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 | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Kadant
KAI
$3.85B
| $552K | ﹤0.01% |
6,284
+416
| +7% | +$36.5K |
|
|
PTLA
1927
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $550K | ﹤0.01% |
20,502
+1,946
| +10% | +$52.2K |
|
1928
AXIS Capital
AXS
$7.62B
| $540K | ﹤0.01% |
8,099
-98
| -1% | -$6.53K |
|
1929
Invesco Water Resources ETF
PHO
$2.29B
| $538K | ﹤0.01% |
14,708
+481
| +3% | +$17.6K |
|
|
BERY
1930
DELISTED
Berry Global Group, Inc.
BERY
| $536K | ﹤0.01% |
14,875
-2,744
| -16% | -$98.9K |
|
1931
Gulf Island Fabrication
GIFI
$118M
| $534K | ﹤0.01% |
99,756
-11,443
| -10% | -$61.3K |
|
1932
Dropbox
DBX
$8.06B
| $533K | ﹤0.01% |
26,415
-2,902
| -10% | -$58.6K |
|
1933
Axalta
AXTA
$6.89B
| $532K | ﹤0.01% |
17,655
-5,745
| -25% | -$173K |
|
1934
Vericel Corp
VCEL
$1.72B
| $531K | ﹤0.01% |
35,048
+1,793
| +5% | +$27.2K |
|
1935
James Hardie Industries plc
JHX
$11.7B
| $521K | ﹤0.01% |
31,000
-10,000
| -24% | -$168K |
|
1936
Veracyte
VCYT
$2.55B
| $519K | ﹤0.01% |
21,605
+898
| +4% | +$21.6K |
|
1937
Qiagen
QGEN
$10.3B
| $516K | ﹤0.01% |
14,764
-2
| -0% | -$70 |
|
1938
Vanguard Total Bond Market
BND
$135B
| $513K | ﹤0.01% |
6,074
+623
| +11% | +$52.6K |
|
1939
Dolby
DLB
$6.96B
| $504K | ﹤0.01% |
7,798
+394
| +5% | +$25.5K |
|
1940
SPDR Portfolio Emerging Markets ETF
SPEM
$13.3B
| $499K | ﹤0.01% |
14,548
+841
| +6% | +$28.8K |
|
1941
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $498K | ﹤0.01% |
5,711
-11,929
| -68% | -$1.04M |
|
1942
SPDR Portfolio S&P 500 Value ETF
SPYV
$28B
| $497K | ﹤0.01% |
15,542
+173
| +1% | +$5.53K |
|
1943
TriNet
TNET
$3.43B
| $488K | ﹤0.01% |
7,853
+1,474
| +23% | +$91.6K |
|
1944
Simply Good Foods
SMPL
$2.86B
| $484K | ﹤0.01% |
16,692
+1,104
| +7% | +$32K |
|
1945
Grand Canyon Education
LOPE
$5.74B
| $482K | ﹤0.01% |
4,904
-2,421
| -33% | -$238K |
|
1946
Novo Nordisk
NVO
$245B
| $482K | ﹤0.01% |
18,640
| – | – |
|
1947
Radian Group
RDN
$4.79B
| $482K | ﹤0.01% |
21,086
+5,478
| +35% | +$125K |
|
1948
Vanguard Total Stock Market ETF
VTI
$528B
| $481K | ﹤0.01% |
3,186
-766
| -19% | -$116K |
|
1949
Popular Inc
BPOP
$8.47B
| $480K | ﹤0.01% |
8,875
+135
| +2% | +$7.3K |
|
|
ZNGA
1950
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $480K | ﹤0.01% |
82,538
-5,737
| -6% | -$33.4K |
|