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 | |
|---|---|---|---|---|---|---|
|
CLVS
2051
DELISTED
Clovis Oncology, Inc.
CLVS
| $305K | ﹤0.01% |
77,511
-7,252
| -9% | -$28.5K |
|
|
MTOR
2052
DELISTED
MERITOR, Inc.
MTOR
| $305K | ﹤0.01% |
16,505
+4,478
| +37% | +$82.8K |
|
2053
Workiva
WK
$4.48B
| $302K | ﹤0.01% |
6,892
+1,170
| +20% | +$51.3K |
|
|
S
2054
DELISTED
Sprint Corporation
S
| $301K | ﹤0.01% |
48,710
+820
| +2% | +$5.07K |
|
2055
Verra Mobility
VRRM
$3.97B
| $299K | ﹤0.01% |
20,840
+7,774
| +59% | +$112K |
|
2056
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.08B
| $296K | ﹤0.01% |
+9,439
| New | +$296K |
|
|
TERP
2057
DELISTED
TerraForm Power, Inc
TERP
| $295K | ﹤0.01% |
16,172
+2,897
| +22% | +$52.8K |
|
2058
Agios Pharmaceuticals
AGIO
$2.09B
| $293K | ﹤0.01% |
9,057
-4,395
| -33% | -$142K |
|
|
UN
2059
DELISTED
Unilever NV New York Registry Shares
UN
| $292K | ﹤0.01% |
4,862
+78
| +2% | +$4.68K |
|
2060
Roku
ROKU
$14B
| $290K | ﹤0.01% |
2,846
-7,604
| -73% | -$775K |
|
2061
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $287K | ﹤0.01% |
6,055
+356
| +6% | +$16.9K |
|
2062
Sangamo Therapeutics
SGMO
$165M
| $286K | ﹤0.01% |
31,651
+3,459
| +12% | +$31.3K |
|
|
PDM
2063
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $285K | ﹤0.01% |
13,642
+3,535
| +35% | +$73.9K |
|
|
MIC
2064
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $285K | ﹤0.01% |
7,222
+353
| +5% | +$13.9K |
|
2065
ARK Innovation ETF
ARKK
$7.49B
| $279K | ﹤0.01% |
6,507
-40
| -0.6% | -$1.72K |
|
2066
Astronics
ATRO
$1.37B
| $279K | ﹤0.01% |
9,489
+624
| +7% | +$18.3K |
|
2067
Amplify Cybersecurity ETF
HACK
$2.29B
| $277K | ﹤0.01% |
7,400
+105
| +1% | +$3.93K |
|
2068
Box
BOX
$4.75B
| $275K | ﹤0.01% |
16,605
+2,977
| +22% | +$49.3K |
|
2069
Vanguard Small-Cap Value ETF
VBR
$31.8B
| $275K | ﹤0.01% |
2,133
+412
| +24% | +$53.1K |
|
2070
Steelcase
SCS
$1.97B
| $274K | ﹤0.01% |
14,868
+3,490
| +31% | +$64.3K |
|
2071
Denny's
DENN
$237M
| $273K | ﹤0.01% |
+12,000
| New | +$273K |
|
2072
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $270K | ﹤0.01% |
9,994
-26
| -0.3% | -$702 |
|
|
AGR
2073
DELISTED
Avangrid, Inc.
AGR
| $270K | ﹤0.01% |
5,167
+328
| +7% | +$17.1K |
|
|
SC
2074
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $270K | ﹤0.01% |
10,584
+200
| +2% | +$5.1K |
|
|
WAAS
2075
DELISTED
AquaVenture Holdings Limited
WAAS
| $270K | ﹤0.01% |
13,909
+3,519
| +34% | +$68.3K |
|