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 | |
|---|---|---|---|---|---|---|
|
TPC
1126
Tutor Perini Corporation
TPC
$3.29B
| $11.6M | 0.01% |
809,916
-16,216
| -2% | -$232K |
|
1127
Assurant
AIZ
$10.6B
| $11.6M | 0.01% |
92,079
+1,714
| +2% | +$216K |
|
1128
Tapestry
TPR
$21.9B
| $11.6M | 0.01% |
444,356
-3,646
| -0.8% | -$95K |
|
1129
Rambus
RMBS
$9.53B
| $11.5M | 0.01% |
876,491
-5,975
| -0.7% | -$78.4K |
|
1130
Upbound Group
UPBD
$1.46B
| $11.5M | 0.01% |
445,130
+31,921
| +8% | +$823K |
|
1131
Tenet Healthcare
THC
$16.9B
| $11.5M | 0.01% |
518,719
+94,896
| +22% | +$2.1M |
|
1132
Eventbrite
EB
$261M
| $11.4M | 0.01% |
645,976
-4,142
| -0.6% | -$73.4K |
|
1133
MaxLinear
MXL
$1.37B
| $11.4M | 0.01% |
511,176
-4,116
| -0.8% | -$92.1K |
|
1134
Fluor
FLR
$6.69B
| $11.4M | 0.01% |
594,344
-19,715
| -3% | -$377K |
|
1135
Carpenter Technology
CRS
$12.1B
| $11.4M | 0.01% |
219,853
-609
| -0.3% | -$31.5K |
|
1136
Coca-Cola Consolidated
COKE
$10.5B
| $11.4M | 0.01% |
373,720
+1,440
| +0.4% | +$43.8K |
|
1137
Unum
UNM
$12.6B
| $11.3M | 0.01% |
380,207
+19,712
| +5% | +$586K |
|
1138
FormFactor
FORM
$2.27B
| $11.3M | 0.01% |
605,547
+7,394
| +1% | +$138K |
|
1139
Navient
NAVI
$1.29B
| $11.3M | 0.01% |
882,082
-59,627
| -6% | -$763K |
|
|
NLSN
1140
DELISTED
Nielsen Holdings plc
NLSN
| $11.3M | 0.01% |
530,425
+9,831
| +2% | +$209K |
|
1141
Avient
AVNT
$3.34B
| $11.3M | 0.01% |
344,790
-7,914
| -2% | -$258K |
|
1142
DXC Technology
DXC
$2.6B
| $11.2M | 0.01% |
380,203
-12,682
| -3% | -$374K |
|
1143
Patterson-UTI
PTEN
$2.14B
| $11.2M | 0.01% |
1,310,600
-174,548
| -12% | -$1.49M |
|
1144
First Commonwealth Financial
FCF
$1.84B
| $11.2M | 0.01% |
843,695
+2,016
| +0.2% | +$26.8K |
|
1145
American Woodmark
AMWD
$950M
| $11.2M | 0.01% |
125,996
+3,076
| +3% | +$273K |
|
|
MGLN
1146
DELISTED
Magellan Health Services, Inc.
MGLN
| $11.2M | 0.01% |
180,073
-20,946
| -10% | -$1.3M |
|
1147
Perrigo
PRGO
$3.04B
| $11.2M | 0.01% |
199,946
+11,830
| +6% | +$661K |
|
|
ECOL
1148
DELISTED
US Ecology, Inc.
ECOL
| $11.1M | 0.01% |
174,224
-2,935
| -2% | -$188K |
|
|
PRFT
1149
DELISTED
Perficient Inc
PRFT
| $11.1M | 0.01% |
288,169
-2,212
| -0.8% | -$85.3K |
|
1150
Natera
NTRA
$23.3B
| $11.1M | 0.01% |
338,422
+83,448
| +33% | +$2.74M |
|