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 | |
|---|---|---|---|---|---|---|
876
Eastman Chemical
EMN
$7.74B
| $17.2M | 0.02% |
233,194
+22,054
| +10% | +$1.63M |
|
877
Iridium Communications
IRDM
$1.97B
| $17.2M | 0.02% |
807,208
-2,020
| -0.2% | -$43K |
|
878
Northwest Natural Holdings
NWN
$1.72B
| $17.1M | 0.02% |
240,114
-3,867
| -2% | -$276K |
|
879
Tractor Supply
TSCO
$31.8B
| $17.1M | 0.02% |
946,440
-23,070
| -2% | -$417K |
|
|
NVRO
880
DELISTED
NEVRO CORP.
NVRO
| $17.1M | 0.02% |
198,923
-125
| -0.1% | -$10.7K |
|
881
ProAssurance
PRA
$1.22B
| $17.1M | 0.02% |
424,286
-6,733
| -2% | -$271K |
|
882
Jack Henry & Associates
JKHY
$11.7B
| $17.1M | 0.02% |
116,960
-649
| -0.6% | -$94.7K |
|
883
OneSpaWorld
OSW
$2.33B
| $17.1M | 0.02% |
1,098,384
-16,225
| -1% | -$252K |
|
|
CBM
884
DELISTED
Cambrex Corporation
CBM
| $17M | 0.02% |
286,216
-2,392
| -0.8% | -$142K |
|
|
AIMC
885
DELISTED
Altra Industrial Motion Corp.
AIMC
| $17M | 0.02% |
614,516
-317,386
| -34% | -$8.79M |
|
886
Allegiant Air
ALGT
$1.19B
| $17M | 0.02% |
113,649
+2,127
| +2% | +$318K |
|
887
Norwegian Cruise Line
NCLH
$12.1B
| $17M | 0.02% |
328,380
+8,539
| +3% | +$442K |
|
888
NeoGenomics
NEO
$1.07B
| $17M | 0.02% |
887,912
+5,798
| +0.7% | +$111K |
|
889
Insight Enterprises
NSIT
$4.06B
| $17M | 0.02% |
304,535
-1,676
| -0.5% | -$93.3K |
|
890
Fox Class A
FOXA
$28.4B
| $16.9M | 0.01% |
536,549
+1,776
| +0.3% | +$56K |
|
891
Insperity
NSP
$2.02B
| $16.9M | 0.01% |
171,553
+3,280
| +2% | +$323K |
|
892
Banner Corp
BANR
$2.31B
| $16.9M | 0.01% |
300,683
+27,837
| +10% | +$1.56M |
|
893
Fabrinet
FN
$13B
| $16.9M | 0.01% |
322,644
-724
| -0.2% | -$37.9K |
|
894
Federal Signal
FSS
$7.75B
| $16.8M | 0.01% |
513,518
-3,897
| -0.8% | -$128K |
|
895
Repligen
RGEN
$6.74B
| $16.8M | 0.01% |
218,993
-137,332
| -39% | -$10.5M |
|
896
Timken Company
TKR
$5.46B
| $16.8M | 0.01% |
385,852
+27,821
| +8% | +$1.21M |
|
897
AES
AES
$9.14B
| $16.8M | 0.01% |
1,026,228
+10,160
| +1% | +$166K |
|
898
Mattel
MAT
$5.78B
| $16.8M | 0.01% |
1,471,645
-26,785
| -2% | -$305K |
|
899
Federated Hermes
FHI
$4.16B
| $16.8M | 0.01% |
516,827
+2,358
| +0.5% | +$76.4K |
|
|
NUVA
900
DELISTED
NuVasive, Inc.
NUVA
| $16.7M | 0.01% |
263,111
+794
| +0.3% | +$50.3K |
|