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 | |
|---|---|---|---|---|---|---|
651
Vishay Intertechnology
VSH
$2.07B
| $23.8M | 0.02% |
1,407,818
-102,139
| -7% | -$1.73M |
|
652
Kellanova
K
$27.5B
| $23.8M | 0.02% |
394,401
-1,317
| -0.3% | -$79.6K |
|
|
SRC
653
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $23.7M | 0.02% |
495,514
-3,808,956
| -88% | -$182M |
|
|
ADSW
654
DELISTED
Advanced Disposal Services, Inc.
ADSW
| $23.6M | 0.02% |
725,676
-99,996
| -12% | -$3.26M |
|
655
Old National Bancorp
ONB
$8.81B
| $23.6M | 0.02% |
1,371,120
+171,126
| +14% | +$2.94M |
|
656
J&J Snack Foods
JJSF
$2.08B
| $23.5M | 0.02% |
122,353
-3,407
| -3% | -$654K |
|
657
Elanco Animal Health
ELAN
$9.11B
| $23.5M | 0.02% |
882,633
+191,242
| +28% | +$5.09M |
|
658
Dover
DOV
$24.1B
| $23.4M | 0.02% |
235,253
-138,721
| -37% | -$13.8M |
|
659
CenterPoint Energy
CNP
$24.7B
| $23.4M | 0.02% |
776,024
+3,053
| +0.4% | +$92.1K |
|
660
Williams-Sonoma
WSM
$24.7B
| $23.4M | 0.02% |
689,060
-71,238
| -9% | -$2.42M |
|
661
Caleres
CAL
$527M
| $23.4M | 0.02% |
1,000,365
-13,707
| -1% | -$321K |
|
662
Quest Diagnostics
DGX
$20.1B
| $23.4M | 0.02% |
218,768
-2,678
| -1% | -$287K |
|
663
Skywest
SKYW
$4.37B
| $23.4M | 0.02% |
407,931
-7,934
| -2% | -$455K |
|
664
LXP Industrial Trust
LXP
$2.67B
| $23.3M | 0.02% |
2,273,470
+309,272
| +16% | +$3.17M |
|
665
Exelixis
EXEL
$10.1B
| $23.3M | 0.02% |
1,315,979
-19,832
| -1% | -$351K |
|
666
Acuity Brands
AYI
$10.1B
| $23.3M | 0.02% |
172,575
-4,435
| -3% | -$598K |
|
667
Arrowhead Research
ARWR
$3.99B
| $23.2M | 0.02% |
824,095
-1,488
| -0.2% | -$41.9K |
|
668
Trex
TREX
$6.43B
| $23.2M | 0.02% |
509,908
-7,506
| -1% | -$341K |
|
669
ManpowerGroup
MAN
$1.75B
| $23.1M | 0.02% |
274,583
-6,536
| -2% | -$551K |
|
|
SWI
670
DELISTED
SolarWinds Corporation Common Stock
SWI
| $23.1M | 0.02% |
1,188,233
-18,953
| -2% | -$369K |
|
671
Central Garden & Pet Class A
CENTA
$2.07B
| $23M | 0.02% |
1,038,975
-18,328
| -2% | -$407K |
|
|
HES
672
DELISTED
Hess
HES
| $23M | 0.02% |
379,841
+6,096
| +2% | +$369K |
|
|
FL
673
DELISTED
Foot Locker
FL
| $22.7M | 0.02% |
525,454
+311,525
| +146% | +$13.4M |
|
674
Waters Corp
WAT
$17.4B
| $22.7M | 0.02% |
101,513
-4,537
| -4% | -$1.01M |
|
675
Wolfspeed
WOLF
$230M
| $22.6M | 0.02% |
461,608
-9,704
| -2% | -$476K |
|