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 | |
|---|---|---|---|---|---|---|
|
POLY
701
DELISTED
Plantronics, Inc.
POLY
| $22.1M | 0.02% |
597,745
+51,225
| +9% | +$1.9M |
|
702
Rayonier
RYN
$4.04B
| $22.1M | 0.02% |
767,661
+17,264
| +2% | +$498K |
|
703
CenterPoint Energy
CNP
$24.7B
| $22.1M | 0.02% |
772,971
-325,264
| -30% | -$9.31M |
|
704
AGCO
AGCO
$8.02B
| $22.1M | 0.02% |
285,145
+616
| +0.2% | +$47.8K |
|
705
Waste Connections
WCN
$45.3B
| $22.1M | 0.02% |
230,859
-35,345
| -13% | -$3.38M |
|
706
Independent Bank
INDB
$3.46B
| $21.9M | 0.02% |
287,497
+834
| +0.3% | +$63.5K |
|
707
Arrowhead Research
ARWR
$3.99B
| $21.9M | 0.02% |
825,583
+768,578
| +1,348% | +$20.4M |
|
708
Loews
L
$19.9B
| $21.8M | 0.02% |
398,450
-5,393
| -1% | -$295K |
|
|
EV
709
DELISTED
Eaton Vance Corp.
EV
| $21.7M | 0.02% |
503,371
-8,493
| -2% | -$366K |
|
710
DXC Technology
DXC
$2.55B
| $21.7M | 0.02% |
392,885
-66,254
| -14% | -$3.65M |
|
|
B
711
DELISTED
Barnes Group Inc.
B
| $21.7M | 0.02% |
384,319
-1,423
| -0.4% | -$80.2K |
|
712
Lithia Motors
LAD
$8.64B
| $21.6M | 0.02% |
182,132
-969
| -0.5% | -$115K |
|
|
FNSR
713
DELISTED
Finisar Corp
FNSR
| $21.6M | 0.02% |
945,603
-1,848
| -0.2% | -$42.3K |
|
714
International Flavors & Fragrances
IFF
$16.5B
| $21.6M | 0.02% |
148,772
-2,850
| -2% | -$414K |
|
|
EE
715
DELISTED
El Paso Electric Company
EE
| $21.6M | 0.02% |
329,953
-2,059
| -0.6% | -$135K |
|
716
Cogent Communications
CCOI
$1.74B
| $21.6M | 0.02% |
363,423
+4,431
| +1% | +$263K |
|
717
First Solar
FSLR
$21.9B
| $21.6M | 0.02% |
328,192
-3,662
| -1% | -$241K |
|
718
D.R. Horton
DHI
$52.5B
| $21.5M | 0.02% |
497,575
-14,645
| -3% | -$632K |
|
719
Dorman Products
DORM
$4.86B
| $21.4M | 0.02% |
245,759
-874
| -0.4% | -$76.2K |
|
720
MGM Resorts International
MGM
$9.79B
| $21.3M | 0.02% |
745,750
+8,307
| +1% | +$237K |
|
721
Avnet
AVT
$4.5B
| $21.3M | 0.02% |
470,351
-8,794
| -2% | -$398K |
|
722
Lincoln National
LNC
$7.88B
| $21.3M | 0.02% |
330,324
-112,103
| -25% | -$7.23M |
|
|
WLL
723
DELISTED
Whiting Petroleum Corporation
WLL
| $21.3M | 0.02% |
15,185
+64
| +0.4% | +$89.7K |
|
|
LM
724
DELISTED
Legg Mason, Inc.
LM
| $21.2M | 0.02% |
554,301
+87,322
| +19% | +$3.34M |
|
725
Core Laboratories
CLB
$577M
| $21.2M | 0.02% |
405,240
+56,887
| +16% | +$2.97M |
|