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 | |
|---|---|---|---|---|---|---|
776
Thor Industries
THO
$5.66B
| $19.7M | 0.02% |
337,443
-39,608
| -11% | -$2.32M |
|
|
STL
777
DELISTED
Sterling Bancorp
STL
| $19.7M | 0.02% |
925,575
-15,213
| -2% | -$324K |
|
778
Jabil
JBL
$23.2B
| $19.7M | 0.02% |
622,117
-1,495
| -0.2% | -$47.2K |
|
779
Ingevity
NGVT
$2.08B
| $19.7M | 0.02% |
186,855
+2,247
| +1% | +$236K |
|
|
LSI
780
DELISTED
Life Storage, Inc.
LSI
| $19.6M | 0.02% |
309,788
-1,018
| -0.3% | -$64.5K |
|
781
Highwoods Properties
HIW
$3.44B
| $19.6M | 0.02% |
475,388
-241,093
| -34% | -$9.96M |
|
782
Fox Class A
FOXA
$28B
| $19.6M | 0.02% |
534,773
+28,845
| +6% | +$1.06M |
|
783
Ambev
ABEV
$35.2B
| $19.5M | 0.02% |
4,178,841
+7,767
| +0.2% | +$36.3K |
|
784
J.M. Smucker
SJM
$11.7B
| $19.5M | 0.02% |
169,335
-303
| -0.2% | -$34.9K |
|
785
New Jersey Resources
NJR
$4.71B
| $19.5M | 0.02% |
391,652
+565
| +0.1% | +$28.1K |
|
|
HZNP
786
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $19.4M | 0.02% |
807,297
-211,277
| -21% | -$5.08M |
|
787
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $19.4M | 0.02% |
995,020
-250,000
| -20% | -$4.87M |
|
788
Prosperity Bancshares
PB
$6.4B
| $19.4M | 0.02% |
293,234
+6,169
| +2% | +$407K |
|
789
NeoGenomics
NEO
$966M
| $19.4M | 0.02% |
882,114
+68,243
| +8% | +$1.5M |
|
790
Masco
MAS
$15.3B
| $19.2M | 0.02% |
488,236
+9,157
| +2% | +$359K |
|
791
First Financial Bancorp
FFBC
$2.48B
| $19.2M | 0.02% |
790,900
-9,561
| -1% | -$232K |
|
792
Take-Two Interactive
TTWO
$45B
| $19.2M | 0.02% |
168,717
-41,539
| -20% | -$4.72M |
|
793
UFP Industries
UFPI
$5.84B
| $19.1M | 0.02% |
502,994
+1,123
| +0.2% | +$42.7K |
|
|
CTXS
794
DELISTED
Citrix Systems Inc
CTXS
| $19M | 0.02% |
193,899
-13,554
| -7% | -$1.33M |
|
795
Innospec
IOSP
$2.06B
| $19M | 0.02% |
207,714
+366
| +0.2% | +$33.4K |
|
|
FBC
796
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $18.9M | 0.02% |
571,632
+340,315
| +147% | +$11.3M |
|
797
Flowers Foods
FLO
$3.02B
| $18.9M | 0.02% |
813,943
+2,897
| +0.4% | +$67.4K |
|
798
Conagra Brands
CAG
$9.27B
| $18.9M | 0.02% |
713,563
-511
| -0.1% | -$13.6K |
|
799
Simmons First National
SFNC
$2.97B
| $18.9M | 0.02% |
812,264
+60,788
| +8% | +$1.41M |
|
|
XHR
800
Xenia Hotels & Resorts
XHR
$1.38B
| $18.8M | 0.02% |
903,409
-13,996
| -2% | -$292K |
|