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 | |
|---|---|---|---|---|---|---|
1601
Resources Connection
RGP
$172M
| $3.91M | ﹤0.01% |
244,363
+1,764
| +0.7% | +$28.2K |
|
1602
Adaptive Biotechnologies
ADPT
$1.92B
| $3.86M | ﹤0.01% |
+80,000
| New | +$3.86M |
|
|
PMOM
1603
DELISTED
Principal Sustainable Momentum Index ETF
PMOM
| $3.85M | ﹤0.01% |
135,095
-5,622
| -4% | -$160K |
|
1604
Tandem Diabetes Care
TNDM
$829M
| $3.83M | ﹤0.01% |
59,383
-26,331
| -31% | -$1.7M |
|
1605
United Natural Foods
UNFI
$1.77B
| $3.83M | ﹤0.01% |
426,631
+8,333
| +2% | +$74.7K |
|
1606
KLX Energy Services
KLXE
$31.4M
| $3.79M | ﹤0.01% |
37,132
+1,193
| +3% | +$122K |
|
|
NE
1607
DELISTED
Noble Corporation
NE
| $3.77M | ﹤0.01% |
2,015,801
+216
| +0% | +$404 |
|
1608
National Presto Industries
NPK
$802M
| $3.77M | ﹤0.01% |
40,391
+7
| +0% | +$653 |
|
1609
LeMaitre Vascular
LMAT
$2.09B
| $3.73M | ﹤0.01% |
133,281
-2,066
| -2% | -$57.8K |
|
1610
Greif
GEF
$3.59B
| $3.72M | ﹤0.01% |
114,345
+217
| +0.2% | +$7.06K |
|
1611
Team
TISI
$81.8M
| $3.72M | ﹤0.01% |
24,259
+93
| +0.4% | +$14.3K |
|
1612
TechTarget
TTGT
$427M
| $3.72M | ﹤0.01% |
174,848
-17,576
| -9% | -$374K |
|
1613
Globant
GLOB
$2.47B
| $3.71M | ﹤0.01% |
+36,677
| New | +$3.71M |
|
1614
Donnelley Financial Solutions
DFIN
$1.5B
| $3.66M | ﹤0.01% |
274,289
+131
| +0% | +$1.75K |
|
|
OPB
1615
DELISTED
Opus Bank Common Stock
OPB
| $3.66M | ﹤0.01% |
173,266
-17,727
| -9% | -$374K |
|
1616
Match Group
MTCH
$9.08B
| $3.65M | ﹤0.01% |
54,229
-55,600
| -51% | -$3.74M |
|
|
LBAI
1617
DELISTED
Lakeland Bancorp Inc
LBAI
| $3.64M | ﹤0.01% |
225,551
+4,038
| +2% | +$65.2K |
|
1618
Allogene Therapeutics
ALLO
$251M
| $3.63M | ﹤0.01% |
135,165
+76,665
| +131% | +$2.06M |
|
1619
Vital Energy
VTLE
$635M
| $3.62M | ﹤0.01% |
62,323
+352
| +0.6% | +$20.4K |
|
1620
Movado Group
MOV
$438M
| $3.6M | ﹤0.01% |
133,485
-545
| -0.4% | -$14.7K |
|
|
EXTN
1621
DELISTED
Exterran Corporation
EXTN
| $3.6M | ﹤0.01% |
253,489
+797
| +0.3% | +$11.3K |
|
|
SWCH
1622
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $3.59M | ﹤0.01% |
274,208
+31,301
| +13% | +$410K |
|
1623
OneSpan
OSPN
$588M
| $3.57M | ﹤0.01% |
251,575
-554
| -0.2% | -$7.85K |
|
|
CHS
1624
DELISTED
Chicos FAS, Inc.
CHS
| $3.55M | ﹤0.01% |
1,051,805
-56,428
| -5% | -$190K |
|
|
CONN
1625
DELISTED
Conn's Inc.
CONN
| $3.51M | ﹤0.01% |
197,135
+815
| +0.4% | +$14.5K |
|