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 | |
|---|---|---|---|---|---|---|
|
CAMP
1651
DELISTED
CalAmp Corp.
CAMP
| $3.15M | ﹤0.01% |
11,715
-1,576
| -12% | -$423K |
|
|
PEI
1652
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $3.11M | ﹤0.01% |
31,859
-2,800
| -8% | -$273K |
|
1653
Park Hotels & Resorts
PK
$2.39B
| $3.1M | ﹤0.01% |
112,414
-565,214
| -83% | -$15.6M |
|
|
CHUY
1654
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.1M | ﹤0.01% |
135,020
-1,187
| -0.9% | -$27.2K |
|
|
BKS
1655
DELISTED
Barnes & Noble
BKS
| $3.06M | ﹤0.01% |
457,965
-662
| -0.1% | -$4.43K |
|
|
CNSL
1656
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $3.06M | ﹤0.01% |
619,710
-4,233,209
| -87% | -$20.9M |
|
1657
Insteel Industries
IIIN
$749M
| $3.05M | ﹤0.01% |
146,685
-7,313
| -5% | -$152K |
|
1658
Agilysys
AGYS
$2.97B
| $3.03M | ﹤0.01% |
141,327
-515
| -0.4% | -$11.1K |
|
1659
MarineMax
HZO
$556M
| $3.01M | ﹤0.01% |
183,157
-357
| -0.2% | -$5.87K |
|
|
PENG
1660
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.36B
| $2.97M | ﹤0.01% |
258,364
-920
| -0.4% | -$10.6K |
|
1661
TruBridge
TBRG
$302M
| $2.94M | ﹤0.01% |
105,953
+9,760
| +10% | +$271K |
|
1662
PDF Solutions
PDFS
$765M
| $2.94M | ﹤0.01% |
223,673
+626
| +0.3% | +$8.21K |
|
1663
Veeva Systems
VEEV
$45.3B
| $2.94M | ﹤0.01% |
18,108
+4,658
| +35% | +$755K |
|
|
RVNC
1664
DELISTED
Revance Therapeutics, Inc.
RVNC
| $2.9M | ﹤0.01% |
223,565
+109,297
| +96% | +$1.42M |
|
|
JCP
1665
DELISTED
J.C. Penney Company, Inc.
JCP
| $2.9M | ﹤0.01% |
2,540,925
-28,086
| -1% | -$32K |
|
1666
Digi International
DGII
$1.33B
| $2.85M | ﹤0.01% |
225,037
+2,645
| +1% | +$33.5K |
|
|
LDL
1667
DELISTED
Lydall, Inc.
LDL
| $2.84M | ﹤0.01% |
140,602
-394
| -0.3% | -$7.96K |
|
1668
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.56B
| $2.82M | ﹤0.01% |
96,873
+44,867
| +86% | +$1.3M |
|
1669
PetMed Express
PETS
$57.8M
| $2.79M | ﹤0.01% |
177,854
-7,514
| -4% | -$118K |
|
|
DPLO
1670
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $2.77M | ﹤0.01% |
455,405
+568
| +0.1% | +$3.46K |
|
1671
Cross Country Healthcare
CCRN
$411M
| $2.77M | ﹤0.01% |
295,350
+4,932
| +2% | +$46.3K |
|
|
AMAG
1672
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $2.76M | ﹤0.01% |
276,135
-7,916
| -3% | -$79.1K |
|
1673
Century Aluminum
CENX
$2.44B
| $2.76M | ﹤0.01% |
398,902
+2,432
| +0.6% | +$16.8K |
|
1674
Community Health Systems
CYH
$412M
| $2.75M | ﹤0.01% |
1,028,390
+77,587
| +8% | +$207K |
|
1675
Copa Holdings
CPA
$4.86B
| $2.74M | ﹤0.01% |
28,075
+21,729
| +342% | +$2.12M |
|