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 | |
|---|---|---|---|---|---|---|
1726
Tile Shop Holdings
TTSH
$269M
| $2.47M | ﹤0.01% |
257,597
-7,875
| -3% | -$75.6K |
|
1727
Corpay
CPAY
$21.5B
| $2.47M | ﹤0.01% |
12,836
+915
| +8% | +$176K |
|
1728
Mueller Water Products
MWA
$3.86B
| $2.46M | ﹤0.01% |
196,641
-154,020
| -44% | -$1.93M |
|
1729
Insulet
PODD
$23.8B
| $2.45M | ﹤0.01% |
35,542
+28,686
| +418% | +$1.98M |
|
1730
Lennar Class B
LEN.B
$33.8B
| $2.41M | ﹤0.01% |
+49,153
| New | +$2.41M |
|
|
VRTV
1731
DELISTED
VERITIV CORPORATION
VRTV
| $2.41M | ﹤0.01% |
83,348
-650
| -0.8% | -$18.8K |
|
|
PERY
1732
DELISTED
Perry Ellis International Inc
PERY
| $2.36M | ﹤0.01% |
94,063
-734
| -0.8% | -$18.4K |
|
1733
Spok Holdings
SPOK
$356M
| $2.34M | ﹤0.01% |
149,521
-8,604
| -5% | -$135K |
|
|
ACET
1734
DELISTED
Aceto Corp
ACET
| $2.34M | ﹤0.01% |
226,214
-1,757
| -0.8% | -$18.2K |
|
1735
Barnes & Noble Education
BNED
$288M
| $2.29M | ﹤0.01% |
2,781
-21
| -0.7% | -$17.3K |
|
1736
Shoe Carnival
SCVL
$653M
| $2.28M | ﹤0.01% |
170,658
-1,334
| -0.8% | -$17.8K |
|
1737
Vanguard Real Estate ETF
VNQ
$34.4B
| $2.28M | ﹤0.01% |
+27,416
| New | +$2.28M |
|
1738
QuinStreet
QNST
$912M
| $2.24M | ﹤0.01% |
266,821
-344
| -0.1% | -$2.88K |
|
|
FRAN
1739
DELISTED
Francesca's Holdings Corporation
FRAN
| $2.2M | ﹤0.01% |
25,110
-254
| -1% | -$22.3K |
|
1740
Ryman Hospitality Properties
RHP
$6.34B
| $2.19M | ﹤0.01% |
31,704
+26,487
| +508% | +$1.83M |
|
|
WAAS
1741
DELISTED
AquaVenture Holdings Limited
WAAS
| $2.17M | ﹤0.01% |
140,000
-13,000
| -8% | -$202K |
|
|
TWOU
1742
DELISTED
2U, Inc.
TWOU
| $2.17M | ﹤0.01% |
1,122
+760
| +210% | +$1.47M |
|
1743
Tesla
TSLA
$1.12T
| $2.15M | ﹤0.01% |
103,545
| – | – |
|
1744
Dell
DELL
$84.2B
| $2.14M | ﹤0.01% |
93,692
-2,619
| -3% | -$59.7K |
|
|
RP
1745
DELISTED
RealPage, Inc.
RP
| $2.14M | ﹤0.01% |
48,210
+11,738
| +32% | +$520K |
|
1746
eHealth
EHTH
$115M
| $2.13M | ﹤0.01% |
122,627
-378
| -0.3% | -$6.57K |
|
|
WP
1747
DELISTED
Worldpay, Inc.
WP
| $2.13M | ﹤0.01% |
28,903
+2,805
| +11% | +$206K |
|
1748
Teva Pharmaceuticals
TEVA
$22.4B
| $2.12M | ﹤0.01% |
111,851
-7,659
| -6% | -$145K |
|
1749
Armstrong World Industries
AWI
$8.47B
| $2.11M | ﹤0.01% |
34,824
+27,531
| +377% | +$1.67M |
|
|
DSPG
1750
DELISTED
DSP Group Inc
DSPG
| $2.09M | ﹤0.01% |
167,042
-753
| -0.4% | -$9.41K |
|