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 | |
|---|---|---|---|---|---|---|
1801
Penumbra
PEN
$10.6B
| $1.27M | ﹤0.01% |
14,452
+1,421
| +11% | +$125K |
|
1802
Universal Display
OLED
$6.52B
| $1.25M | ﹤0.01% |
11,459
+2,750
| +32% | +$300K |
|
1803
W.P. Carey
WPC
$14.8B
| $1.25M | ﹤0.01% |
19,321
+5,725
| +42% | +$370K |
|
|
XYZ
1804
Block, Inc.
XYZ
$45B
| $1.24M | ﹤0.01% |
53,031
+39,749
| +299% | +$932K |
|
1805
Veeva Systems
VEEV
$45B
| $1.24M | ﹤0.01% |
20,150
+1,688
| +9% | +$103K |
|
1806
Natera
NTRA
$23.3B
| $1.22M | ﹤0.01% |
112,687
+1,409
| +1% | +$15.3K |
|
1807
XPO
XPO
$15.3B
| $1.22M | ﹤0.01% |
54,670
+20,537
| +60% | +$459K |
|
1808
Cleveland-Cliffs
CLF
$5.62B
| $1.22M | ﹤0.01% |
176,400
+15,511
| +10% | +$107K |
|
1809
Alnylam Pharmaceuticals
ALNY
$61.5B
| $1.22M | ﹤0.01% |
15,256
+2,928
| +24% | +$234K |
|
1810
Bunge Global
BG
$16.5B
| $1.21M | ﹤0.01% |
16,173
-298,933
| -95% | -$22.3M |
|
1811
Gulf Island Fabrication
GIFI
$120M
| $1.21M | ﹤0.01% |
103,922
+81
| +0.1% | +$939 |
|
|
RP
1812
DELISTED
RealPage, Inc.
RP
| $1.19M | ﹤0.01% |
33,050
+19,637
| +146% | +$706K |
|
1813
Liquidity Services
LQDT
$845M
| $1.19M | ﹤0.01% |
186,799
+695
| +0.4% | +$4.41K |
|
1814
Hecla Mining
HL
$7.35B
| $1.18M | ﹤0.01% |
231,097
+22,815
| +11% | +$116K |
|
|
MCF
1815
DELISTED
Contango Oil & Gas Co.
MCF
| $1.16M | ﹤0.01% |
175,053
+2,244
| +1% | +$14.9K |
|
1816
Agilysys
AGYS
$3.03B
| $1.16M | ﹤0.01% |
114,764
+2
| +0% | +$20 |
|
1817
Pegasystems
PEGA
$9.66B
| $1.15M | ﹤0.01% |
39,534
-4,358
| -10% | -$127K |
|
1818
Diamondback Energy
FANG
$40.4B
| $1.15M | ﹤0.01% |
12,901
-36
| -0.3% | -$3.2K |
|
|
TBHC
1819
The Brand House Collective, Inc. Common Stock
TBHC
$44.2M
| $1.15M | ﹤0.01% |
111,339
+155
| +0.1% | +$1.59K |
|
1820
MGE Energy Inc
MGEE
$3.05B
| $1.14M | ﹤0.01% |
17,753
+5,566
| +46% | +$358K |
|
1821
Spirit AeroSystems
SPR
$4.76B
| $1.14M | ﹤0.01% |
19,651
-155,566
| -89% | -$9.02M |
|
1822
QuinStreet
QNST
$912M
| $1.14M | ﹤0.01% |
272,915
+192
| +0.1% | +$801 |
|
|
GNCA
1823
DELISTED
Genocea Biosciences, Inc.
GNCA
| $1.14M | ﹤0.01% |
27,263
| – | – |
|
|
FRC
1824
DELISTED
First Republic Bank
FRC
| $1.11M | ﹤0.01% |
11,131
-14,800
| -57% | -$1.48M |
|
|
CRR
1825
DELISTED
Carbo Ceramics Inc.
CRR
| $1.1M | ﹤0.01% |
161,015
+96
| +0.1% | +$658 |
|