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 | |
|---|---|---|---|---|---|---|
1426
SiriusPoint
SPNT
$2.21B
| $6.3M | 0.01% |
630,850
+33,417
| +6% | +$334K |
|
1427
Wabash National
WNC
$473M
| $6.28M | 0.01% |
433,097
-15,005
| -3% | -$218K |
|
|
MIK
1428
DELISTED
Michaels Stores, Inc
MIK
| $6.24M | 0.01% |
636,843
+246,769
| +63% | +$2.42M |
|
|
SAFE
1429
Safehold
SAFE
$1.19B
| $6.23M | 0.01% |
98,139
-8,455
| -8% | -$537K |
|
1430
Guess, Inc.
GES
$871M
| $6.23M | 0.01% |
336,376
-66,006
| -16% | -$1.22M |
|
1431
TripAdvisor
TRIP
$2.1B
| $6.23M | 0.01% |
161,042
+1,316
| +0.8% | +$50.9K |
|
1432
Scansource
SCSC
$976M
| $6.16M | 0.01% |
201,740
-7,051
| -3% | -$215K |
|
|
WPG
1433
DELISTED
Washington Prime Group Inc.
WPG
| $6.15M | 0.01% |
165,041
-2,279
| -1% | -$84.9K |
|
1434
Revolve Group
RVLV
$1.71B
| $6.14M | 0.01% |
262,733
-1,144
| -0.4% | -$26.7K |
|
|
TUP
1435
DELISTED
Tupperware Brands Corporation
TUP
| $6.11M | 0.01% |
384,836
+173,970
| +83% | +$2.76M |
|
1436
FibroGen
FGEN
$49.6M
| $6.1M | 0.01% |
6,601
-79
| -1% | -$73K |
|
1437
Preferred Bank
PFBC
$1.17B
| $6.1M | 0.01% |
116,369
-1,593
| -1% | -$83.4K |
|
1438
Modine Manufacturing
MOD
$7.91B
| $6.09M | 0.01% |
535,794
-11,547
| -2% | -$131K |
|
1439
Onto Innovation
ONTO
$5.34B
| $6.07M | 0.01% |
186,036
-10,738
| -5% | -$350K |
|
1440
Triumph Financial, Inc.
TFIN
$1.39B
| $6.06M | 0.01% |
190,160
-6,885
| -3% | -$220K |
|
1441
Sonic Automotive
SAH
$2.82B
| $6.01M | 0.01% |
191,323
-432
| -0.2% | -$13.6K |
|
|
NXGN
1442
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $6.01M | 0.01% |
383,296
-2,193
| -0.6% | -$34.4K |
|
|
ORIT
1443
DELISTED
Oritani Financial Corp. New
ORIT
| $6M | 0.01% |
339,054
-2,547
| -0.7% | -$45.1K |
|
1444
Anika Therapeutics
ANIK
$124M
| $5.97M | 0.01% |
108,712
-5,231
| -5% | -$287K |
|
1445
E.W. Scripps
SSP
$250M
| $5.97M | 0.01% |
449,324
-21,940
| -5% | -$291K |
|
1446
CNX Resources
CNX
$4.21B
| $5.94M | 0.01% |
817,757
-38,516
| -4% | -$280K |
|
|
AEGN
1447
DELISTED
Aegion Corp
AEGN
| $5.93M | 0.01% |
277,486
+901
| +0.3% | +$19.3K |
|
|
CIR
1448
DELISTED
CIRCOR International, Inc
CIR
| $5.9M | 0.01% |
156,998
-2,586
| -2% | -$97.1K |
|
1449
Shutterstock
SSTK
$747M
| $5.89M | 0.01% |
163,108
+1,482
| +0.9% | +$53.5K |
|
1450
Worthington Enterprises
WOR
$3.26B
| $5.88M | 0.01% |
264,720
-8,782
| -3% | -$195K |
|