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 | |
|---|---|---|---|---|---|---|
851
Emergent Biosolutions
EBS
$433M
| $17.8M | 0.02% |
369,298
-16,471
| -4% | -$796K |
|
852
Insight Enterprises
NSIT
$4.02B
| $17.8M | 0.02% |
306,211
-2,620
| -0.8% | -$152K |
|
853
Coherent
COHR
$16.4B
| $17.8M | 0.02% |
487,241
-396,984
| -45% | -$14.5M |
|
854
Murphy Oil
MUR
$3.69B
| $17.8M | 0.02% |
722,386
-75
| -0% | -$1.85K |
|
|
ETRN
855
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $17.8M | 0.02% |
902,339
+2,389
| +0.3% | +$47.1K |
|
856
Pinnacle West Capital
PNW
$10.5B
| $17.8M | 0.02% |
188,701
+18,710
| +11% | +$1.76M |
|
857
Eagle Materials
EXP
$7.67B
| $17.7M | 0.02% |
191,279
-13,509
| -7% | -$1.25M |
|
|
SRCL
858
DELISTED
Stericycle Inc
SRCL
| $17.7M | 0.02% |
371,328
+1,602
| +0.4% | +$76.5K |
|
|
TCF
859
DELISTED
TCF Financial Corporation
TCF
| $17.6M | 0.02% |
848,629
-921,340
| -52% | -$19.2M |
|
860
Interactive Brokers
IBKR
$28.1B
| $17.6M | 0.02% |
1,299,440
+796
| +0.1% | +$10.8K |
|
|
SIVB
861
DELISTED
SVB Financial Group
SIVB
| $17.5M | 0.02% |
77,940
-3,481
| -4% | -$782K |
|
862
Integra LifeSciences
IART
$1.22B
| $17.5M | 0.02% |
313,405
-1,891
| -0.6% | -$106K |
|
863
C.H. Robinson
CHRW
$15.4B
| $17.5M | 0.02% |
207,358
-3,135
| -1% | -$264K |
|
|
NGHC
864
DELISTED
National General Holdings Corp
NGHC
| $17.3M | 0.02% |
756,170
-51,755
| -6% | -$1.19M |
|
865
Advance Auto Parts
AAP
$3.65B
| $17.3M | 0.02% |
112,302
-2,720
| -2% | -$419K |
|
866
ScottsMiracle-Gro
SMG
$3.52B
| $17.3M | 0.02% |
175,741
+1,333
| +0.8% | +$131K |
|
867
Valvoline
VVV
$5.11B
| $17.3M | 0.02% |
885,968
+54,178
| +7% | +$1.06M |
|
868
Evertec
EVTC
$2.17B
| $17.3M | 0.02% |
528,966
-5,099
| -1% | -$167K |
|
|
JWN
869
DELISTED
Nordstrom
JWN
| $17.3M | 0.02% |
542,550
+60,904
| +13% | +$1.94M |
|
870
OneSpaWorld
OSW
$2.3B
| $17.3M | 0.02% |
1,114,609
+10,628
| +1% | +$165K |
|
871
Wynn Resorts
WYNN
$12.9B
| $17.3M | 0.02% |
139,334
+568
| +0.4% | +$70.4K |
|
872
Myriad Genetics
MYGN
$676M
| $17.3M | 0.02% |
621,449
-5,409
| -0.9% | -$150K |
|
873
CVB Financial
CVBF
$2.81B
| $17.2M | 0.02% |
819,733
-1,376
| -0.2% | -$28.9K |
|
874
W.W. Grainger
GWW
$48.2B
| $17.2M | 0.02% |
64,243
-4,024
| -6% | -$1.08M |
|
875
Fortinet
FTNT
$61.1B
| $17.2M | 0.02% |
1,120,975
-55,830
| -5% | -$858K |
|