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 |
CoStar Group
CSGP
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Hanmi Financial
HAFC
$754M
| $2.77M | ﹤0.01% |
254,860
-9,701
| -4% | -$105K |
|
1502
Vale
VALE
$44.8B
| $2.76M | ﹤0.01% |
333,424
-23,857
| -7% | -$198K |
|
1503
Purple Innovation
PRPL
$116M
| $2.76M | ﹤0.01% |
+485,814
| New | +$2.76M |
|
1504
Southern Copper
SCCO
$82.9B
| $2.74M | ﹤0.01% |
102,179
-19,067
| -16% | -$511K |
|
1505
Clearwater Paper
CLW
$342M
| $2.73M | ﹤0.01% |
125,301
-5,184
| -4% | -$113K |
|
1506
Banc of California
BANC
$2.65B
| $2.72M | ﹤0.01% |
340,359
-14,077
| -4% | -$113K |
|
|
SVC
1507
Service Properties Trust
SVC
$469M
| $2.71M | ﹤0.01% |
502,659
-214,671
| -30% | -$1.16M |
|
|
CPE
1508
DELISTED
Callon Petroleum Company
CPE
| $2.71M | ﹤0.01% |
494,935
-33,662
| -6% | -$184K |
|
1509
MGP Ingredients
MGPI
$588M
| $2.71M | ﹤0.01% |
100,757
-4,170
| -4% | -$112K |
|
1510
National Presto Industries
NPK
$784M
| $2.71M | ﹤0.01% |
38,222
-1,578
| -4% | -$112K |
|
1511
Sociedad Química y Minera de Chile
SQM
$12B
| $2.7M | ﹤0.01% |
119,586
-54,210
| -31% | -$1.22M |
|
|
JWN
1512
DELISTED
Nordstrom
JWN
| $2.69M | ﹤0.01% |
175,494
-190,722
| -52% | -$2.93M |
|
1513
Principal Exchange-Traded Funds Principal Value ETF
PY
$141M
| $2.68M | ﹤0.01% |
117,617
| – | – |
|
1514
Hawkins
HWKN
$3.56B
| $2.65M | ﹤0.01% |
149,088
-5,918
| -4% | -$105K |
|
1515
G-III Apparel Group
GIII
$1.13B
| $2.64M | ﹤0.01% |
343,344
-13,437
| -4% | -$103K |
|
1516
Allogene Therapeutics
ALLO
$246M
| $2.63M | ﹤0.01% |
135,165
+752
| +0.6% | +$14.6K |
|
|
GPMT
1517
Granite Point Mortgage Trust
GPMT
$142M
| $2.62M | ﹤0.01% |
516,948
-16,801
| -3% | -$85.2K |
|
1518
TAL Education Group
TAL
$6.37B
| $2.6M | ﹤0.01% |
48,766
-22,449
| -32% | -$1.2M |
|
1519
RingCentral
RNG
$2.77B
| $2.59M | ﹤0.01% |
12,195
+903
| +8% | +$191K |
|
1520
Agilysys
AGYS
$3.03B
| $2.58M | ﹤0.01% |
154,513
-6,387
| -4% | -$107K |
|
1521
Comtech Telecommunications
CMTL
$65.3M
| $2.57M | ﹤0.01% |
193,469
-8,508
| -4% | -$113K |
|
|
TGI
1522
DELISTED
Triumph Group
TGI
| $2.57M | ﹤0.01% |
379,983
-15,716
| -4% | -$106K |
|
1523
Signet Jewelers
SIG
$3.75B
| $2.57M | ﹤0.01% |
398,036
-15,893
| -4% | -$102K |
|
1524
DMC Global
BOOM
$141M
| $2.56M | ﹤0.01% |
111,114
-4,597
| -4% | -$106K |
|
1525
Veeva Systems
VEEV
$45B
| $2.55M | ﹤0.01% |
16,288
+869
| +6% | +$136K |
|