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 | |
|---|---|---|---|---|---|---|
1651
Green Plains
GPRE
$652M
| $3M | ﹤0.01% |
283,394
-28,613
| -9% | -$303K |
|
1652
Cross Country Healthcare
CCRN
$460M
| $3M | ﹤0.01% |
290,963
-4,387
| -1% | -$45.2K |
|
1653
Tootsie Roll Industries
TR
$2.95B
| $2.97M | ﹤0.01% |
95,343
-11,538
| -11% | -$359K |
|
1654
Insteel Industries
IIIN
$736M
| $2.96M | ﹤0.01% |
144,255
-2,430
| -2% | -$49.9K |
|
|
AKRX
1655
DELISTED
Akorn, Inc.
AKRX
| $2.95M | ﹤0.01% |
776,781
+497
| +0.1% | +$1.89K |
|
|
CNSL
1656
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $2.92M | ﹤0.01% |
613,793
-5,917
| -1% | -$28.2K |
|
1657
Dillards
DDS
$8.83B
| $2.92M | ﹤0.01% |
44,147
-33,625
| -43% | -$2.22M |
|
1658
PDF Solutions
PDFS
$784M
| $2.88M | ﹤0.01% |
220,065
-3,608
| -2% | -$47.2K |
|
1659
Forrester Research
FORR
$189M
| $2.86M | ﹤0.01% |
89,099
+1,072
| +1% | +$34.5K |
|
1660
WisdomTree International High Dividend Fund
DTH
$486M
| $2.86M | ﹤0.01% |
73,359
+10,326
| +16% | +$403K |
|
1661
American Public Education
APEI
$612M
| $2.86M | ﹤0.01% |
127,821
-6,444
| -5% | -$144K |
|
|
DO
1662
DELISTED
Diamond Offshore Drilling
DO
| $2.84M | ﹤0.01% |
510,437
-8,588
| -2% | -$47.7K |
|
|
VSTO
1663
DELISTED
Vista Outdoor Inc.
VSTO
| $2.82M | ﹤0.01% |
455,772
-7,215
| -2% | -$44.7K |
|
1664
MacroGenics
MGNX
$108M
| $2.8M | ﹤0.01% |
219,143
-15,689
| -7% | -$200K |
|
1665
Shoe Carnival
SCVL
$642M
| $2.78M | ﹤0.01% |
171,824
-8,544
| -5% | -$138K |
|
1666
Clearwater Paper
CLW
$345M
| $2.75M | ﹤0.01% |
130,348
-2,104
| -2% | -$44.4K |
|
1667
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$936M
| $2.72M | ﹤0.01% |
88,760
+37,049
| +72% | +$1.14M |
|
1668
Powell Industries
POWL
$3.45B
| $2.72M | ﹤0.01% |
69,337
-1,083
| -2% | -$42.4K |
|
1669
nLIGHT
LASR
$1.46B
| $2.7M | ﹤0.01% |
172,700
| – | – |
|
1670
Park Aerospace
PKE
$372M
| $2.7M | ﹤0.01% |
153,546
-2,585
| -2% | -$45.4K |
|
1671
Ezcorp Inc
EZPW
$1.04B
| $2.7M | ﹤0.01% |
417,491
-6,973
| -2% | -$45K |
|
|
PEI
1672
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $2.69M | ﹤0.01% |
31,398
-461
| -1% | -$39.6K |
|
1673
MarineMax
HZO
$540M
| $2.64M | ﹤0.01% |
170,785
-12,372
| -7% | -$192K |
|
1674
BioMarin Pharmaceuticals
BMRN
$10.5B
| $2.63M | ﹤0.01% |
39,061
-1,894
| -5% | -$128K |
|
1675
News Corp Class B
NWS
$18.1B
| $2.62M | ﹤0.01% |
182,970
-2,622
| -1% | -$37.5K |
|