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 | |
|---|---|---|---|---|---|---|
1351
Benchmark Electronics
BHE
$1.41B
| $7.77M | 0.01% |
309,317
-17,385
| -5% | -$437K |
|
1352
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$53.1M
| $7.76M | 0.01% |
205,717
| – | – |
|
1353
Stewart Information Services
STC
$2.09B
| $7.75M | 0.01% |
191,341
-571
| -0.3% | -$23.1K |
|
1354
Lindsay Corp
LNN
$1.52B
| $7.74M | 0.01% |
94,195
-1,043
| -1% | -$85.7K |
|
1355
Nabors Industries
NBR
$617M
| $7.74M | 0.01% |
53,392
+399
| +0.8% | +$57.9K |
|
|
UNIT
1356
Uniti Group
UNIT
$1.71B
| $7.74M | 0.01% |
814,381
+28,250
| +4% | +$268K |
|
1357
Mercado Libre
MELI
$119B
| $7.7M | 0.01% |
12,584
+11,814
| +1,534% | +$7.23M |
|
1358
TTM Technologies
TTMI
$4.83B
| $7.68M | 0.01% |
752,774
-4,645
| -0.6% | -$47.4K |
|
|
NXGN
1359
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $7.67M | 0.01% |
385,489
-750
| -0.2% | -$14.9K |
|
1360
NETSCOUT
NTCT
$1.8B
| $7.66M | 0.01% |
301,640
-1,248
| -0.4% | -$31.7K |
|
1361
Sally Beauty Holdings
SBH
$1.48B
| $7.65M | 0.01% |
573,668
+35,839
| +7% | +$478K |
|
|
PLAN
1362
DELISTED
Anaplan, Inc.
PLAN
| $7.64M | 0.01% |
151,420
+15,027
| +11% | +$758K |
|
|
USCR
1363
DELISTED
U S Concrete, Inc.
USCR
| $7.64M | 0.01% |
153,710
-484
| -0.3% | -$24.1K |
|
1364
Sturm, Ruger & Co
RGR
$600M
| $7.63M | 0.01% |
140,018
-271
| -0.2% | -$14.8K |
|
1365
Interface
TILE
$1.66B
| $7.62M | 0.01% |
497,124
-8,316
| -2% | -$127K |
|
1366
Anywhere Real Estate
HOUS
$800M
| $7.61M | 0.01% |
1,051,653
+427,295
| +68% | +$3.09M |
|
|
SPPI
1367
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $7.61M | 0.01% |
883,603
+6,167
| +0.7% | +$53.1K |
|
|
MDR
1368
DELISTED
McDermott International
MDR
| $7.59M | 0.01% |
785,971
-9,103
| -1% | -$87.9K |
|
1369
Mesa Laboratories
MLAB
$339M
| $7.58M | 0.01% |
+31,039
| New | +$7.58M |
|
1370
National Bank Holdings
NBHC
$1.46B
| $7.58M | 0.01% |
208,790
+462
| +0.2% | +$16.8K |
|
1371
Cleveland-Cliffs
CLF
$5.78B
| $7.57M | 0.01% |
709,812
+676,049
| +2,002% | +$7.21M |
|
1372
ePlus
PLUS
$1.97B
| $7.57M | 0.01% |
219,606
-5,236
| -2% | -$180K |
|
1373
Affiliated Managers Group
AMG
$6.71B
| $7.56M | 0.01% |
82,020
+3,675
| +5% | +$339K |
|
1374
Werner Enterprises
WERN
$1.68B
| $7.56M | 0.01% |
243,139
-13,598
| -5% | -$423K |
|
1375
Tri Pointe Homes
TPH
$3.09B
| $7.55M | 0.01% |
631,052
-493
| -0.1% | -$5.9K |
|