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 | |
|---|---|---|---|---|---|---|
676
MGIC Investment
MTG
$6.54B
| $23M | 0.02% |
1,753,237
+88,565
| +5% | +$1.16M |
|
677
XPO
XPO
$15.3B
| $23M | 0.02% |
1,150,361
-214,819
| -16% | -$4.3M |
|
678
Addus HomeCare
ADUS
$2.03B
| $23M | 0.02% |
306,788
-1,789
| -0.6% | -$134K |
|
679
Celanese
CE
$4.84B
| $22.9M | 0.02% |
212,446
-62,878
| -23% | -$6.78M |
|
|
ARI
680
Apollo Commercial Real Estate
ARI
$1.53B
| $22.8M | 0.02% |
1,241,985
+176,723
| +17% | +$3.25M |
|
681
Primerica
PRI
$8.74B
| $22.8M | 0.02% |
190,356
-95
| -0% | -$11.4K |
|
682
Waters Corp
WAT
$17.4B
| $22.8M | 0.02% |
106,050
-3,560
| -3% | -$766K |
|
683
Devon Energy
DVN
$22.5B
| $22.8M | 0.02% |
798,601
-274,333
| -26% | -$7.82M |
|
684
Steven Madden
SHOO
$2.22B
| $22.8M | 0.02% |
670,721
-30,670
| -4% | -$1.04M |
|
685
Azenta
AZTA
$1.34B
| $22.7M | 0.02% |
584,911
-11,995
| -2% | -$465K |
|
686
California Water Service
CWT
$2.72B
| $22.6M | 0.02% |
445,941
+11,969
| +3% | +$606K |
|
687
iRobot
IRBT
$107M
| $22.6M | 0.02% |
246,299
+17,186
| +8% | +$1.57M |
|
688
Quest Diagnostics
DGX
$20.1B
| $22.5M | 0.02% |
221,446
-22,307
| -9% | -$2.27M |
|
689
MDU Resources
MDU
$3.36B
| $22.5M | 0.02% |
2,298,012
+9,249
| +0.4% | +$90.7K |
|
690
SolarEdge
SEDG
$1.75B
| $22.5M | 0.02% |
359,958
+1,210
| +0.3% | +$75.6K |
|
691
Liberty Global Class A
LBTYA
$3.93B
| $22.4M | 0.02% |
831,079
-10,788
| -1% | -$291K |
|
692
Brady Corp
BRC
$3.69B
| $22.4M | 0.02% |
454,778
+34,673
| +8% | +$1.71M |
|
693
UDR
UDR
$12.7B
| $22.4M | 0.02% |
499,465
+10,505
| +2% | +$472K |
|
694
Idacorp
IDA
$6.76B
| $22.3M | 0.02% |
222,292
+920
| +0.4% | +$92.4K |
|
695
Columbia Banking Systems
COLB
$7.84B
| $22.3M | 0.02% |
616,266
-12,389
| -2% | -$448K |
|
696
Host Hotels & Resorts
HST
$12.1B
| $22.2M | 0.02% |
1,220,541
+517
| +0% | +$9.42K |
|
697
CareTrust REIT
CTRE
$7.54B
| $22.2M | 0.02% |
933,443
+87,669
| +10% | +$2.08M |
|
|
WCG
698
DELISTED
Wellcare Health Plans, Inc.
WCG
| $22.2M | 0.02% |
77,798
-1,752
| -2% | -$499K |
|
699
Emcor
EME
$28.4B
| $22.2M | 0.02% |
251,552
-736
| -0.3% | -$64.8K |
|
700
Ashland
ASH
$2.42B
| $22.1M | 0.02% |
276,904
+2,074
| +0.8% | +$166K |
|