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 | |
|---|---|---|---|---|---|---|
|
HSNI
1601
DELISTED
HSN, Inc.
HSNI
| $4.17M | ﹤0.01% |
130,596
+5,414
| +4% | +$173K |
|
|
TLRD
1602
DELISTED
Tailored Brands, Inc.
TLRD
| $4.16M | ﹤0.01% |
373,075
+2,572
| +0.7% | +$28.7K |
|
|
ECHO
1603
DELISTED
Echo Global Logistics, Inc.
ECHO
| $4.15M | ﹤0.01% |
208,387
+648
| +0.3% | +$12.9K |
|
1604
Teva Pharmaceuticals
TEVA
$22.4B
| $4.13M | ﹤0.01% |
124,174
+21,658
| +21% | +$719K |
|
|
SPPI
1605
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $4.12M | ﹤0.01% |
552,868
-583
| -0.1% | -$4.34K |
|
|
EXPR
1606
DELISTED
Express, Inc.
EXPR
| $4.11M | ﹤0.01% |
30,454
-1,361
| -4% | -$184K |
|
1607
DXP Enterprises
DXPE
$1.79B
| $4.07M | ﹤0.01% |
117,910
+638
| +0.5% | +$22K |
|
1608
Mueller Water Products
MWA
$3.86B
| $4.06M | ﹤0.01% |
347,391
+128,970
| +59% | +$1.51M |
|
1609
ServiceNow
NOW
$192B
| $4.04M | ﹤0.01% |
38,144
+21,147
| +124% | +$2.24M |
|
|
PGNX
1610
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $4.04M | ﹤0.01% |
594,849
+47,647
| +9% | +$324K |
|
1611
Invesco S&P Global Water Index ETF
CGW
$997M
| $4.03M | ﹤0.01% |
123,631
+27,973
| +29% | +$913K |
|
1612
Motorcar Parts of America
MPAA
$284M
| $4.02M | ﹤0.01% |
142,188
+100
| +0.1% | +$2.82K |
|
1613
Lantheus
LNTH
$3.57B
| $3.95M | ﹤0.01% |
+223,910
| New | +$3.95M |
|
1614
MYR Group
MYRG
$2.77B
| $3.91M | ﹤0.01% |
125,993
+3,198
| +3% | +$99.2K |
|
1615
Sonic Automotive
SAH
$2.77B
| $3.9M | ﹤0.01% |
200,570
+786
| +0.4% | +$15.3K |
|
1616
ICICI Bank
IBN
$113B
| $3.88M | ﹤0.01% |
433,053
-4,658,048
| -91% | -$41.8M |
|
|
VRTV
1617
DELISTED
VERITIV CORPORATION
VRTV
| $3.87M | ﹤0.01% |
85,913
-5,354
| -6% | -$241K |
|
|
LDR
1618
DELISTED
Landauer Inc
LDR
| $3.84M | ﹤0.01% |
73,395
+189
| +0.3% | +$9.89K |
|
1619
Buckle
BKE
$3.06B
| $3.84M | ﹤0.01% |
215,502
+1,148
| +0.5% | +$20.4K |
|
1620
Enanta Pharmaceuticals
ENTA
$178M
| $3.82M | ﹤0.01% |
106,253
+15
| +0% | +$540 |
|
|
EGL
1621
DELISTED
Engility Holdings, Inc.
EGL
| $3.81M | ﹤0.01% |
134,256
+84
| +0.1% | +$2.39K |
|
1622
Medifast
MED
$152M
| $3.8M | ﹤0.01% |
91,509
-168
| -0.2% | -$6.97K |
|
|
WAAS
1623
DELISTED
AquaVenture Holdings Limited
WAAS
| $3.79M | ﹤0.01% |
248,603
-54,829
| -18% | -$835K |
|
1624
Haverty Furniture Companies
HVT
$380M
| $3.78M | ﹤0.01% |
150,454
+3,729
| +3% | +$93.6K |
|
|
ARRY
1625
DELISTED
Array Biopharma Inc
ARRY
| $3.77M | ﹤0.01% |
450,202
+9,794
| +2% | +$82K |
|