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 | |
|---|---|---|---|---|---|---|
951
Valley National Bancorp
VLY
$6.03B
| $15.8M | 0.01% |
1,462,136
-6,975
| -0.5% | -$75.2K |
|
952
Jack Henry & Associates
JKHY
$11.8B
| $15.8M | 0.01% |
117,609
-1,778
| -1% | -$238K |
|
953
Goodyear
GT
$2.45B
| $15.7M | 0.01% |
1,028,911
+2,381
| +0.2% | +$36.4K |
|
|
LADR
954
Ladder Capital
LADR
$1.5B
| $15.7M | 0.01% |
947,203
+936,929
| +9,119% | +$15.6M |
|
955
Invesco
IVZ
$10.1B
| $15.7M | 0.01% |
768,205
+182,848
| +31% | +$3.74M |
|
|
ROIC
956
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $15.7M | 0.01% |
916,801
+833
| +0.1% | +$14.3K |
|
957
LiveRamp
RAMP
$1.77B
| $15.7M | 0.01% |
323,767
-299
| -0.1% | -$14.5K |
|
958
NewMarket
NEU
$7.98B
| $15.6M | 0.01% |
38,879
+147
| +0.4% | +$58.9K |
|
959
Medpace
MEDP
$14B
| $15.6M | 0.01% |
238,099
+8,666
| +4% | +$567K |
|
960
ProAssurance
PRA
$1.22B
| $15.6M | 0.01% |
431,019
+8
| +0% | +$289 |
|
961
Western Union
WU
$2.74B
| $15.5M | 0.01% |
781,682
+129,326
| +20% | +$2.57M |
|
962
Treehouse Foods
THS
$906M
| $15.5M | 0.01% |
287,258
+40,145
| +16% | +$2.17M |
|
963
Semtech
SMTC
$5.29B
| $15.5M | 0.01% |
323,406
-235,197
| -42% | -$11.3M |
|
|
NBL
964
DELISTED
Noble Energy, Inc.
NBL
| $15.5M | 0.01% |
693,526
-9,100
| -1% | -$204K |
|
965
Visteon
VC
$3.5B
| $15.5M | 0.01% |
265,081
-7,409
| -3% | -$434K |
|
966
TEGNA Inc
TGNA
$3.38B
| $15.5M | 0.01% |
1,021,361
+66,641
| +7% | +$1.01M |
|
967
Franklin Resources
BEN
$12.9B
| $15.5M | 0.01% |
444,255
+3,810
| +0.9% | +$133K |
|
968
Coterra Energy
CTRA
$18.6B
| $15.4M | 0.01% |
672,131
+20,849
| +3% | +$479K |
|
969
LivaNova
LIVN
$3.13B
| $15.4M | 0.01% |
214,216
-3,956
| -2% | -$285K |
|
970
Huntington Ingalls Industries
HII
$10.8B
| $15.4M | 0.01% |
68,577
+3,267
| +5% | +$734K |
|
|
SIX
971
DELISTED
Six Flags Entertainment Corp.
SIX
| $15.4M | 0.01% |
309,870
+863
| +0.3% | +$42.9K |
|
|
SFLY
972
DELISTED
Shutterfly, Inc.
SFLY
| $15.4M | 0.01% |
304,083
-11,702
| -4% | -$592K |
|
|
NUVA
973
DELISTED
NuVasive, Inc.
NUVA
| $15.4M | 0.01% |
262,317
+883
| +0.3% | +$51.7K |
|
|
RUTH
974
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $15.3M | 0.01% |
674,658
-32,955
| -5% | -$748K |
|
975
TechnipFMC
FTI
$16.6B
| $15.3M | 0.01% |
792,894
-8,369
| -1% | -$162K |
|