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 | |
|---|---|---|---|---|---|---|
2026
Astronics
ATRO
$1.41B
| $357K | ﹤0.01% |
+8,865
| New | +$357K |
|
2027
Radian Group
RDN
$4.76B
| $357K | ﹤0.01% |
15,608
-5,344
| -26% | -$122K |
|
2028
Schwab US Large- Cap ETF
SCHX
$60.3B
| $357K | ﹤0.01% |
30,534
-36
| -0.1% | -$421 |
|
2029
Enterprise Financial Services Corp
EFSC
$2.24B
| $356K | ﹤0.01% |
8,555
-5,366
| -39% | -$223K |
|
2030
Frontdoor
FTDR
$4.83B
| $354K | ﹤0.01% |
8,127
-1,314
| -14% | -$57.2K |
|
2031
Kforce
KFRC
$567M
| $351K | ﹤0.01% |
10,010
-4,496
| -31% | -$158K |
|
|
ACRE
2032
Ares Commercial Real Estate
ACRE
$266M
| $350K | ﹤0.01% |
23,521
+4,538
| +24% | +$67.5K |
|
2033
Sea Limited
SE
$116B
| $350K | ﹤0.01% |
+10,541
| New | +$350K |
|
|
CLR
2034
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $347K | ﹤0.01% |
8,233
-2,141
| -21% | -$90.2K |
|
2035
Air Lease Corp
AL
$7.1B
| $343K | ﹤0.01% |
8,301
-151
| -2% | -$6.24K |
|
|
ONC
2036
BeOne Medicines Ltd. American Depositary Shares
ONC
$35.7B
| $343K | ﹤0.01% |
2,768
+263
| +10% | +$32.6K |
|
|
EBSB
2037
DELISTED
Meridian Bancorp, Inc.
EBSB
| $342K | ﹤0.01% |
19,125
-5,006
| -21% | -$89.5K |
|
|
PES
2038
DELISTED
Pioneer Energy Services Corp.
PES
| $341K | ﹤0.01% |
1,348,141
-671,122
| -33% | -$170K |
|
2039
iShares Core S&P Total US Stock Market ETF
ITOT
$76.7B
| $340K | ﹤0.01% |
+5,104
| New | +$340K |
|
2040
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.47B
| $336K | ﹤0.01% |
6,550
+57
| +0.9% | +$2.92K |
|
2041
Workiva
WK
$4.34B
| $332K | ﹤0.01% |
+5,722
| New | +$332K |
|
2042
PROS Holdings
PRO
$699M
| $331K | ﹤0.01% |
+5,240
| New | +$331K |
|
|
CIM
2043
Chimera Investment
CIM
$1.15B
| $328K | ﹤0.01% |
5,797
-444
| -7% | -$25.1K |
|
|
2044
Hilton Grand Vacations
HGV
$3.98B
| $328K | ﹤0.01% |
10,320
-3,485,034
| -100% | -$111M |
|
2045
First Hawaiian
FHB
$3.19B
| $325K | ﹤0.01% |
12,571
-266
| -2% | -$6.88K |
|
2046
TriCo Bancshares
TCBK
$1.48B
| $323K | ﹤0.01% |
+8,534
| New | +$323K |
|
2047
SPDR S&P International Small Cap ETF
GWX
$789M
| $322K | ﹤0.01% |
10,750
-13,813
| -56% | -$414K |
|
2048
DocuSign
DOCU
$16.1B
| $321K | ﹤0.01% |
6,458
-3,334
| -34% | -$166K |
|
2049
Ennis
EBF
$463M
| $319K | ﹤0.01% |
+15,538
| New | +$319K |
|
|
ARQL
2050
DELISTED
Arqule Inc
ARQL
| $319K | ﹤0.01% |
28,977
-1,660
| -5% | -$18.3K |
|