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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
Bright Horizons
BFAM
$6.62B
| $1.07M | ﹤0.01% |
10,438
-5,213
| -33% | -$532K |
|
1727
iShares Core US Aggregate Bond ETF
AGG
$132B
| $1.06M | ﹤0.01% |
9,164
+3,644
| +66% | +$420K |
|
1728
SouthState Bank Corporation
SSB
$10.3B
| $1.03M | ﹤0.01% |
17,576
+598
| +4% | +$35.1K |
|
|
EXTN
1729
DELISTED
Exterran Corporation
EXTN
| $1.03M | ﹤0.01% |
213,484
-8,832
| -4% | -$42.4K |
|
|
LL
1730
DELISTED
LL Flooring Holdings, Inc.
LL
| $1.02M | ﹤0.01% |
217,815
-9,010
| -4% | -$42.3K |
|
1731
Nabors Industries
NBR
$570M
| $1.01M | ﹤0.01% |
51,987
-1,965
| -4% | -$38.3K |
|
|
SLCA
1732
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $1.01M | ﹤0.01% |
558,147
-23,081
| -4% | -$41.6K |
|
1733
Guardant Health
GH
$7.5B
| $994K | ﹤0.01% |
14,282
+604
| +4% | +$42K |
|
|
COUP
1734
DELISTED
Coupa Software Incorporated
COUP
| $992K | ﹤0.01% |
7,102
+437
| +7% | +$61K |
|
1735
Metallus
MTUS
$704M
| $978K | ﹤0.01% |
302,635
-12,516
| -4% | -$40.4K |
|
1736
Hilltop Holdings
HTH
$2.22B
| $975K | ﹤0.01% |
64,496
+262
| +0.4% | +$3.96K |
|
|
HT
1737
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $975K | ﹤0.01% |
272,430
-11,268
| -4% | -$40.3K |
|
1738
Check Point Software Technologies
CHKP
$21.1B
| $970K | ﹤0.01% |
9,646
+103
| +1% | +$10.4K |
|
1739
Coca-Cola Europacific Partners
CCEP
$40.9B
| $967K | ﹤0.01% |
25,779
+236
| +0.9% | +$8.85K |
|
1740
RPC Inc
RES
$1.04B
| $964K | ﹤0.01% |
468,035
-15,830
| -3% | -$32.6K |
|
|
TERP
1741
DELISTED
TerraForm Power, Inc
TERP
| $963K | ﹤0.01% |
61,067
-231
| -0.4% | -$3.64K |
|
1742
Crown Holdings
CCK
$10.9B
| $962K | ﹤0.01% |
16,568
-5,159
| -24% | -$300K |
|
1743
Veracyte
VCYT
$2.55B
| $941K | ﹤0.01% |
38,698
+450
| +1% | +$10.9K |
|
|
MIK
1744
DELISTED
Michaels Stores, Inc
MIK
| $938K | ﹤0.01% |
579,091
-23,948
| -4% | -$38.8K |
|
1745
Oil States International
OIS
$334M
| $932K | ﹤0.01% |
459,024
-18,983
| -4% | -$38.5K |
|
1746
Nordic American Tanker
NAT
$688M
| $929K | ﹤0.01% |
205,075
+193,601
| +1,687% | +$877K |
|
1747
Allison Transmission
ALSN
$7.52B
| $899K | ﹤0.01% |
27,573
-757
| -3% | -$24.7K |
|
|
DO
1748
DELISTED
Diamond Offshore Drilling
DO
| $899K | ﹤0.01% |
490,989
-20,304
| -4% | -$37.2K |
|
1749
Voya Financial
VOYA
$7.3B
| $895K | ﹤0.01% |
22,077
+7,295
| +49% | +$296K |
|
1750
Neurocrine Biosciences
NBIX
$14.3B
| $893K | ﹤0.01% |
10,317
+400
| +4% | +$34.6K |
|