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 | |
|---|---|---|---|---|---|---|
|
OPB
1651
DELISTED
Opus Bank Common Stock
OPB
| $3.34M | ﹤0.01% |
138,175
-10,603
| -7% | -$257K |
|
1652
OFG Bancorp
OFG
$1.96B
| $3.34M | ﹤0.01% |
334,266
+478
| +0.1% | +$4.78K |
|
1653
Fossil Group
FOSL
$159M
| $3.32M | ﹤0.01% |
320,702
+1,508
| +0.5% | +$15.6K |
|
|
FRAN
1654
DELISTED
Francesca's Holdings Corporation
FRAN
| $3.32M | ﹤0.01% |
25,273
-242
| -0.9% | -$31.8K |
|
|
TSRO
1655
DELISTED
TESARO, Inc.
TSRO
| $3.31M | ﹤0.01% |
23,692
-10,142
| -30% | -$1.42M |
|
1656
OneSpan
OSPN
$578M
| $3.29M | ﹤0.01% |
229,313
+167
| +0.1% | +$2.4K |
|
|
HIBB
1657
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $3.29M | ﹤0.01% |
158,533
-19,282
| -11% | -$400K |
|
|
XOXO
1658
DELISTED
Xo Group Inc
XOXO
| $3.28M | ﹤0.01% |
186,375
-6,655
| -3% | -$117K |
|
1659
Harmonic Inc
HLIT
$1.12B
| $3.28M | ﹤0.01% |
625,250
+6,840
| +1% | +$35.9K |
|
|
ARAV
1660
DELISTED
Aravive, Inc. Common Stock
ARAV
| $3.27M | ﹤0.01% |
31,267
| – | – |
|
|
LMOS
1661
DELISTED
Lumos Networks Corp
LMOS
| $3.25M | ﹤0.01% |
182,126
+2,924
| +2% | +$52.2K |
|
1662
STAAR Surgical
STAA
$1.37B
| $3.23M | ﹤0.01% |
298,723
+3,594
| +1% | +$38.8K |
|
1663
Cato Corp
CATO
$89.6M
| $3.21M | ﹤0.01% |
182,554
-8,171
| -4% | -$144K |
|
1664
Resources Connection
RGP
$167M
| $3.21M | ﹤0.01% |
233,962
-442
| -0.2% | -$6.06K |
|
1665
LeMaitre Vascular
LMAT
$2.1B
| $3.2M | ﹤0.01% |
+102,407
| New | +$3.2M |
|
|
BKS
1666
DELISTED
Barnes & Noble
BKS
| $3.19M | ﹤0.01% |
420,150
-9,891
| -2% | -$75.2K |
|
|
SGEN
1667
DELISTED
Seagen Inc. Common Stock
SGEN
| $3.19M | ﹤0.01% |
61,688
-9,535
| -13% | -$493K |
|
1668
Tesla
TSLA
$1.12T
| $3.17M | ﹤0.01% |
131,625
+12,915
| +11% | +$311K |
|
|
XLRN
1669
DELISTED
Acceleron Pharma Inc.
XLRN
| $3.17M | ﹤0.01% |
104,234
+1,039
| +1% | +$31.6K |
|
1670
Celanese
CE
$4.84B
| $3.16M | ﹤0.01% |
33,322
+1,197
| +4% | +$114K |
|
|
CHUY
1671
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.15M | ﹤0.01% |
134,473
+7
| +0% | +$164 |
|
1672
Yum China
YUMC
$16.2B
| $3.13M | ﹤0.01% |
79,467
+46,885
| +144% | +$1.85M |
|
1673
Cohu
COHU
$976M
| $3.13M | ﹤0.01% |
198,843
+8,338
| +4% | +$131K |
|
1674
Barnes & Noble Education
BNED
$288M
| $3.12M | ﹤0.01% |
2,932
+2
| +0.1% | +$2.13K |
|
1675
T-Mobile US
TMUS
$271B
| $3.11M | ﹤0.01% |
51,383
+23,347
| +83% | +$1.41M |
|