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 |
iShares MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Geospace Technologies
GEOS
$208M
| $1.65M | ﹤0.01% |
107,512
-1,820
| -2% | -$28K |
|
1752
Penske Automotive Group
PAG
$12.3B
| $1.65M | ﹤0.01% |
34,930
-3,970
| -10% | -$188K |
|
1753
Tesla
TSLA
$1.12T
| $1.65M | ﹤0.01% |
102,570
-21,435
| -17% | -$344K |
|
1754
Bristow Group
VTOL
$1.09B
| $1.65M | ﹤0.01% |
77,867
-4,165
| -5% | -$88K |
|
1755
Rithm Capital
RITM
$6.64B
| $1.64M | ﹤0.01% |
104,666
+2,853
| +3% | +$44.7K |
|
|
GDVD
1756
DELISTED
Principal Active Global Dividend Income ETF
GDVD
| $1.62M | ﹤0.01% |
57,703
+22,828
| +65% | +$641K |
|
1757
Vanguard FTSE Emerging Markets ETF
VWO
$98.5B
| $1.6M | ﹤0.01% |
39,738
+1,132
| +3% | +$45.6K |
|
1758
Moelis & Co
MC
$5.36B
| $1.58M | ﹤0.01% |
48,172
+10,982
| +30% | +$361K |
|
1759
Liquidity Services
LQDT
$823M
| $1.57M | ﹤0.01% |
212,334
-2,580
| -1% | -$19.1K |
|
1760
Glaukos
GKOS
$5.21B
| $1.57M | ﹤0.01% |
25,115
+1,120
| +5% | +$70K |
|
1761
SouthState Bank Corporation
SSB
$10.2B
| $1.57M | ﹤0.01% |
20,854
+1,880
| +10% | +$142K |
|
1762
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| $1.55M | ﹤0.01% |
24,247
+2,157
| +10% | +$138K |
|
|
CHAP
1763
DELISTED
Chaparral Energy, Inc.
CHAP
| $1.55M | ﹤0.01% |
1,155,102
| – | – |
|
1764
Verint Systems
VRNT
$1.23B
| $1.54M | ﹤0.01% |
70,709
+8,537
| +14% | +$186K |
|
1765
W.P. Carey
WPC
$14.8B
| $1.51M | ﹤0.01% |
17,241
+897
| +5% | +$78.6K |
|
|
TRTN
1766
DELISTED
Triton International Limited
TRTN
| $1.49M | ﹤0.01% |
44,082
+4,033
| +10% | +$137K |
|
|
UNT
1767
DELISTED
UNIT Corporation
UNT
| $1.48M | ﹤0.01% |
438,038
-6,824
| -2% | -$23.1K |
|
1768
Euronet Worldwide
EEFT
$3.62B
| $1.48M | ﹤0.01% |
10,120
-916
| -8% | -$134K |
|
1769
Marvell Technology
MRVL
$57.6B
| $1.48M | ﹤0.01% |
59,152
-3,641
| -6% | -$90.9K |
|
1770
Bankunited
BKU
$2.89B
| $1.48M | ﹤0.01% |
43,866
+34,756
| +382% | +$1.17M |
|
1771
Coca-Cola Europacific Partners
CCEP
$41.6B
| $1.46M | ﹤0.01% |
26,340
+4,812
| +22% | +$267K |
|
1772
WSFS Financial
WSFS
$3.19B
| $1.45M | ﹤0.01% |
32,970
+8,253
| +33% | +$364K |
|
1773
QuidelOrtho
QDEL
$1.94B
| $1.44M | ﹤0.01% |
23,440
+2,022
| +9% | +$124K |
|
1774
KLX Energy Services
KLXE
$32.8M
| $1.43M | ﹤0.01% |
33,140
-3,992
| -11% | -$172K |
|
1775
Virtu Financial
VIRT
$3.22B
| $1.43M | ﹤0.01% |
87,472
+7,862
| +10% | +$129K |
|