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 | |
|---|---|---|---|---|---|---|
1776
ON Semiconductor
ON
$19.8B
| $1.49M | ﹤0.01% |
106,170
+13,779
| +15% | +$194K |
|
1777
TransUnion
TRU
$18B
| $1.49M | ﹤0.01% |
34,320
+24,798
| +260% | +$1.07M |
|
1778
Seneca Foods Class A
SENEA
$756M
| $1.48M | ﹤0.01% |
47,565
+339
| +0.7% | +$10.5K |
|
1779
Qiagen
QGEN
$10.1B
| $1.48M | ﹤0.01% |
41,477
+6,451
| +18% | +$229K |
|
1780
Exelixis
EXEL
$10.2B
| $1.45M | ﹤0.01% |
58,742
-96,226
| -62% | -$2.37M |
|
|
EPZM
1781
DELISTED
Epizyme, Inc
EPZM
| $1.44M | ﹤0.01% |
95,572
+1,399
| +1% | +$21.1K |
|
1782
Bristow Group
VTOL
$1.09B
| $1.44M | ﹤0.01% |
76,002
+1,434
| +2% | +$27.1K |
|
1783
Autohome
ATHM
$3.42B
| $1.43M | ﹤0.01% |
31,603
-444,616
| -93% | -$20.2M |
|
1784
Geospace Technologies
GEOS
$205M
| $1.41M | ﹤0.01% |
102,233
+117
| +0.1% | +$1.62K |
|
1785
Taylor Morrison
TMHC
$6.84B
| $1.41M | ﹤0.01% |
+58,746
| New | +$1.41M |
|
1786
Vera Bradley
VRA
$65.4M
| $1.41M | ﹤0.01% |
143,648
+528
| +0.4% | +$5.16K |
|
1787
Match Group
MTCH
$9.06B
| $1.4M | ﹤0.01% |
80,695
+31,874
| +65% | +$554K |
|
1788
iShares Russell 2000 ETF
IWM
$66.6B
| $1.4M | ﹤0.01% |
9,922
| – | – |
|
1789
Ingersoll Rand
IR
$32.2B
| $1.4M | ﹤0.01% |
+64,667
| New | +$1.4M |
|
|
PEGI
1790
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $1.4M | ﹤0.01% |
58,527
+25,684
| +78% | +$612K |
|
1791
Middleby
MIDD
$7B
| $1.39M | ﹤0.01% |
11,425
-1,384
| -11% | -$168K |
|
1792
Booz Allen Hamilton
BAH
$12.6B
| $1.37M | ﹤0.01% |
42,125
+2,531
| +6% | +$82.4K |
|
1793
Arista Networks
ANET
$188B
| $1.35M | ﹤0.01% |
144,464
+17,344
| +14% | +$162K |
|
1794
Olympic Steel
ZEUS
$369M
| $1.35M | ﹤0.01% |
69,216
+49
| +0.1% | +$954 |
|
|
FDC
1795
DELISTED
First Data Corporation
FDC
| $1.34M | ﹤0.01% |
73,807
+13,496
| +22% | +$246K |
|
|
WBC
1796
DELISTED
WABCO HOLDINGS INC.
WBC
| $1.34M | ﹤0.01% |
10,488
+969
| +10% | +$124K |
|
1797
Bloomin' Brands
BLMN
$574M
| $1.33M | ﹤0.01% |
62,703
+9,579
| +18% | +$203K |
|
|
TWTR
1798
DELISTED
Twitter, Inc.
TWTR
| $1.31M | ﹤0.01% |
73,460
+30,980
| +73% | +$554K |
|
|
IPHI
1799
DELISTED
INPHI CORPORATION
IPHI
| $1.29M | ﹤0.01% |
37,671
+12,246
| +48% | +$420K |
|
|
RWT
1800
Redwood Trust
RWT
$799M
| $1.28M | ﹤0.01% |
74,930
+60,073
| +404% | +$1.02M |
|