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 | |
|---|---|---|---|---|---|---|
1701
Tootsie Roll Industries
TR
$3B
| $2.85M | ﹤0.01% |
99,220
-8,246
| -8% | -$237K |
|
|
BKS
1702
DELISTED
Barnes & Noble
BKS
| $2.84M | ﹤0.01% |
424,227
-3,308
| -0.8% | -$22.2K |
|
1703
Zumiez
ZUMZ
$361M
| $2.83M | ﹤0.01% |
135,938
-870
| -0.6% | -$18.1K |
|
1704
Denali Therapeutics
DNLI
$2.25B
| $2.83M | ﹤0.01% |
+180,769
| New | +$2.83M |
|
1705
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $2.83M | ﹤0.01% |
54,288
+29,928
| +123% | +$1.56M |
|
1706
Match Group
MTCH
$9.19B
| $2.81M | ﹤0.01% |
89,836
+13,740
| +18% | +$430K |
|
1707
Park Aerospace
PKE
$376M
| $2.8M | ﹤0.01% |
142,332
-1,110
| -0.8% | -$21.8K |
|
|
GPMT
1708
Granite Point Mortgage Trust
GPMT
$144M
| $2.8M | ﹤0.01% |
+157,622
| New | +$2.8M |
|
1709
Cato Corp
CATO
$87M
| $2.77M | ﹤0.01% |
174,185
-4,423
| -2% | -$70.4K |
|
1710
Surmodics
SRDX
$470M
| $2.75M | ﹤0.01% |
98,101
-765
| -0.8% | -$21.4K |
|
1711
Future Fuel
FF
$169M
| $2.7M | ﹤0.01% |
191,657
-1,505
| -0.8% | -$21.2K |
|
|
PTLA
1712
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $2.67M | ﹤0.01% |
54,899
-7,230
| -12% | -$352K |
|
1713
Daktronics
DAKT
$856M
| $2.66M | ﹤0.01% |
291,638
-2,274
| -0.8% | -$20.8K |
|
1714
AGNC Investment
AGNC
$10.8B
| $2.66M | ﹤0.01% |
131,586
-18,513
| -12% | -$374K |
|
1715
American Coastal Insurance
ACIC
$539M
| $2.65M | ﹤0.01% |
153,554
-1,162
| -0.8% | -$20K |
|
1716
Exelixis
EXEL
$10.3B
| $2.63M | ﹤0.01% |
86,561
+37,966
| +78% | +$1.15M |
|
|
ESND
1717
DELISTED
Essendant Inc.
ESND
| $2.61M | ﹤0.01% |
281,451
-1,568
| -0.6% | -$14.5K |
|
|
SUP
1718
DELISTED
Superior Industries International
SUP
| $2.57M | ﹤0.01% |
173,332
-1,351
| -0.8% | -$20.1K |
|
1719
Harmonic Inc
HLIT
$1.13B
| $2.57M | ﹤0.01% |
610,757
-12,760
| -2% | -$53.6K |
|
|
CLD
1720
DELISTED
Cloud Peak Energy Inc
CLD
| $2.55M | ﹤0.01% |
572,917
-4,380
| -0.8% | -$19.5K |
|
1721
Vicor
VICR
$2.25B
| $2.55M | ﹤0.01% |
121,769
-567
| -0.5% | -$11.9K |
|
1722
Fossil Group
FOSL
$159M
| $2.51M | ﹤0.01% |
323,181
-2,488
| -0.8% | -$19.3K |
|
1723
TruBridge
TBRG
$299M
| $2.51M | ﹤0.01% |
83,376
-651
| -0.8% | -$19.6K |
|
1724
Hawkins
HWKN
$3.59B
| $2.5M | ﹤0.01% |
142,026
-1,108
| -0.8% | -$19.5K |
|
1725
Alkermes
ALKS
$4.6B
| $2.49M | ﹤0.01% |
45,439
+24,413
| +116% | +$1.34M |
|