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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Selective Insurance
SIGI
$4.72B
| $36.1M | 0.03% |
481,721
+2,150
| +0.4% | +$161K |
|
477
TAL Education Group
TAL
$6.44B
| $36.1M | 0.03% |
946,779
+372,661
| +65% | +$14.2M |
|
478
Carlisle Companies
CSL
$16.6B
| $35.9M | 0.03% |
256,010
+1,936
| +0.8% | +$272K |
|
479
Amdocs
DOX
$9.36B
| $35.9M | 0.03% |
578,432
+568,083
| +5,489% | +$35.3M |
|
|
CY
480
DELISTED
Cypress Semiconductor
CY
| $35.8M | 0.03% |
1,610,864
-8,943
| -0.6% | -$199K |
|
481
Ball Corp
BALL
$13.7B
| $35.8M | 0.03% |
511,045
-62,693
| -11% | -$4.39M |
|
482
Zimmer Biomet
ZBH
$20.6B
| $35.7M | 0.03% |
312,343
+3,846
| +1% | +$440K |
|
483
Regeneron Pharmaceuticals
REGN
$58.9B
| $35.3M | 0.03% |
112,848
-2,952
| -3% | -$924K |
|
484
Bio-Techne
TECH
$8.36B
| $35.2M | 0.03% |
675,704
+4,172
| +0.6% | +$217K |
|
485
WaFd
WAFD
$2.48B
| $35.2M | 0.03% |
1,007,359
-55,810
| -5% | -$1.95M |
|
486
DTE Energy
DTE
$28B
| $35.2M | 0.03% |
323,232
+1,436
| +0.4% | +$156K |
|
487
FirstCash
FCFS
$6.46B
| $35.1M | 0.03% |
351,316
-4,490
| -1% | -$449K |
|
488
Realty Income
O
$54.4B
| $35.1M | 0.03% |
525,695
+10,288
| +2% | +$688K |
|
489
Essential Properties Realty Trust
EPRT
$5.93B
| $35.1M | 0.03% |
1,750,631
-79,340
| -4% | -$1.59M |
|
|
PRSP
490
DELISTED
Perspecta Inc. Common Stock
PRSP
| $35.1M | 0.03% |
1,498,472
-825,176
| -36% | -$19.3M |
|
491
RenaissanceRe
RNR
$11.2B
| $35M | 0.03% |
196,409
+9,795
| +5% | +$1.74M |
|
492
AptarGroup
ATR
$9.03B
| $34.9M | 0.03% |
280,968
+4,355
| +2% | +$542K |
|
493
Universal Display
OLED
$6.61B
| $34.8M | 0.03% |
185,199
+141
| +0.1% | +$26.5K |
|
494
Agilent Technologies
A
$35.7B
| $34.8M | 0.03% |
466,257
-110,964
| -19% | -$8.29M |
|
|
CTLT
495
DELISTED
CATALENT, INC.
CTLT
| $34.8M | 0.03% |
641,164
-3,982
| -0.6% | -$216K |
|
496
L3Harris
LHX
$50.8B
| $34.4M | 0.03% |
181,703
+3,464
| +2% | +$655K |
|
497
Halliburton
HAL
$18.9B
| $34.3M | 0.03% |
1,507,324
+76,029
| +5% | +$1.73M |
|
498
Hewlett Packard
HPE
$32.5B
| $34.3M | 0.03% |
2,291,017
+24,610
| +1% | +$368K |
|
499
American Financial Group
AFG
$11.5B
| $34M | 0.03% |
331,963
-143,509
| -30% | -$14.7M |
|
500
EchoStar
SATS
$23.9B
| $34M | 0.03% |
945,664
-5,688
| -0.6% | -$204K |
|