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 | |
|---|---|---|---|---|---|---|
|
ABMD
901
DELISTED
Abiomed Inc
ABMD
| $16.8M | 0.02% |
64,535
-4,105
| -6% | -$1.07M |
|
902
Mattel
MAT
$5.79B
| $16.8M | 0.02% |
1,498,430
+1,011,397
| +208% | +$11.3M |
|
903
Invesco Mortgage Capital
IVR
$511M
| $16.8M | 0.02% |
104,171
+211
| +0.2% | +$34K |
|
904
Molson Coors Class B
TAP
$9.71B
| $16.8M | 0.02% |
299,770
-23,750
| -7% | -$1.33M |
|
905
Associated Banc-Corp
ASB
$4.35B
| $16.8M | 0.02% |
793,479
+60,195
| +8% | +$1.27M |
|
906
Alarm.com
ALRM
$2.8B
| $16.8M | 0.02% |
313,369
-2,103
| -0.7% | -$113K |
|
|
BBT
907
Beacon Financial Corporation
BBT
$2.2B
| $16.7M | 0.02% |
533,434
+60,426
| +13% | +$1.9M |
|
908
Federated Hermes
FHI
$4.16B
| $16.7M | 0.02% |
514,469
-9,369
| -2% | -$304K |
|
909
Seagate
STX
$42.3B
| $16.7M | 0.02% |
354,613
-16,513
| -4% | -$778K |
|
910
Lumen
LUMN
$6.46B
| $16.7M | 0.02% |
1,419,723
-2,091
| -0.1% | -$24.6K |
|
911
NCR Voyix
VYX
$1.81B
| $16.7M | 0.02% |
874,405
+7,830
| +0.9% | +$149K |
|
912
PBF Energy
PBF
$3.34B
| $16.7M | 0.02% |
532,782
+104
| +0% | +$3.26K |
|
913
iShares Core S&P Small-Cap ETF
IJR
$86.7B
| $16.6M | 0.01% |
212,260
+913
| +0.4% | +$71.5K |
|
|
CRZO
914
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $16.6M | 0.01% |
1,656,244
+174,611
| +12% | +$1.75M |
|
915
Comfort Systems
FIX
$26.9B
| $16.6M | 0.01% |
325,282
-1,108
| -0.3% | -$56.5K |
|
916
OSI Systems
OSIS
$4.04B
| $16.6M | 0.01% |
147,017
+9,297
| +7% | +$1.05M |
|
917
Marriott Vacations Worldwide
VAC
$2.74B
| $16.5M | 0.01% |
171,466
-2,369
| -1% | -$228K |
|
918
BorgWarner
BWA
$9.54B
| $16.5M | 0.01% |
446,774
+5,666
| +1% | +$209K |
|
919
NMI Holdings
NMIH
$3.12B
| $16.5M | 0.01% |
581,325
+13,197
| +2% | +$375K |
|
920
Eastman Chemical
EMN
$7.77B
| $16.4M | 0.01% |
211,140
-35,796
| -14% | -$2.79M |
|
921
United Bankshares
UBSI
$5.37B
| $16.4M | 0.01% |
442,214
-6,437
| -1% | -$239K |
|
|
ATH
922
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $16.4M | 0.01% |
380,130
-328,466
| -46% | -$14.1M |
|
923
Aaon
AAON
$6.75B
| $16.4M | 0.01% |
489,039
+348
| +0.1% | +$11.6K |
|
924
Clean Harbors
CLH
$12.8B
| $16.3M | 0.01% |
229,772
+5,088
| +2% | +$362K |
|
|
ETFC
925
DELISTED
E*Trade Financial Corporation
ETFC
| $16.3M | 0.01% |
366,261
-4,160
| -1% | -$186K |
|