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 | |
|---|---|---|---|---|---|---|
1326
Quanta Services
PWR
$57.7B
| $8.25M | 0.01% |
216,130
+5,882
| +3% | +$225K |
|
1327
Commault Systems
CVLT
$7.8B
| $8.24M | 0.01% |
166,015
-8,121
| -5% | -$403K |
|
1328
Rollins
ROL
$27.8B
| $8.24M | 0.01% |
344,484
+2,274
| +0.7% | +$54.4K |
|
|
CATM
1329
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $8.22M | 0.01% |
300,885
-229
| -0.1% | -$6.26K |
|
1330
Genworth Financial
GNW
$3.61B
| $8.2M | 0.01% |
2,208,976
-7,547
| -0.3% | -$28K |
|
1331
Tompkins Financial
TMP
$1B
| $8.12M | 0.01% |
99,487
-206
| -0.2% | -$16.8K |
|
1332
Brinker International
EAT
$6.91B
| $8.11M | 0.01% |
206,166
-6,572
| -3% | -$259K |
|
|
BPFH
1333
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $8.11M | 0.01% |
671,906
-1,236
| -0.2% | -$14.9K |
|
1334
Orthofix Medical
OFIX
$602M
| $8.09M | 0.01% |
152,921
-6,554
| -4% | -$347K |
|
1335
Compass Minerals
CMP
$769M
| $8.06M | 0.01% |
146,594
+124
| +0.1% | +$6.81K |
|
1336
Prestige Consumer Healthcare
PBH
$3.13B
| $8.04M | 0.01% |
253,659
-285,814
| -53% | -$9.05M |
|
1337
IPG Photonics
IPGP
$3.4B
| $8.03M | 0.01% |
52,070
+866
| +2% | +$134K |
|
1338
Dycom Industries
DY
$7.49B
| $8.02M | 0.01% |
136,215
+266
| +0.2% | +$15.7K |
|
|
CPE
1339
DELISTED
Callon Petroleum Company
CPE
| $8.02M | 0.01% |
121,681
+7,334
| +6% | +$483K |
|
|
KRA
1340
DELISTED
Kraton Corporation
KRA
| $7.98M | 0.01% |
256,772
+234
| +0.1% | +$7.27K |
|
|
AGS
1341
DELISTED
PlayAGS
AGS
| $7.96M | 0.01% |
409,104
+36,104
| +10% | +$702K |
|
1342
The Greenbrier Companies
GBX
$1.44B
| $7.9M | 0.01% |
259,903
-27,761
| -10% | -$844K |
|
1343
Heritage Financial
HFWA
$837M
| $7.87M | 0.01% |
266,343
-50,869
| -16% | -$1.5M |
|
1344
News Corp Class A
NWSA
$16.6B
| $7.84M | 0.01% |
581,175
+790
| +0.1% | +$10.7K |
|
|
ARR
1345
Armour Residential REIT
ARR
$1.72B
| $7.84M | 0.01% |
84,077
-10,243
| -11% | -$955K |
|
1346
Modine Manufacturing
MOD
$7.83B
| $7.83M | 0.01% |
547,341
-18,318
| -3% | -$262K |
|
|
RPT
1347
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $7.8M | 0.01% |
644,443
-189
| -0% | -$2.29K |
|
1348
Macerich
MAC
$4.58B
| $7.79M | 0.01% |
232,556
-533
| -0.2% | -$17.8K |
|
1349
Standex International
SXI
$2.48B
| $7.79M | 0.01% |
106,450
+1,843
| +2% | +$135K |
|
1350
Alamo Group
ALG
$2.51B
| $7.78M | 0.01% |
77,805
-64
| -0.1% | -$6.4K |
|