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 | |
|---|---|---|---|---|---|---|
|
VGR
1151
DELISTED
Vector Group Ltd.
VGR
| $11.1M | 0.01% |
1,313,508
+1,288,616
| +5,177% | +$10.9M |
|
1152
AMC Networks
AMCX
$346M
| $11.1M | 0.01% |
225,066
-6,027
| -3% | -$296K |
|
1153
Dine Brands
DIN
$361M
| $11M | 0.01% |
145,642
-4,394
| -3% | -$333K |
|
1154
Employers Holdings
EIG
$982M
| $11M | 0.01% |
253,343
-5,163
| -2% | -$225K |
|
|
PRSU
1155
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $11M | 0.01% |
164,292
-1,721
| -1% | -$116K |
|
1156
Robert Half
RHI
$3.56B
| $11M | 0.01% |
198,130
+2,628
| +1% | +$146K |
|
1157
AAR Corp
AIR
$2.66B
| $11M | 0.01% |
267,096
+5,539
| +2% | +$228K |
|
1158
Boise Cascade
BCC
$3.21B
| $11M | 0.01% |
337,214
-1,992
| -0.6% | -$64.9K |
|
1159
Deluxe
DLX
$858M
| $10.9M | 0.01% |
222,424
+2,985
| +1% | +$147K |
|
1160
Transocean
RIG
$3.07B
| $10.9M | 0.01% |
2,446,392
+246,290
| +11% | +$1.1M |
|
1161
Telephone and Data Systems
TDS
$4.45B
| $10.9M | 0.01% |
423,688
+8,101
| +2% | +$209K |
|
|
GPMT
1162
Granite Point Mortgage Trust
GPMT
$142M
| $10.9M | 0.01% |
580,837
+14,694
| +3% | +$275K |
|
|
FLIR
1163
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $10.9M | 0.01% |
206,969
+1,967
| +1% | +$103K |
|
1164
Dana Inc
DAN
$2.73B
| $10.9M | 0.01% |
753,216
+1,198
| +0.2% | +$17.3K |
|
1165
ATI
ATI
$10.5B
| $10.9M | 0.01% |
536,603
-9,770
| -2% | -$198K |
|
1166
Universal Corp
UVV
$1.38B
| $10.8M | 0.01% |
196,955
-3,462
| -2% | -$190K |
|
1167
Mohawk Industries
MHK
$8.68B
| $10.8M | 0.01% |
86,808
-433,136
| -83% | -$53.7M |
|
1168
Kennametal
KMT
$1.6B
| $10.8M | 0.01% |
350,260
-6,211
| -2% | -$191K |
|
1169
Winnebago Industries
WGO
$953M
| $10.8M | 0.01% |
280,653
+21,115
| +8% | +$810K |
|
1170
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $10.7M | 0.01% |
249,034
-43,027
| -15% | -$1.85M |
|
1171
B&G Foods
BGS
$368M
| $10.7M | 0.01% |
567,144
-2,308,751
| -80% | -$43.7M |
|
1172
Kite Realty
KRG
$4.97B
| $10.7M | 0.01% |
662,890
-10,314
| -2% | -$167K |
|
1173
CNO Financial Group
CNO
$3.8B
| $10.7M | 0.01% |
675,267
-16,991
| -2% | -$269K |
|
1174
Gentherm
THRM
$1.07B
| $10.7M | 0.01% |
260,148
-9,932
| -4% | -$408K |
|
1175
A.O. Smith
AOS
$10.2B
| $10.6M | 0.01% |
222,735
-3,274
| -1% | -$156K |
|