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 | |
|---|---|---|---|---|---|---|
1776
Workday
WDAY
$61.6B
| $1.66M | ﹤0.01% |
16,270
-580
| -3% | -$59K |
|
1777
Orion Group Holdings
ORN
$286M
| $1.65M | ﹤0.01% |
211,028
-1,660
| -0.8% | -$13K |
|
1778
Clearway Energy Class C
CWEN
$3.39B
| $1.65M | ﹤0.01% |
87,194
+26,146
| +43% | +$494K |
|
|
AMTD
1779
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.63M | ﹤0.01% |
31,801
-5,987
| -16% | -$306K |
|
1780
Bristow Group
VTOL
$1.09B
| $1.63M | ﹤0.01% |
75,603
-1,363
| -2% | -$29.3K |
|
|
TWTR
1781
DELISTED
Twitter, Inc.
TWTR
| $1.61M | ﹤0.01% |
67,045
+15,648
| +30% | +$376K |
|
1782
El Pollo Loco
LOCO
$313M
| $1.6M | ﹤0.01% |
161,969
-1,264
| -0.8% | -$12.5K |
|
1783
MacroGenics
MGNX
$109M
| $1.59M | ﹤0.01% |
83,606
-30,519
| -27% | -$580K |
|
1784
Alcoa
AA
$8.1B
| $1.59M | ﹤0.01% |
29,487
+3,141
| +12% | +$169K |
|
1785
Spirit AeroSystems
SPR
$4.8B
| $1.59M | ﹤0.01% |
18,174
-213
| -1% | -$18.6K |
|
1786
Middleby
MIDD
$7.03B
| $1.57M | ﹤0.01% |
11,617
+2,958
| +34% | +$399K |
|
1787
Burlington
BURL
$17.7B
| $1.56M | ﹤0.01% |
12,667
-9,090
| -42% | -$1.12M |
|
1788
Seneca Foods Class A
SENEA
$756M
| $1.56M | ﹤0.01% |
50,681
-949
| -2% | -$29.2K |
|
|
PETX
1789
DELISTED
Aratana Therapeutics, Inc.
PETX
| $1.53M | ﹤0.01% |
290,900
-103,685
| -26% | -$545K |
|
1790
Diamondback Energy
FANG
$39.5B
| $1.51M | ﹤0.01% |
11,945
+1,061
| +10% | +$134K |
|
|
HTO
1791
H2O America Common Stock
HTO
$1.75B
| $1.49M | ﹤0.01% |
+23,380
| New | +$1.49M |
|
|
XYZ
1792
Block, Inc.
XYZ
$46B
| $1.47M | ﹤0.01% |
42,272
-5,725
| -12% | -$198K |
|
1793
Olympic Steel
ZEUS
$364M
| $1.46M | ﹤0.01% |
68,139
-513
| -0.7% | -$11K |
|
1794
Kopin
KOPN
$371M
| $1.46M | ﹤0.01% |
456,635
-2,462
| -0.5% | -$7.88K |
|
|
TBHC
1795
The Brand House Collective, Inc. Common Stock
TBHC
$44.9M
| $1.43M | ﹤0.01% |
119,809
-852
| -0.7% | -$10.2K |
|
1796
Bloomin' Brands
BLMN
$588M
| $1.41M | ﹤0.01% |
65,966
+5,370
| +9% | +$115K |
|
1797
Agilysys
AGYS
$3.03B
| $1.41M | ﹤0.01% |
114,593
-1,834
| -2% | -$22.5K |
|
1798
Natera
NTRA
$24.2B
| $1.4M | ﹤0.01% |
155,758
-12,823
| -8% | -$115K |
|
1799
Crown Holdings
CCK
$11B
| $1.38M | ﹤0.01% |
24,455
+2,448
| +11% | +$138K |
|
1800
Dolby
DLB
$6.93B
| $1.37M | ﹤0.01% |
22,108
-10,152
| -31% | -$630K |
|