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 | |
|---|---|---|---|---|---|---|
1826
DHI Group
DHX
$143M
| $1.1M | ﹤0.01% |
384,764
-3,576
| -0.9% | -$10.2K |
|
1827
First Interstate BancSystem
FIBK
$3.45B
| $1.09M | ﹤0.01% |
29,427
+20,300
| +222% | +$755K |
|
1828
RBC Bearings
RBC
$12.1B
| $1.09M | ﹤0.01% |
10,727
+1,463
| +16% | +$149K |
|
1829
Ionis Pharmaceuticals
IONS
$10.3B
| $1.09M | ﹤0.01% |
21,445
+1,012
| +5% | +$51.5K |
|
1830
Starwood Property Trust
STWD
$7.53B
| $1.09M | ﹤0.01% |
48,526
-5,835
| -11% | -$131K |
|
1831
AerCap
AER
$21.9B
| $1.06M | ﹤0.01% |
22,895
+7,289
| +47% | +$338K |
|
1832
Clearway Energy Class C
CWEN
$3.34B
| $1.05M | ﹤0.01% |
59,796
+11,308
| +23% | +$199K |
|
|
PE
1833
DELISTED
PARSLEY ENERGY INC
PE
| $1.05M | ﹤0.01% |
37,697
-423
| -1% | -$11.7K |
|
1834
AXIS Capital
AXS
$7.67B
| $1.03M | ﹤0.01% |
15,944
-2,829
| -15% | -$183K |
|
1835
Cohen & Steers
CNS
$3.67B
| $1.02M | ﹤0.01% |
25,097
+15,051
| +150% | +$610K |
|
1836
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $1M | ﹤0.01% |
+11,346
| New | +$1M |
|
1837
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $1M | ﹤0.01% |
+8,989
| New | +$1M |
|
|
ZAYO
1838
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $998K | ﹤0.01% |
32,298
+4,657
| +17% | +$144K |
|
|
BLCM
1839
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $991K | ﹤0.01% |
8,482
+148
| +2% | +$17.3K |
|
1840
Okta
OKTA
$16.3B
| $990K | ﹤0.01% |
+43,409
| New | +$990K |
|
|
BBOX
1841
DELISTED
Black Box Corp
BBOX
| $973K | ﹤0.01% |
113,825
-1,311
| -1% | -$11.2K |
|
|
NXTM
1842
DELISTED
NxStage Medical Inc.
NXTM
| $965K | ﹤0.01% |
38,510
+10,319
| +37% | +$259K |
|
1843
Euronet Worldwide
EEFT
$3.59B
| $963K | ﹤0.01% |
11,021
+879
| +9% | +$76.8K |
|
1844
ING
ING
$71B
| $956K | ﹤0.01% |
+54,967
| New | +$956K |
|
|
QHC
1845
DELISTED
Quorum Health Corporation
QHC
| $953K | ﹤0.01% |
229,735
+5,627
| +3% | +$23.3K |
|
1846
BWX Technologies
BWXT
$15B
| $949K | ﹤0.01% |
19,462
+867
| +5% | +$42.3K |
|
|
SEMG
1847
DELISTED
SEMGROUP CORPORATION
SEMG
| $944K | ﹤0.01% |
34,970
+10,100
| +41% | +$273K |
|
1848
Advanced Drainage Systems
WMS
$11.5B
| $943K | ﹤0.01% |
46,912
+16,458
| +54% | +$331K |
|
|
RT
1849
DELISTED
Ruby Tuesday Georgia
RT
| $926K | ﹤0.01% |
460,658
+241
| +0.1% | +$484 |
|
1850
TriNet
TNET
$3.38B
| $921K | ﹤0.01% |
28,146
+5,049
| +22% | +$165K |
|