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 | |
|---|---|---|---|---|---|---|
1426
MGP Ingredients
MGPI
$596M
| $6.79M | 0.01% |
102,346
+142
| +0.1% | +$9.42K |
|
|
ALEX
1427
Alexander & Baldwin
ALEX
$1.34B
| $6.78M | 0.01% |
293,379
+359
| +0.1% | +$8.29K |
|
|
BBBY
1428
DELISTED
Bed Bath & Beyond Inc
BBBY
| $6.76M | 0.01% |
582,136
-77,986
| -12% | -$906K |
|
1429
Chord Energy
CHRD
$5.96B
| $6.75M | 0.01% |
1,187,733
+83
| +0% | +$471 |
|
1430
Under Armour
UAA
$2.08B
| $6.72M | 0.01% |
265,195
-20,712
| -7% | -$525K |
|
1431
Chefs' Warehouse
CHEF
$2.7B
| $6.7M | 0.01% |
191,157
-1,546
| -0.8% | -$54.2K |
|
|
CKH
1432
DELISTED
Seacor Holdings Inc.
CKH
| $6.69M | 0.01% |
140,838
-7,981
| -5% | -$379K |
|
1433
SM Energy
SM
$3.07B
| $6.68M | 0.01% |
533,876
+75,906
| +17% | +$950K |
|
1434
Kelly Services Class A
KELYA
$481M
| $6.55M | 0.01% |
250,128
-487
| -0.2% | -$12.8K |
|
1435
Guess, Inc.
GES
$869M
| $6.5M | 0.01% |
402,382
-55,217
| -12% | -$892K |
|
1436
Range Resources
RRC
$8.41B
| $6.46M | 0.01% |
925,733
+9,524
| +1% | +$66.5K |
|
|
SAFE
1437
Safehold
SAFE
$1.18B
| $6.44M | 0.01% |
106,594
-6,908
| -6% | -$418K |
|
1438
Trinseo
TSE
$87.7M
| $6.44M | 0.01% |
152,039
-30,078
| -17% | -$1.27M |
|
1439
SunCoke Energy
SXC
$654M
| $6.44M | 0.01% |
724,927
+200,340
| +38% | +$1.78M |
|
|
MCHB
1440
Mechanics Bancorp Class A Common Stock
MCHB
$3.03B
| $6.41M | 0.01% |
216,289
-638
| -0.3% | -$18.9K |
|
|
GPOR
1441
DELISTED
Gulfport Energy Corp.
GPOR
| $6.4M | 0.01% |
1,303,298
-39,466
| -3% | -$194K |
|
1442
NETGEAR
NTGR
$831M
| $6.39M | 0.01% |
252,572
-249,405
| -50% | -$6.31M |
|
1443
ArcBest
ARCB
$1.6B
| $6.36M | 0.01% |
226,151
+4,699
| +2% | +$132K |
|
|
FSP
1444
Franklin Street Properties
FSP
$174M
| $6.35M | 0.01% |
860,011
-1,682
| -0.2% | -$12.4K |
|
1445
Shutterstock
SSTK
$742M
| $6.33M | 0.01% |
161,626
-375
| -0.2% | -$14.7K |
|
1446
Enova International
ENVA
$2.88B
| $6.31M | 0.01% |
273,809
-19,790
| -7% | -$456K |
|
1447
M/I Homes
MHO
$4.07B
| $6.31M | 0.01% |
221,109
-47
| -0% | -$1.34K |
|
|
TVTY
1448
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $6.29M | 0.01% |
382,571
+2,843
| +0.7% | +$46.7K |
|
1449
Extreme Networks
EXTR
$2.95B
| $6.26M | 0.01% |
967,962
+13,227
| +1% | +$85.6K |
|
1450
CNX Resources
CNX
$4.25B
| $6.26M | 0.01% |
856,273
-22,221
| -3% | -$162K |
|