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 | |
|---|---|---|---|---|---|---|
1976
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.88B
| $463K | ﹤0.01% |
+4,310
| New | +$463K |
|
1977
ING
ING
$74.7B
| $463K | ﹤0.01% |
40,000
| – | – |
|
|
MOMO
1978
Hello Group
MOMO
$1.19B
| $461K | ﹤0.01% |
12,878
-825,947
| -98% | -$29.6M |
|
1979
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $458K | ﹤0.01% |
9,369
+284
| +3% | +$13.9K |
|
|
BOLD
1980
DELISTED
Audentes Therapeutics, Inc
BOLD
| $456K | ﹤0.01% |
12,045
+6,174
| +105% | +$234K |
|
|
EVRI
1981
DELISTED
Everi Holdings
EVRI
| $455K | ﹤0.01% |
+38,139
| New | +$455K |
|
1982
Vanguard Total Bond Market
BND
$135B
| $453K | ﹤0.01% |
5,451
+972
| +22% | +$80.8K |
|
1983
uniQure
QURE
$904M
| $452K | ﹤0.01% |
5,781
-20
| -0.3% | -$1.56K |
|
1984
Western Alliance Bancorporation
WAL
$9.77B
| $452K | ﹤0.01% |
10,104
-1,751
| -15% | -$78.3K |
|
1985
Gorman-Rupp
GRC
$1.13B
| $446K | ﹤0.01% |
13,586
-1,596
| -11% | -$52.4K |
|
1986
Amneal Pharmaceuticals
AMRX
$3.14B
| $444K | ﹤0.01% |
61,881
+42,423
| +218% | +$304K |
|
|
HTLF
1987
DELISTED
Heartland Financial USA, Inc.
HTLF
| $444K | ﹤0.01% |
9,928
-16,474
| -62% | -$737K |
|
|
SASR
1988
DELISTED
Sandy Spring Bancorp Inc
SASR
| $443K | ﹤0.01% |
+12,688
| New | +$443K |
|
|
CSW
1989
CSW Industrials, Inc.
CSW
$4.2B
| $442K | ﹤0.01% |
6,479
-862
| -12% | -$58.8K |
|
1990
Lakeland Financial Corp
LKFN
$1.66B
| $442K | ﹤0.01% |
9,443
-1,578
| -14% | -$73.9K |
|
1991
Choice Hotels
CHH
$5.22B
| $438K | ﹤0.01% |
5,029
+359
| +8% | +$31.3K |
|
1992
Owens Corning
OC
$12.7B
| $437K | ﹤0.01% |
7,501
-2,219
| -23% | -$129K |
|
1993
Essent Group
ESNT
$6.29B
| $433K | ﹤0.01% |
9,206
-1,300
| -12% | -$61.1K |
|
1994
Herbalife
HLF
$986M
| $433K | ﹤0.01% |
10,116
-94,952
| -90% | -$4.06M |
|
1995
Pegasystems
PEGA
$9.93B
| $433K | ﹤0.01% |
+12,148
| New | +$433K |
|
1996
TriNet
TNET
$3.35B
| $432K | ﹤0.01% |
6,379
+1,906
| +43% | +$129K |
|
1997
Novanta
NOVT
$4.12B
| $430K | ﹤0.01% |
4,561
+1,219
| +36% | +$115K |
|
1998
Weibo
WB
$3B
| $427K | ﹤0.01% |
9,816
-142,766
| -94% | -$6.21M |
|
1999
Chegg
CHGG
$167M
| $426K | ﹤0.01% |
11,035
-70
| -0.6% | -$2.7K |
|
2000
Melco Resorts & Entertainment
MLCO
$3.75B
| $426K | ﹤0.01% |
19,605
+604
| +3% | +$13.1K |
|