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 | |
|---|---|---|---|---|---|---|
1751
RingCentral
RNG
$2.88B
| $2.07M | ﹤0.01% |
42,771
+35,408
| +481% | +$1.71M |
|
1752
IAC Inc
IAC
$2.88B
| $2.02M | ﹤0.01% |
92,363
+17,026
| +23% | +$372K |
|
1753
Yelp
YELP
$2B
| $2.02M | ﹤0.01% |
48,045
+34,032
| +243% | +$1.43M |
|
1754
Flotek Industries
FTK
$330M
| $1.98M | ﹤0.01% |
70,872
-1,190
| -2% | -$33.3K |
|
|
SAGE
1755
DELISTED
Sage Therapeutics
SAGE
| $1.98M | ﹤0.01% |
12,024
+6,661
| +124% | +$1.1M |
|
1756
HEICO Class A
HEI.A
$34.8B
| $1.95M | ﹤0.01% |
38,461
-102
| -0.3% | -$5.16K |
|
1757
CDW
CDW
$22.1B
| $1.94M | ﹤0.01% |
27,903
+3,069
| +12% | +$213K |
|
1758
Ally Financial
ALLY
$12.7B
| $1.93M | ﹤0.01% |
66,255
-2,084
| -3% | -$60.8K |
|
|
WMGI
1759
DELISTED
Wright Medical Group Inc
WMGI
| $1.92M | ﹤0.01% |
86,697
+9,466
| +12% | +$210K |
|
1760
Digi International
DGII
$1.28B
| $1.91M | ﹤0.01% |
199,527
-621
| -0.3% | -$5.93K |
|
1761
Flex
FLEX
$21B
| $1.91M | ﹤0.01% |
140,540
-4,983
| -3% | -$67.5K |
|
1762
Powell Industries
POWL
$3.34B
| $1.86M | ﹤0.01% |
64,996
-1,117
| -2% | -$32K |
|
|
BELFB
1763
Bel Fuse Class B
BELFB
$1.81B
| $1.86M | ﹤0.01% |
73,777
-648
| -0.9% | -$16.3K |
|
1764
Ionis Pharmaceuticals
IONS
$10.3B
| $1.85M | ﹤0.01% |
36,798
+19,754
| +116% | +$994K |
|
1765
Arista Networks
ANET
$178B
| $1.85M | ﹤0.01% |
125,456
+10,848
| +9% | +$160K |
|
1766
HubSpot
HUBS
$26.5B
| $1.82M | ﹤0.01% |
20,615
+16,646
| +419% | +$1.47M |
|
|
RRTS
1767
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $1.81M | ﹤0.01% |
9,407
-73
| -0.8% | -$14.1K |
|
1768
Amicus Therapeutics
FOLD
$2.43B
| $1.81M | ﹤0.01% |
125,621
+103,351
| +464% | +$1.49M |
|
1769
DexCom
DXCM
$30.7B
| $1.78M | ﹤0.01% |
124,040
-7,732
| -6% | -$111K |
|
1770
HCI Group
HCI
$2.26B
| $1.77M | ﹤0.01% |
59,292
-1,706
| -3% | -$51K |
|
1771
Vera Bradley
VRA
$64.2M
| $1.74M | ﹤0.01% |
142,640
-2,523
| -2% | -$30.7K |
|
1772
CoStar Group
CSGP
$37.3B
| $1.72M | ﹤0.01% |
57,750
+14,000
| +32% | +$416K |
|
|
CRR
1773
DELISTED
Carbo Ceramics Inc.
CRR
| $1.68M | ﹤0.01% |
164,499
-1,328
| -0.8% | -$13.5K |
|
1774
ON Semiconductor
ON
$19.9B
| $1.66M | ﹤0.01% |
79,375
-2,231
| -3% | -$46.7K |
|
1775
Builders FirstSource
BLDR
$15.5B
| $1.66M | ﹤0.01% |
76,180
+64,768
| +568% | +$1.41M |
|