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 | |
|---|---|---|---|---|---|---|
1401
DMC Global
BOOM
$145M
| $7.23M | 0.01% |
+114,172
| New | +$7.23M |
|
1402
E.W. Scripps
SSP
$257M
| $7.21M | 0.01% |
471,264
+18,362
| +4% | +$281K |
|
1403
Universal Insurance Holdings
UVE
$719M
| $7.2M | 0.01% |
258,088
-19,253
| -7% | -$537K |
|
|
NTUS
1404
DELISTED
Natus Medical Inc
NTUS
| $7.16M | 0.01% |
278,880
+1,185
| +0.4% | +$30.4K |
|
1405
iShares Russell 2000 Value ETF
IWN
$11.9B
| $7.16M | 0.01% |
59,438
+17,460
| +42% | +$2.1M |
|
|
TBI
1406
Trueblue
TBI
$179M
| $7.15M | 0.01% |
324,180
+3
| +0% | +$66 |
|
1407
Edgewell Personal Care
EPC
$1.01B
| $7.11M | 0.01% |
263,967
+24,632
| +10% | +$664K |
|
1408
Urban Outfitters
URBN
$6.07B
| $7.11M | 0.01% |
312,608
-74,959
| -19% | -$1.71M |
|
|
CLDT
1409
Chatham Lodging
CLDT
$348M
| $7.05M | 0.01% |
373,525
-600
| -0.2% | -$11.3K |
|
1410
Principal Exchange-Traded Funds Principal Value ETF
PY
$142M
| $7.04M | 0.01% |
220,317
-6,313
| -3% | -$202K |
|
1411
Natera
NTRA
$23.1B
| $7.03M | 0.01% |
254,974
+1,558
| +0.6% | +$43K |
|
|
OAK
1412
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $7.03M | 0.01% |
141,899
-388,520
| -73% | -$19.2M |
|
1413
Encore Capital Group
ECPG
$1.02B
| $6.98M | 0.01% |
206,138
+150
| +0.1% | +$5.08K |
|
|
PS
1414
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $6.96M | 0.01% |
229,690
+3,201
| +1% | +$97.1K |
|
|
AHH
1415
Armada Hoffler Properties
AHH
$596M
| $6.96M | 0.01% |
420,408
+15,923
| +4% | +$264K |
|
1416
Pitney Bowes
PBI
$1.96B
| $6.96M | 0.01% |
1,625,906
+621,162
| +62% | +$2.66M |
|
1417
DNOW Inc
DNOW
$1.6B
| $6.94M | 0.01% |
470,390
+1,505
| +0.3% | +$22.2K |
|
|
RTEC
1418
DELISTED
Rudolph Technologies Inc
RTEC
| $6.94M | 0.01% |
251,075
+467
| +0.2% | +$12.9K |
|
1419
Heartland Express
HTLD
$656M
| $6.89M | 0.01% |
381,344
-501
| -0.1% | -$9.05K |
|
1420
CorVel
CRVL
$4.39B
| $6.85M | 0.01% |
236,259
+3,018
| +1% | +$87.5K |
|
1421
Jefferies Financial Group
JEF
$13.7B
| $6.85M | 0.01% |
397,623
-43,665
| -10% | -$752K |
|
1422
Onto Innovation
ONTO
$5.44B
| $6.83M | 0.01% |
196,774
-18,881
| -9% | -$655K |
|
|
GAP
1423
The Gap, Inc.
GAP
$8.5B
| $6.81M | 0.01% |
379,086
-7,029
| -2% | -$126K |
|
1424
Scansource
SCSC
$974M
| $6.8M | 0.01% |
208,791
-402
| -0.2% | -$13.1K |
|
1425
Worthington Enterprises
WOR
$3.17B
| $6.79M | 0.01% |
273,502
-13,251
| -5% | -$329K |
|