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 | |
|---|---|---|---|---|---|---|
726
Tractor Supply
TSCO
$31B
| $21.1M | 0.02% |
969,510
+33,470
| +4% | +$728K |
|
|
MDCO
727
DELISTED
Medicines Co
MDCO
| $21M | 0.02% |
576,986
+37,439
| +7% | +$1.37M |
|
|
JBGS
728
JBG SMITH
JBGS
$1.43B
| $21M | 0.02% |
533,413
+46,343
| +10% | +$1.82M |
|
729
Hawaiian Electric Industries
HE
$2.08B
| $21M | 0.02% |
481,770
-325
| -0.1% | -$14.2K |
|
730
Cardinal Health
CAH
$35.6B
| $21M | 0.02% |
445,333
-1,093
| -0.2% | -$51.5K |
|
731
ONE Gas
OGS
$4.5B
| $21M | 0.02% |
232,257
-1,860
| -0.8% | -$168K |
|
|
NATI
732
DELISTED
National Instruments Corp
NATI
| $21M | 0.02% |
499,246
-873
| -0.2% | -$36.7K |
|
733
Maximus
MMS
$4.94B
| $20.9M | 0.02% |
288,781
-497
| -0.2% | -$36.1K |
|
734
First Horizon
FHN
$11.5B
| $20.9M | 0.02% |
1,402,890
-5,248
| -0.4% | -$78.4K |
|
735
Central Garden & Pet Class A
CENTA
$2.07B
| $20.8M | 0.02% |
1,057,303
-222,498
| -17% | -$4.39M |
|
736
First Bancorp
FBP
$3.52B
| $20.8M | 0.02% |
1,884,140
+116,310
| +7% | +$1.28M |
|
737
Stride
LRN
$6.89B
| $20.8M | 0.02% |
683,204
+38,505
| +6% | +$1.17M |
|
738
Carter's
CRI
$1.04B
| $20.8M | 0.02% |
212,957
+6,545
| +3% | +$638K |
|
|
PDCE
739
DELISTED
PDC Energy, Inc.
PDCE
| $20.8M | 0.02% |
575,607
+44,052
| +8% | +$1.59M |
|
740
Western Digital
WDC
$33B
| $20.7M | 0.02% |
575,885
-245,534
| -30% | -$8.82M |
|
741
Fluor
FLR
$6.69B
| $20.7M | 0.02% |
614,059
+406,349
| +196% | +$13.7M |
|
742
Wolverine World Wide
WWW
$2.51B
| $20.7M | 0.02% |
750,505
+1,324
| +0.2% | +$36.5K |
|
|
BBU
743
Brookfield Business Partners
BBU
$2.41B
| $20.6M | 0.02% |
839,644
-2,282
| -0.3% | -$56.1K |
|
744
Integer Holdings
ITGR
$3.59B
| $20.6M | 0.02% |
245,938
-18,361
| -7% | -$1.54M |
|
745
Skyworks Solutions
SWKS
$10.9B
| $20.6M | 0.02% |
267,114
-290
| -0.1% | -$22.4K |
|
|
FLG
746
Flagstar Financial, Inc.
FLG
$5.24B
| $20.6M | 0.02% |
687,813
+3,180
| +0.5% | +$95.2K |
|
747
New York Times
NYT
$9.37B
| $20.6M | 0.02% |
631,188
+4,215
| +0.7% | +$137K |
|
748
Insperity
NSP
$1.93B
| $20.6M | 0.02% |
168,273
+995
| +0.6% | +$122K |
|
|
VG
749
DELISTED
Vonage Holdings Corporation
VG
| $20.5M | 0.02% |
1,807,431
-101,562
| -5% | -$1.15M |
|
750
Webster Financial
WBS
$10.2B
| $20.4M | 0.02% |
427,915
+28,866
| +7% | +$1.38M |
|