.
HTLF
| $4.56M | ﹤0.01% |
96,736
-178,051
| -65% | -$8.39M |
|
1573
AngioDynamics
ANGO
$445M
| $4.51M | ﹤0.01% |
278,196
+24,722
| +10% | +$401K |
|
1574
FibroGen
FGEN
$46.5M
| $4.5M | ﹤0.01% |
5,579
+137
| +3% | +$111K |
|
|
UBA
1575
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $4.48M | ﹤0.01% |
226,129
-20,366
| -8% | -$403K |
|