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 | |
|---|---|---|---|---|---|---|
|
NPKI
1501
NPK International Inc.
NPKI
$889M
| $5.41M | ﹤0.01% |
729,459
-9,938
| -1% | -$73.7K |
|
1502
TTEC Holdings
TTEC
$173M
| $5.4M | ﹤0.01% |
115,873
+3,077
| +3% | +$143K |
|
1503
Phibro Animal Health
PAHC
$1.61B
| $5.4M | ﹤0.01% |
169,902
-4,115
| -2% | -$131K |
|
1504
Mercer International
MERC
$206M
| $5.38M | ﹤0.01% |
347,510
+1,699
| +0.5% | +$26.3K |
|
1505
Alcoa
AA
$8.61B
| $5.37M | ﹤0.01% |
229,172
-138,638
| -38% | -$3.25M |
|
|
REGI
1506
DELISTED
Renewable Energy Group, Inc.
REGI
| $5.37M | ﹤0.01% |
338,298
+35,806
| +12% | +$568K |
|
1507
Bunge Global
BG
$16.3B
| $5.31M | ﹤0.01% |
95,391
+6,110
| +7% | +$340K |
|
1508
Principal Financial Group
PFG
$18.4B
| $5.25M | ﹤0.01% |
90,581
-1,093
| -1% | -$63.3K |
|
1509
Cars.com
CARS
$829M
| $5.23M | ﹤0.01% |
265,251
-2,890
| -1% | -$57K |
|
1510
NXP Semiconductors
NXPI
$55.2B
| $5.23M | ﹤0.01% |
53,567
+21,085
| +65% | +$2.06M |
|
1511
Cytokinetics
CYTK
$6.12B
| $5.21M | ﹤0.01% |
462,931
+23,282
| +5% | +$262K |
|
1512
Inogen
INGN
$231M
| $5.19M | ﹤0.01% |
77,800
+453
| +0.6% | +$30.2K |
|
1513
DexCom
DXCM
$29.9B
| $5.18M | ﹤0.01% |
138,328
-124,600
| -47% | -$4.67M |
|
1514
Vanguard FTSE Developed Markets ETF
VEA
$174B
| $5.12M | ﹤0.01% |
122,763
+8,688
| +8% | +$362K |
|
1515
BancFirst
BANF
$4.45B
| $5.12M | ﹤0.01% |
91,892
-5,064
| -5% | -$282K |
|
1516
Cohu
COHU
$964M
| $5.11M | ﹤0.01% |
331,406
-10,235
| -3% | -$158K |
|
|
CTRL
1517
DELISTED
Control4 Corporation
CTRL
| $5.1M | ﹤0.01% |
214,915
-13,232
| -6% | -$314K |
|
1518
StoneX
SNEX
$5.04B
| $5.1M | ﹤0.01% |
289,942
+176
| +0.1% | +$3.1K |
|
|
MODV
1519
DELISTED
ModivCare
MODV
| $5.1M | ﹤0.01% |
88,940
+247
| +0.3% | +$14.2K |
|
|
AEGN
1520
DELISTED
Aegion Corp
AEGN
| $5.09M | ﹤0.01% |
276,585
-8,319
| -3% | -$153K |
|
1521
Par Pacific Holdings
PARR
$1.67B
| $5.09M | ﹤0.01% |
247,785
-7,452
| -3% | -$153K |
|
1522
QuinStreet
QNST
$930M
| $5.05M | ﹤0.01% |
318,618
+539
| +0.2% | +$8.54K |
|
1523
ATN International
ATNI
$238M
| $5.04M | ﹤0.01% |
87,228
-218
| -0.2% | -$12.6K |
|
|
UBA
1524
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $5.04M | ﹤0.01% |
239,812
-572
| -0.2% | -$12K |
|
1525
Quanex
NX
$661M
| $5.02M | ﹤0.01% |
265,645
-1,950
| -0.7% | -$36.8K |
|