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 | |
|---|---|---|---|---|---|---|
1576
Cohu
COHU
$969M
| $4.86M | ﹤0.01% |
221,523
+5,156
| +2% | +$113K |
|
1577
Genesco
GCO
$354M
| $4.84M | ﹤0.01% |
149,053
+1,289
| +0.9% | +$41.9K |
|
|
UBA
1578
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $4.84M | ﹤0.01% |
222,470
-1,733
| -0.8% | -$37.7K |
|
1579
Lantheus
LNTH
$3.55B
| $4.83M | ﹤0.01% |
236,355
+14,355
| +6% | +$294K |
|
1580
MongoDB
MDB
$27.2B
| $4.83M | ﹤0.01% |
+162,712
| New | +$4.83M |
|
1581
AngioDynamics
ANGO
$443M
| $4.83M | ﹤0.01% |
290,297
-3,536
| -1% | -$58.8K |
|
|
ORIT
1582
DELISTED
Oritani Financial Corp. New
ORIT
| $4.83M | ﹤0.01% |
294,367
-449
| -0.2% | -$7.36K |
|
|
DCOM
1583
DELISTED
Dime Community Bancshares
DCOM
| $4.81M | ﹤0.01% |
229,636
-1,933
| -0.8% | -$40.5K |
|
1584
Titan International
TWI
$542M
| $4.78M | ﹤0.01% |
370,873
-2,815
| -0.8% | -$36.3K |
|
|
ITG
1585
DELISTED
Investment Technology Group Inc
ITG
| $4.76M | ﹤0.01% |
247,400
-2,414
| -1% | -$46.5K |
|
|
SWCH
1586
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $4.72M | ﹤0.01% |
+259,682
| New | +$4.72M |
|
1587
LivePerson
LPSN
$94.3M
| $4.71M | ﹤0.01% |
409,793
+1,142
| +0.3% | +$13.1K |
|
1588
NCS Multistage Holdings
NCSM
$121M
| $4.7M | ﹤0.01% |
15,957
+202
| +1% | +$59.5K |
|
1589
Ezcorp Inc
EZPW
$1.02B
| $4.7M | ﹤0.01% |
384,837
-2,200
| -0.6% | -$26.8K |
|
1590
TTEC Holdings
TTEC
$182M
| $4.68M | ﹤0.01% |
116,164
+1,039
| +0.9% | +$41.8K |
|
|
PDCO
1591
DELISTED
Patterson Companies, Inc.
PDCO
| $4.67M | ﹤0.01% |
129,177
+1,718
| +1% | +$62.1K |
|
|
ARRY
1592
DELISTED
Array Biopharma Inc
ARRY
| $4.64M | ﹤0.01% |
362,132
-82,835
| -19% | -$1.06M |
|
|
VIVO
1593
DELISTED
Meridian Bioscience Inc
VIVO
| $4.63M | ﹤0.01% |
330,359
-1,398
| -0.4% | -$19.6K |
|
1594
Griffon
GFF
$3.68B
| $4.6M | ﹤0.01% |
226,147
-1,936
| -0.8% | -$39.4K |
|
|
SAIL
1595
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $4.57M | ﹤0.01% |
+315,439
| New | +$4.57M |
|
1596
UNIFI
UFI
$84.5M
| $4.56M | ﹤0.01% |
127,130
-668
| -0.5% | -$24K |
|
|
RVNC
1597
DELISTED
Revance Therapeutics, Inc.
RVNC
| $4.51M | ﹤0.01% |
126,180
+48,121
| +62% | +$1.72M |
|
1598
ATN International
ATNI
$238M
| $4.5M | ﹤0.01% |
81,505
-1,595
| -2% | -$88.1K |
|
|
DF
1599
DELISTED
Dean Foods Company
DF
| $4.5M | ﹤0.01% |
389,091
-9,803
| -2% | -$113K |
|
|
IVC
1600
DELISTED
Invacare Corporation
IVC
| $4.46M | ﹤0.01% |
264,644
+6,202
| +2% | +$104K |
|