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 | |
|---|---|---|---|---|---|---|
726
Ameris Bancorp
ABCB
$5.07B
| $21M | 0.02% |
521,709
+201,131
| +63% | +$8.09M |
|
|
PARA
727
DELISTED
Paramount Global Class B
PARA
| $21M | 0.02% |
519,030
-250,037
| -33% | -$10.1M |
|
728
Itron
ITRI
$5.41B
| $20.9M | 0.02% |
282,995
+9,921
| +4% | +$734K |
|
729
ABM Industries
ABM
$2.82B
| $20.9M | 0.02% |
575,525
-2,554
| -0.4% | -$92.8K |
|
730
LPL Financial
LPLA
$27.4B
| $20.8M | 0.02% |
254,426
-28,485
| -10% | -$2.33M |
|
731
Highwoods Properties
HIW
$3.44B
| $20.8M | 0.02% |
463,489
-11,899
| -3% | -$535K |
|
732
AGCO
AGCO
$8.02B
| $20.8M | 0.02% |
275,033
-10,112
| -4% | -$765K |
|
733
Coherent
COHR
$16.1B
| $20.8M | 0.02% |
590,624
+103,383
| +21% | +$3.64M |
|
734
NetApp
NTAP
$24.7B
| $20.8M | 0.02% |
395,706
-757
| -0.2% | -$39.7K |
|
735
Cardinal Health
CAH
$35.6B
| $20.8M | 0.02% |
439,998
-5,335
| -1% | -$252K |
|
736
ICF International
ICFI
$1.77B
| $20.8M | 0.02% |
245,671
-91
| -0% | -$7.69K |
|
737
Prosperity Bancshares
PB
$6.4B
| $20.7M | 0.02% |
293,514
+280
| +0.1% | +$19.8K |
|
738
W.W. Grainger
GWW
$47.5B
| $20.7M | 0.02% |
69,687
+5,444
| +8% | +$1.62M |
|
739
Hologic
HOLX
$14.6B
| $20.6M | 0.02% |
408,861
-2,453
| -0.6% | -$124K |
|
740
CF Industries
CF
$14.1B
| $20.6M | 0.02% |
419,487
-10,651
| -2% | -$524K |
|
741
Medpace
MEDP
$13.4B
| $20.6M | 0.02% |
245,318
+7,219
| +3% | +$607K |
|
742
Qualys
QLYS
$4.75B
| $20.6M | 0.02% |
272,316
-2,891
| -1% | -$218K |
|
|
VG
743
DELISTED
Vonage Holdings Corporation
VG
| $20.6M | 0.02% |
1,820,973
+13,542
| +0.7% | +$153K |
|
744
Rayonier
RYN
$4.04B
| $20.5M | 0.02% |
765,531
-2,130
| -0.3% | -$57.2K |
|
745
JD.com
JD
$47.2B
| $20.5M | 0.02% |
727,752
+238,512
| +49% | +$6.73M |
|
|
WCG
746
DELISTED
Wellcare Health Plans, Inc.
WCG
| $20.5M | 0.02% |
79,060
+1,262
| +2% | +$327K |
|
747
Capri Holdings
CPRI
$2.54B
| $20.5M | 0.02% |
617,101
+98,927
| +19% | +$3.28M |
|
748
Liberty Global Class A
LBTYA
$3.93B
| $20.4M | 0.02% |
825,969
-5,110
| -0.6% | -$126K |
|
749
Black Hills Corp
BKH
$4.28B
| $20.4M | 0.02% |
266,356
+26,358
| +11% | +$2.02M |
|
750
Simmons First National
SFNC
$2.97B
| $20.4M | 0.02% |
818,988
+6,724
| +0.8% | +$167K |
|