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 | |
|---|---|---|---|---|---|---|
1126
Diodes
DIOD
$2.52B
| $11.7M | 0.01% |
322,972
-14,002
| -4% | -$509K |
|
1127
DaVita
DVA
$9.53B
| $11.7M | 0.01% |
208,674
+18,010
| +9% | +$1.01M |
|
1128
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $11.7M | 0.01% |
110,000
+107,562
| +4,412% | +$11.5M |
|
1129
Belden
BDC
$5.29B
| $11.7M | 0.01% |
196,693
+22,214
| +13% | +$1.32M |
|
1130
Campbell Soup
CPB
$10.1B
| $11.7M | 0.01% |
291,601
+2,646
| +0.9% | +$106K |
|
1131
Qorvo
QRVO
$8.12B
| $11.7M | 0.01% |
175,276
-5,476
| -3% | -$365K |
|
|
WDR
1132
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $11.7M | 0.01% |
700,344
+12,903
| +2% | +$215K |
|
1133
Trinity Industries
TRN
$2.31B
| $11.7M | 0.01% |
561,763
-28,165
| -5% | -$584K |
|
1134
Pediatrix Medical
MD
$1.48B
| $11.7M | 0.01% |
461,863
+72,342
| +19% | +$1.83M |
|
1135
Archrock
AROC
$4.36B
| $11.6M | 0.01% |
1,095,971
-1,721
| -0.2% | -$18.2K |
|
1136
American Axle
AXL
$718M
| $11.6M | 0.01% |
909,122
+2,754
| +0.3% | +$35.1K |
|
1137
JB Hunt Transport Services
JBHT
$13.7B
| $11.6M | 0.01% |
126,755
+2,314
| +2% | +$212K |
|
1138
Cadence Bank
CADE
$6.96B
| $11.6M | 0.01% |
397,916
+5,714
| +1% | +$166K |
|
1139
InterDigital
IDCC
$8.38B
| $11.6M | 0.01% |
179,373
+5,116
| +3% | +$329K |
|
1140
CNO Financial Group
CNO
$3.83B
| $11.5M | 0.01% |
692,258
-18,891
| -3% | -$315K |
|
1141
Newell Brands
NWL
$2.55B
| $11.5M | 0.01% |
747,646
+180,369
| +32% | +$2.78M |
|
1142
Kimco Realty
KIM
$15.2B
| $11.5M | 0.01% |
622,649
-13,464
| -2% | -$249K |
|
|
CRAY
1143
DELISTED
Cray, Inc.
CRAY
| $11.5M | 0.01% |
330,285
+1,699
| +0.5% | +$59.2K |
|
|
CHX
1144
DELISTED
ChampionX
CHX
| $11.5M | 0.01% |
342,498
+311
| +0.1% | +$10.4K |
|
1145
World Kinect Corp
WKC
$1.44B
| $11.5M | 0.01% |
319,321
+26,131
| +9% | +$940K |
|
1146
HUB Group
HUBG
$2.3B
| $11.5M | 0.01% |
547,042
-12,674
| -2% | -$266K |
|
|
TPC
1147
Tutor Perini Corporation
TPC
$3.32B
| $11.5M | 0.01% |
826,132
-15,464
| -2% | -$214K |
|
|
X
1148
DELISTED
US Steel
X
| $11.4M | 0.01% |
745,878
-21,175
| -3% | -$324K |
|
1149
PotlatchDeltic
PCH
$3.3B
| $11.4M | 0.01% |
292,430
-1,017
| -0.3% | -$39.6K |
|
|
MINI
1150
DELISTED
Mobile Mini Inc
MINI
| $11.4M | 0.01% |
374,301
+3,798
| +1% | +$116K |
|