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 | |
|---|---|---|---|---|---|---|
1726
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.3B
| $1.95M | ﹤0.01% |
53,112
+3,722
| +8% | +$137K |
|
1727
Vera Bradley
VRA
$65.9M
| $1.93M | ﹤0.01% |
190,860
+18,422
| +11% | +$186K |
|
|
GHL
1728
DELISTED
Greenhill & Co., Inc.
GHL
| $1.92M | ﹤0.01% |
146,554
-16,564
| -10% | -$217K |
|
|
SAGE
1729
DELISTED
Sage Therapeutics
SAGE
| $1.88M | ﹤0.01% |
13,415
-543
| -4% | -$76.2K |
|
1730
Mueller Water Products
MWA
$4.18B
| $1.87M | ﹤0.01% |
166,387
+41,285
| +33% | +$464K |
|
1731
NovoCure
NVCR
$1.42B
| $1.84M | ﹤0.01% |
24,607
-1,152
| -4% | -$86.1K |
|
|
EXPR
1732
DELISTED
Express, Inc.
EXPR
| $1.83M | ﹤0.01% |
26,557
-381
| -1% | -$26.2K |
|
|
SPLK
1733
DELISTED
Splunk Inc
SPLK
| $1.82M | ﹤0.01% |
15,471
-1,980
| -11% | -$233K |
|
|
VRTV
1734
DELISTED
VERITIV CORPORATION
VRTV
| $1.81M | ﹤0.01% |
100,351
-2,787
| -3% | -$50.4K |
|
1735
Arbor Realty Trust
ABR
$2.28B
| $1.8M | ﹤0.01% |
136,995
+13,216
| +11% | +$173K |
|
1736
El Pollo Loco
LOCO
$315M
| $1.78M | ﹤0.01% |
162,710
-12,987
| -7% | -$142K |
|
|
CBL
1737
DELISTED
CBL& Associates Properties, Inc.
CBL
| $1.77M | ﹤0.01% |
1,368,226
-35,436
| -3% | -$45.7K |
|
|
FRGI
1738
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $1.76M | ﹤0.01% |
169,122
-20,223
| -11% | -$211K |
|
|
NXRT
1739
NexPoint Residential Trust
NXRT
$876M
| $1.75M | ﹤0.01% |
37,399
+1,454
| +4% | +$68K |
|
1740
Rayonier Advanced Materials
RYAM
$403M
| $1.72M | ﹤0.01% |
398,005
-5,294
| -1% | -$22.9K |
|
1741
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
| $1.72M | ﹤0.01% |
59,025
+6,831
| +13% | +$199K |
|
1742
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.4B
| $1.72M | ﹤0.01% |
58,467
+4,691
| +9% | +$138K |
|
|
CIT
1743
DELISTED
CIT Group Inc.
CIT
| $1.71M | ﹤0.01% |
37,839
+27,903
| +281% | +$1.26M |
|
|
HTO
1744
H2O America Common Stock
HTO
$1.76B
| $1.71M | ﹤0.01% |
25,019
+6,326
| +34% | +$432K |
|
1745
Blackstone Mortgage Trust
BXMT
$3.42B
| $1.7M | ﹤0.01% |
47,377
+6,073
| +15% | +$218K |
|
1746
Seneca Foods Class A
SENEA
$765M
| $1.69M | ﹤0.01% |
54,117
+1,006
| +2% | +$31.4K |
|
1747
Spok Holdings
SPOK
$357M
| $1.69M | ﹤0.01% |
141,289
-2,010
| -1% | -$24K |
|
1748
Applied Optoelectronics
AAOI
$1.48B
| $1.68M | ﹤0.01% |
150,077
-1,848
| -1% | -$20.7K |
|
1749
ADT
ADT
$7.05B
| $1.68M | ﹤0.01% |
268,023
+256,456
| +2,217% | +$1.61M |
|
1750
Artisan Partners
APAM
$3.29B
| $1.68M | ﹤0.01% |
59,422
+13,301
| +29% | +$376K |
|