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 | |
|---|---|---|---|---|---|---|
1951
Paylocity
PCTY
$9.36B
| $523K | ﹤0.01% |
5,575
-15,129
| -73% | -$1.42M |
|
|
MYOK
1952
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $523K | ﹤0.01% |
10,419
-6,686
| -39% | -$336K |
|
|
CIT
1953
DELISTED
CIT Group Inc.
CIT
| $522K | ﹤0.01% |
9,936
-46
| -0.5% | -$2.42K |
|
1954
Ironwood Pharmaceuticals
IRWD
$213M
| $521K | ﹤0.01% |
47,617
-303
| -0.6% | -$3.32K |
|
1955
ProShares Short 20+ Year Treasury ETF
TBF
$69.1M
| $519K | ﹤0.01% |
25,452
+8,589
| +51% | +$175K |
|
|
AVLR
1956
DELISTED
Avalara, Inc.
AVLR
| $516K | ﹤0.01% |
+7,145
| New | +$516K |
|
1957
Ryman Hospitality Properties
RHP
$6.31B
| $509K | ﹤0.01% |
6,281
+1,693
| +37% | +$137K |
|
1958
Invesco Water Resources ETF
PHO
$2.21B
| $507K | ﹤0.01% |
14,227
+792
| +6% | +$28.2K |
|
|
PTLA
1959
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $504K | ﹤0.01% |
18,556
-156
| -0.8% | -$4.24K |
|
1960
Bandwidth Inc
BAND
$495M
| $501K | ﹤0.01% |
+6,676
| New | +$501K |
|
|
VSI
1961
DELISTED
Vitamin Shoppe Inc.
VSI
| $493K | ﹤0.01% |
125,084
-551
| -0.4% | -$2.17K |
|
1962
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $491K | ﹤0.01% |
13,707
-19,305
| -58% | -$692K |
|
1963
AXIS Capital
AXS
$7.75B
| $489K | ﹤0.01% |
8,197
-867
| -10% | -$51.7K |
|
1964
Madison Square Garden
MSGS
$5.12B
| $487K | ﹤0.01% |
2,437
+35
| +1% | +$6.99K |
|
|
PETQ
1965
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $485K | ﹤0.01% |
14,708
-8,243
| -36% | -$272K |
|
1966
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.4B
| $481K | ﹤0.01% |
15,369
-4,610
| -23% | -$144K |
|
1967
Standard BioTools
LAB
$493M
| $479K | ﹤0.01% |
+38,845
| New | +$479K |
|
1968
Dolby
DLB
$6.85B
| $478K | ﹤0.01% |
7,404
+1,844
| +33% | +$119K |
|
1969
Novo Nordisk
NVO
$244B
| $476K | ﹤0.01% |
18,640
| – | – |
|
|
ATRI
1970
DELISTED
Atrion Corp
ATRI
| $475K | ﹤0.01% |
557
-74
| -12% | -$63.1K |
|
1971
Popular Inc
BPOP
$8.34B
| $474K | ﹤0.01% |
8,740
-481,988
| -98% | -$26.1M |
|
1972
Columbia Sportswear
COLM
$2.99B
| $474K | ﹤0.01% |
4,733
-94,093
| -95% | -$9.42M |
|
|
TMX
1973
DELISTED
Terminix Global Holdings, Inc.
TMX
| $474K | ﹤0.01% |
9,095
-7,788
| -46% | -$406K |
|
1974
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $473K | ﹤0.01% |
85,000
+5,000
| +6% | +$27.8K |
|
1975
iShares Russell 1000 Growth ETF
IWF
$120B
| $472K | ﹤0.01% |
+3,000
| New | +$472K |
|