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 | |
|---|---|---|---|---|---|---|
1926
iShares US Aerospace & Defense ETF
ITA
$9.28B
| $603K | ﹤0.01% |
5,626
+292
| +5% | +$31.3K |
|
1927
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $602K | ﹤0.01% |
7,470
+777
| +12% | +$62.6K |
|
1928
Xencor
XNCR
$613M
| $597K | ﹤0.01% |
14,579
+6,095
| +72% | +$250K |
|
1929
Vanguard Total Stock Market ETF
VTI
$536B
| $593K | ﹤0.01% |
3,952
-1,583
| -29% | -$238K |
|
|
GRA
1930
DELISTED
W.R. Grace & Co.
GRA
| $593K | ﹤0.01% |
7,790
+751
| +11% | +$57.2K |
|
|
AQUA
1931
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $591K | ﹤0.01% |
41,474
-68,074
| -62% | -$970K |
|
1932
Veracyte
VCYT
$2.43B
| $590K | ﹤0.01% |
+20,707
| New | +$590K |
|
1933
Kopin
KOPN
$412M
| $588K | ﹤0.01% |
539,815
+47,301
| +10% | +$51.5K |
|
1934
Yeti Holdings
YETI
$2.88B
| $587K | ﹤0.01% |
+20,263
| New | +$587K |
|
1935
Gates Industrial
GTES
$6.6B
| $578K | ﹤0.01% |
50,670
| – | – |
|
1936
Vanguard Health Care ETF
VHT
$15.7B
| $574K | ﹤0.01% |
3,298
+209
| +7% | +$36.4K |
|
1937
Dell
DELL
$84.1B
| $572K | ﹤0.01% |
22,212
-16,256
| -42% | -$419K |
|
|
NEWR
1938
DELISTED
New Relic, Inc.
NEWR
| $569K | ﹤0.01% |
6,578
-2,407
| -27% | -$208K |
|
|
KNL
1939
DELISTED
Knoll, Inc.
KNL
| $566K | ﹤0.01% |
24,627
-3,131
| -11% | -$72K |
|
1940
Performance Food Group
PFGC
$16.6B
| $557K | ﹤0.01% |
13,925
-1,054
| -7% | -$42.2K |
|
|
RJI
1941
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
| $543K | ﹤0.01% |
103,970
+17,984
| +21% | +$93.9K |
|
1942
Gray Television
GTN
$598M
| $542K | ﹤0.01% |
33,086
+5,038
| +18% | +$82.5K |
|
1943
James Hardie Industries plc
JHX
$11.6B
| $542K | ﹤0.01% |
41,000
+3,000
| +8% | +$39.7K |
|
1944
Ubiquiti
UI
$36.6B
| $542K | ﹤0.01% |
4,118
+2,015
| +96% | +$265K |
|
|
ZNGA
1945
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $541K | ﹤0.01% |
88,275
+17,764
| +25% | +$109K |
|
1946
MongoDB
MDB
$26.9B
| $538K | ﹤0.01% |
+3,539
| New | +$538K |
|
|
PSDO
1947
DELISTED
Presidio, Inc. Common Stock
PSDO
| $534K | ﹤0.01% |
39,041
+27,303
| +233% | +$373K |
|
1948
Kadant
KAI
$3.69B
| $533K | ﹤0.01% |
5,868
+1,176
| +25% | +$107K |
|
1949
AtriCure
ATRC
$1.74B
| $530K | ﹤0.01% |
17,768
+4,732
| +36% | +$141K |
|
|
BFX
1950
DELISTED
BowFlex Inc.
BFX
| $526K | ﹤0.01% |
237,966
+184
| +0.1% | +$407 |
|