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 |
Welltower
WELL
|
+$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$130M |
| 3 |
Regency Centers
REG
|
+$128M |
| 4 |
Extra Space Storage
EXR
|
+$115M |
| 5 |
Walmart
WMT
|
+$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
+$223M |
| 2 |
Public Storage
PSA
|
+$177M |
| 3 |
Signet Jewelers
SIG
|
+$144M |
| 4 |
Host Hotels & Resorts
HST
|
+$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Quest Diagnostics
DGX
$20.1B
| $16.7M | 0.02% |
233,459
+613
| +0.3% | +$43.8K |
|
677
Tapestry
TPR
$21.9B
| $16.7M | 0.02% |
415,688
+8,013
| +2% | +$321K |
|
678
United Bankshares
UBSI
$5.36B
| $16.7M | 0.02% |
453,856
+17,523
| +4% | +$643K |
|
679
Republic Services
RSG
$71.3B
| $16.6M | 0.02% |
347,904
+5,459
| +2% | +$260K |
|
680
West Pharmaceutical
WST
$18.4B
| $16.5M | 0.02% |
238,683
+12,101
| +5% | +$839K |
|
681
Hanesbrands
HBI
$2.21B
| $16.5M | 0.02% |
582,329
+12,495
| +2% | +$354K |
|
682
Allegiant Air
ALGT
$1.16B
| $16.5M | 0.02% |
92,533
+4,153
| +5% | +$739K |
|
683
Monolithic Power Systems
MPWR
$41B
| $16.5M | 0.02% |
258,666
+13,989
| +6% | +$890K |
|
684
Waters Corp
WAT
$17.4B
| $16.5M | 0.02% |
124,744
+3,643
| +3% | +$481K |
|
685
Xerox
XRX
$456M
| $16.4M | 0.02% |
557,862
+34,554
| +7% | +$1.02M |
|
686
Treehouse Foods
THS
$886M
| $16.4M | 0.02% |
189,006
+53,708
| +40% | +$4.66M |
|
687
Kite Realty
KRG
$4.97B
| $16.3M | 0.02% |
589,148
+28,431
| +5% | +$788K |
|
688
Service Corp International
SCI
$11B
| $16.3M | 0.02% |
661,389
+25,720
| +4% | +$635K |
|
|
LLTC
689
DELISTED
Linear Technology Corp
LLTC
| $16.3M | 0.02% |
366,064
+9,197
| +3% | +$410K |
|
690
Chemed
CHE
$6.57B
| $16.3M | 0.02% |
120,121
+5,350
| +5% | +$725K |
|
691
Cirrus Logic
CRUS
$5.78B
| $16.2M | 0.02% |
446,199
+12,858
| +3% | +$468K |
|
|
CNSL
692
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $16.2M | 0.02% |
627,417
-57,217
| -8% | -$1.47M |
|
693
EQT Corp
EQT
$31.9B
| $16.2M | 0.02% |
441,154
+41,371
| +10% | +$1.51M |
|
|
CYS
694
DELISTED
CYS Investments Inc.
CYS
| $16.1M | 0.02% |
1,978,681
+1,298,450
| +191% | +$10.6M |
|
695
Old Dominion Freight Line
ODFL
$30.7B
| $16.1M | 0.02% |
693,903
+26,787
| +4% | +$622K |
|
696
Monro
MNRO
$507M
| $16.1M | 0.02% |
224,850
+7,618
| +4% | +$544K |
|
697
Keysight
KEYS
$29.3B
| $16M | 0.02% |
577,022
-695,784
| -55% | -$19.3M |
|
698
Mine Safety
MSA
$6.63B
| $16M | 0.02% |
330,575
+16,268
| +5% | +$787K |
|
|
PNRA
699
DELISTED
Panera Bread Co
PNRA
| $15.9M | 0.02% |
77,808
+1,211
| +2% | +$248K |
|
700
Citizens Financial Group
CFG
$22.3B
| $15.9M | 0.02% |
760,737
+715,289
| +1,574% | +$15M |
|