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 | |
|---|---|---|---|---|---|---|
976
Pentair
PNR
$18.2B
| $15M | 0.01% |
397,717
+49,206
| +14% | +$1.86M |
|
977
Interparfums
IPAR
$3.43B
| $15M | 0.01% |
214,781
+69,585
| +48% | +$4.87M |
|
978
Viatris
VTRS
$11.6B
| $15M | 0.01% |
759,580
+1,612
| +0.2% | +$31.9K |
|
979
OSI Systems
OSIS
$3.95B
| $15M | 0.01% |
147,447
+430
| +0.3% | +$43.7K |
|
980
iRobot
IRBT
$108M
| $15M | 0.01% |
242,659
-3,640
| -1% | -$224K |
|
981
Aaon
AAON
$6.69B
| $14.9M | 0.01% |
488,096
-943
| -0.2% | -$28.9K |
|
982
Alarm.com
ALRM
$2.78B
| $14.9M | 0.01% |
320,520
+7,151
| +2% | +$334K |
|
983
LKQ Corp
LKQ
$8.31B
| $14.9M | 0.01% |
475,056
+8,544
| +2% | +$269K |
|
984
Whirlpool
WHR
$5.15B
| $14.9M | 0.01% |
94,247
-1,217
| -1% | -$193K |
|
985
Regal Rexnord
RRX
$9.22B
| $14.9M | 0.01% |
204,711
-5,021
| -2% | -$366K |
|
|
ATH
986
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $14.8M | 0.01% |
353,021
-27,109
| -7% | -$1.14M |
|
987
Murphy Oil
MUR
$3.69B
| $14.8M | 0.01% |
671,088
-51,298
| -7% | -$1.13M |
|
988
Howmet Aerospace
HWM
$74.9B
| $14.8M | 0.01% |
743,537
-21,182
| -3% | -$422K |
|
|
CSII
989
DELISTED
Cardiovascular Systems, Inc.
CSII
| $14.8M | 0.01% |
311,423
+2,410
| +0.8% | +$115K |
|
990
Plexus
PLXS
$3.73B
| $14.7M | 0.01% |
235,666
-6,979
| -3% | -$436K |
|
|
CRZO
991
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $14.7M | 0.01% |
1,714,198
+57,954
| +3% | +$498K |
|
992
Progress Software
PRGS
$1.81B
| $14.7M | 0.01% |
385,845
+95
| +0% | +$3.62K |
|
993
Axon Enterprise
AXON
$59.4B
| $14.7M | 0.01% |
258,428
-4,146
| -2% | -$235K |
|
994
NRG Energy
NRG
$31.9B
| $14.6M | 0.01% |
367,729
-36,153
| -9% | -$1.43M |
|
995
ASGN Inc
ASGN
$2.25B
| $14.5M | 0.01% |
231,042
-4,858
| -2% | -$305K |
|
|
RWT
996
Redwood Trust
RWT
$804M
| $14.5M | 0.01% |
884,086
+107,118
| +14% | +$1.76M |
|
997
Badger Meter
BMI
$5.24B
| $14.5M | 0.01% |
269,177
+4,034
| +2% | +$217K |
|
998
Sealed Air
SEE
$4.99B
| $14.5M | 0.01% |
348,173
+7,303
| +2% | +$303K |
|
999
Topgolf Callaway Brands
MODG
$1.76B
| $14.5M | 0.01% |
744,483
+31,262
| +4% | +$607K |
|
1000
Henry Schein
HSIC
$8.37B
| $14.4M | 0.01% |
226,323
-430
| -0.2% | -$27.3K |
|