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 | |
|---|---|---|---|---|---|---|
|
PEGI
1751
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $1.65M | ﹤0.01% |
71,400
+11,813
| +20% | +$273K |
|
1752
Precision BioSciences
DTIL
$54.3M
| $1.65M | ﹤0.01% |
4,145
+1,645
| +66% | +$654K |
|
1753
TETRA Technologies
TTI
$630M
| $1.64M | ﹤0.01% |
1,007,413
-18,723
| -2% | -$30.5K |
|
1754
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| $1.64M | ﹤0.01% |
38,606
+14
| +0% | +$595 |
|
|
SPN
1755
DELISTED
Superior Energy Services, Inc.
SPN
| $1.64M | ﹤0.01% |
1,262,695
-4,395
| -0.3% | -$5.71K |
|
1756
Etsy
ETSY
$5.84B
| $1.63M | ﹤0.01% |
26,588
+1,519
| +6% | +$93.2K |
|
1757
NovoCure
NVCR
$1.36B
| $1.63M | ﹤0.01% |
25,759
-18,376
| -42% | -$1.16M |
|
1758
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$937M
| $1.63M | ﹤0.01% |
51,711
-35,740
| -41% | -$1.12M |
|
|
HPR
1759
DELISTED
HighPoint Resources Corporation
HPR
| $1.62M | ﹤0.01% |
17,830
-142
| -0.8% | -$12.9K |
|
1760
Paycom
PAYC
$12.5B
| $1.61M | ﹤0.01% |
7,101
+66
| +0.9% | +$15K |
|
1761
Guardant Health
GH
$6.85B
| $1.6M | ﹤0.01% |
+18,519
| New | +$1.6M |
|
1762
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $1.59M | ﹤0.01% |
53,776
-33,067
| -38% | -$978K |
|
1763
Rithm Capital
RITM
$6.57B
| $1.57M | ﹤0.01% |
101,813
-191,323
| -65% | -$2.94M |
|
1764
Applied Optoelectronics
AAOI
$1.69B
| $1.56M | ﹤0.01% |
151,925
+138
| +0.1% | +$1.42K |
|
1765
Hexcel
HXL
$4.93B
| $1.56M | ﹤0.01% |
19,259
+8,791
| +84% | +$711K |
|
1766
RingCentral
RNG
$2.75B
| $1.55M | ﹤0.01% |
13,499
-930
| -6% | -$107K |
|
1767
SS&C Technologies
SSNC
$21.8B
| $1.55M | ﹤0.01% |
26,823
-3,257
| -11% | -$188K |
|
1768
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $1.54M | ﹤0.01% |
17,640
+11,640
| +194% | +$1.01M |
|
|
ARCH
1769
DELISTED
Arch Resources, Inc.
ARCH
| $1.54M | ﹤0.01% |
16,322
-2,857
| -15% | -$269K |
|
|
ENV
1770
DELISTED
ENVESTNET, INC.
ENV
| $1.53M | ﹤0.01% |
22,391
-1,726
| -7% | -$118K |
|
|
DATA
1771
DELISTED
Tableau Software, Inc.
DATA
| $1.51M | ﹤0.01% |
9,120
-1,186
| -12% | -$197K |
|
1772
Arbor Realty Trust
ABR
$2.25B
| $1.5M | ﹤0.01% |
123,779
-34,291
| -22% | -$416K |
|
|
JOYY
1773
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $1.5M | ﹤0.01% |
21,520
+13,782
| +178% | +$961K |
|
1774
Marvell Technology
MRVL
$58.1B
| $1.5M | ﹤0.01% |
62,793
+20,689
| +49% | +$494K |
|
|
NXRT
1775
NexPoint Residential Trust
NXRT
$858M
| $1.49M | ﹤0.01% |
35,945
+2,188
| +6% | +$90.6K |
|