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 | |
|---|---|---|---|---|---|---|
1476
Vanda Pharmaceuticals
VNDA
$265M
| $5.58M | ﹤0.01% |
420,188
-4,591
| -1% | -$61K |
|
|
XLRN
1477
DELISTED
Acceleron Pharma Inc.
XLRN
| $5.58M | ﹤0.01% |
141,090
-5,146
| -4% | -$203K |
|
1478
Universal Electronics
UEIC
$63.2M
| $5.57M | ﹤0.01% |
109,469
-1,681
| -2% | -$85.6K |
|
|
CMO
1479
DELISTED
Capstead Mortgage Corp.
CMO
| $5.56M | ﹤0.01% |
756,832
+70,465
| +10% | +$518K |
|
|
SLCA
1480
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $5.55M | ﹤0.01% |
580,349
-9,557
| -2% | -$91.4K |
|
1481
Vanguard FTSE Developed Markets ETF
VEA
$174B
| $5.55M | ﹤0.01% |
135,020
+12,257
| +10% | +$504K |
|
1482
Astec Industries
ASTE
$1.06B
| $5.53M | ﹤0.01% |
177,741
-2,962
| -2% | -$92.1K |
|
|
NPKI
1483
NPK International Inc.
NPKI
$898M
| $5.53M | ﹤0.01% |
725,467
-3,992
| -0.5% | -$30.4K |
|
|
CIO
1484
City Office REIT
CIO
$280M
| $5.49M | ﹤0.01% |
381,186
-418,839
| -52% | -$6.03M |
|
1485
Cooper-Standard Automotive
CPS
$683M
| $5.47M | ﹤0.01% |
133,843
+2,619
| +2% | +$107K |
|
1486
Sturm, Ruger & Co
RGR
$590M
| $5.47M | ﹤0.01% |
131,015
-9,003
| -6% | -$376K |
|
1487
HealthStream
HSTM
$839M
| $5.46M | ﹤0.01% |
210,726
-2,711
| -1% | -$70.2K |
|
1488
Vanguard S&P 500 ETF
VOO
$736B
| $5.42M | ﹤0.01% |
19,885
+1,413
| +8% | +$385K |
|
|
MODV
1489
DELISTED
ModivCare
MODV
| $5.42M | ﹤0.01% |
91,072
+2,132
| +2% | +$127K |
|
1490
Under Armour
UAA
$2.16B
| $5.35M | ﹤0.01% |
268,121
+2,926
| +1% | +$58.3K |
|
1491
Macerich
MAC
$4.55B
| $5.33M | ﹤0.01% |
168,665
-63,891
| -27% | -$2.02M |
|
1492
DNOW Inc
DNOW
$1.62B
| $5.3M | ﹤0.01% |
462,119
-8,271
| -2% | -$94.9K |
|
|
HPP
1493
Hudson Pacific Properties
HPP
$1.1B
| $5.28M | ﹤0.01% |
157,855
-270,835
| -63% | -$9.06M |
|
1494
StoneX
SNEX
$5.06B
| $5.28M | ﹤0.01% |
289,076
-866
| -0.3% | -$15.8K |
|
1495
Talos Energy
TALO
$1.69B
| $5.27M | ﹤0.01% |
+259,196
| New | +$5.27M |
|
1496
Cytokinetics
CYTK
$6.23B
| $5.27M | ﹤0.01% |
462,817
-114
| -0% | -$1.3K |
|
1497
Globant
GLOB
$2.53B
| $5.26M | ﹤0.01% |
57,482
+20,805
| +57% | +$1.91M |
|
|
MCHB
1498
Mechanics Bancorp Class A Common Stock
MCHB
$2.96B
| $5.26M | ﹤0.01% |
192,428
-23,861
| -11% | -$652K |
|
|
DCOM
1499
DELISTED
Dime Community Bancshares
DCOM
| $5.22M | ﹤0.01% |
243,919
-1,882
| -0.8% | -$40.3K |
|
1500
BancFirst
BANF
$4.46B
| $5.21M | ﹤0.01% |
93,992
+2,100
| +2% | +$116K |
|