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 | |
|---|---|---|---|---|---|---|
|
CUB
1001
DELISTED
Cubic Corporation
CUB
| $14.8M | 0.01% |
229,895
-396
| -0.2% | -$25.5K |
|
1002
JD.com
JD
$48.8B
| $14.8M | 0.01% |
+489,240
| New | +$14.8M |
|
1003
Meritage Homes
MTH
$5.77B
| $14.8M | 0.01% |
576,940
-9,622
| -2% | -$247K |
|
1004
Banner Corp
BANR
$2.33B
| $14.8M | 0.01% |
272,846
-5,873
| -2% | -$318K |
|
1005
Supernus Pharmaceuticals
SUPN
$2.62B
| $14.7M | 0.01% |
445,300
-16,980
| -4% | -$562K |
|
1006
Zions Bancorporation
ZION
$8.6B
| $14.7M | 0.01% |
319,831
-225,660
| -41% | -$10.4M |
|
1007
WNS Holdings
WNS
$3.25B
| $14.7M | 0.01% |
247,665
+204,963
| +480% | +$12.1M |
|
1008
Select Medical
SEM
$1.59B
| $14.6M | 0.01% |
1,711,542
-6,938
| -0.4% | -$59.3K |
|
|
UFS
1009
DELISTED
DOMTAR CORPORATION (New)
UFS
| $14.6M | 0.01% |
328,512
+49,751
| +18% | +$2.22M |
|
1010
Forward Air
FWRD
$920M
| $14.6M | 0.01% |
246,754
-2,475
| -1% | -$146K |
|
|
WRI
1011
DELISTED
Weingarten Realty Investors
WRI
| $14.6M | 0.01% |
532,232
+2,372
| +0.4% | +$65K |
|
1012
Arcosa
ACA
$4.81B
| $14.6M | 0.01% |
387,768
-3,050
| -0.8% | -$115K |
|
1013
Sealed Air
SEE
$4.99B
| $14.6M | 0.01% |
340,870
+13,804
| +4% | +$591K |
|
|
COHR
1014
DELISTED
Coherent Inc
COHR
| $14.6M | 0.01% |
106,782
-1,565
| -1% | -$213K |
|
1015
Graham Holdings Company
GHC
$5.13B
| $14.5M | 0.01% |
21,074
+1,851
| +10% | +$1.28M |
|
1016
Globus Medical
GMED
$8.05B
| $14.5M | 0.01% |
343,766
+1,469
| +0.4% | +$62.1K |
|
|
BEAT
1017
DELISTED
BioTelemetry, Inc.
BEAT
| $14.5M | 0.01% |
300,868
+9,977
| +3% | +$480K |
|
1018
Viatris
VTRS
$11.9B
| $14.4M | 0.01% |
757,968
-1,486
| -0.2% | -$28.3K |
|
1019
Louisiana-Pacific
LPX
$6.81B
| $14.4M | 0.01% |
548,928
-56,091
| -9% | -$1.47M |
|
1020
Jacobs Solutions
J
$17.8B
| $14.4M | 0.01% |
205,746
-3,908
| -2% | -$273K |
|
1021
Dine Brands
DIN
$372M
| $14.3M | 0.01% |
150,036
+9,134
| +6% | +$872K |
|
1022
Home BancShares
HOMB
$5.79B
| $14.3M | 0.01% |
743,047
+52,226
| +8% | +$1.01M |
|
1023
ASGN Inc
ASGN
$2.33B
| $14.3M | 0.01% |
235,900
-260,972
| -53% | -$15.8M |
|
|
FLOW
1024
DELISTED
SPX FLOW, Inc.
FLOW
| $14.3M | 0.01% |
341,131
-810
| -0.2% | -$33.9K |
|
|
KAMN
1025
DELISTED
Kaman Corp
KAMN
| $14.3M | 0.01% |
224,091
-27,601
| -11% | -$1.76M |
|