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 | |
|---|---|---|---|---|---|---|
|
LL
1701
DELISTED
LL Flooring Holdings, Inc.
LL
| $2.24M | ﹤0.01% |
226,678
-3,379
| -1% | -$33.3K |
|
|
DPLO
1702
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $2.23M | ﹤0.01% |
454,550
-855
| -0.2% | -$4.19K |
|
1703
Alnylam Pharmaceuticals
ALNY
$63.2B
| $2.21M | ﹤0.01% |
27,532
-1,035
| -4% | -$83.2K |
|
1704
Premier
PINC
$2.24B
| $2.18M | ﹤0.01% |
75,482
+6,192
| +9% | +$179K |
|
1705
Daktronics
DAKT
$856M
| $2.17M | ﹤0.01% |
294,271
-24,604
| -8% | -$182K |
|
1706
Adaptive Biotechnologies
ADPT
$1.91B
| $2.17M | ﹤0.01% |
70,127
-9,873
| -12% | -$305K |
|
1707
Ionis Pharmaceuticals
IONS
$10.3B
| $2.15M | ﹤0.01% |
35,923
-1,458
| -4% | -$87.3K |
|
1708
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $2.13M | ﹤0.01% |
20,000
-90,000
| -82% | -$9.59M |
|
1709
STAG Industrial
STAG
$6.84B
| $2.13M | ﹤0.01% |
72,194
+5,033
| +7% | +$148K |
|
|
IVC
1710
DELISTED
Invacare Corporation
IVC
| $2.11M | ﹤0.01% |
281,538
-4,368
| -2% | -$32.8K |
|
|
RRD
1711
DELISTED
RR Donnelley & Sons Co.
RRD
| $2.11M | ﹤0.01% |
558,421
-9,406
| -2% | -$35.5K |
|
|
PEGI
1712
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $2.11M | ﹤0.01% |
78,183
+6,783
| +10% | +$183K |
|
|
JCP
1713
DELISTED
J.C. Penney Company, Inc.
JCP
| $2.1M | ﹤0.01% |
2,357,775
-183,150
| -7% | -$163K |
|
|
AMTD
1714
DELISTED
TD Ameritrade Holding Corp
AMTD
| $2.07M | ﹤0.01% |
44,245
+24,005
| +119% | +$1.12M |
|
1715
iRhythm Technologies
IRTC
$6.01B
| $2.06M | ﹤0.01% |
27,836
+4,821
| +21% | +$357K |
|
|
CDR
1716
DELISTED
Cedar Realty Trust, Inc
CDR
| $2.06M | ﹤0.01% |
104,221
-202
| -0.2% | -$4K |
|
1717
TETRA Technologies
TTI
$633M
| $2.02M | ﹤0.01% |
1,003,897
-3,516
| -0.3% | -$7.07K |
|
|
CBB
1718
DELISTED
Cincinnati Bell Inc.
CBB
| $2.02M | ﹤0.01% |
397,682
-6,274
| -2% | -$31.8K |
|
1719
Equitable Holdings
EQH
$15.9B
| $2.02M | ﹤0.01% |
90,959
-303
| -0.3% | -$6.71K |
|
1720
Arlo Technologies
ARLO
$1.89B
| $2.01M | ﹤0.01% |
590,467
-7,419
| -1% | -$25.3K |
|
|
BGG
1721
DELISTED
Briggs & Stratton Corp.
BGG
| $2.01M | ﹤0.01% |
331,709
-5,604
| -2% | -$34K |
|
|
ONCE
1722
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $2M | ﹤0.01% |
20,598
-12,203
| -37% | -$1.18M |
|
|
TLRD
1723
DELISTED
Tailored Brands, Inc.
TLRD
| $1.98M | ﹤0.01% |
450,131
-286
| -0.1% | -$1.26K |
|
1724
Metallus
MTUS
$704M
| $1.98M | ﹤0.01% |
314,593
-1,353
| -0.4% | -$8.51K |
|
|
1725
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $1.96M | ﹤0.01% |
18,000
-2,053,976
| -99% | -$223M |
|