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 | |
|---|---|---|---|---|---|---|
1501
MGP Ingredients
MGPI
$588M
| $5.2M | ﹤0.01% |
104,739
+2,393
| +2% | +$119K |
|
|
BLUE
1502
DELISTED
bluebird bio
BLUE
| $5.2M | ﹤0.01% |
4,371
-163
| -4% | -$194K |
|
|
REGI
1503
DELISTED
Renewable Energy Group, Inc.
REGI
| $5.2M | ﹤0.01% |
346,284
+7,986
| +2% | +$120K |
|
1504
CEVA Inc
CEVA
$549M
| $5.17M | ﹤0.01% |
173,245
-2,990
| -2% | -$89.3K |
|
1505
DexCom
DXCM
$29.8B
| $5.17M | ﹤0.01% |
138,640
+312
| +0.2% | +$11.6K |
|
1506
Principal Financial Group
PFG
$17.8B
| $5.16M | ﹤0.01% |
90,289
-292
| -0.3% | -$16.7K |
|
1507
Neurocrine Biosciences
NBIX
$14B
| $5.15M | ﹤0.01% |
57,095
+2,381
| +4% | +$215K |
|
|
AAWW
1508
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $5.15M | ﹤0.01% |
203,919
-3,417
| -2% | -$86.2K |
|
1509
Sociedad Química y Minera de Chile
SQM
$12B
| $5.12M | ﹤0.01% |
184,213
+37,564
| +26% | +$1.04M |
|
1510
Green Dot
GDOT
$757M
| $5.11M | ﹤0.01% |
202,499
-8,850
| -4% | -$223K |
|
1511
DMC Global
BOOM
$141M
| $5.08M | ﹤0.01% |
115,517
+1,345
| +1% | +$59.1K |
|
|
IPHS
1512
DELISTED
Innophos Holdings, Inc.
IPHS
| $5.04M | ﹤0.01% |
155,309
-2,446
| -2% | -$79.4K |
|
1513
Hanmi Financial
HAFC
$754M
| $5.04M | ﹤0.01% |
268,221
-2,628
| -1% | -$49.4K |
|
1514
Nabors Industries
NBR
$619M
| $5.03M | ﹤0.01% |
53,838
+446
| +0.8% | +$41.7K |
|
1515
ATN International
ATNI
$235M
| $5.01M | ﹤0.01% |
85,841
-1,387
| -2% | -$81K |
|
1516
Banc of California
BANC
$2.65B
| $5M | ﹤0.01% |
353,813
+10,455
| +3% | +$148K |
|
1517
Keurig Dr Pepper
KDP
$37.3B
| $5M | ﹤0.01% |
182,989
-69,063
| -27% | -$1.89M |
|
1518
Under Armour Class C
UA
$2.09B
| $5M | ﹤0.01% |
275,630
+528
| +0.2% | +$9.57K |
|
1519
Myers Industries
MYE
$602M
| $4.98M | ﹤0.01% |
282,012
-4,396
| -2% | -$77.6K |
|
1520
Surmodics
SRDX
$459M
| $4.96M | ﹤0.01% |
108,482
-1,024
| -0.9% | -$46.8K |
|
1521
Nektar Therapeutics
NKTR
$916M
| $4.96M | ﹤0.01% |
18,151
-468
| -3% | -$128K |
|
|
PLC
1522
DELISTED
Principal Exchange-Traded Funds Principal U.S. Large-Cap Multi-Factor ETF
PLC
| $4.95M | ﹤0.01% |
+199,921
| New | +$4.95M |
|
|
CVET
1523
DELISTED
Covetrus, Inc. Common Stock
CVET
| $4.92M | ﹤0.01% |
413,805
-10,277
| -2% | -$122K |
|
1524
Atlanta Braves Holdings Series A
BATRA
$2.84B
| $4.91M | ﹤0.01% |
176,373
+647
| +0.4% | +$18K |
|
1525
Southern Copper
SCCO
$82.9B
| $4.9M | ﹤0.01% |
150,835
-53,006
| -26% | -$1.72M |
|