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 | |
|---|---|---|---|---|---|---|
1051
ServiceNow
NOW
$195B
| $13.7M | 0.01% |
49,903
-25,680
| -34% | -$7.05M |
|
1052
F5
FFIV
$19.2B
| $13.7M | 0.01% |
93,873
+1,512
| +2% | +$220K |
|
1053
Texas Capital Bancshares
TCBI
$4B
| $13.6M | 0.01% |
222,119
-1,763
| -0.8% | -$108K |
|
|
MDC
1054
DELISTED
M.D.C. Holdings, Inc.
MDC
| $13.6M | 0.01% |
448,662
+20,717
| +5% | +$629K |
|
1055
NBT Bancorp
NBTB
$2.29B
| $13.6M | 0.01% |
362,313
-96
| -0% | -$3.6K |
|
1056
Whirlpool
WHR
$5.31B
| $13.6M | 0.01% |
95,464
+183
| +0.2% | +$26.1K |
|
1057
LendingTree
TREE
$978M
| $13.6M | 0.01% |
32,318
-684
| -2% | -$287K |
|
|
CBM
1058
DELISTED
Cambrex Corporation
CBM
| $13.5M | 0.01% |
288,608
-6,453
| -2% | -$302K |
|
1059
US Physical Therapy
USPH
$1.25B
| $13.5M | 0.01% |
110,036
+1,979
| +2% | +$243K |
|
1060
Asbury Automotive
ABG
$4.97B
| $13.5M | 0.01% |
159,526
-580
| -0.4% | -$48.9K |
|
1061
Saia
SAIA
$8.41B
| $13.4M | 0.01% |
207,643
-20,423
| -9% | -$1.32M |
|
|
EPAY
1062
DELISTED
Bottomline Technologies Inc
EPAY
| $13.4M | 0.01% |
303,329
-25,588
| -8% | -$1.13M |
|
1063
ServisFirst Bancshares
SFBS
$4.63B
| $13.4M | 0.01% |
391,600
+546
| +0.1% | +$18.7K |
|
1064
LivePerson
LPSN
$91.8M
| $13.4M | 0.01% |
478,468
+5,783
| +1% | +$162K |
|
1065
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $13.4M | 0.01% |
292,061
+27,293
| +10% | +$1.25M |
|
1066
ProPetro Holding
PUMP
$506M
| $13.4M | 0.01% |
646,930
+36,020
| +6% | +$746K |
|
1067
Horace Mann Educators
HMN
$1.94B
| $13.4M | 0.01% |
332,247
-13,878
| -4% | -$559K |
|
1068
Globe Life
GL
$11.5B
| $13.4M | 0.01% |
149,304
-3,612
| -2% | -$323K |
|
1069
Knowles
KN
$1.91B
| $13.3M | 0.01% |
729,049
+4,078
| +0.6% | +$74.7K |
|
1070
Westamerica Bancorp
WABC
$1.26B
| $13.3M | 0.01% |
215,984
-91
| -0% | -$5.61K |
|
1071
Fortune Brands Innovations
FBIN
$7.29B
| $13.3M | 0.01% |
272,075
+26,045
| +11% | +$1.27M |
|
|
CSII
1072
DELISTED
Cardiovascular Systems, Inc.
CSII
| $13.3M | 0.01% |
309,013
+4,618
| +2% | +$198K |
|
1073
National Storage Affiliates Trust
NSA
$2.49B
| $13.2M | 0.01% |
456,211
-7,879
| -2% | -$228K |
|
1074
Global Net Lease
GNL
$1.84B
| $13.2M | 0.01% |
672,420
-1,314
| -0.2% | -$25.8K |
|
1075
Kennametal
KMT
$1.6B
| $13.2M | 0.01% |
356,471
-9,394
| -3% | -$347K |
|