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 | |
|---|---|---|---|---|---|---|
551
Freeport-McMoran
FCX
$64.7B
| $30M | 0.03% |
2,579,995
-119,751
| -4% | -$1.39M |
|
552
Omnicell
OMCL
$1.49B
| $29.9M | 0.03% |
348,103
-144,000
| -29% | -$12.4M |
|
553
Five Below
FIVE
$8.07B
| $29.9M | 0.03% |
249,420
+2,717
| +1% | +$326K |
|
554
Kroger
KR
$44B
| $29.9M | 0.03% |
1,375,620
-3,523,092
| -72% | -$76.5M |
|
555
Omnicom Group
OMC
$14.7B
| $29.8M | 0.03% |
364,146
-11,350
| -3% | -$930K |
|
556
Northern Trust
NTRS
$24.3B
| $29.7M | 0.03% |
329,676
+7,699
| +2% | +$693K |
|
557
Clorox
CLX
$15.1B
| $29.7M | 0.03% |
193,761
-1,799
| -0.9% | -$275K |
|
|
SBNY
558
DELISTED
Signature Bank
SBNY
| $29.6M | 0.03% |
245,293
+251
| +0.1% | +$30.3K |
|
|
DNKN
559
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $29.5M | 0.03% |
370,053
+2,361
| +0.6% | +$188K |
|
|
CCMP
560
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $29.4M | 0.03% |
266,958
+2,996
| +1% | +$330K |
|
561
Royal Gold
RGLD
$12.3B
| $29.4M | 0.03% |
286,704
+3,236
| +1% | +$332K |
|
562
Gentex
GNTX
$6.14B
| $29.4M | 0.03% |
1,193,315
+31,707
| +3% | +$780K |
|
563
Kirby Corp
KEX
$4.85B
| $29.3M | 0.03% |
370,384
-22,824
| -6% | -$1.8M |
|
|
AZPN
564
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $29.2M | 0.03% |
235,192
-29,884
| -11% | -$3.71M |
|
|
LLL
565
DELISTED
L3 Technologies, Inc.
LLL
| $29.1M | 0.03% |
118,700
-48,052
| -29% | -$11.8M |
|
566
Sonoco
SON
$4.5B
| $29M | 0.03% |
443,092
+1,825
| +0.4% | +$119K |
|
567
Huazhu Hotels Group
HTHT
$11.4B
| $28.9M | 0.03% |
+798,302
| New | +$28.9M |
|
568
KeyCorp
KEY
$21.1B
| $28.9M | 0.03% |
1,628,197
-1,749,085
| -52% | -$31M |
|
569
United Airlines
UAL
$34.8B
| $28.8M | 0.03% |
328,447
-2,069
| -0.6% | -$181K |
|
570
Douglas Emmett
DEI
$2.75B
| $28.7M | 0.03% |
720,945
+3,512
| +0.5% | +$140K |
|
571
Arista Networks
ANET
$190B
| $28.6M | 0.03% |
1,764,304
-135,312
| -7% | -$2.2M |
|
572
Community Bank
CBU
$3.13B
| $28.6M | 0.03% |
433,846
-11,227
| -3% | -$739K |
|
573
Exelixis
EXEL
$10.3B
| $28.5M | 0.03% |
1,335,811
+3,940
| +0.3% | +$84.2K |
|
574
Korn Ferry
KFY
$3.85B
| $28.4M | 0.03% |
707,956
-349,394
| -33% | -$14M |
|
575
Old Republic International
ORI
$9.84B
| $28.4M | 0.03% |
1,267,336
+4,971
| +0.4% | +$111K |
|