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 | |
|---|---|---|---|---|---|---|
1601
Metallus
MTUS
$692M
| $4.44M | ﹤0.01% |
292,205
-2,278
| -0.8% | -$34.6K |
|
1602
Upbound Group
UPBD
$1.45B
| $4.43M | ﹤0.01% |
398,918
-3,052
| -0.8% | -$33.9K |
|
1603
HealthStream
HSTM
$836M
| $4.42M | ﹤0.01% |
190,942
-1,434
| -0.7% | -$33.2K |
|
1604
MYR Group
MYRG
$2.77B
| $4.4M | ﹤0.01% |
123,188
-1,873
| -1% | -$66.9K |
|
1605
Photronics
PLAB
$1.34B
| $4.4M | ﹤0.01% |
+515,872
| New | +$4.4M |
|
|
TSRO
1606
DELISTED
TESARO, Inc.
TSRO
| $4.39M | ﹤0.01% |
52,934
+26,701
| +102% | +$2.21M |
|
|
CLVS
1607
DELISTED
Clovis Oncology, Inc.
CLVS
| $4.39M | ﹤0.01% |
64,478
+17,762
| +38% | +$1.21M |
|
|
GHL
1608
DELISTED
Greenhill & Co., Inc.
GHL
| $4.37M | ﹤0.01% |
224,249
-22,064
| -9% | -$430K |
|
1609
John B. Sanfilippo & Son
JBSS
$722M
| $4.37M | ﹤0.01% |
69,121
-2,921
| -4% | -$185K |
|
|
FINL
1610
DELISTED
Finish Line
FINL
| $4.37M | ﹤0.01% |
300,770
-1,989
| -0.7% | -$28.9K |
|
|
ISCA
1611
DELISTED
International Speedway Corp
ISCA
| $4.36M | ﹤0.01% |
109,485
-2,105
| -2% | -$83.9K |
|
1612
ANI Pharmaceuticals
ANIP
$2.15B
| $4.32M | ﹤0.01% |
67,057
-522
| -0.8% | -$33.6K |
|
1613
Enova International
ENVA
$2.88B
| $4.21M | ﹤0.01% |
277,083
+20,403
| +8% | +$310K |
|
1614
3D Systems Corporation
DDD
$280M
| $4.2M | ﹤0.01% |
485,923
+3,789
| +0.8% | +$32.7K |
|
|
WSR
1615
Whitestone REIT
WSR
$651M
| $4.15M | ﹤0.01% |
288,268
-2,248
| -0.8% | -$32.4K |
|
|
PES
1616
DELISTED
Pioneer Energy Services Corp.
PES
| $4.15M | ﹤0.01% |
1,359,779
-6,310
| -0.5% | -$19.2K |
|
1617
Community Health Systems
CYH
$404M
| $4.1M | ﹤0.01% |
962,713
+32,612
| +4% | +$139K |
|
1618
Comtech Telecommunications
CMTL
$65.3M
| $4.05M | ﹤0.01% |
183,279
+5,531
| +3% | +$122K |
|
|
FTR
1619
DELISTED
Frontier Communications Corp.
FTR
| $4.05M | ﹤0.01% |
598,630
+274,819
| +85% | +$1.86M |
|
1620
Atlanta Braves Holdings Series A
BATRA
$2.85B
| $4.02M | ﹤0.01% |
182,207
| – | – |
|
1621
Regis Corp
RGS
$67.7M
| $4.02M | ﹤0.01% |
13,072
-52
| -0.4% | -$16K |
|
1622
Teladoc Health
TDOC
$1.34B
| $3.99M | ﹤0.01% |
114,427
-33,762
| -23% | -$1.18M |
|
1623
CorVel
CRVL
$4.5B
| $3.98M | ﹤0.01% |
225,456
-2,181
| -1% | -$38.5K |
|
|
LKSD
1624
DELISTED
LSC Communications, Inc.
LKSD
| $3.98M | ﹤0.01% |
262,450
-2,037
| -0.8% | -$30.9K |
|
1625
Vanguard Global ex-US Real Estate ETF
VNQI
$3.59B
| $3.96M | ﹤0.01% |
65,500
-200
| -0.3% | -$12.1K |
|