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 | |
|---|---|---|---|---|---|---|
1451
Garrett Motion
GTX
$2.66B
| $5.86M | 0.01% |
588,605
-9,568
| -2% | -$95.3K |
|
|
BBBY
1452
DELISTED
Bed Bath & Beyond Inc
BBBY
| $5.79M | 0.01% |
544,407
-37,729
| -6% | -$401K |
|
1453
iShares MSCI EAFE ETF
EFA
$66.6B
| $5.79M | 0.01% |
88,803
-79,700
| -47% | -$5.2M |
|
1454
Andersons Inc
ANDE
$1.37B
| $5.77M | 0.01% |
257,147
+45,993
| +22% | +$1.03M |
|
1455
Photronics
PLAB
$1.3B
| $5.77M | 0.01% |
530,004
-7,877
| -1% | -$85.7K |
|
|
AKS
1456
DELISTED
AK Steel Holding Corp.
AKS
| $5.75M | 0.01% |
2,532,159
-32,757
| -1% | -$74.4K |
|
1457
Golden Entertainment
GDEN
$634M
| $5.72M | 0.01% |
430,398
-4,162
| -1% | -$55.3K |
|
|
SWN
1458
DELISTED
Southwestern Energy Company
SWN
| $5.71M | 0.01% |
2,957,609
+37,823
| +1% | +$73K |
|
1459
Northfield Bancorp
NFBK
$487M
| $5.7M | 0.01% |
354,926
-36,539
| -9% | -$587K |
|
1460
Oceaneering
OII
$2.45B
| $5.7M | 0.01% |
420,560
-7,465
| -2% | -$101K |
|
1461
CorVel
CRVL
$4.39B
| $5.7M | 0.01% |
225,756
-10,503
| -4% | -$265K |
|
1462
AdvanSix
ASIX
$554M
| $5.7M | 0.01% |
221,426
-8,083
| -4% | -$208K |
|
1463
Virtus Investment Partners
VRTS
$1.31B
| $5.69M | 0.01% |
51,492
-4,546
| -8% | -$503K |
|
|
ENDP
1464
DELISTED
Endo International plc
ENDP
| $5.69M | 0.01% |
1,772,487
-4,986
| -0.3% | -$16K |
|
1465
Bunge Global
BG
$16.5B
| $5.68M | 0.01% |
100,392
+5,001
| +5% | +$283K |
|
1466
AngioDynamics
ANGO
$445M
| $5.68M | 0.01% |
308,412
-2,194
| -0.7% | -$40.4K |
|
1467
TTEC Holdings
TTEC
$179M
| $5.67M | 0.01% |
118,390
+2,517
| +2% | +$121K |
|
1468
ANI Pharmaceuticals
ANIP
$2.11B
| $5.65M | 0.01% |
77,492
+6,023
| +8% | +$439K |
|
|
TVTY
1469
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $5.65M | 0.01% |
339,542
-43,029
| -11% | -$716K |
|
1470
Enova International
ENVA
$2.88B
| $5.63M | 0.01% |
271,479
-2,330
| -0.9% | -$48.3K |
|
1471
Zumiez
ZUMZ
$356M
| $5.6M | ﹤0.01% |
176,790
+8,708
| +5% | +$276K |
|
1472
Amphastar Pharmaceuticals
AMPH
$1.32B
| $5.6M | ﹤0.01% |
282,179
-10,498
| -4% | -$208K |
|
|
CJ
1473
DELISTED
C&J Energy Services, Inc.
CJ
| $5.59M | ﹤0.01% |
520,766
+28,054
| +6% | +$301K |
|
|
UBA
1474
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $5.59M | ﹤0.01% |
235,768
-4,044
| -2% | -$95.8K |
|
1475
Synaptics
SYNA
$2.67B
| $5.59M | ﹤0.01% |
139,791
-9,468
| -6% | -$378K |
|