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 | |
|---|---|---|---|---|---|---|
626
Carnival Corp
CCL
$42.5B
| $24.9M | 0.02% |
568,728
+1,596
| +0.3% | +$69.8K |
|
|
VSM
627
DELISTED
Versum Materials, Inc.
VSM
| $24.8M | 0.02% |
469,019
-18,131
| -4% | -$960K |
|
628
Arista Networks
ANET
$189B
| $24.7M | 0.02% |
1,656,752
-107,552
| -6% | -$1.61M |
|
|
ARI
629
Apollo Commercial Real Estate
ARI
$1.53B
| $24.7M | 0.02% |
1,287,188
+45,203
| +4% | +$867K |
|
630
Planet Fitness
PLNT
$8.52B
| $24.6M | 0.02% |
425,822
-1,128
| -0.3% | -$65.3K |
|
631
Simpson Manufacturing
SSD
$7.97B
| $24.4M | 0.02% |
352,012
+1,835
| +0.5% | +$127K |
|
632
MDU Resources
MDU
$3.36B
| $24.3M | 0.02% |
2,269,336
-28,676
| -1% | -$307K |
|
|
SJI
633
DELISTED
South Jersey Industries, Inc.
SJI
| $24.3M | 0.02% |
737,589
-3,388
| -0.5% | -$111K |
|
634
Huntington Bancshares
HBAN
$25.8B
| $24.2M | 0.02% |
1,698,383
-28,795
| -2% | -$411K |
|
635
Brady Corp
BRC
$3.69B
| $24.2M | 0.02% |
456,027
+1,249
| +0.3% | +$66.3K |
|
636
California Water Service
CWT
$2.72B
| $24.1M | 0.02% |
455,555
+9,614
| +2% | +$509K |
|
637
Piper Sandler
PIPR
$5.95B
| $24.1M | 0.02% |
319,267
-3,348
| -1% | -$253K |
|
638
Curtiss-Wright
CW
$18.7B
| $24.1M | 0.02% |
186,241
-3,472
| -2% | -$449K |
|
639
Watts Water Technologies
WTS
$9.29B
| $24.1M | 0.02% |
256,840
+4,139
| +2% | +$388K |
|
640
Strategic Education
STRA
$1.94B
| $24M | 0.02% |
176,755
-4,246
| -2% | -$577K |
|
641
Genuine Parts
GPC
$19.4B
| $24M | 0.02% |
240,895
-9,471
| -4% | -$943K |
|
642
Shake Shack
SHAK
$3.92B
| $24M | 0.02% |
244,500
+34,872
| +17% | +$3.42M |
|
643
Watsco
WSO
$15.8B
| $23.9M | 0.02% |
141,486
-763
| -0.5% | -$129K |
|
644
Primerica
PRI
$8.74B
| $23.9M | 0.02% |
187,976
-2,380
| -1% | -$303K |
|
645
Akamai
AKAM
$11B
| $23.9M | 0.02% |
261,673
+12,491
| +5% | +$1.14M |
|
646
Lithia Motors
LAD
$8.64B
| $23.9M | 0.02% |
180,350
-1,782
| -1% | -$236K |
|
647
Steven Madden
SHOO
$2.22B
| $23.9M | 0.02% |
666,781
-3,940
| -0.6% | -$141K |
|
648
ITT
ITT
$13.6B
| $23.8M | 0.02% |
389,749
+1,544
| +0.4% | +$94.5K |
|
649
Oshkosh
OSK
$8.75B
| $23.8M | 0.02% |
314,617
-16,531
| -5% | -$1.25M |
|
650
Celanese
CE
$4.84B
| $23.8M | 0.02% |
194,895
-17,551
| -8% | -$2.15M |
|