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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Donnelley Financial Solutions
DFIN
$1.57B
| $2.58M | ﹤0.01% |
246,600
+413
| +0.2% | +$4.32K |
|
|
CAMP
1677
DELISTED
CalAmp Corp.
CAMP
| $2.58M | ﹤0.01% |
11,720
+187
| +2% | +$41.2K |
|
|
LCI
1678
DELISTED
Lannett Company, Inc.
LCI
| $2.58M | ﹤0.01% |
73,000
-5,085
| -7% | -$179K |
|
1679
News Corp Class B
NWS
$19.1B
| $2.56M | ﹤0.01% |
176,733
-6,237
| -3% | -$90.5K |
|
1680
Match Group
MTCH
$9.33B
| $2.54M | ﹤0.01% |
30,878
-3,493
| -10% | -$287K |
|
1681
RPC Inc
RES
$1.01B
| $2.54M | ﹤0.01% |
483,865
+77,676
| +19% | +$407K |
|
1682
Future Fuel
FF
$175M
| $2.53M | ﹤0.01% |
203,899
+340
| +0.2% | +$4.21K |
|
1683
Arlo Technologies
ARLO
$1.89B
| $2.52M | ﹤0.01% |
598,135
+7,668
| +1% | +$32.3K |
|
|
GDVD
1684
DELISTED
Principal Active Global Dividend Income ETF
GDVD
| $2.52M | ﹤0.01% |
83,731
+26,028
| +45% | +$782K |
|
|
PEI
1685
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $2.52M | ﹤0.01% |
31,468
+70
| +0.2% | +$5.6K |
|
1686
Park Aerospace
PKE
$379M
| $2.51M | ﹤0.01% |
153,998
+452
| +0.3% | +$7.36K |
|
|
IVC
1687
DELISTED
Invacare Corporation
IVC
| $2.5M | ﹤0.01% |
277,347
-4,191
| -1% | -$37.8K |
|
1688
Metallus
MTUS
$704M
| $2.48M | ﹤0.01% |
315,151
+558
| +0.2% | +$4.39K |
|
|
CNSL
1689
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $2.46M | ﹤0.01% |
634,762
+20,969
| +3% | +$81.4K |
|
1690
Central Garden & Pet
CENT
$2.35B
| $2.43M | ﹤0.01% |
97,938
-5,048
| -5% | -$125K |
|
1691
Sarepta Therapeutics
SRPT
$1.85B
| $2.41M | ﹤0.01% |
18,675
-102
| -0.5% | -$13.2K |
|
1692
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.64B
| $2.4M | ﹤0.01% |
81,752
+1,397
| +2% | +$41K |
|
|
NE
1693
DELISTED
Noble Corporation
NE
| $2.4M | ﹤0.01% |
1,968,825
+3,452
| +0.2% | +$4.21K |
|
|
SPLK
1694
DELISTED
Splunk Inc
SPLK
| $2.36M | ﹤0.01% |
15,738
+267
| +2% | +$40K |
|
1695
Bright Horizons
BFAM
$6.62B
| $2.35M | ﹤0.01% |
15,651
+790
| +5% | +$119K |
|
1696
El Pollo Loco
LOCO
$315M
| $2.34M | ﹤0.01% |
154,336
-8,374
| -5% | -$127K |
|
1697
HCI Group
HCI
$2.27B
| $2.31M | ﹤0.01% |
50,680
-5,911
| -10% | -$270K |
|
1698
WESCO International
WCC
$10.3B
| $2.31M | ﹤0.01% |
38,896
-11,415
| -23% | -$678K |
|
1699
Palo Alto Networks
PANW
$132B
| $2.3M | ﹤0.01% |
59,652
-127,782
| -68% | -$4.92M |
|
|
SAIL
1700
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $2.29M | ﹤0.01% |
97,074
+26,511
| +38% | +$626K |
|