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 | |
|---|---|---|---|---|---|---|
1676
Cross Country Healthcare
CCRN
$455M
| $3.11M | ﹤0.01% |
241,096
-9,607
| -4% | -$124K |
|
|
VEDL
1677
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $3.1M | ﹤0.01% |
199,975
-46,225
| -19% | -$718K |
|
1678
SandRidge Energy
SD
$429M
| $3.1M | ﹤0.01% |
180,244
| – | – |
|
1679
Heidrick & Struggles
HSII
$1.02B
| $3.1M | ﹤0.01% |
142,507
+1,263
| +0.9% | +$27.5K |
|
1680
Biglari Holdings Class B
BH
$951M
| $3.08M | ﹤0.01% |
11,555
+8
| +0.1% | +$2.13K |
|
1681
iShares Short Maturity Bond ETF
NEAR
$3.55B
| $3.02M | ﹤0.01% |
+60,067
| New | +$3.02M |
|
1682
Myers Industries
MYE
$602M
| $3M | ﹤0.01% |
167,201
+989
| +0.6% | +$17.8K |
|
|
ICON
1683
DELISTED
Iconix Brand Group, Inc.
ICON
| $3M | ﹤0.01% |
43,402
+740
| +2% | +$51.1K |
|
1684
Forrester Research
FORR
$188M
| $3M | ﹤0.01% |
76,557
-2,620
| -3% | -$103K |
|
|
DO
1685
DELISTED
Diamond Offshore Drilling
DO
| $2.99M | ﹤0.01% |
276,415
+12,282
| +5% | +$133K |
|
1686
Movado Group
MOV
$426M
| $2.98M | ﹤0.01% |
117,851
+367
| +0.3% | +$9.27K |
|
1687
BioMarin Pharmaceuticals
BMRN
$10.5B
| $2.97M | ﹤0.01% |
32,719
-1,580
| -5% | -$143K |
|
1688
Tredegar Corp
TG
$271M
| $2.95M | ﹤0.01% |
193,459
+92
| +0% | +$1.4K |
|
1689
AGNC Investment
AGNC
$10.7B
| $2.94M | ﹤0.01% |
138,190
+95,502
| +224% | +$2.03M |
|
|
BKMU
1690
DELISTED
Bank Mutual Corp
BKMU
| $2.94M | ﹤0.01% |
321,415
+1,904
| +0.6% | +$17.4K |
|
1691
American Public Education
APEI
$596M
| $2.94M | ﹤0.01% |
124,195
+299
| +0.2% | +$7.07K |
|
1692
Daktronics
DAKT
$1.03B
| $2.94M | ﹤0.01% |
305,019
+214
| +0.1% | +$2.06K |
|
1693
HCI Group
HCI
$2.31B
| $2.93M | ﹤0.01% |
62,277
-2,588
| -4% | -$122K |
|
|
AYX
1694
DELISTED
Alteryx, Inc.
AYX
| $2.91M | ﹤0.01% |
148,842
-3,742
| -2% | -$73.1K |
|
1695
Spok Holdings
SPOK
$356M
| $2.9M | ﹤0.01% |
163,671
-987
| -0.6% | -$17.5K |
|
|
CDR
1696
DELISTED
Cedar Realty Trust, Inc
CDR
| $2.88M | ﹤0.01% |
89,966
+371
| +0.4% | +$11.9K |
|
1697
ANI Pharmaceuticals
ANIP
$2.11B
| $2.86M | ﹤0.01% |
61,078
-6,705
| -10% | -$314K |
|
1698
Ezcorp Inc
EZPW
$1.02B
| $2.86M | ﹤0.01% |
370,844
+261
| +0.1% | +$2.01K |
|
1699
Surmodics
SRDX
$459M
| $2.84M | ﹤0.01% |
100,978
-1,938
| -2% | -$54.6K |
|
|
ASNA
1700
DELISTED
Ascena Retail Group, Inc.
ASNA
| $2.83M | ﹤0.01% |
65,890
+240
| +0.4% | +$10.3K |
|