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 | |
|---|---|---|---|---|---|---|
1876
Dr. Reddy's Laboratories
RDY
$12.2B
| $784K | ﹤0.01% |
+104,580
| New | +$784K |
|
1877
US Foods
USFD
$17.9B
| $783K | ﹤0.01% |
21,885
-2,460
| -10% | -$88K |
|
1878
Chesapeake Utilities
CPK
$2.95B
| $782K | ﹤0.01% |
8,230
+1,720
| +26% | +$163K |
|
|
ARNA
1879
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $780K | ﹤0.01% |
13,297
-601
| -4% | -$35.3K |
|
|
RETA
1880
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $779K | ﹤0.01% |
8,256
+937
| +13% | +$88.4K |
|
|
XYZ
1881
Block, Inc.
XYZ
$44.4B
| $776K | ﹤0.01% |
10,696
-24,768
| -70% | -$1.8M |
|
1882
Middlesex Water
MSEX
$971M
| $771K | ﹤0.01% |
13,009
-1,968
| -13% | -$117K |
|
1883
WisdomTree US High Dividend Fund
DHS
$1.3B
| $769K | ﹤0.01% |
+10,573
| New | +$769K |
|
1884
Bruker
BRKR
$4.69B
| $765K | ﹤0.01% |
15,322
+2,631
| +21% | +$131K |
|
1885
Sensata Technologies
ST
$4.55B
| $764K | ﹤0.01% |
15,599
+7,185
| +85% | +$352K |
|
1886
HEICO
HEI
$44.4B
| $752K | ﹤0.01% |
5,619
-160
| -3% | -$21.4K |
|
|
SEMG
1887
DELISTED
SEMGROUP CORPORATION
SEMG
| $749K | ﹤0.01% |
62,383
+22,489
| +56% | +$270K |
|
1888
Moderna
MRNA
$9.15B
| $745K | ﹤0.01% |
+50,910
| New | +$745K |
|
1889
Dropbox
DBX
$8.34B
| $734K | ﹤0.01% |
+29,317
| New | +$734K |
|
1890
Zscaler
ZS
$44.8B
| $728K | ﹤0.01% |
9,494
+3,264
| +52% | +$250K |
|
1891
PTC Therapeutics
PTCT
$4.85B
| $718K | ﹤0.01% |
15,973
-27,725
| -63% | -$1.25M |
|
1892
Cohen & Steers
CNS
$3.65B
| $717K | ﹤0.01% |
13,934
-1,326
| -9% | -$68.2K |
|
1893
CrowdStrike
CRWD
$109B
| $714K | ﹤0.01% |
+10,460
| New | +$714K |
|
1894
iShares 20+ Year Treasury Bond ETF
TLT
$49.6B
| $713K | ﹤0.01% |
5,366
+703
| +15% | +$93.4K |
|
|
IMMU
1895
DELISTED
Immunomedics Inc
IMMU
| $698K | ﹤0.01% |
50,342
+2,672
| +6% | +$37K |
|
1896
Axalta
AXTA
$6.75B
| $697K | ﹤0.01% |
23,400
+1,535
| +7% | +$45.7K |
|
|
HDS
1897
DELISTED
HD Supply Holdings, Inc.
HDS
| $695K | ﹤0.01% |
17,261
-405,304
| -96% | -$16.3M |
|
1898
Armstrong World Industries
AWI
$8.5B
| $692K | ﹤0.01% |
7,124
+459
| +7% | +$44.6K |
|
1899
Halozyme
HALO
$8.99B
| $691K | ﹤0.01% |
40,195
-49,093
| -55% | -$844K |
|
|
AD
1900
Array Digital Infrastructure, Inc.
AD
$4.41B
| $690K | ﹤0.01% |
+15,445
| New | +$690K |
|