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 | |
|---|---|---|---|---|---|---|
|
RRD
1826
DELISTED
RR Donnelley & Sons Co.
RRD
| $1.12M | ﹤0.01% |
567,827
+1,749
| +0.3% | +$3.45K |
|
1827
Westlake Corp
WLK
$11.3B
| $1.12M | ﹤0.01% |
16,063
+10,976
| +216% | +$762K |
|
|
COUP
1828
DELISTED
Coupa Software Incorporated
COUP
| $1.09M | ﹤0.01% |
8,606
+406
| +5% | +$51.4K |
|
|
IBTX
1829
DELISTED
Independent Bank Group, Inc.
IBTX
| $1.08M | ﹤0.01% |
19,695
-13,377
| -40% | -$735K |
|
1830
Vistra
VST
$71.1B
| $1.06M | ﹤0.01% |
46,867
+3,011
| +7% | +$68.2K |
|
1831
AerCap
AER
$21.8B
| $1.05M | ﹤0.01% |
20,145
+3,074
| +18% | +$160K |
|
|
CSOD
1832
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $1.05M | ﹤0.01% |
18,053
-30,093
| -63% | -$1.74M |
|
|
PE
1833
DELISTED
PARSLEY ENERGY INC
PE
| $1.04M | ﹤0.01% |
54,630
-266,523
| -83% | -$5.06M |
|
1834
Lattice Semiconductor
LSCC
$8.82B
| $1.03M | ﹤0.01% |
70,212
+58,219
| +485% | +$850K |
|
1835
WSFS Financial
WSFS
$3.13B
| $1.02M | ﹤0.01% |
24,717
+18,308
| +286% | +$756K |
|
1836
SiriusXM
SIRI
$7.84B
| $1.01M | ﹤0.01% |
18,121
-1,617
| -8% | -$90.2K |
|
|
AMTD
1837
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.01M | ﹤0.01% |
20,240
-1,637
| -7% | -$81.7K |
|
1838
Las Vegas Sands
LVS
$36.7B
| $1.01M | ﹤0.01% |
17,052
-43,408
| -72% | -$2.57M |
|
1839
Olympic Steel
ZEUS
$368M
| $1M | ﹤0.01% |
73,258
-162
| -0.2% | -$2.21K |
|
1840
Ultragenyx Pharmaceutical
RARE
$2.92B
| $993K | ﹤0.01% |
15,635
+657
| +4% | +$41.7K |
|
|
LKSD
1841
DELISTED
LSC Communications, Inc.
LKSD
| $986K | ﹤0.01% |
268,755
+1,033
| +0.4% | +$3.79K |
|
1842
Altice USA
ATUS
$1.12B
| $977K | ﹤0.01% |
+40,141
| New | +$977K |
|
|
GDVD
1843
DELISTED
Principal Active Global Dividend Income ETF
GDVD
| $977K | ﹤0.01% |
34,875
+24,767
| +245% | +$694K |
|
1844
HubSpot
HUBS
$25.9B
| $974K | ﹤0.01% |
5,713
+284
| +5% | +$48.4K |
|
|
MSGN
1845
DELISTED
MSG Networks Inc.
MSGN
| $966K | ﹤0.01% |
+46,559
| New | +$966K |
|
1846
Stitch Fix
SFIX
$714M
| $961K | ﹤0.01% |
+30,045
| New | +$961K |
|
1847
Brookdale Senior Living
BKD
$1.78B
| $958K | ﹤0.01% |
132,964
+91,308
| +219% | +$658K |
|
1848
Roku
ROKU
$13.9B
| $947K | ﹤0.01% |
10,450
+6,031
| +136% | +$547K |
|
1849
Barnes & Noble Education
BNED
$277M
| $945K | ﹤0.01% |
2,814
-129
| -4% | -$43.3K |
|
1850
Jazz Pharmaceuticals
JAZZ
$7.65B
| $945K | ﹤0.01% |
6,632
-2,241
| -25% | -$319K |
|