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 | |
|---|---|---|---|---|---|---|
1676
Sinclair Inc
SBGI
$972M
| $2.73M | ﹤0.01% |
50,855
+40,453
| +389% | +$2.17M |
|
1677
FIVE9
FIVN
$2B
| $2.72M | ﹤0.01% |
53,108
+43,993
| +483% | +$2.26M |
|
|
CADE
1678
DELISTED
Cadence Bancorporation
CADE
| $2.72M | ﹤0.01% |
130,714
-181,891
| -58% | -$3.78M |
|
1679
Generac Holdings
GNRC
$10.8B
| $2.72M | ﹤0.01% |
39,120
-14,641
| -27% | -$1.02M |
|
1680
Premier
PINC
$2.2B
| $2.71M | ﹤0.01% |
69,290
+28,718
| +71% | +$1.12M |
|
|
HIBB
1681
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $2.68M | ﹤0.01% |
147,453
-1,595
| -1% | -$29K |
|
1682
Powell Industries
POWL
$3.47B
| $2.68M | ﹤0.01% |
70,420
-2
| -0% | -$76 |
|
|
LL
1683
DELISTED
LL Flooring Holdings, Inc.
LL
| $2.66M | ﹤0.01% |
230,057
+71
| +0% | +$820 |
|
1684
Haverty Furniture Companies
HVT
$371M
| $2.65M | ﹤0.01% |
155,533
+3,038
| +2% | +$51.7K |
|
1685
Rayonier Advanced Materials
RYAM
$421M
| $2.62M | ﹤0.01% |
403,299
+3,419
| +0.9% | +$22.2K |
|
1686
Park Aerospace
PKE
$372M
| $2.61M | ﹤0.01% |
156,131
+1,336
| +0.9% | +$22.3K |
|
|
TLRD
1687
DELISTED
Tailored Brands, Inc.
TLRD
| $2.6M | ﹤0.01% |
450,417
+9,676
| +2% | +$55.8K |
|
1688
News Corp Class B
NWS
$18.2B
| $2.59M | ﹤0.01% |
185,592
+24
| +0% | +$335 |
|
1689
Metallus
MTUS
$697M
| $2.57M | ﹤0.01% |
315,946
+371
| +0.1% | +$3.02K |
|
|
SAGE
1690
DELISTED
Sage Therapeutics
SAGE
| $2.56M | ﹤0.01% |
13,958
+1,076
| +8% | +$197K |
|
1691
WisdomTree International High Dividend Fund
DTH
$488M
| $2.55M | ﹤0.01% |
+63,033
| New | +$2.55M |
|
1692
WESCO International
WCC
$10.4B
| $2.53M | ﹤0.01% |
49,884
+45,074
| +937% | +$2.28M |
|
|
ACOR
1693
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $2.51M | ﹤0.01% |
2,731
+25
| +0.9% | +$23K |
|
1694
Shoe Carnival
SCVL
$636M
| $2.49M | ﹤0.01% |
180,368
-2,050
| -1% | -$28.3K |
|
|
FRGI
1695
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $2.49M | ﹤0.01% |
189,345
+1,908
| +1% | +$25.1K |
|
1696
American Coastal Insurance
ACIC
$538M
| $2.47M | ﹤0.01% |
173,179
+469
| +0.3% | +$6.69K |
|
|
CRCM
1697
DELISTED
CARE.COM, INC.
CRCM
| $2.46M | ﹤0.01% |
224,413
-3,345
| -1% | -$36.7K |
|
1698
Clearwater Paper
CLW
$344M
| $2.45M | ﹤0.01% |
132,452
+174
| +0.1% | +$3.22K |
|
1699
Future Fuel
FF
$169M
| $2.42M | ﹤0.01% |
206,988
-403
| -0.2% | -$4.71K |
|
1700
Ionis Pharmaceuticals
IONS
$10.1B
| $2.4M | ﹤0.01% |
37,381
+928
| +3% | +$59.6K |
|