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 | |
|---|---|---|---|---|---|---|
1251
Veritex Holdings
VBTX
$1.89B
| $9.49M | 0.01% |
365,579
-24,338
| -6% | -$632K |
|
1252
John Wiley & Sons Class A
WLY
$2.21B
| $9.48M | 0.01% |
206,674
-2,324
| -1% | -$107K |
|
|
TWO
1253
Two Harbors Investment
TWO
$1.05B
| $9.44M | 0.01% |
186,229
-36,398
| -16% | -$1.84M |
|
1254
Strategy Inc Common Stock Class A
MSTR
$94.1B
| $9.43M | 0.01% |
657,980
-4,350
| -0.7% | -$62.3K |
|
1255
FormFactor
FORM
$2.35B
| $9.37M | 0.01% |
598,153
-341
| -0.1% | -$5.34K |
|
1256
ODP
ODP
$632M
| $9.36M | 0.01% |
454,311
+13,998
| +3% | +$288K |
|
1257
Corcept Therapeutics
CORT
$7.61B
| $9.35M | 0.01% |
838,282
-62,336
| -7% | -$695K |
|
1258
Boyd Gaming
BYD
$6.87B
| $9.32M | 0.01% |
346,017
-7,903
| -2% | -$213K |
|
1259
Dayforce
DAY
$10.9B
| $9.29M | 0.01% |
185,118
+3,509
| +2% | +$176K |
|
1260
Tennant Co
TNC
$1.51B
| $9.27M | 0.01% |
151,537
+5,936
| +4% | +$363K |
|
1261
Apogee Enterprises
APOG
$914M
| $9.27M | 0.01% |
213,329
-5,054
| -2% | -$220K |
|
|
AAWW
1262
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $9.26M | 0.01% |
207,336
+421
| +0.2% | +$18.8K |
|
|
SWN
1263
DELISTED
Southwestern Energy Company
SWN
| $9.23M | 0.01% |
2,919,786
-28,251
| -1% | -$89.3K |
|
1264
Abercrombie & Fitch
ANF
$4.2B
| $9.22M | 0.01% |
574,546
+45,441
| +9% | +$729K |
|
|
EGOV
1265
DELISTED
NIC Inc
EGOV
| $9.21M | 0.01% |
574,052
-7,042
| -1% | -$113K |
|
1266
ICICI Bank
IBN
$114B
| $9.19M | 0.01% |
730,254
+304,787
| +72% | +$3.84M |
|
1267
Garrett Motion
GTX
$2.66B
| $9.18M | 0.01% |
598,173
+3,337
| +0.6% | +$51.2K |
|
|
TGI
1268
DELISTED
Triumph Group
TGI
| $9.17M | 0.01% |
400,247
-493
| -0.1% | -$11.3K |
|
|
BIG
1269
DELISTED
Big Lots, Inc.
BIG
| $9.16M | 0.01% |
319,990
-1,837
| -0.6% | -$52.6K |
|
|
NP
1270
DELISTED
Neenah, Inc. Common Stock
NP
| $9.14M | 0.01% |
135,277
-10,199
| -7% | -$689K |
|
1271
Adient
ADNT
$1.98B
| $9.13M | 0.01% |
376,350
+232
| +0.1% | +$5.63K |
|
1272
Bath & Body Works
BBWI
$5.6B
| $9.12M | 0.01% |
432,126
+4,593
| +1% | +$96.9K |
|
1273
Commercial Metals
CMC
$6.56B
| $9.11M | 0.01% |
510,200
+1,569
| +0.3% | +$28K |
|
1274
Revolve Group
RVLV
$1.63B
| $9.1M | 0.01% |
+263,877
| New | +$9.1M |
|
|
VRE
1275
Veris Residential
VRE
$1.49B
| $9.1M | 0.01% |
390,859
+319
| +0.1% | +$7.43K |
|