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 | |
|---|---|---|---|---|---|---|
1576
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.66B
| $2.17M | ﹤0.01% |
71,954
-9,798
| -12% | -$296K |
|
1577
Par Pacific Holdings
PARR
$1.81B
| $2.17M | ﹤0.01% |
305,225
-14,950
| -5% | -$106K |
|
1578
Houlihan Lokey
HLI
$14.1B
| $2.14M | ﹤0.01% |
41,127
+490
| +1% | +$25.5K |
|
|
CLDT
1579
Chatham Lodging
CLDT
$350M
| $2.12M | ﹤0.01% |
356,010
-14,723
| -4% | -$87.5K |
|
1580
Central Garden & Pet
CENT
$2.32B
| $2.11M | ﹤0.01% |
95,811
-2,127
| -2% | -$46.8K |
|
1581
Resideo Technologies
REZI
$5.44B
| $2.11M | ﹤0.01% |
435,477
-158,245
| -27% | -$766K |
|
1582
Designer Brands
DBI
$229M
| $2.09M | ﹤0.01% |
418,604
-17,311
| -4% | -$86.2K |
|
1583
WisdomTree
WT
$2.03B
| $2.09M | ﹤0.01% |
894,958
-37,009
| -4% | -$86.2K |
|
1584
Tootsie Roll Industries
TR
$2.93B
| $2.08M | ﹤0.01% |
67,134
-25,793
| -28% | -$800K |
|
1585
WisdomTree US High Dividend Fund
DHS
$1.29B
| $2.07M | ﹤0.01% |
36,624
+22,520
| +160% | +$1.27M |
|
1586
Koppers
KOP
$564M
| $2.07M | ﹤0.01% |
167,604
-378
| -0.2% | -$4.68K |
|
|
FSB
1587
DELISTED
Franklin Financial Network, Inc.
FSB
| $2.07M | ﹤0.01% |
101,602
-4,205
| -4% | -$85.8K |
|
|
SPPI
1588
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.07M | ﹤0.01% |
887,329
-35,787
| -4% | -$83.4K |
|
1589
Seneca Foods Class A
SENEA
$759M
| $2.07M | ﹤0.01% |
51,911
-2,150
| -4% | -$85.5K |
|
|
TVTY
1590
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $2.06M | ﹤0.01% |
327,706
-13,550
| -4% | -$85.2K |
|
|
DBD
1591
DELISTED
Diebold Nixdorf Incorporated
DBD
| $2.05M | ﹤0.01% |
583,134
-24,094
| -4% | -$84.8K |
|
1592
Digi International
DGII
$1.29B
| $2.05M | ﹤0.01% |
215,098
-8,598
| -4% | -$82K |
|
1593
Chefs' Warehouse
CHEF
$2.62B
| $2.03M | ﹤0.01% |
201,223
-7,963
| -4% | -$80.2K |
|
1594
AdvanSix
ASIX
$558M
| $2.02M | ﹤0.01% |
212,047
-10,295
| -5% | -$98.2K |
|
1595
Transocean
RIG
$3.01B
| $2.02M | ﹤0.01% |
1,744,134
-736,043
| -30% | -$854K |
|
1596
REX American Resources
REX
$1.01B
| $2.01M | ﹤0.01% |
129,342
-5,265
| -4% | -$81.6K |
|
1597
Invesco S&P Global Water Index ETF
CGW
$1B
| $2M | ﹤0.01% |
60,342
-114,409
| -65% | -$3.79M |
|
|
IVC
1598
DELISTED
Invacare Corporation
IVC
| $1.98M | ﹤0.01% |
266,806
-10,541
| -4% | -$78.3K |
|
1599
HCI Group
HCI
$2.27B
| $1.96M | ﹤0.01% |
48,665
-2,015
| -4% | -$81.1K |
|
|
HAYN
1600
DELISTED
Haynes International, Inc.
HAYN
| $1.96M | ﹤0.01% |
94,939
-3,928
| -4% | -$81K |
|