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 | |
|---|---|---|---|---|---|---|
751
Dentsply Sirona
XRAY
$2.73B
| $20.4M | 0.02% |
349,655
-12,457
| -3% | -$727K |
|
|
ILPT
752
Industrial Logistics Properties Trust
ILPT
$415M
| $20.4M | 0.02% |
977,835
+371,981
| +61% | +$7.74M |
|
753
Ollie's Bargain Outlet
OLLI
$7.95B
| $20.3M | 0.02% |
233,506
+4,594
| +2% | +$400K |
|
754
Atlanta Braves Holdings Series B
BATRK
$2.62B
| $20.3M | 0.02% |
727,150
-1,619
| -0.2% | -$45.3K |
|
755
Viasat
VSAT
$3.91B
| $20.3M | 0.02% |
251,434
+1,732
| +0.7% | +$140K |
|
756
Applied Industrial Technologies
AIT
$9.95B
| $20.3M | 0.02% |
330,149
-5,520
| -2% | -$340K |
|
757
J&J Snack Foods
JJSF
$2.08B
| $20.2M | 0.02% |
125,760
+3,476
| +3% | +$559K |
|
758
Caleres
CAL
$527M
| $20.2M | 0.02% |
1,014,072
-88,688
| -8% | -$1.77M |
|
|
WPX
759
DELISTED
WPX Energy, Inc.
WPX
| $20.2M | 0.02% |
1,754,822
+9,300
| +0.5% | +$107K |
|
760
National Fuel Gas
NFG
$7.87B
| $20.1M | 0.02% |
381,811
-687
| -0.2% | -$36.2K |
|
761
CF Industries
CF
$14.1B
| $20.1M | 0.02% |
430,138
+2,654
| +0.6% | +$124K |
|
762
Mid-America Apartment Communities
MAA
$16.6B
| $20.1M | 0.02% |
170,359
-265
| -0.2% | -$31.2K |
|
763
Silicon Laboratories
SLAB
$4.34B
| $20M | 0.02% |
193,312
+662
| +0.3% | +$68.4K |
|
764
Akamai
AKAM
$11B
| $20M | 0.02% |
249,182
+2,827
| +1% | +$227K |
|
765
Landstar System
LSTR
$4.5B
| $19.9M | 0.02% |
184,470
+3,220
| +2% | +$348K |
|
766
Old National Bancorp
ONB
$8.81B
| $19.9M | 0.02% |
1,199,994
-21,061
| -2% | -$349K |
|
767
Kellanova
K
$27.5B
| $19.9M | 0.02% |
395,718
-8,672
| -2% | -$436K |
|
|
AEL
768
DELISTED
American Equity Investment Life Holding Company
AEL
| $19.9M | 0.02% |
732,713
-75,988
| -9% | -$2.06M |
|
769
Saic
SAIC
$4.75B
| $19.9M | 0.02% |
229,703
+3,168
| +1% | +$274K |
|
770
Comerica
CMA
$8.9B
| $19.9M | 0.02% |
273,662
-116,175
| -30% | -$8.44M |
|
|
WRK
771
DELISTED
WestRock Company
WRK
| $19.9M | 0.02% |
544,701
-99,982
| -16% | -$3.65M |
|
772
T-Mobile US
TMUS
$271B
| $19.8M | 0.02% |
267,060
-32,351
| -11% | -$2.4M |
|
773
Power Integrations
POWI
$2.5B
| $19.8M | 0.02% |
493,722
-5,516
| -1% | -$221K |
|
774
Hologic
HOLX
$14.6B
| $19.8M | 0.02% |
411,314
+17,096
| +4% | +$821K |
|
775
Gen Digital
GEN
$18B
| $19.7M | 0.02% |
907,362
-48,507
| -5% | -$1.06M |
|