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 | |
|---|---|---|---|---|---|---|
1101
LKQ Corp
LKQ
$8.47B
| $12.4M | 0.01% |
466,512
-1,483
| -0.3% | -$39.5K |
|
1102
Silgan Holdings
SLGN
$4.76B
| $12.4M | 0.01% |
405,534
+61,579
| +18% | +$1.88M |
|
1103
Murphy USA
MUSA
$7.59B
| $12.4M | 0.01% |
147,432
+13,046
| +10% | +$1.1M |
|
1104
Valmont Industries
VMI
$7.63B
| $12.3M | 0.01% |
96,646
-329
| -0.3% | -$41.7K |
|
1105
Topgolf Callaway Brands
MODG
$1.78B
| $12.2M | 0.01% |
713,221
-89,221
| -11% | -$1.53M |
|
1106
Enerpac Tool Group
EPAC
$2.33B
| $12.2M | 0.01% |
492,582
+1,391
| +0.3% | +$34.5K |
|
1107
Universal Corp
UVV
$1.4B
| $12.2M | 0.01% |
200,417
-230
| -0.1% | -$14K |
|
1108
Group 1 Automotive
GPI
$6.32B
| $12.2M | 0.01% |
148,458
-4,318
| -3% | -$354K |
|
1109
Calavo Growers
CVGW
$496M
| $12.2M | 0.01% |
125,629
-10,887
| -8% | -$1.05M |
|
1110
Walker & Dunlop
WD
$2.97B
| $12.1M | 0.01% |
228,234
-18,342
| -7% | -$976K |
|
1111
Nu Skin
NUS
$579M
| $12.1M | 0.01% |
245,323
+88
| +0% | +$4.34K |
|
1112
Unum
UNM
$12.8B
| $12.1M | 0.01% |
360,495
+33,552
| +10% | +$1.13M |
|
1113
MaxLinear
MXL
$1.4B
| $12.1M | 0.01% |
515,292
+6,648
| +1% | +$156K |
|
1114
Hamilton Lane
HLNE
$6.75B
| $12M | 0.01% |
210,191
-9,602
| -4% | -$548K |
|
1115
Fulton Financial
FULT
$3.52B
| $12M | 0.01% |
730,380
-15,822
| -2% | -$259K |
|
1116
First Interstate BancSystem
FIBK
$3.41B
| $12M | 0.01% |
301,723
+1,984
| +0.7% | +$78.6K |
|
1117
La-Z-Boy
LZB
$1.44B
| $11.9M | 0.01% |
387,503
-17,109
| -4% | -$525K |
|
1118
Resideo Technologies
REZI
$5.46B
| $11.9M | 0.01% |
541,942
+10,160
| +2% | +$223K |
|
1119
Sprouts Farmers Market
SFM
$13.5B
| $11.9M | 0.01% |
628,865
+18,440
| +3% | +$348K |
|
1120
SPX Corp
SPXC
$9.4B
| $11.8M | 0.01% |
358,771
+1,759
| +0.5% | +$58.1K |
|
|
AVTA
1121
DELISTED
Avantax, Inc. Common Stock
AVTA
| $11.8M | 0.01% |
389,349
-18,342
| -4% | -$557K |
|
1122
H&R Block
HRB
$6.98B
| $11.8M | 0.01% |
402,959
+8,559
| +2% | +$251K |
|
|
NLSN
1123
DELISTED
Nielsen Holdings plc
NLSN
| $11.8M | 0.01% |
520,594
-2,768
| -0.5% | -$62.6K |
|
|
SAFM
1124
DELISTED
Sanderson Farms Inc
SAFM
| $11.8M | 0.01% |
86,113
+1,808
| +2% | +$247K |
|
1125
Xerox
XRX
$466M
| $11.8M | 0.01% |
332,070
-184,009
| -36% | -$6.52M |
|