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 | |
|---|---|---|---|---|---|---|
1851
Hexcel
HXL
$5B
| $919K | ﹤0.01% |
17,411
-375
| -2% | -$19.8K |
|
1852
Vanguard Real Estate ETF
VNQ
$34.3B
| $919K | ﹤0.01% |
11,046
-20,852
| -65% | -$1.73M |
|
1853
Middlesex Water
MSEX
$959M
| $909K | ﹤0.01% |
22,962
+1,877
| +9% | +$74.3K |
|
1854
Glaukos
GKOS
$5.18B
| $901K | ﹤0.01% |
21,745
+5,883
| +37% | +$244K |
|
|
MBLY
1855
DELISTED
Mobileye N.V.
MBLY
| $897K | ﹤0.01% |
14,285
-5,689
| -28% | -$357K |
|
1856
WSFS Financial
WSFS
$3.2B
| $884K | ﹤0.01% |
19,505
+7,362
| +61% | +$334K |
|
|
SPNC
1857
DELISTED
Spectranetics Corp
SPNC
| $883K | ﹤0.01% |
+22,990
| New | +$883K |
|
1858
Herbalife
HLF
$990M
| $881K | ﹤0.01% |
24,708
-3,068
| -11% | -$109K |
|
|
CTWS
1859
DELISTED
Connecticut Water Service Inc
CTWS
| $880K | ﹤0.01% |
15,845
+5,017
| +46% | +$279K |
|
1860
EPAM Systems
EPAM
$9.05B
| $860K | ﹤0.01% |
10,226
-397
| -4% | -$33.4K |
|
|
CPE
1861
DELISTED
Callon Petroleum Company
CPE
| $860K | ﹤0.01% |
8,104
-83,528
| -91% | -$8.86M |
|
1862
Voya Financial
VOYA
$7.34B
| $857K | ﹤0.01% |
23,233
-2,981
| -11% | -$110K |
|
1863
JD.com
JD
$47.5B
| $854K | ﹤0.01% |
+21,769
| New | +$854K |
|
1864
Coeur Mining
CDE
$9.13B
| $852K | ﹤0.01% |
99,301
+663
| +0.7% | +$5.69K |
|
1865
Fresh Del Monte Produce
FDP
$1.69B
| $849K | ﹤0.01% |
16,667
-9,816
| -37% | -$500K |
|
|
MSGN
1866
DELISTED
MSG Networks Inc.
MSGN
| $848K | ﹤0.01% |
37,767
+22,863
| +153% | +$513K |
|
1867
Guidewire Software
GWRE
$21.4B
| $845K | ﹤0.01% |
12,291
+5,451
| +80% | +$375K |
|
1868
Antero Resources
AR
$9.92B
| $844K | ﹤0.01% |
39,044
+10,855
| +39% | +$235K |
|
1869
Alcoa
AA
$8.16B
| $838K | ﹤0.01% |
25,679
+627
| +3% | +$20.5K |
|
|
CIT
1870
DELISTED
CIT Group Inc.
CIT
| $835K | ﹤0.01% |
17,137
-1,843
| -10% | -$89.8K |
|
1871
National Beverage
FIZZ
$3.68B
| $822K | ﹤0.01% |
17,576
-16,434
| -48% | -$769K |
|
1872
Genpact
G
$7.64B
| $811K | ﹤0.01% |
29,155
-907
| -3% | -$25.2K |
|
1873
Argan
AGX
$2.92B
| $793K | ﹤0.01% |
13,223
-263,811
| -95% | -$15.8M |
|
1874
Bright Horizons
BFAM
$6.57B
| $788K | ﹤0.01% |
10,205
+1,423
| +16% | +$110K |
|
|
YRD
1875
Yiren Digital
YRD
$497M
| $788K | ﹤0.01% |
31,505
+1,283
| +4% | +$32.1K |
|