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 | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
SPDR Bloomberg High Yield Bond ETF
JNK
$8.07B
| $226M | 0.2% |
2,071,976
+2,067,143
| +42,771% | +$225M |
|
|
RP
127
DELISTED
RealPage, Inc.
RP
| $221M | 0.2% |
3,763,477
+809,476
| +27% | +$47.6M |
|
|
DRE
128
DELISTED
Duke Realty Corp.
DRE
| $220M | 0.2% |
6,972,642
-273,473
| -4% | -$8.64M |
|
129
Philip Morris
PM
$254B
| $216M | 0.19% |
2,755,929
-175,520
| -6% | -$13.8M |
|
130
VICI Properties
VICI
$35.6B
| $215M | 0.19% |
9,774,181
+2,501,942
| +34% | +$55.1M |
|
131
Motorola Solutions
MSI
$79B
| $214M | 0.19% |
1,286,425
+29,046
| +2% | +$4.84M |
|
132
Thermo Fisher Scientific
TMO
$183B
| $211M | 0.19% |
719,350
+51,518
| +8% | +$15.1M |
|
133
Enovis
ENOV
$1.75B
| $209M | 0.19% |
4,331,522
-95,306
| -2% | -$4.6M |
|
134
IBM
IBM
$227B
| $208M | 0.19% |
1,577,542
-53,504
| -3% | -$7.05M |
|
135
Delta Air Lines
DAL
$40B
| $203M | 0.18% |
3,576,530
+21,920
| +0.6% | +$1.24M |
|
136
Amgen
AMGN
$153B
| $202M | 0.18% |
1,094,749
-3,334
| -0.3% | -$614K |
|
137
Broadcom
AVGO
$1.42T
| $202M | 0.18% |
7,002,240
+542,050
| +8% | +$15.6M |
|
138
Guidewire Software
GWRE
$18.5B
| $202M | 0.18% |
1,988,091
+45,421
| +2% | +$4.6M |
|
139
Lennar Class A
LEN
$34.7B
| $201M | 0.18% |
4,279,381
+87,366
| +2% | +$4.1M |
|
140
Liberty Global Class C
LBTYK
$4.1B
| $200M | 0.18% |
7,543,076
-36,240
| -0.5% | -$961K |
|
141
PACCAR
PCAR
$50.5B
| $199M | 0.18% |
4,161,621
-125,210
| -3% | -$5.98M |
|
142
Sunstone Hotel Investors
SHO
$1.8B
| $198M | 0.18% |
14,471,321
+58,120
| +0.4% | +$797K |
|
|
GLIBA
143
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $196M | 0.18% |
3,190,658
-339
| -0% | -$20.8K |
|
144
NVIDIA
NVDA
$4.15T
| $194M | 0.17% |
47,163,360
-2,125,680
| -4% | -$8.73M |
|
145
Deere & Co
DE
$127B
| $192M | 0.17% |
1,160,860
+21,640
| +2% | +$3.59M |
|
146
Rexford Industrial Realty
REXR
$9.7B
| $190M | 0.17% |
4,716,123
+924,067
| +24% | +$37.3M |
|
147
HCA Healthcare
HCA
$95.4B
| $190M | 0.17% |
1,404,295
+476,011
| +51% | +$64.3M |
|
148
Equity Residential
EQR
$24.7B
| $185M | 0.17% |
2,439,703
-18,963
| -0.8% | -$1.44M |
|
|
RDS.B
149
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $185M | 0.17% |
2,809,984
-39,288
| -1% | -$2.58M |
|
|
CONE
150
DELISTED
CyrusOne Inc Common Stock
CONE
| $184M | 0.17% |
3,183,926
-284,024
| -8% | -$16.4M |
|