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 | |
|---|---|---|---|---|---|---|
|
IVC
1776
DELISTED
Invacare Corporation
IVC
| $1.48M | ﹤0.01% |
285,906
-8,185
| -3% | -$42.5K |
|
1777
Seneca Foods Class A
SENEA
$751M
| $1.48M | ﹤0.01% |
53,111
-103
| -0.2% | -$2.87K |
|
|
FTR
1778
DELISTED
Frontier Communications Corp.
FTR
| $1.48M | ﹤0.01% |
844,453
-1,749
| -0.2% | -$3.06K |
|
1779
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
| $1.47M | ﹤0.01% |
+52,194
| New | +$1.47M |
|
|
EXPR
1780
DELISTED
Express, Inc.
EXPR
| $1.47M | ﹤0.01% |
26,938
-597
| -2% | -$32.6K |
|
1781
Blackstone Mortgage Trust
BXMT
$3.35B
| $1.47M | ﹤0.01% |
41,304
-2,073
| -5% | -$73.8K |
|
|
CBL
1782
DELISTED
CBL& Associates Properties, Inc.
CBL
| $1.46M | ﹤0.01% |
1,403,662
-5,522
| -0.4% | -$5.74K |
|
1783
Cheniere Energy
LNG
$51.9B
| $1.46M | ﹤0.01% |
21,281
-687
| -3% | -$47K |
|
1784
Allison Transmission
ALSN
$7.39B
| $1.45M | ﹤0.01% |
31,210
+15,471
| +98% | +$717K |
|
|
MRTX
1785
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $1.44M | ﹤0.01% |
13,975
+1,416
| +11% | +$146K |
|
1786
GoDaddy
GDDY
$20.1B
| $1.43M | ﹤0.01% |
20,410
+1,187
| +6% | +$83.3K |
|
1787
Middleby
MIDD
$6.82B
| $1.42M | ﹤0.01% |
10,466
+1,309
| +14% | +$178K |
|
1788
SouthState Bank Corporation
SSB
$10.2B
| $1.4M | ﹤0.01% |
+18,974
| New | +$1.4M |
|
|
BELFB
1789
Bel Fuse Class B
BELFB
$1.79B
| $1.39M | ﹤0.01% |
80,804
-132
| -0.2% | -$2.27K |
|
1790
Bristow Group
VTOL
$1.09B
| $1.37M | ﹤0.01% |
82,032
-160
| -0.2% | -$2.67K |
|
1791
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $1.36M | ﹤0.01% |
22,090
+5,969
| +37% | +$369K |
|
1792
Booz Allen Hamilton
BAH
$12.9B
| $1.36M | ﹤0.01% |
20,586
-3,298
| -14% | -$218K |
|
1793
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $1.36M | ﹤0.01% |
24,360
| – | – |
|
1794
EPAM Systems
EPAM
$8.69B
| $1.35M | ﹤0.01% |
7,806
+368
| +5% | +$63.7K |
|
1795
Vanguard Real Estate ETF
VNQ
$34.8B
| $1.32M | ﹤0.01% |
15,146
+6,323
| +72% | +$553K |
|
1796
Burlington
BURL
$16.8B
| $1.32M | ﹤0.01% |
7,748
-1,207
| -13% | -$205K |
|
|
TRTN
1797
DELISTED
Triton International Limited
TRTN
| $1.31M | ﹤0.01% |
40,049
+12,763
| +47% | +$418K |
|
1798
Inspire Medical Systems
INSP
$2.37B
| $1.31M | ﹤0.01% |
+21,624
| New | +$1.31M |
|
1799
Crown Holdings
CCK
$11.2B
| $1.31M | ﹤0.01% |
21,442
+7,394
| +53% | +$452K |
|
1800
Liquidity Services
LQDT
$849M
| $1.31M | ﹤0.01% |
214,914
+795
| +0.4% | +$4.84K |
|