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 | |
|---|---|---|---|---|---|---|
|
WFM
726
DELISTED
Whole Foods Market Inc
WFM
| $15.4M | 0.02% |
495,804
+30,260
| +6% | +$941K |
|
|
MDCO
727
DELISTED
Medicines Co
MDCO
| $15.4M | 0.02% |
485,198
+16,341
| +3% | +$519K |
|
728
Gentex
GNTX
$6.15B
| $15.4M | 0.02% |
981,483
+37,931
| +4% | +$595K |
|
|
MDSO
729
DELISTED
Medidata Solutions, Inc.
MDSO
| $15.4M | 0.02% |
397,798
+25,690
| +7% | +$994K |
|
730
Coterra Energy
CTRA
$18.6B
| $15.4M | 0.02% |
677,838
+71,267
| +12% | +$1.62M |
|
|
SCG
731
DELISTED
Scana
SCG
| $15.4M | 0.02% |
219,433
+5,511
| +3% | +$387K |
|
732
Cincinnati Financial
CINF
$23.8B
| $15.3M | 0.02% |
234,631
+4,507
| +2% | +$295K |
|
|
MNK
733
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $15.3M | 0.02% |
250,116
+83,297
| +50% | +$5.1M |
|
734
Williams-Sonoma
WSM
$24.7B
| $15.3M | 0.02% |
559,438
+21,402
| +4% | +$586K |
|
735
Equity Lifestyle Properties
ELS
$11.7B
| $15.3M | 0.02% |
420,318
-23,660
| -5% | -$860K |
|
|
IPXL
736
DELISTED
Impax Laboratories, Inc.
IPXL
| $15.3M | 0.02% |
477,246
+28,160
| +6% | +$902K |
|
737
Ball Corp
BALL
$13.6B
| $15.2M | 0.02% |
427,522
+23,036
| +6% | +$821K |
|
738
Darling Ingredients
DAR
$4.95B
| $15.2M | 0.02% |
1,155,760
+48,918
| +4% | +$644K |
|
739
KBR
KBR
$6.42B
| $15.2M | 0.02% |
981,426
+546,817
| +126% | +$8.47M |
|
740
UMB Financial
UMBF
$9.26B
| $15.2M | 0.02% |
294,243
+13,065
| +5% | +$675K |
|
741
Textron
TXT
$14.4B
| $15.1M | 0.02% |
414,349
+20,283
| +5% | +$740K |
|
742
Installed Building Products
IBP
$7.21B
| $15.1M | 0.02% |
567,548
-135,068
| -19% | -$3.59M |
|
|
PNK
743
DELISTED
Pinnacle Entertainment Inc.
PNK
| $15.1M | 0.02% |
429,835
+15,733
| +4% | +$552K |
|
744
Western Union
WU
$2.73B
| $15M | 0.02% |
779,156
+13,694
| +2% | +$264K |
|
745
Brown-Forman Class B
BF.B
$12.9B
| $15M | 0.02% |
476,703
-13,356
| -3% | -$421K |
|
746
Fortinet
FTNT
$60.9B
| $15M | 0.02% |
2,448,790
+104,770
| +4% | +$642K |
|
747
H.B. Fuller
FUL
$3.33B
| $15M | 0.02% |
352,562
+13,157
| +4% | +$559K |
|
|
COR
748
DELISTED
Coresite Realty Corporation
COR
| $14.9M | 0.02% |
213,323
+5,608
| +3% | +$393K |
|
749
Selective Insurance
SIGI
$4.75B
| $14.9M | 0.02% |
407,838
+18,049
| +5% | +$661K |
|
750
DiamondRock Hospitality
DRH
$1.72B
| $14.9M | 0.02% |
1,473,494
+110,709
| +8% | +$1.12M |
|