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 | |
|---|---|---|---|---|---|---|
1451
Trustco Bank Corp NY
TRST
$746M
| $6.21M | 0.01% |
156,924
-2,656
| -2% | -$105K |
|
1452
Pathward Financial
CASH
$1.72B
| $6.21M | 0.01% |
221,478
-262
| -0.1% | -$7.35K |
|
1453
Amphastar Pharmaceuticals
AMPH
$1.3B
| $6.18M | 0.01% |
292,677
+14,850
| +5% | +$313K |
|
1454
IAC Inc
IAC
$2.89B
| $6.18M | 0.01% |
158,898
+35,771
| +29% | +$1.39M |
|
1455
SiriusPoint
SPNT
$2.22B
| $6.17M | 0.01% |
597,433
+2,974
| +0.5% | +$30.7K |
|
1456
Ambac
AMBC
$413M
| $6.15M | 0.01% |
365,085
+724
| +0.2% | +$12.2K |
|
1457
AngioDynamics
ANGO
$433M
| $6.12M | 0.01% |
310,606
-266
| -0.1% | -$5.24K |
|
1458
Northfield Bancorp
NFBK
$492M
| $6.11M | 0.01% |
391,465
+2,408
| +0.6% | +$37.6K |
|
1459
Under Armour Class C
UA
$2.04B
| $6.11M | 0.01% |
275,102
-16,519
| -6% | -$367K |
|
1460
Golden Entertainment
GDEN
$638M
| $6.08M | 0.01% |
434,560
-18,285
| -4% | -$256K |
|
|
AKS
1461
DELISTED
AK Steel Holding Corp.
AKS
| $6.08M | 0.01% |
2,564,916
+1,336
| +0.1% | +$3.17K |
|
1462
Marcus Corp
MCS
$504M
| $6.06M | 0.01% |
183,994
+6,895
| +4% | +$227K |
|
|
ORIT
1463
DELISTED
Oritani Financial Corp. New
ORIT
| $6.06M | 0.01% |
341,601
+34,323
| +11% | +$609K |
|
1464
Hanmi Financial
HAFC
$748M
| $6.03M | 0.01% |
270,849
-273
| -0.1% | -$6.08K |
|
|
TYPE
1465
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $6.03M | 0.01% |
358,022
+7,809
| +2% | +$132K |
|
1466
Coty
COTY
$3.57B
| $6.02M | 0.01% |
449,223
-215,441
| -32% | -$2.89M |
|
1467
Virtus Investment Partners
VRTS
$1.34B
| $6.02M | 0.01% |
56,038
-302
| -0.5% | -$32.4K |
|
1468
Cooper-Standard Automotive
CPS
$667M
| $6.01M | 0.01% |
131,224
+385
| +0.3% | +$17.6K |
|
|
XLRN
1469
DELISTED
Acceleron Pharma Inc.
XLRN
| $6.01M | 0.01% |
146,236
+781
| +0.5% | +$32.1K |
|
1470
Vanda Pharmaceuticals
VNDA
$266M
| $5.99M | 0.01% |
424,779
-6,262
| -1% | -$88.2K |
|
1471
Ring Energy
REI
$219M
| $5.96M | 0.01% |
1,834,882
-84,142
| -4% | -$273K |
|
1472
Marcus & Millichap
MMI
$1.26B
| $5.93M | 0.01% |
192,199
-7,741
| -4% | -$239K |
|
|
CNR
1473
Core Natural Resources, Inc.
CNR
$3.75B
| $5.93M | 0.01% |
222,745
+954
| +0.4% | +$25.4K |
|
|
STMP
1474
DELISTED
Stamps.com, Inc.
STMP
| $5.92M | 0.01% |
130,679
-1,842
| -1% | -$83.4K |
|
1475
Insmed
INSM
$30.8B
| $5.9M | 0.01% |
230,512
+31,036
| +16% | +$795K |
|