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 | |
|---|---|---|---|---|---|---|
651
Wyndham Hotels & Resorts
WH
$6.43B
| $24.1M | 0.02% |
431,751
-3,718
| -0.9% | -$207K |
|
652
Qualys
QLYS
$4.75B
| $24M | 0.02% |
275,207
-21,106
| -7% | -$1.84M |
|
653
Piper Sandler
PIPR
$5.95B
| $24M | 0.02% |
322,615
-23,569
| -7% | -$1.75M |
|
654
The Ensign Group
ENSG
$9.59B
| $24M | 0.02% |
449,915
-87
| -0% | -$4.63K |
|
655
Expedia Group
EXPE
$26.7B
| $23.9M | 0.02% |
179,938
+2,435
| +1% | +$324K |
|
656
Huntington Bancshares
HBAN
$25.8B
| $23.9M | 0.02% |
1,727,178
+116,589
| +7% | +$1.61M |
|
657
HF Sinclair
DINO
$9.57B
| $23.8M | 0.02% |
514,442
+61,482
| +14% | +$2.85M |
|
|
HES
658
DELISTED
Hess
HES
| $23.8M | 0.02% |
373,745
+284
| +0.1% | +$18.1K |
|
659
Yum China
YUMC
$16.2B
| $23.7M | 0.02% |
514,000
+59,811
| +13% | +$2.76M |
|
660
Brixmor Property Group
BRX
$8.51B
| $23.6M | 0.02% |
1,318,632
-2,259
| -0.2% | -$40.4K |
|
661
Watts Water Technologies
WTS
$9.29B
| $23.5M | 0.02% |
252,701
-10,980
| -4% | -$1.02M |
|
662
Avista
AVA
$2.94B
| $23.5M | 0.02% |
527,327
-8,069
| -2% | -$360K |
|
663
Monolithic Power Systems
MPWR
$41B
| $23.5M | 0.02% |
173,108
-2,592
| -1% | -$352K |
|
664
Equifax
EFX
$30.3B
| $23.5M | 0.02% |
173,443
-2,744
| -2% | -$371K |
|
665
TopBuild
BLD
$11.8B
| $23.4M | 0.02% |
282,694
-28,822
| -9% | -$2.39M |
|
666
Polaris
PII
$3.29B
| $23.4M | 0.02% |
256,397
+1,206
| +0.5% | +$110K |
|
667
Elanco Animal Health
ELAN
$9.11B
| $23.4M | 0.02% |
691,391
+460,549
| +200% | +$15.6M |
|
|
SWI
668
DELISTED
SolarWinds Corporation Common Stock
SWI
| $23.4M | 0.02% |
1,207,186
+40,081
| +3% | +$775K |
|
669
Cincinnati Financial
CINF
$23.8B
| $23.3M | 0.02% |
225,130
+5,449
| +2% | +$565K |
|
670
Quaker Houghton
KWR
$2.42B
| $23.3M | 0.02% |
114,824
+5,748
| +5% | +$1.17M |
|
671
Simpson Manufacturing
SSD
$7.97B
| $23.3M | 0.02% |
350,177
+8,073
| +2% | +$537K |
|
672
Watsco
WSO
$15.8B
| $23.3M | 0.02% |
142,249
-1,163
| -0.8% | -$190K |
|
673
Incyte
INCY
$16.8B
| $23.2M | 0.02% |
273,135
-26,428
| -9% | -$2.25M |
|
674
ABM Industries
ABM
$2.82B
| $23.1M | 0.02% |
578,079
+39,576
| +7% | +$1.58M |
|
675
LPL Financial
LPLA
$27.4B
| $23.1M | 0.02% |
282,911
-124,194
| -31% | -$10.1M |
|