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 | |
|---|---|---|---|---|---|---|
2126
FB Financial Corp
FBK
$2.89B
| $218K | ﹤0.01% |
+5,808
| New | +$218K |
|
2127
Renasant Corp
RNST
$3.75B
| $216K | ﹤0.01% |
+6,158
| New | +$216K |
|
|
BZUN
2128
Baozun
BZUN
$207M
| $215K | ﹤0.01% |
5,046
-82
| -2% | -$3.49K |
|
2129
National Vision
EYE
$1.86B
| $215K | ﹤0.01% |
8,941
+2,397
| +37% | +$57.6K |
|
|
FLIC
2130
DELISTED
First of Long Island Corp
FLIC
| $215K | ﹤0.01% |
+9,440
| New | +$215K |
|
2131
RLJ Lodging Trust
RLJ
$1.18B
| $215K | ﹤0.01% |
+12,629
| New | +$215K |
|
2132
Sunrun
RUN
$4.19B
| $214K | ﹤0.01% |
12,811
+2,292
| +22% | +$38.3K |
|
|
ESGR
2133
DELISTED
Enstar Group
ESGR
| $213K | ﹤0.01% |
+1,122
| New | +$213K |
|
2134
Apellis Pharmaceuticals
APLS
$3.55B
| $211K | ﹤0.01% |
8,767
+120
| +1% | +$2.89K |
|
|
PDLI
2135
DELISTED
PDL BioPharma, Inc.
PDLI
| $210K | ﹤0.01% |
97,444
+17,841
| +22% | +$38.4K |
|
2136
Heron Therapeutics
HRTX
$201M
| $208K | ﹤0.01% |
+11,243
| New | +$208K |
|
2137
SITE Centers
SITC
$490M
| $206K | ﹤0.01% |
17,495
-583
| -3% | -$6.87K |
|
2138
Funko
FNKO
$179M
| $205K | ﹤0.01% |
9,958
| – | – |
|
2139
Varonis Systems
VRNS
$6.28B
| $204K | ﹤0.01% |
+10,227
| New | +$204K |
|
2140
Towne Bank
TOWN
$2.87B
| $203K | ﹤0.01% |
+7,301
| New | +$203K |
|
|
TCDA
2141
DELISTED
Tricida, Inc. Common Stock
TCDA
| $203K | ﹤0.01% |
6,571
+102
| +2% | +$3.15K |
|
|
VRS
2142
DELISTED
Verso Corporation
VRS
| $203K | ﹤0.01% |
16,358
+1,088
| +7% | +$13.5K |
|
|
AIMT
2143
DELISTED
Aimmune Therapeutics, Inc.
AIMT
| $201K | ﹤0.01% |
+9,585
| New | +$201K |
|
2144
Ares Management
ARES
$38.9B
| $200K | ﹤0.01% |
+7,446
| New | +$200K |
|
2145
Amneal Pharmaceuticals
AMRX
$3.02B
| $198K | ﹤0.01% |
68,090
+6,209
| +10% | +$18.1K |
|
2146
Kratos Defense & Security Solutions
KTOS
$10.9B
| $194K | ﹤0.01% |
+10,432
| New | +$194K |
|
|
VNET
2147
VNET Group
VNET
$2.13B
| $193K | ﹤0.01% |
25,383
+2,504
| +11% | +$19K |
|
|
ISBC
2148
DELISTED
Investors Bancorp, Inc.
ISBC
| $192K | ﹤0.01% |
16,918
-7,546
| -31% | -$85.6K |
|
2149
Inseego
INSG
$199M
| $190K | ﹤0.01% |
3,949
+330
| +9% | +$15.9K |
|
2150
Alaunos Therapeutics
TCRT
$4.27M
| $189K | ﹤0.01% |
294
+25
| +9% | +$16.1K |
|