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 | |
|---|---|---|---|---|---|---|
1701
Arlo Technologies
ARLO
$1.82B
| $2.4M | ﹤0.01% |
597,886
+1,184
| +0.2% | +$4.75K |
|
|
CUTR
1702
DELISTED
Cutera, Inc.
CUTR
| $2.38M | ﹤0.01% |
114,704
+928
| +0.8% | +$19.3K |
|
1703
HCI Group
HCI
$2.34B
| $2.37M | ﹤0.01% |
58,515
-4,177
| -7% | -$169K |
|
1704
Cato Corp
CATO
$91.1M
| $2.36M | ﹤0.01% |
191,738
+8,153
| +4% | +$100K |
|
1705
Workday
WDAY
$59.6B
| $2.31M | ﹤0.01% |
11,229
-3,423
| -23% | -$704K |
|
1706
Acadia Pharmaceuticals
ACAD
$3.98B
| $2.29M | ﹤0.01% |
85,587
+52,869
| +162% | +$1.41M |
|
|
DSPG
1707
DELISTED
DSP Group Inc
DSPG
| $2.28M | ﹤0.01% |
158,494
+3,318
| +2% | +$47.6K |
|
1708
Central Garden & Pet
CENT
$2.24B
| $2.26M | ﹤0.01% |
104,700
-200
| -0.2% | -$4.31K |
|
1709
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.67B
| $2.24M | ﹤0.01% |
76,716
+5,203
| +7% | +$152K |
|
1710
Twilio
TWLO
$15.7B
| $2.23M | ﹤0.01% |
16,385
+10,813
| +194% | +$1.47M |
|
|
GHL
1711
DELISTED
Greenhill & Co., Inc.
GHL
| $2.22M | ﹤0.01% |
163,118
+21,783
| +15% | +$296K |
|
|
SPLK
1712
DELISTED
Splunk Inc
SPLK
| $2.19M | ﹤0.01% |
17,451
+1,221
| +8% | +$154K |
|
1713
Spok Holdings
SPOK
$360M
| $2.16M | ﹤0.01% |
143,299
-1,259
| -0.9% | -$18.9K |
|
1714
UNIFI
UFI
$82.8M
| $2.12M | ﹤0.01% |
116,732
+13
| +0% | +$236 |
|
1715
Alnylam Pharmaceuticals
ALNY
$61.1B
| $2.07M | ﹤0.01% |
28,567
+2,934
| +11% | +$213K |
|
1716
Vera Bradley
VRA
$61.5M
| $2.07M | ﹤0.01% |
172,438
-2,156
| -1% | -$25.9K |
|
1717
Advanced Drainage Systems
WMS
$11B
| $2.05M | ﹤0.01% |
62,577
+9,338
| +18% | +$306K |
|
1718
STAG Industrial
STAG
$6.77B
| $2.03M | ﹤0.01% |
67,161
-171
| -0.3% | -$5.17K |
|
|
VRTV
1719
DELISTED
VERITIV CORPORATION
VRTV
| $2M | ﹤0.01% |
103,138
+916
| +0.9% | +$17.8K |
|
|
CBB
1720
DELISTED
Cincinnati Bell Inc.
CBB
| $2M | ﹤0.01% |
403,956
-556
| -0.1% | -$2.75K |
|
1721
Lennar Class B
LEN.B
$34B
| $1.99M | ﹤0.01% |
54,253
+411
| +0.8% | +$15K |
|
1722
Titan International
TWI
$552M
| $1.98M | ﹤0.01% |
404,218
-228
| -0.1% | -$1.12K |
|
1723
Daktronics
DAKT
$1.14B
| $1.97M | ﹤0.01% |
318,875
+564
| +0.2% | +$3.48K |
|
|
ZEN
1724
DELISTED
ZENDESK INC
ZEN
| $1.96M | ﹤0.01% |
22,044
+674
| +3% | +$60K |
|
1725
Spotify
SPOT
$143B
| $1.93M | ﹤0.01% |
+13,222
| New | +$1.93M |
|