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 | |
|---|---|---|---|---|---|---|
1176
Enanta Pharmaceuticals
ENTA
$178M
| $10.8M | 0.01% |
127,782
-10,425
| -8% | -$880K |
|
1177
LGI Homes
LGIH
$1.41B
| $10.8M | 0.01% |
150,773
+1,149
| +0.8% | +$82.1K |
|
1178
Yelp
YELP
$1.97B
| $10.8M | 0.01% |
314,750
-24,158
| -7% | -$826K |
|
1179
CoreCivic
CXW
$2.18B
| $10.7M | 0.01% |
515,162
-10,692
| -2% | -$222K |
|
1180
S&T Bancorp
STBA
$1.49B
| $10.7M | 0.01% |
285,224
-4,730
| -2% | -$177K |
|
1181
A.O. Smith
AOS
$10.2B
| $10.7M | 0.01% |
226,009
+10,721
| +5% | +$506K |
|
1182
Rambus
RMBS
$9.53B
| $10.6M | 0.01% |
882,466
+6,211
| +0.7% | +$74.8K |
|
1183
Enpro
NPO
$4.61B
| $10.6M | 0.01% |
166,332
-677
| -0.4% | -$43.2K |
|
1184
PVH
PVH
$3.93B
| $10.6M | 0.01% |
112,198
-2,142
| -2% | -$203K |
|
1185
AutoNation
AN
$8.42B
| $10.6M | 0.01% |
253,091
+3,155
| +1% | +$132K |
|
1186
Carpenter Technology
CRS
$12.1B
| $10.6M | 0.01% |
220,462
-2,559
| -1% | -$123K |
|
1187
Harley-Davidson
HOG
$3.65B
| $10.6M | 0.01% |
294,976
+55,052
| +23% | +$1.97M |
|
|
ECOL
1188
DELISTED
US Ecology, Inc.
ECOL
| $10.5M | 0.01% |
177,159
-4,366
| -2% | -$260K |
|
1189
Eventbrite
EB
$261M
| $10.5M | 0.01% |
650,118
+317,107
| +95% | +$5.14M |
|
1190
City Holding Co
CHCO
$1.83B
| $10.5M | 0.01% |
138,099
-3,658
| -3% | -$279K |
|
1191
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $10.5M | 0.01% |
412,350
-21,264
| -5% | -$541K |
|
1192
Sleep Number
SNBR
$211M
| $10.5M | 0.01% |
259,510
-22,812
| -8% | -$921K |
|
|
SMAR
1193
DELISTED
Smartsheet Inc.
SMAR
| $10.5M | 0.01% |
216,197
+14,580
| +7% | +$706K |
|
1194
Kontoor Brands
KTB
$4.67B
| $10.4M | 0.01% |
+372,494
| New | +$10.4M |
|
1195
Gibraltar Industries
ROCK
$1.79B
| $10.4M | 0.01% |
258,272
-8,278
| -3% | -$334K |
|
|
WIRE
1196
DELISTED
Encore Wire Corp
WIRE
| $10.4M | 0.01% |
177,858
+3,953
| +2% | +$232K |
|
|
ADAM
1197
Adamas Trust, Inc. Common Stock
ADAM
$653M
| $10.4M | 0.01% |
420,065
+42,061
| +11% | +$1.04M |
|
|
SRCI
1198
DELISTED
SRC Energy Inc
SRCI
| $10.4M | 0.01% |
2,097,748
+2,325
| +0.1% | +$11.5K |
|
1199
American Woodmark
AMWD
$950M
| $10.4M | 0.01% |
122,920
+2,273
| +2% | +$192K |
|
|
FOE
1200
DELISTED
Ferro Corporation
FOE
| $10.4M | 0.01% |
657,102
-13,886
| -2% | -$219K |
|