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 | |
|---|---|---|---|---|---|---|
851
National Fuel Gas
NFG
$7.95B
| $17.6M | 0.02% |
375,728
-6,083
| -2% | -$285K |
|
852
Clean Harbors
CLH
$12.7B
| $17.6M | 0.02% |
228,302
-1,470
| -0.6% | -$113K |
|
|
ILPT
853
Industrial Logistics Properties Trust
ILPT
$417M
| $17.6M | 0.02% |
829,410
-148,425
| -15% | -$3.15M |
|
854
New Jersey Resources
NJR
$4.73B
| $17.6M | 0.02% |
389,598
-2,054
| -0.5% | -$92.9K |
|
855
NCR Voyix
VYX
$1.79B
| $17.6M | 0.02% |
908,640
+34,235
| +4% | +$663K |
|
|
LTC
856
LTC Properties
LTC
$1.68B
| $17.6M | 0.02% |
343,109
-3,265
| -0.9% | -$167K |
|
857
Interactive Brokers
IBKR
$28.3B
| $17.5M | 0.02% |
1,303,952
+4,512
| +0.3% | +$60.7K |
|
858
ScottsMiracle-Gro
SMG
$3.54B
| $17.5M | 0.02% |
171,983
-3,758
| -2% | -$383K |
|
859
Quaker Houghton
KWR
$2.47B
| $17.5M | 0.02% |
110,645
-4,179
| -4% | -$661K |
|
860
FirstCash
FCFS
$6.48B
| $17.5M | 0.02% |
190,616
-160,700
| -46% | -$14.7M |
|
|
AEL
861
DELISTED
American Equity Investment Life Holding Company
AEL
| $17.5M | 0.02% |
721,805
-10,908
| -1% | -$264K |
|
862
Marriott Vacations Worldwide
VAC
$2.71B
| $17.4M | 0.02% |
168,104
-3,362
| -2% | -$348K |
|
863
LivePerson
LPSN
$90.9M
| $17.4M | 0.02% |
487,690
+9,222
| +2% | +$329K |
|
864
Globus Medical
GMED
$8.01B
| $17.4M | 0.02% |
340,235
-3,531
| -1% | -$181K |
|
|
LM
865
DELISTED
Legg Mason, Inc.
LM
| $17.4M | 0.02% |
455,148
-99,153
| -18% | -$3.79M |
|
|
CUB
866
DELISTED
Cubic Corporation
CUB
| $17.3M | 0.02% |
245,909
+16,014
| +7% | +$1.13M |
|
867
Franklin Electric
FELE
$4.27B
| $17.3M | 0.02% |
361,497
+6,339
| +2% | +$303K |
|
868
Invesco Mortgage Capital
IVR
$511M
| $17.3M | 0.02% |
112,889
+8,718
| +8% | +$1.33M |
|
|
ELME
869
Elme Communities
ELME
$1.51B
| $17.3M | 0.02% |
631,647
-10,240
| -2% | -$280K |
|
870
Stride
LRN
$7.01B
| $17.3M | 0.02% |
654,093
-29,111
| -4% | -$769K |
|
|
SIX
871
DELISTED
Six Flags Entertainment Corp.
SIX
| $17.3M | 0.02% |
339,964
+30,094
| +10% | +$1.53M |
|
|
PMT
872
PennyMac Mortgage Investment
PMT
$1.08B
| $17.3M | 0.02% |
776,272
+87,746
| +13% | +$1.95M |
|
873
Molson Coors Class B
TAP
$9.72B
| $17.3M | 0.02% |
300,047
+277
| +0.1% | +$15.9K |
|
874
Cracker Barrel
CBRL
$1.13B
| $17.2M | 0.02% |
106,038
-964
| -0.9% | -$157K |
|
|
FMBI
875
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $17.2M | 0.02% |
884,451
-12,240
| -1% | -$238K |
|