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 | |
|---|---|---|---|---|---|---|
|
MDSO
626
DELISTED
Medidata Solutions, Inc.
MDSO
| $25.3M | 0.02% |
278,971
+1,237
| +0.4% | +$112K |
|
627
Skywest
SKYW
$4.37B
| $25.2M | 0.02% |
415,865
-14,382
| -3% | -$873K |
|
628
Diamondback Energy
FANG
$40.4B
| $25.2M | 0.02% |
231,457
-103
| -0% | -$11.2K |
|
629
Cencora
COR
$57.4B
| $25.2M | 0.02% |
295,547
+20,304
| +7% | +$1.73M |
|
630
Unifirst Corp
UNF
$3.17B
| $25.1M | 0.02% |
133,257
-1,700
| -1% | -$321K |
|
|
VSM
631
DELISTED
Versum Materials, Inc.
VSM
| $25.1M | 0.02% |
487,150
+1,315
| +0.3% | +$67.8K |
|
632
Viavi Solutions
VIAV
$2.66B
| $25.1M | 0.02% |
1,888,248
+9,487
| +0.5% | +$126K |
|
|
GWR
633
DELISTED
Genesee & Wyoming Inc.
GWR
| $25.1M | 0.02% |
250,873
+533
| +0.2% | +$53.3K |
|
634
Liberty Media Series A
FWONA
$22.4B
| $25.1M | 0.02% |
729,611
-1,924
| -0.3% | -$66.1K |
|
|
BDN
635
Brandywine Realty Trust
BDN
$761M
| $25M | 0.02% |
1,748,329
-204,200
| -10% | -$2.92M |
|
|
SJI
636
DELISTED
South Jersey Industries, Inc.
SJI
| $25M | 0.02% |
740,977
-7,573
| -1% | -$255K |
|
|
MXIM
637
DELISTED
Maxim Integrated Products
MXIM
| $25M | 0.02% |
417,128
+1,479
| +0.4% | +$88.5K |
|
638
Vishay Intertechnology
VSH
$2.07B
| $24.9M | 0.02% |
1,509,957
-739,169
| -33% | -$12.2M |
|
639
Moog
MOG.A
$6.24B
| $24.9M | 0.02% |
265,597
+1,128
| +0.4% | +$106K |
|
640
Williams-Sonoma
WSM
$24.7B
| $24.7M | 0.02% |
760,298
+40,848
| +6% | +$1.33M |
|
641
CMS Energy
CMS
$21.3B
| $24.7M | 0.02% |
426,604
+10,936
| +3% | +$633K |
|
642
Carvana
CVNA
$50.4B
| $24.6M | 0.02% |
392,505
-94,490
| -19% | -$5.91M |
|
643
JetBlue
JBLU
$1.85B
| $24.6M | 0.02% |
1,327,745
-26,108
| -2% | -$483K |
|
644
NetApp
NTAP
$24.7B
| $24.5M | 0.02% |
396,463
+16,436
| +4% | +$1.01M |
|
645
Acuity Brands
AYI
$10.1B
| $24.4M | 0.02% |
177,010
+622
| +0.4% | +$85.8K |
|
646
Wingstop
WING
$7.84B
| $24.4M | 0.02% |
257,047
+4,055
| +2% | +$384K |
|
647
Chart Industries
GTLS
$8.95B
| $24.3M | 0.02% |
316,702
+42,511
| +16% | +$3.27M |
|
648
Toll Brothers
TOL
$13.8B
| $24.2M | 0.02% |
661,789
+6,770
| +1% | +$248K |
|
649
Curtiss-Wright
CW
$18.7B
| $24.1M | 0.02% |
189,713
-1,434
| -0.8% | -$182K |
|
650
Monro
MNRO
$507M
| $24.1M | 0.02% |
282,138
+567
| +0.2% | +$48.4K |
|