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 | |
|---|---|---|---|---|---|---|
|
FLIC
1676
DELISTED
First of Long Island Corp
FLIC
| $3.28M | ﹤0.01% |
114,945
-20,843
| -15% | -$594K |
|
|
PGNX
1677
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $3.26M | ﹤0.01% |
548,292
-40,462
| -7% | -$241K |
|
|
BRS
1678
DELISTED
Bristow Group, Inc.
BRS
| $3.24M | ﹤0.01% |
240,819
-1,624
| -0.7% | -$21.9K |
|
1679
Myers Industries
MYE
$600M
| $3.23M | ﹤0.01% |
165,516
-284
| -0.2% | -$5.54K |
|
1680
PDF Solutions
PDFS
$785M
| $3.23M | ﹤0.01% |
+205,601
| New | +$3.23M |
|
|
SEND
1681
DELISTED
SendGrid, Inc.
SEND
| $3.2M | ﹤0.01% |
+133,572
| New | +$3.2M |
|
|
ONCE
1682
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $3.2M | ﹤0.01% |
62,161
+8,073
| +15% | +$415K |
|
1683
News Corp Class B
NWS
$19.1B
| $3.18M | ﹤0.01% |
191,628
+23,115
| +14% | +$384K |
|
1684
Cytokinetics
CYTK
$6.23B
| $3.16M | ﹤0.01% |
387,817
-68,320
| -15% | -$557K |
|
|
HIBB
1685
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $3.15M | ﹤0.01% |
154,429
-2,775
| -2% | -$56.6K |
|
1686
Tactile Systems Technology
TCMD
$300M
| $3.15M | ﹤0.01% |
+108,620
| New | +$3.15M |
|
|
PVAL
1687
DELISTED
Principal Contrarian Value Index ETF
PVAL
| $3.15M | ﹤0.01% |
+119,905
| New | +$3.15M |
|
1688
Biglari Holdings Class B
BH
$975M
| $3.14M | ﹤0.01% |
11,367
-89
| -0.8% | -$24.6K |
|
1689
OneSpan
OSPN
$598M
| $3.13M | ﹤0.01% |
225,427
-1,758
| -0.8% | -$24.4K |
|
|
PMOM
1690
DELISTED
Principal Sustainable Momentum Index ETF
PMOM
| $3.13M | ﹤0.01% |
+119,905
| New | +$3.13M |
|
1691
OFG Bancorp
OFG
$1.97B
| $3.09M | ﹤0.01% |
328,856
-2,563
| -0.8% | -$24.1K |
|
|
BFX
1692
DELISTED
BowFlex Inc.
BFX
| $3.07M | ﹤0.01% |
229,785
-2,390
| -1% | -$31.9K |
|
|
ASNA
1693
DELISTED
Ascena Retail Group, Inc.
ASNA
| $3.05M | ﹤0.01% |
64,964
-180
| -0.3% | -$8.46K |
|
1694
American Public Education
APEI
$583M
| $3.05M | ﹤0.01% |
121,733
-1,523
| -1% | -$38.1K |
|
1695
Central Garden & Pet
CENT
$2.35B
| $3.04M | ﹤0.01% |
97,596
-6,419
| -6% | -$200K |
|
1696
iShares California Muni Bond ETF
CMF
$3.41B
| $3.02M | ﹤0.01% |
51,000
-33,000
| -39% | -$1.95M |
|
|
HAYN
1697
DELISTED
Haynes International, Inc.
HAYN
| $3M | ﹤0.01% |
93,608
-719
| -0.8% | -$23K |
|
1698
Vanguard Mid-Cap ETF
VO
$87.4B
| $2.98M | ﹤0.01% |
19,272
+15,398
| +397% | +$2.38M |
|
1699
Alnylam Pharmaceuticals
ALNY
$63.2B
| $2.96M | ﹤0.01% |
23,262
+10,063
| +76% | +$1.28M |
|
1700
Synchronoss Technologies
SNCR
$65.2M
| $2.92M | ﹤0.01% |
36,346
+598
| +2% | +$48.1K |
|