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 | |
|---|---|---|---|---|---|---|
|
PETX
1701
DELISTED
Aratana Therapeutics, Inc.
PETX
| $2.83M | ﹤0.01% |
391,385
+124
| +0% | +$897 |
|
|
PES
1702
DELISTED
Pioneer Energy Services Corp.
PES
| $2.83M | ﹤0.01% |
1,378,982
+23,293
| +2% | +$47.8K |
|
|
ELLI
1703
DELISTED
Ellie Mae Inc
ELLI
| $2.82M | ﹤0.01% |
25,645
+5,749
| +29% | +$632K |
|
1704
Southern Copper
SCCO
$82.9B
| $2.81M | ﹤0.01% |
85,127
+3,693
| +5% | +$122K |
|
1705
Regis Corp
RGS
$66.7M
| $2.75M | ﹤0.01% |
13,385
+16
| +0.1% | +$3.29K |
|
1706
Tootsie Roll Industries
TR
$2.88B
| $2.73M | ﹤0.01% |
99,295
+1,712
| +2% | +$47.1K |
|
1707
TruBridge
TBRG
$299M
| $2.67M | ﹤0.01% |
81,335
-5,966
| -7% | -$196K |
|
1708
Park Aerospace
PKE
$377M
| $2.67M | ﹤0.01% |
144,675
+102
| +0.1% | +$1.88K |
|
1709
Future Fuel
FF
$171M
| $2.64M | ﹤0.01% |
174,840
+237
| +0.1% | +$3.58K |
|
1710
Central Garden & Pet
CENT
$2.28B
| $2.64M | ﹤0.01% |
103,698
-4,475
| -4% | -$114K |
|
1711
News Corp Class B
NWS
$17.8B
| $2.63M | ﹤0.01% |
185,909
+2,756
| +2% | +$39K |
|
|
FTD
1712
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $2.63M | ﹤0.01% |
131,459
+1,107
| +0.8% | +$22.1K |
|
|
ONCE
1713
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $2.61M | ﹤0.01% |
43,689
+4,937
| +13% | +$295K |
|
1714
Monarch Casino & Resort
MCRI
$1.87B
| $2.57M | ﹤0.01% |
84,778
-1,132
| -1% | -$34.2K |
|
1715
TETRA Technologies
TTI
$640M
| $2.52M | ﹤0.01% |
901,989
+2,786
| +0.3% | +$7.77K |
|
|
FRED
1716
DELISTED
Fred's Inc
FRED
| $2.51M | ﹤0.01% |
272,055
+4,700
| +2% | +$43.4K |
|
1717
DexCom
DXCM
$29.8B
| $2.41M | ﹤0.01% |
131,648
-12,340
| -9% | -$226K |
|
1718
eHealth
EHTH
$115M
| $2.4M | ﹤0.01% |
127,571
+705
| +0.6% | +$13.3K |
|
1719
Vanguard Mid-Cap ETF
VO
$87.4B
| $2.29M | ﹤0.01% |
16,047
+8,413
| +110% | +$1.2M |
|
1720
El Pollo Loco
LOCO
$303M
| $2.27M | ﹤0.01% |
163,647
+115
| +0.1% | +$1.59K |
|
1721
Paycom
PAYC
$12.4B
| $2.22M | ﹤0.01% |
32,461
-5,151
| -14% | -$352K |
|
1722
Vicor
VICR
$2.25B
| $2.2M | ﹤0.01% |
122,722
+1,203
| +1% | +$21.5K |
|
1723
Corpay
CPAY
$21.5B
| $2.15M | ﹤0.01% |
14,923
+603
| +4% | +$87K |
|
|
RVNC
1724
DELISTED
Revance Therapeutics, Inc.
RVNC
| $2.15M | ﹤0.01% |
81,434
+83
| +0.1% | +$2.19K |
|
1725
American Coastal Insurance
ACIC
$526M
| $2.15M | ﹤0.01% |
136,561
+1,643
| +1% | +$25.8K |
|