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 | |
|---|---|---|---|---|---|---|
701
Skechers
SKX
$9.5B
| $21.8M | 0.02% |
582,822
+1,388
| +0.2% | +$51.8K |
|
702
Wyndham Hotels & Resorts
WH
$6.43B
| $21.7M | 0.02% |
420,196
-11,555
| -3% | -$598K |
|
703
JetBlue
JBLU
$1.85B
| $21.6M | 0.02% |
1,291,893
-35,852
| -3% | -$601K |
|
704
Hawaiian Electric Industries
HE
$2.08B
| $21.6M | 0.02% |
473,339
-8,431
| -2% | -$385K |
|
705
Independent Bank
INDB
$3.46B
| $21.6M | 0.02% |
288,838
+1,341
| +0.5% | +$100K |
|
|
HZNP
706
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $21.6M | 0.02% |
791,510
-15,787
| -2% | -$430K |
|
|
IAA
707
DELISTED
IAA, Inc. Common Stock
IAA
| $21.5M | 0.02% |
515,968
-1,478,645
| -74% | -$61.7M |
|
708
Visteon
VC
$3.42B
| $21.5M | 0.02% |
260,526
-4,555
| -2% | -$376K |
|
709
Take-Two Interactive
TTWO
$45B
| $21.5M | 0.02% |
171,376
+2,659
| +2% | +$333K |
|
710
Emcor
EME
$28.4B
| $21.4M | 0.02% |
249,040
-2,512
| -1% | -$216K |
|
|
LSI
711
DELISTED
Life Storage, Inc.
LSI
| $21.4M | 0.02% |
304,386
-5,402
| -2% | -$380K |
|
712
Azenta
AZTA
$1.34B
| $21.4M | 0.02% |
577,488
-7,423
| -1% | -$275K |
|
713
Moog
MOG.A
$6.24B
| $21.3M | 0.02% |
262,742
-2,855
| -1% | -$232K |
|
714
Cencora
COR
$57.4B
| $21.3M | 0.02% |
258,543
-37,004
| -13% | -$3.05M |
|
715
Jefferies Financial Group
JEF
$13.5B
| $21.3M | 0.02% |
1,209,786
+812,163
| +204% | +$14.3M |
|
716
WD-40
WDFC
$2.85B
| $21.3M | 0.02% |
115,837
-1,527
| -1% | -$280K |
|
717
Rogers Corp
ROG
$1.44B
| $21.2M | 0.02% |
155,305
-1,276
| -0.8% | -$174K |
|
718
MGM Resorts International
MGM
$9.79B
| $21.2M | 0.02% |
765,773
+20,023
| +3% | +$555K |
|
|
BBU
719
Brookfield Business Partners
BBU
$2.41B
| $21.2M | 0.02% |
841,519
+1,875
| +0.2% | +$47.3K |
|
720
Waste Connections
WCN
$45.3B
| $21.2M | 0.02% |
230,392
-467
| -0.2% | -$43K |
|
721
Skyworks Solutions
SWKS
$10.9B
| $21.1M | 0.02% |
266,461
-653
| -0.2% | -$51.8K |
|
722
World Kinect Corp
WKC
$1.41B
| $21.1M | 0.02% |
528,073
+208,752
| +65% | +$8.34M |
|
723
Silicon Laboratories
SLAB
$4.34B
| $21.1M | 0.02% |
189,187
-4,125
| -2% | -$459K |
|
724
Interpublic Group of Companies
IPG
$9.51B
| $21.1M | 0.02% |
976,886
+308,281
| +46% | +$6.65M |
|
|
FBC
725
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $21M | 0.02% |
562,165
-9,467
| -2% | -$354K |
|