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 | |
|---|---|---|---|---|---|---|
1251
Adtalem Global Education
ATGE
$4.98B
| $9.11M | 0.01% |
239,158
-5,652
| -2% | -$215K |
|
1252
InterDigital
IDCC
$8.38B
| $9.09M | 0.01% |
173,323
-6,050
| -3% | -$317K |
|
1253
Southside Bancshares
SBSI
$927M
| $9.07M | 0.01% |
265,863
-2,941
| -1% | -$100K |
|
1254
SM Energy
SM
$3.13B
| $9.05M | 0.01% |
933,663
+399,787
| +75% | +$3.87M |
|
|
TGI
1255
DELISTED
Triumph Group
TGI
| $9.03M | 0.01% |
394,831
-5,416
| -1% | -$124K |
|
1256
Varex Imaging
VREX
$477M
| $9.03M | 0.01% |
316,304
-3,466
| -1% | -$98.9K |
|
1257
Cheesecake Factory
CAKE
$2.9B
| $9.02M | 0.01% |
216,486
-566
| -0.3% | -$23.6K |
|
1258
Perdoceo Education
PRDO
$2.26B
| $9.02M | 0.01% |
567,498
-6,107
| -1% | -$97K |
|
1259
H&R Block
HRB
$6.98B
| $9.01M | 0.01% |
381,604
-21,355
| -5% | -$504K |
|
1260
Regenxbio
RGNX
$479M
| $8.99M | 0.01% |
252,427
-4,165
| -2% | -$148K |
|
|
CPE
1261
DELISTED
Callon Petroleum Company
CPE
| $8.97M | 0.01% |
206,635
+84,954
| +70% | +$3.69M |
|
1262
Matthews International
MATW
$775M
| $8.95M | 0.01% |
253,020
-5,773
| -2% | -$204K |
|
1263
Warrior Met Coal
HCC
$3.11B
| $8.92M | 0.01% |
457,064
+412,048
| +915% | +$8.04M |
|
1264
Bread Financial
BFH
$2.98B
| $8.91M | 0.01% |
87,174
-2,208
| -2% | -$226K |
|
|
VRTU
1265
DELISTED
Virtusa Corporation
VRTU
| $8.9M | 0.01% |
247,027
+16,656
| +7% | +$600K |
|
1266
Brinker International
EAT
$7.07B
| $8.89M | 0.01% |
208,406
+2,240
| +1% | +$95.6K |
|
1267
Ralph Lauren
RL
$19.2B
| $8.88M | 0.01% |
93,013
+13,212
| +17% | +$1.26M |
|
|
NP
1268
DELISTED
Neenah, Inc. Common Stock
NP
| $8.87M | 0.01% |
136,162
+885
| +0.7% | +$57.6K |
|
1269
Urban Outfitters
URBN
$6.43B
| $8.86M | 0.01% |
315,535
+2,927
| +0.9% | +$82.2K |
|
1270
Adeia
ADEA
$1.71B
| $8.86M | 0.01% |
1,618,611
-10,739
| -0.7% | -$58.8K |
|
1271
Lindsay Corp
LNN
$1.53B
| $8.86M | 0.01% |
95,364
+1,169
| +1% | +$109K |
|
1272
Werner Enterprises
WERN
$1.72B
| $8.82M | 0.01% |
249,824
+6,685
| +3% | +$236K |
|
1273
Mercury Insurance
MCY
$4.38B
| $8.79M | 0.01% |
157,306
+2,173
| +1% | +$121K |
|
1274
CoreCivic
CXW
$2.29B
| $8.75M | 0.01% |
506,408
-8,754
| -2% | -$151K |
|
|
CATM
1275
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $8.75M | 0.01% |
289,397
-11,488
| -4% | -$347K |
|