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 | |
|---|---|---|---|---|---|---|
|
BRKL
1226
DELISTED
Brookline Bancorp
BRKL
| $9.84M | 0.01% |
639,801
-1,197
| -0.2% | -$18.4K |
|
|
PDCO
1227
DELISTED
Patterson Companies, Inc.
PDCO
| $9.84M | 0.01% |
429,539
-44,609
| -9% | -$1.02M |
|
1228
Macy's
M
$4.67B
| $9.83M | 0.01% |
458,067
-68,158
| -13% | -$1.46M |
|
1229
SL Green Realty
SLG
$4.5B
| $9.81M | 0.01% |
126,136
-65,705
| -34% | -$5.11M |
|
1230
Varex Imaging
VREX
$455M
| $9.8M | 0.01% |
319,770
+5,873
| +2% | +$180K |
|
1231
Columbus McKinnon
CMCO
$417M
| $9.79M | 0.01% |
233,331
+3,505
| +2% | +$147K |
|
1232
Helix Energy Solutions
HLX
$932M
| $9.78M | 0.01% |
1,133,343
-5,739
| -0.5% | -$49.5K |
|
1233
Granite Construction
GVA
$4.8B
| $9.76M | 0.01% |
202,550
+686
| +0.3% | +$33.1K |
|
1234
OFG Bancorp
OFG
$1.96B
| $9.75M | 0.01% |
410,150
-444
| -0.1% | -$10.6K |
|
1235
Palo Alto Networks
PANW
$133B
| $9.72M | 0.01% |
286,284
-120,828
| -30% | -$4.1M |
|
1236
Innovative Industrial Properties
IIPR
$1.6B
| $9.72M | 0.01% |
78,645
+86
| +0.1% | +$10.6K |
|
1237
Avis
CAR
$5.48B
| $9.7M | 0.01% |
275,891
-6,152
| -2% | -$216K |
|
1238
AeroVironment
AVAV
$12.1B
| $9.7M | 0.01% |
170,826
-15,767
| -8% | -$895K |
|
1239
Mercury Insurance
MCY
$4.31B
| $9.7M | 0.01% |
155,133
+12,043
| +8% | +$753K |
|
1240
Ligand Pharmaceuticals
LGND
$3.24B
| $9.68M | 0.01% |
135,982
-10,289
| -7% | -$733K |
|
1241
KB Home
KBH
$4.59B
| $9.67M | 0.01% |
375,811
+71
| +0% | +$1.83K |
|
|
INN
1242
Summit Hotel Properties
INN
$613M
| $9.67M | 0.01% |
842,766
-11,516
| -1% | -$132K |
|
1243
Interparfums
IPAR
$3.47B
| $9.65M | 0.01% |
145,196
-2,573
| -2% | -$171K |
|
1244
AZZ Inc
AZZ
$3.46B
| $9.65M | 0.01% |
209,576
-55
| -0% | -$2.53K |
|
1245
AAR Corp
AIR
$2.66B
| $9.62M | 0.01% |
261,557
-720
| -0.3% | -$26.5K |
|
1246
Assurant
AIZ
$10.6B
| $9.61M | 0.01% |
90,365
+12,760
| +16% | +$1.36M |
|
|
PBCT
1247
DELISTED
People's United Financial Inc
PBCT
| $9.59M | 0.01% |
571,722
+15,292
| +3% | +$257K |
|
|
CIO
1248
City Office REIT
CIO
$280M
| $9.59M | 0.01% |
800,025
-44,554
| -5% | -$534K |
|
1249
Boise Cascade
BCC
$3.21B
| $9.54M | 0.01% |
339,206
-8,951
| -3% | -$252K |
|
1250
Cheesecake Factory
CAKE
$2.9B
| $9.49M | 0.01% |
217,052
-1,278
| -0.6% | -$55.9K |
|