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 | |
|---|---|---|---|---|---|---|
1576
Marcus Corp
MCS
$485M
| $4.48M | ﹤0.01% |
148,206
+3,436
| +2% | +$104K |
|
|
BFX
1577
DELISTED
BowFlex Inc.
BFX
| $4.47M | ﹤0.01% |
233,599
+248
| +0.1% | +$4.75K |
|
|
FLIC
1578
DELISTED
First of Long Island Corp
FLIC
| $4.47M | ﹤0.01% |
156,116
-286
| -0.2% | -$8.18K |
|
1579
Exact Sciences
EXAS
$10.4B
| $4.46M | ﹤0.01% |
126,097
+106,438
| +541% | +$3.76M |
|
|
MODV
1580
DELISTED
ModivCare
MODV
| $4.46M | ﹤0.01% |
88,091
-4,500
| -5% | -$228K |
|
|
SCLN
1581
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $4.44M | ﹤0.01% |
403,714
+1,214
| +0.3% | +$13.4K |
|
|
CLVS
1582
DELISTED
Clovis Oncology, Inc.
CLVS
| $4.44M | ﹤0.01% |
47,385
+40,569
| +595% | +$3.8M |
|
1583
Titan International
TWI
$546M
| $4.41M | ﹤0.01% |
367,545
-1,181
| -0.3% | -$14.2K |
|
1584
REX American Resources
REX
$1.01B
| $4.38M | ﹤0.01% |
135,993
-3,180
| -2% | -$102K |
|
1585
Forestar Group
FOR
$1.4B
| $4.37M | ﹤0.01% |
254,928
+2,641
| +1% | +$45.3K |
|
1586
Atlanta Braves Holdings Series A
BATRA
$2.84B
| $4.35M | ﹤0.01% |
182,251
-2,366
| -1% | -$56.5K |
|
|
FINL
1587
DELISTED
Finish Line
FINL
| $4.35M | ﹤0.01% |
306,927
-2,145
| -0.7% | -$30.4K |
|
1588
Crocs
CROX
$4.43B
| $4.35M | ﹤0.01% |
563,500
+3,391
| +0.6% | +$26.1K |
|
|
WLH
1589
DELISTED
WILLIAM LYON HOMES
WLH
| $4.34M | ﹤0.01% |
179,675
+1,492
| +0.8% | +$36K |
|
1590
StoneX
SNEX
$5.02B
| $4.33M | ﹤0.01% |
258,084
-12,346
| -5% | -$207K |
|
1591
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $4.33M | ﹤0.01% |
+85,000
| New | +$4.33M |
|
1592
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $4.32M | ﹤0.01% |
144,200
-142,798
| -50% | -$4.28M |
|
1593
National Presto Industries
NPK
$784M
| $4.32M | ﹤0.01% |
39,096
-23
| -0.1% | -$2.54K |
|
1594
AutoNation
AN
$8.42B
| $4.32M | ﹤0.01% |
102,386
-348
| -0.3% | -$14.7K |
|
1595
IQVIA
IQV
$31.3B
| $4.32M | ﹤0.01% |
48,235
-8,367
| -15% | -$749K |
|
1596
Artivion
AORT
$1.94B
| $4.26M | ﹤0.01% |
213,546
-174
| -0.1% | -$3.47K |
|
|
CKH
1597
DELISTED
Seacor Holdings Inc.
CKH
| $4.26M | ﹤0.01% |
128,363
+1,763
| +1% | +$58.5K |
|
|
FRGI
1598
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $4.25M | ﹤0.01% |
205,851
+1,231
| +0.6% | +$25.4K |
|
|
ESND
1599
DELISTED
Essendant Inc.
ESND
| $4.23M | ﹤0.01% |
285,229
+406
| +0.1% | +$6.02K |
|
|
ISCA
1600
DELISTED
International Speedway Corp
ISCA
| $4.18M | ﹤0.01% |
111,246
+6,574
| +6% | +$247K |
|