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 | |
|---|---|---|---|---|---|---|
1001
CSG Systems International
CSGS
$1.86B
| $14.4M | 0.01% |
278,029
-4,306
| -2% | -$223K |
|
1002
Bloomin' Brands
BLMN
$577M
| $14.3M | 0.01% |
757,316
-41,297
| -5% | -$782K |
|
1003
Comfort Systems
FIX
$26.6B
| $14.3M | 0.01% |
324,106
-1,176
| -0.4% | -$52K |
|
|
INVX
1004
Innovex International, Inc.
INVX
$1.14B
| $14.3M | 0.01% |
285,576
-4,979
| -2% | -$250K |
|
1005
SPS Commerce
SPSC
$4B
| $14.3M | 0.01% |
303,929
-8,879
| -3% | -$418K |
|
1006
Zions Bancorporation
ZION
$8.62B
| $14.3M | 0.01% |
321,182
+1,351
| +0.4% | +$60.1K |
|
1007
US Physical Therapy
USPH
$1.22B
| $14.3M | 0.01% |
109,201
-835
| -0.8% | -$109K |
|
1008
NOV
NOV
$4.79B
| $14.3M | 0.01% |
672,355
+104,289
| +18% | +$2.21M |
|
1009
Goodyear
GT
$2.43B
| $14.3M | 0.01% |
989,287
-39,624
| -4% | -$571K |
|
1010
Pacira BioSciences
PCRX
$1.22B
| $14.2M | 0.01% |
374,112
+333,782
| +828% | +$12.7M |
|
1011
SPX Corp
SPXC
$9.21B
| $14.2M | 0.01% |
355,789
-2,982
| -0.8% | -$119K |
|
1012
TechnipFMC
FTI
$16.4B
| $14.2M | 0.01% |
792,182
-712
| -0.1% | -$12.8K |
|
1013
Globe Life
GL
$11.5B
| $14.2M | 0.01% |
148,428
-876
| -0.6% | -$83.9K |
|
1014
Merit Medical Systems
MMSI
$5.07B
| $14.2M | 0.01% |
465,938
-2,391
| -0.5% | -$72.8K |
|
1015
APA Corp
APA
$8.17B
| $14.2M | 0.01% |
553,984
+844
| +0.2% | +$21.6K |
|
1016
Home BancShares
HOMB
$5.89B
| $14.1M | 0.01% |
752,497
+9,450
| +1% | +$178K |
|
1017
Kohl's
KSS
$1.71B
| $14.1M | 0.01% |
283,801
+15,071
| +6% | +$748K |
|
1018
Revvity
RVTY
$9.62B
| $14.1M | 0.01% |
165,307
+458
| +0.3% | +$39K |
|
1019
Federal Realty Investment Trust
FRT
$8.77B
| $14.1M | 0.01% |
103,304
-6,768
| -6% | -$921K |
|
|
UFS
1020
DELISTED
DOMTAR CORPORATION (New)
UFS
| $14.1M | 0.01% |
392,726
+64,214
| +20% | +$2.3M |
|
1021
Ryder
R
$7.65B
| $14.1M | 0.01% |
271,572
-4,594
| -2% | -$238K |
|
1022
Kaiser Aluminum
KALU
$1.24B
| $14M | 0.01% |
141,076
+614
| +0.4% | +$60.8K |
|
1023
United Rentals
URI
$60.4B
| $13.9M | 0.01% |
111,784
-1,758
| -2% | -$219K |
|
1024
Crocs
CROX
$4.23B
| $13.9M | 0.01% |
501,584
-22,847
| -4% | -$634K |
|
|
VIAB
1025
DELISTED
Viacom Inc. Class B
VIAB
| $13.9M | 0.01% |
578,840
+47,742
| +9% | +$1.15M |
|