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 | |
|---|---|---|---|---|---|---|
|
HPP
1026
Hudson Pacific Properties
HPP
$1.1B
| $14.3M | 0.01% |
428,690
-4,138,141
| -91% | -$138M |
|
1027
Tapestry
TPR
$21.9B
| $14.2M | 0.01% |
448,002
-422
| -0.1% | -$13.4K |
|
|
MANT
1028
DELISTED
Mantech International Corp
MANT
| $14.2M | 0.01% |
215,669
-11,791
| -5% | -$776K |
|
1029
NRG Energy
NRG
$31.2B
| $14.2M | 0.01% |
403,882
-12,564
| -3% | -$441K |
|
1030
Federal Realty Investment Trust
FRT
$8.67B
| $14.2M | 0.01% |
110,072
+705
| +0.6% | +$90.8K |
|
1031
Plexus
PLXS
$3.71B
| $14.2M | 0.01% |
242,645
-6,974
| -3% | -$407K |
|
1032
Transocean
RIG
$3.07B
| $14.1M | 0.01% |
2,200,102
-40,848
| -2% | -$262K |
|
1033
Atlantic Union Bankshares
AUB
$5.02B
| $14.1M | 0.01% |
397,869
-460
| -0.1% | -$16.3K |
|
1034
O-I Glass
OI
$1.95B
| $14M | 0.01% |
811,060
+131,980
| +19% | +$2.28M |
|
1035
GATX Corp
GATX
$6B
| $14M | 0.01% |
176,109
-2,641
| -1% | -$209K |
|
1036
First Merchants
FRME
$2.32B
| $14M | 0.01% |
368,243
-7,080
| -2% | -$268K |
|
|
INVX
1037
Innovex International, Inc.
INVX
$1.15B
| $13.9M | 0.01% |
290,555
-1,853
| -0.6% | -$88.9K |
|
1038
Dick's Sporting Goods
DKS
$20.7B
| $13.9M | 0.01% |
402,281
-41,028
| -9% | -$1.42M |
|
|
CHSP
1039
DELISTED
Chesapeake Lodging Trust
CHSP
| $13.9M | 0.01% |
489,656
-41,758
| -8% | -$1.19M |
|
1040
Nexstar Media Group
NXST
$5.98B
| $13.9M | 0.01% |
137,576
-47,811
| -26% | -$4.83M |
|
1041
Mueller Industries
MLI
$10.8B
| $13.9M | 0.01% |
948,286
+38,238
| +4% | +$560K |
|
|
AXE
1042
DELISTED
Anixter International Inc
AXE
| $13.9M | 0.01% |
232,294
+906
| +0.4% | +$54.1K |
|
1043
Lamb Weston
LW
$7.79B
| $13.9M | 0.01% |
218,891
+2,865
| +1% | +$182K |
|
1044
Federal Signal
FSS
$7.65B
| $13.8M | 0.01% |
517,415
+8,965
| +2% | +$240K |
|
1045
Matsons
MATX
$3.28B
| $13.8M | 0.01% |
356,246
-14,058
| -4% | -$546K |
|
1046
Eagle Bancorp
EGBN
$596M
| $13.8M | 0.01% |
254,855
-4,681
| -2% | -$253K |
|
|
AVP
1047
DELISTED
Avon Products, Inc.
AVP
| $13.8M | 0.01% |
3,554,708
-575
| -0% | -$2.23K |
|
1048
CSG Systems International
CSGS
$1.89B
| $13.8M | 0.01% |
282,335
-5,549
| -2% | -$271K |
|
1049
ATI
ATI
$10.5B
| $13.8M | 0.01% |
546,373
-6,626
| -1% | -$167K |
|
1050
Kaiser Aluminum
KALU
$1.22B
| $13.7M | 0.01% |
140,462
-3,462
| -2% | -$338K |
|