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 | |
|---|---|---|---|---|---|---|
1276
Jack in the Box
JACK
$343M
| $9.09M | 0.01% |
111,683
+95
| +0.1% | +$7.73K |
|
|
MTSC
1277
DELISTED
MTS Systems Corp
MTSC
| $9.08M | 0.01% |
155,161
+11,304
| +8% | +$662K |
|
1278
Lantheus
LNTH
$3.65B
| $9.08M | 0.01% |
320,793
+11,027
| +4% | +$312K |
|
1279
Ralph Lauren
RL
$19B
| $9.06M | 0.01% |
79,801
-1,986
| -2% | -$226K |
|
1280
Usana Health Sciences
USNA
$557M
| $9.04M | 0.01% |
113,825
+107,007
| +1,569% | +$8.5M |
|
1281
Urban Edge Properties
UE
$2.65B
| $9.03M | 0.01% |
520,951
+26,580
| +5% | +$461K |
|
1282
Matthews International
MATW
$763M
| $9.02M | 0.01% |
258,793
+2,681
| +1% | +$93.4K |
|
1283
Avanos Medical
AVNS
$568M
| $9.01M | 0.01% |
206,568
-15,449
| -7% | -$674K |
|
|
LTHM
1284
DELISTED
Livent Corporation
LTHM
| $9M | 0.01% |
1,300,779
-14,247
| -1% | -$98.6K |
|
1285
Patrick Industries
PATK
$3.72B
| $9M | 0.01% |
274,299
-831
| -0.3% | -$27.3K |
|
|
FL
1286
DELISTED
Foot Locker
FL
| $8.97M | 0.01% |
213,929
+1,003
| +0.5% | +$42K |
|
1287
Pinduoduo
PDD
$177B
| $8.97M | 0.01% |
434,594
-1,280,754
| -75% | -$26.4M |
|
1288
Innoviva
INVA
$1.22B
| $8.97M | 0.01% |
615,734
+11,701
| +2% | +$170K |
|
1289
Perrigo
PRGO
$3.09B
| $8.96M | 0.01% |
188,116
+2,547
| +1% | +$121K |
|
1290
Matador Resources
MTDR
$6.06B
| $8.93M | 0.01% |
448,984
-9,463
| -2% | -$188K |
|
1291
Deluxe
DLX
$874M
| $8.92M | 0.01% |
219,439
-20,744
| -9% | -$843K |
|
1292
International Bancshares
IBOC
$4.39B
| $8.89M | 0.01% |
235,737
-5,468
| -2% | -$206K |
|
1293
PENN Entertainment
PENN
$2.88B
| $8.88M | 0.01% |
461,203
+1,461
| +0.3% | +$28.1K |
|
|
CHK
1294
DELISTED
Chesapeake Energy Corporation
CHK
| $8.88M | 0.01% |
22,776
+89
| +0.4% | +$34.7K |
|
1295
Fox Class B
FOX
$26.1B
| $8.88M | 0.01% |
243,104
+15,963
| +7% | +$583K |
|
1296
Adeia
ADEA
$1.69B
| $8.88M | 0.01% |
1,629,350
+151,521
| +10% | +$825K |
|
1297
Oil States International
OIS
$344M
| $8.87M | 0.01% |
484,748
-1,405
| -0.3% | -$25.7K |
|
1298
Designer Brands
DBI
$211M
| $8.82M | 0.01% |
460,158
-128,915
| -22% | -$2.47M |
|
|
KEM
1299
DELISTED
KEMET Corporation
KEM
| $8.81M | 0.01% |
468,157
+808
| +0.2% | +$15.2K |
|
1300
Boot Barn
BOOT
$5.5B
| $8.77M | 0.01% |
246,186
+229,513
| +1,377% | +$8.18M |
|