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 | |
|---|---|---|---|---|---|---|
|
LION
1651
DELISTED
Fidelity Southern Corporation
LION
| $3.61M | ﹤0.01% |
165,745
-485
| -0.3% | -$10.6K |
|
1652
World Acceptance Corp
WRLD
$937M
| $3.6M | ﹤0.01% |
44,625
-342
| -0.8% | -$27.6K |
|
1653
Matrix Service
MTRX
$406M
| $3.6M | ﹤0.01% |
202,251
-445
| -0.2% | -$7.92K |
|
|
CHCT
1654
Community Healthcare Trust
CHCT
$447M
| $3.6M | ﹤0.01% |
+127,973
| New | +$3.6M |
|
|
AMAG
1655
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $3.58M | ﹤0.01% |
270,462
+3,338
| +1% | +$44.2K |
|
1656
Motorcar Parts of America
MPAA
$284M
| $3.57M | ﹤0.01% |
142,700
+2,168
| +2% | +$54.2K |
|
|
CHUY
1657
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.55M | ﹤0.01% |
126,568
-6,893
| -5% | -$193K |
|
|
OPB
1658
DELISTED
Opus Bank Common Stock
OPB
| $3.52M | ﹤0.01% |
128,965
-6,376
| -5% | -$174K |
|
1659
DXP Enterprises
DXPE
$1.93B
| $3.5M | ﹤0.01% |
118,434
-988
| -0.8% | -$29.2K |
|
|
KG
1660
Kestrel Group, Ltd.
KG
$195M
| $3.5M | ﹤0.01% |
26,492
-143,485
| -84% | -$18.9M |
|
1661
Cross Country Healthcare
CCRN
$460M
| $3.48M | ﹤0.01% |
272,991
-2,223
| -0.8% | -$28.4K |
|
1662
Forrester Research
FORR
$190M
| $3.48M | ﹤0.01% |
78,634
+2,726
| +4% | +$121K |
|
1663
Under Armour Class C
UA
$2.09B
| $3.46M | ﹤0.01% |
259,366
+1,822
| +0.7% | +$24.3K |
|
1664
Heidrick & Struggles
HSII
$1.04B
| $3.45M | ﹤0.01% |
140,568
-1,096
| -0.8% | -$26.9K |
|
1665
BioMarin Pharmaceuticals
BMRN
$10.7B
| $3.45M | ﹤0.01% |
38,674
+12,170
| +46% | +$1.09M |
|
1666
Sonic Automotive
SAH
$2.83B
| $3.4M | ﹤0.01% |
184,244
-5,399
| -3% | -$99.6K |
|
|
AQ
1667
DELISTED
Aquantia Corp. Common Stock
AQ
| $3.4M | ﹤0.01% |
+300,000
| New | +$3.4M |
|
|
SCMP
1668
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
| $3.38M | ﹤0.01% |
188,451
-1,123
| -0.6% | -$20.2K |
|
|
BKMU
1669
DELISTED
Bank Mutual Corp
BKMU
| $3.37M | ﹤0.01% |
316,743
-1,935
| -0.6% | -$20.6K |
|
1670
Haverty Furniture Companies
HVT
$383M
| $3.36M | ﹤0.01% |
148,501
-1,471
| -1% | -$33.3K |
|
|
XOXO
1671
DELISTED
Xo Group Inc
XOXO
| $3.36M | ﹤0.01% |
181,921
-1,346
| -0.7% | -$24.8K |
|
1672
MarineMax
HZO
$566M
| $3.36M | ﹤0.01% |
177,612
-5,492
| -3% | -$104K |
|
1673
Team
TISI
$87.6M
| $3.34M | ﹤0.01% |
22,385
-118
| -0.5% | -$17.6K |
|
1674
STAAR Surgical
STAA
$1.37B
| $3.33M | ﹤0.01% |
214,736
-87,288
| -29% | -$1.35M |
|
1675
Resources Connection
RGP
$172M
| $3.31M | ﹤0.01% |
214,174
-8,221
| -4% | -$127K |
|