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 | |
|---|---|---|---|---|---|---|
|
MSCC
751
DELISTED
Microsemi Corp
MSCC
| $14.8M | 0.02% |
387,087
-269,923
| -41% | -$10.3M |
|
752
Casey's General Stores
CASY
$20B
| $14.8M | 0.02% |
130,576
+6,189
| +5% | +$701K |
|
753
F5
FFIV
$18.8B
| $14.8M | 0.02% |
139,746
+34,296
| +33% | +$3.63M |
|
754
Brunswick
BC
$4.23B
| $14.8M | 0.02% |
307,873
+13,683
| +5% | +$657K |
|
755
Cousins Properties
CUZ
$4.91B
| $14.6M | 0.02% |
499,167
+7,305
| +1% | +$214K |
|
|
CPGX
756
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
| $14.6M | 0.02% |
582,343
+37,680
| +7% | +$946K |
|
|
DNKN
757
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $14.6M | 0.02% |
309,580
+12,464
| +4% | +$588K |
|
758
Akamai
AKAM
$11B
| $14.6M | 0.02% |
262,252
+4,196
| +2% | +$233K |
|
759
Dover
DOV
$24.1B
| $14.6M | 0.02% |
280,292
-4,104
| -1% | -$213K |
|
760
Post Holdings
POST
$5.69B
| $14.5M | 0.02% |
322,715
+21,080
| +7% | +$949K |
|
|
WRI
761
DELISTED
Weingarten Realty Investors
WRI
| $14.5M | 0.02% |
386,763
+17,382
| +5% | +$652K |
|
|
STR
762
DELISTED
QUESTAR CORP
STR
| $14.5M | 0.02% |
584,835
+28,097
| +5% | +$697K |
|
763
CDW
CDW
$22.4B
| $14.4M | 0.02% |
347,878
-387,175
| -53% | -$16.1M |
|
|
TCO
764
DELISTED
Taubman Centers Inc.
TCO
| $14.4M | 0.02% |
202,620
+12,401
| +7% | +$883K |
|
765
Steven Madden
SHOO
$2.22B
| $14.4M | 0.02% |
583,215
+9,381
| +2% | +$232K |
|
|
LLL
766
DELISTED
L3 Technologies, Inc.
LLL
| $14.4M | 0.02% |
121,220
+10,246
| +9% | +$1.21M |
|
767
The Mosaic Company
MOS
$10.6B
| $14.3M | 0.02% |
530,000
+33,706
| +7% | +$910K |
|
768
Dick's Sporting Goods
DKS
$18.2B
| $14.3M | 0.02% |
305,461
+15,458
| +5% | +$723K |
|
769
Harley-Davidson
HOG
$3.65B
| $14.3M | 0.02% |
278,198
-387
| -0.1% | -$19.9K |
|
770
MKS Inc. Common Stock
MKSI
$7.43B
| $14.2M | 0.02% |
376,631
+17,746
| +5% | +$668K |
|
771
Douglas Emmett
DEI
$2.75B
| $14.2M | 0.02% |
470,934
+23,137
| +5% | +$697K |
|
|
ROIC
772
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $14.2M | 0.02% |
704,676
+27,740
| +4% | +$558K |
|
773
Lithia Motors
LAD
$8.64B
| $14.2M | 0.02% |
162,104
+1,302
| +0.8% | +$114K |
|
|
WCG
774
DELISTED
Wellcare Health Plans, Inc.
WCG
| $14.2M | 0.02% |
152,617
+6,746
| +5% | +$626K |
|
775
Hain Celestial
HAIN
$176M
| $14.1M | 0.02% |
345,813
+16,612
| +5% | +$680K |
|