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 | |
|---|---|---|---|---|---|---|
1551
Sabesp
SBS
$15.8B
| $5.15M | ﹤0.01% |
493,216
+4,636
| +0.9% | +$48.4K |
|
1552
Amphastar Pharmaceuticals
AMPH
$1.32B
| $5.15M | ﹤0.01% |
267,639
-12,689
| -5% | -$244K |
|
|
MODV
1553
DELISTED
ModivCare
MODV
| $5.12M | ﹤0.01% |
86,192
+661
| +0.8% | +$39.2K |
|
|
HT
1554
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $5.09M | ﹤0.01% |
292,690
-3,866
| -1% | -$67.3K |
|
|
DBD
1555
DELISTED
Diebold Nixdorf Incorporated
DBD
| $5.09M | ﹤0.01% |
310,996
-9,252
| -3% | -$151K |
|
1556
Universal Electronics
UEIC
$62.8M
| $5.06M | ﹤0.01% |
107,054
-2,091
| -2% | -$98.8K |
|
1557
Onto Innovation
ONTO
$5.2B
| $5.05M | ﹤0.01% |
202,566
-609
| -0.3% | -$15.2K |
|
1558
Buckle
BKE
$3.06B
| $5.04M | ﹤0.01% |
212,014
-1,652
| -0.8% | -$39.2K |
|
1559
DNOW Inc
DNOW
$1.61B
| $5.01M | ﹤0.01% |
454,402
-616
| -0.1% | -$6.79K |
|
|
PRFT
1560
DELISTED
Perficient Inc
PRFT
| $5M | ﹤0.01% |
262,355
-3,608
| -1% | -$68.8K |
|
1561
Petrobras
PBR
$82.2B
| $4.98M | ﹤0.01% |
+483,853
| New | +$4.98M |
|
|
FBR
1562
DELISTED
Fibria Celulose Sa
FBR
| $4.98M | ﹤0.01% |
+338,593
| New | +$4.98M |
|
|
B
1563
Barrick Mining Corporation
B
$50.3B
| $4.97M | ﹤0.01% |
+343,647
| New | +$4.97M |
|
|
RRD
1564
DELISTED
RR Donnelley & Sons Co.
RRD
| $4.97M | ﹤0.01% |
534,457
-4,119
| -0.8% | -$38.3K |
|
1565
Artivion
AORT
$1.94B
| $4.96M | ﹤0.01% |
258,722
+399
| +0.2% | +$7.64K |
|
1566
StoneX
SNEX
$5.02B
| $4.95M | ﹤0.01% |
261,601
-2,038
| -0.8% | -$38.5K |
|
|
NXGN
1567
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.95M | ﹤0.01% |
364,136
+9,218
| +3% | +$125K |
|
|
POT
1568
DELISTED
Potash Corp Of Saskatchewan
POT
| $4.94M | ﹤0.01% |
+239,340
| New | +$4.94M |
|
1569
Donnelley Financial Solutions
DFIN
$1.49B
| $4.92M | ﹤0.01% |
252,177
-1,967
| -0.8% | -$38.3K |
|
1570
Green Plains
GPRE
$635M
| $4.91M | ﹤0.01% |
291,146
-29,447
| -9% | -$496K |
|
1571
Invesco S&P Global Water Index ETF
CGW
$997M
| $4.9M | ﹤0.01% |
137,933
-150,532
| -52% | -$5.35M |
|
1572
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $4.89M | ﹤0.01% |
44,409
-2,247
| -5% | -$248K |
|
1573
BJ's Restaurants
BJRI
$691M
| $4.89M | ﹤0.01% |
134,329
-6,377
| -5% | -$232K |
|
1574
Insmed
INSM
$30.8B
| $4.88M | ﹤0.01% |
156,420
-45,711
| -23% | -$1.43M |
|
|
CUTR
1575
DELISTED
Cutera, Inc.
CUTR
| $4.87M | ﹤0.01% |
+107,356
| New | +$4.87M |
|