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 | |
|---|---|---|---|---|---|---|
501
Pool Corp
POOL
$12B
| $33.9M | 0.03% |
177,361
+1,984
| +1% | +$379K |
|
502
Xylem
XYL
$33.7B
| $33.7M | 0.03% |
403,173
-10,327
| -2% | -$864K |
|
503
PPL Corp
PPL
$26.3B
| $33.6M | 0.03% |
1,084,693
+5,565
| +0.5% | +$173K |
|
504
Steel Dynamics
STLD
$19.6B
| $33.5M | 0.03% |
1,109,947
-136,489
| -11% | -$4.12M |
|
|
AIMC
505
DELISTED
Altra Industrial Motion Corp.
AIMC
| $33.4M | 0.03% |
931,902
-85,936
| -8% | -$3.08M |
|
506
FirstEnergy
FE
$24.9B
| $33.4M | 0.03% |
780,027
-1,092,336
| -58% | -$46.8M |
|
507
EnerSys
ENS
$3.93B
| $33.1M | 0.03% |
483,037
-87,769
| -15% | -$6.01M |
|
508
Ameren
AEE
$26.8B
| $33.1M | 0.03% |
440,359
-234,903
| -35% | -$17.6M |
|
509
Edison International
EIX
$21B
| $32.9M | 0.03% |
488,279
+10,482
| +2% | +$707K |
|
510
EXL Service
EXLS
$7.04B
| $32.8M | 0.03% |
2,483,310
-53,050
| -2% | -$702K |
|
511
Masimo
MASI
$8B
| $32.7M | 0.03% |
219,847
+1,391
| +0.6% | +$207K |
|
512
SEI Investments
SEIC
$10.8B
| $32.7M | 0.03% |
582,846
+5,727
| +1% | +$321K |
|
513
Centene
CNC
$15.1B
| $32.6M | 0.03% |
622,479
-261,487
| -30% | -$13.7M |
|
514
Advanced Energy
AEIS
$5.93B
| $32.6M | 0.03% |
579,998
+7,916
| +1% | +$445K |
|
515
Mercury Systems
MRCY
$4.2B
| $32.6M | 0.03% |
463,569
+70,131
| +18% | +$4.93M |
|
516
Toro Company
TTC
$7.73B
| $32.6M | 0.03% |
486,564
+12,115
| +3% | +$810K |
|
|
TSS
517
DELISTED
Total System Services, Inc.
TSS
| $32.4M | 0.03% |
252,498
+382
| +0.2% | +$49K |
|
518
Zurn Elkay Water Solutions
ZWS
$7.78B
| $32.2M | 0.03% |
2,215,152
-777,834
| -26% | -$11.3M |
|
|
COR
519
DELISTED
Coresite Realty Corporation
COR
| $32.2M | 0.03% |
279,974
+1,138
| +0.4% | +$131K |
|
520
Strategic Education
STRA
$1.95B
| $32.2M | 0.03% |
181,001
-3,739
| -2% | -$665K |
|
521
Hillenbrand
HI
$1.77B
| $32.2M | 0.03% |
812,637
-3,347
| -0.4% | -$132K |
|
522
Stanley Black & Decker
SWK
$11.9B
| $32.1M | 0.03% |
221,824
-66
| -0% | -$9.54K |
|
523
Rockwell Automation
ROK
$39B
| $31.9M | 0.03% |
194,535
+10,950
| +6% | +$1.79M |
|
524
Fifth Third Bancorp
FITB
$30.1B
| $31.6M | 0.03% |
1,134,232
-67,117
| -6% | -$1.87M |
|
525
State Street
STT
$31.8B
| $31.6M | 0.03% |
563,979
+22,176
| +4% | +$1.24M |
|