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 |
iShares MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Bio-Rad Laboratories Class A
BIO
$7.79B
| $31.2M | 0.03% |
93,789
+5,492
| +6% | +$1.83M |
|
527
Reliance Steel & Aluminium
RS
$15.5B
| $31.1M | 0.03% |
311,802
-80,297
| -20% | -$8M |
|
528
Universal Display
OLED
$6.6B
| $31M | 0.03% |
184,819
-380
| -0.2% | -$63.8K |
|
529
Jones Lang LaSalle
JLL
$14.6B
| $31M | 0.03% |
223,032
+22,964
| +11% | +$3.19M |
|
530
Douglas Emmett
DEI
$2.71B
| $30.8M | 0.03% |
720,156
-789
| -0.1% | -$33.8K |
|
|
HRC
531
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $30.8M | 0.03% |
292,938
-5,200
| -2% | -$547K |
|
532
Lamar Advertising Co
LAMR
$13B
| $30.8M | 0.03% |
375,805
-6,207
| -2% | -$509K |
|
533
Exponent
EXPO
$3.54B
| $30.7M | 0.03% |
438,491
-3,301
| -0.7% | -$231K |
|
534
Fortive
FTV
$16.3B
| $30.6M | 0.03% |
532,898
+155
| +0% | +$8.89K |
|
535
Northern Trust
NTRS
$24.6B
| $30.5M | 0.03% |
326,628
-3,048
| -0.9% | -$284K |
|
536
IDEX
IEX
$12.2B
| $30.4M | 0.03% |
185,402
-410,025
| -69% | -$67.2M |
|
537
Spire
SR
$4.47B
| $30.4M | 0.03% |
348,219
+124,197
| +55% | +$10.8M |
|
538
PTC
PTC
$24.7B
| $30.3M | 0.03% |
445,025
-6,285
| -1% | -$429K |
|
|
TCF
539
DELISTED
TCF Financial Corporation Common Stock
TCF
| $30.3M | 0.03% |
795,768
+427,463
| +116% | +$16.3M |
|
540
Molina Healthcare
MOH
$9.69B
| $30.2M | 0.03% |
275,664
-4,583
| -2% | -$503K |
|
541
Five Below
FIVE
$7.97B
| $30.2M | 0.03% |
239,231
-10,189
| -4% | -$1.28M |
|
|
MDCO
542
DELISTED
Medicines Co
MDCO
| $30.1M | 0.03% |
601,652
+24,666
| +4% | +$1.23M |
|
|
CTLT
543
DELISTED
CATALENT, INC.
CTLT
| $30.1M | 0.03% |
630,963
-10,201
| -2% | -$486K |
|
544
Owens Corning
OC
$12.8B
| $30M | 0.03% |
474,197
+466,696
| +6,222% | +$29.5M |
|
545
Etsy
ETSY
$5.56B
| $29.8M | 0.03% |
526,980
+500,392
| +1,882% | +$28.3M |
|
546
Hillenbrand
HI
$1.77B
| $29.7M | 0.03% |
963,043
+150,406
| +19% | +$4.64M |
|
547
Western Digital
WDC
$33.1B
| $29.7M | 0.03% |
659,604
+83,719
| +15% | +$3.77M |
|
548
RLI Corp
RLI
$6.12B
| $29.6M | 0.03% |
638,014
-1,410
| -0.2% | -$65.5K |
|
549
Omnicom Group
OMC
$14.9B
| $29.6M | 0.03% |
377,577
+13,431
| +4% | +$1.05M |
|
550
Expedia Group
EXPE
$26.9B
| $29.5M | 0.03% |
219,236
+39,298
| +22% | +$5.28M |
|