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 | |
|---|---|---|---|---|---|---|
901
United Bankshares
UBSI
$5.37B
| $16.7M | 0.01% |
440,317
-1,897
| -0.4% | -$71.8K |
|
902
Nasdaq
NDAQ
$55B
| $16.7M | 0.01% |
503,310
-2,334
| -0.5% | -$77.3K |
|
|
ROIC
903
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $16.7M | 0.01% |
914,063
-2,738
| -0.3% | -$49.9K |
|
904
Stepan Co
SCL
$1.11B
| $16.7M | 0.01% |
171,610
-1,163
| -0.7% | -$113K |
|
905
Textron
TXT
$14.7B
| $16.6M | 0.01% |
339,086
-3,451
| -1% | -$169K |
|
906
Eagle Materials
EXP
$7.68B
| $16.6M | 0.01% |
184,374
-6,905
| -4% | -$622K |
|
|
AXE
907
DELISTED
Anixter International Inc
AXE
| $16.6M | 0.01% |
240,064
+7,770
| +3% | +$537K |
|
|
LADR
908
Ladder Capital
LADR
$1.5B
| $16.6M | 0.01% |
960,676
+13,473
| +1% | +$233K |
|
909
Fortinet
FTNT
$62.1B
| $16.5M | 0.01% |
1,075,825
-45,150
| -4% | -$693K |
|
910
8x8 Inc
EGHT
$295M
| $16.5M | 0.01% |
793,966
+12,814
| +2% | +$266K |
|
911
NiSource
NI
$19.3B
| $16.4M | 0.01% |
549,357
+1,548
| +0.3% | +$46.3K |
|
912
Teladoc Health
TDOC
$1.37B
| $16.4M | 0.01% |
242,629
+2,479
| +1% | +$168K |
|
913
FNB Corp
FNB
$5.89B
| $16.4M | 0.01% |
1,422,449
-24,485
| -2% | -$282K |
|
914
Evertec
EVTC
$2.19B
| $16.4M | 0.01% |
524,914
-4,052
| -0.8% | -$126K |
|
915
Everest Group
EG
$14.4B
| $16.4M | 0.01% |
61,582
-63
| -0.1% | -$16.8K |
|
916
Dick's Sporting Goods
DKS
$20.7B
| $16.4M | 0.01% |
400,691
-1,590
| -0.4% | -$64.9K |
|
917
DiamondRock Hospitality
DRH
$1.73B
| $16.3M | 0.01% |
1,593,788
-32,804
| -2% | -$336K |
|
918
SLM Corp
SLM
$6.04B
| $16.3M | 0.01% |
1,849,890
-59,624
| -3% | -$526K |
|
919
Olin
OLN
$3.06B
| $16.3M | 0.01% |
871,794
+24,597
| +3% | +$460K |
|
|
TECD
920
DELISTED
Tech Data Corp
TECD
| $16.3M | 0.01% |
156,434
-5,157
| -3% | -$538K |
|
|
PSB
921
DELISTED
PS Business Parks, Inc.
PSB
| $16.3M | 0.01% |
89,341
-950
| -1% | -$173K |
|
|
ETFC
922
DELISTED
E*Trade Financial Corporation
ETFC
| $16.3M | 0.01% |
372,074
+5,813
| +2% | +$254K |
|
|
CLGX
923
DELISTED
Corelogic, Inc.
CLGX
| $16.2M | 0.01% |
351,102
-7,788
| -2% | -$360K |
|
924
ACI Worldwide
ACIW
$5.18B
| $16.2M | 0.01% |
518,169
+21,175
| +4% | +$663K |
|
925
iShares Core S&P Small-Cap ETF
IJR
$86.6B
| $16.2M | 0.01% |
207,974
-4,286
| -2% | -$334K |
|