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 | |
|---|---|---|---|---|---|---|
1376
Pilgrim's Pride
PPC
$10.5B
| $7.19M | 0.01% |
+224,481
| New | +$7.19M |
|
|
FSP
1377
Franklin Street Properties
FSP
$175M
| $7.16M | 0.01% |
845,764
-14,247
| -2% | -$121K |
|
1378
IPG Photonics
IPGP
$3.49B
| $7.08M | 0.01% |
52,189
+119
| +0.2% | +$16.1K |
|
1379
Marcus Corp
MCS
$502M
| $7.07M | 0.01% |
191,107
+7,113
| +4% | +$263K |
|
|
ALEX
1380
Alexander & Baldwin
ALEX
$1.37B
| $7.07M | 0.01% |
288,439
-4,940
| -2% | -$121K |
|
1381
Extreme Networks
EXTR
$3.02B
| $7.07M | 0.01% |
971,511
+3,549
| +0.4% | +$25.8K |
|
1382
Pitney Bowes
PBI
$1.97B
| $7.06M | 0.01% |
1,544,248
-81,658
| -5% | -$373K |
|
1383
Anywhere Real Estate
HOUS
$760M
| $7.05M | 0.01% |
1,054,721
+3,068
| +0.3% | +$20.5K |
|
1384
Griffon
GFF
$3.73B
| $7.04M | 0.01% |
335,910
+58,149
| +21% | +$1.22M |
|
1385
Ambac
AMBC
$413M
| $7.02M | 0.01% |
359,275
-5,810
| -2% | -$114K |
|
1386
Avis
CAR
$5.53B
| $7.02M | 0.01% |
248,504
-27,387
| -10% | -$774K |
|
|
TYPE
1387
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $7.01M | 0.01% |
353,950
-4,072
| -1% | -$80.7K |
|
|
QEP
1388
DELISTED
QEP RESOURCES, INC.
QEP
| $7.01M | 0.01% |
1,894,037
+851,107
| +82% | +$3.15M |
|
1389
Bath & Body Works
BBWI
$5.76B
| $6.93M | 0.01% |
437,745
+5,619
| +1% | +$89K |
|
1390
Central Pacific Financial
CPF
$834M
| $6.93M | 0.01% |
244,037
-2,979
| -1% | -$84.6K |
|
1391
John B. Sanfilippo & Son
JBSS
$745M
| $6.93M | 0.01% |
71,743
-1,008
| -1% | -$97.4K |
|
1392
Signet Jewelers
SIG
$3.8B
| $6.91M | 0.01% |
412,525
+186,715
| +83% | +$3.13M |
|
1393
Interface
TILE
$1.67B
| $6.91M | 0.01% |
478,242
-18,882
| -4% | -$273K |
|
1394
Inogen
INGN
$231M
| $6.88M | 0.01% |
143,589
+65,789
| +85% | +$3.15M |
|
1395
ArcBest
ARCB
$1.67B
| $6.83M | 0.01% |
224,440
-1,711
| -0.8% | -$52.1K |
|
1396
Dycom Industries
DY
$7.49B
| $6.83M | 0.01% |
133,768
-2,447
| -2% | -$125K |
|
1397
HNI Corp
HNI
$2.11B
| $6.82M | 0.01% |
192,177
-266,343
| -58% | -$9.45M |
|
|
DBD
1398
DELISTED
Diebold Nixdorf Incorporated
DBD
| $6.79M | 0.01% |
605,888
-8,394
| -1% | -$94K |
|
|
CHK
1399
DELISTED
Chesapeake Energy Corporation
CHK
| $6.75M | 0.01% |
23,951
+1,175
| +5% | +$331K |
|
1400
Tactile Systems Technology
TCMD
$305M
| $6.74M | 0.01% |
159,248
+12,847
| +9% | +$544K |
|