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 | |
|---|---|---|---|---|---|---|
1801
GrafTech
EAF
$229M
| $1.21M | ﹤0.01% |
+9,443
| New | +$1.21M |
|
1802
GoDaddy
GDDY
$20.5B
| $1.21M | ﹤0.01% |
18,324
-2,086
| -10% | -$138K |
|
1803
Spirit AeroSystems
SPR
$4.82B
| $1.2M | ﹤0.01% |
14,640
+795
| +6% | +$65.4K |
|
|
BELFB
1804
Bel Fuse Class B
BELFB
$1.79B
| $1.2M | ﹤0.01% |
79,992
-812
| -1% | -$12.2K |
|
1805
SS&C Technologies
SSNC
$21.7B
| $1.2M | ﹤0.01% |
23,217
-3,606
| -13% | -$186K |
|
|
ARGO
1806
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $1.19M | ﹤0.01% |
17,000
+1,818
| +12% | +$128K |
|
1807
United Parks & Resorts
PRKS
$2.9B
| $1.19M | ﹤0.01% |
45,092
+3,963
| +10% | +$104K |
|
|
MRTX
1808
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $1.16M | ﹤0.01% |
14,832
+857
| +6% | +$66.7K |
|
1809
OneMain Financial
OMF
$7.27B
| $1.15M | ﹤0.01% |
31,226
+24,662
| +376% | +$904K |
|
|
SEMG
1810
DELISTED
SEMGROUP CORPORATION
SEMG
| $1.14M | ﹤0.01% |
69,979
+7,596
| +12% | +$124K |
|
1811
Middlesex Water
MSEX
$957M
| $1.13M | ﹤0.01% |
17,411
+4,402
| +34% | +$286K |
|
1812
Paycom
PAYC
$12.6B
| $1.13M | ﹤0.01% |
5,378
-1,723
| -24% | -$361K |
|
1813
Performance Food Group
PFGC
$16.4B
| $1.12M | ﹤0.01% |
24,243
+10,318
| +74% | +$475K |
|
|
ACOR
1814
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $1.11M | ﹤0.01% |
3,219
+488
| +18% | +$168K |
|
|
NVTA
1815
DELISTED
Invitae Corporation
NVTA
| $1.1M | ﹤0.01% |
57,173
+4,977
| +10% | +$95.8K |
|
1816
Atkore
ATKR
$1.97B
| $1.1M | ﹤0.01% |
36,120
+3,705
| +11% | +$113K |
|
1817
Brookdale Senior Living
BKD
$1.84B
| $1.09M | ﹤0.01% |
143,633
+10,669
| +8% | +$80.9K |
|
1818
Okta
OKTA
$16.3B
| $1.07M | ﹤0.01% |
10,889
-3,203
| -23% | -$315K |
|
1819
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.72B
| $1.07M | ﹤0.01% |
+36,080
| New | +$1.07M |
|
1820
Titan International
TWI
$565M
| $1.06M | ﹤0.01% |
393,971
-10,247
| -3% | -$27.7K |
|
|
TRTX
1821
TPG RE Finance Trust
TRTX
$764M
| $1.06M | ﹤0.01% |
53,453
+5,378
| +11% | +$107K |
|
1822
Check Point Software Technologies
CHKP
$21.1B
| $1.06M | ﹤0.01% |
9,675
| – | – |
|
1823
Westlake Corp
WLK
$11.3B
| $1.06M | ﹤0.01% |
16,134
+71
| +0.4% | +$4.65K |
|
1824
Vanguard Real Estate ETF
VNQ
$34.4B
| $1.05M | ﹤0.01% |
11,289
-3,857
| -25% | -$360K |
|
|
CSOD
1825
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $1.05M | ﹤0.01% |
19,194
+1,141
| +6% | +$62.5K |
|