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 | |
|---|---|---|---|---|---|---|
776
KeyCorp
KEY
$21.1B
| $14.1M | 0.02% |
1,276,093
+83,196
| +7% | +$918K |
|
777
Principal Exchange-Traded Funds Principal Value ETF
PY
$141M
| $14.1M | 0.02% |
+375,000
| New | +$14.1M |
|
778
Silicon Motion
SIMO
$2.84B
| $14.1M | 0.02% |
362,387
-35,680
| -9% | -$1.38M |
|
|
CA
779
DELISTED
CA, Inc.
CA
| $14M | 0.02% |
456,246
+10,900
| +2% | +$336K |
|
780
Pentair
PNR
$17.9B
| $14M | 0.02% |
385,437
-10,857
| -3% | -$396K |
|
781
Sealed Air
SEE
$4.83B
| $14M | 0.02% |
292,463
-5,635
| -2% | -$271K |
|
782
National Fuel Gas
NFG
$7.87B
| $14M | 0.02% |
279,862
+10,507
| +4% | +$526K |
|
783
Tyler Technologies
TYL
$23.6B
| $14M | 0.02% |
108,878
+4,629
| +4% | +$595K |
|
|
EFII
784
DELISTED
Electronics for Imaging
EFII
| $14M | 0.02% |
329,262
+9,055
| +3% | +$384K |
|
|
PSB
785
DELISTED
PS Business Parks, Inc.
PSB
| $13.9M | 0.02% |
138,528
+5,328
| +4% | +$536K |
|
786
Best Buy
BBY
$16.1B
| $13.8M | 0.02% |
426,403
-16,548
| -4% | -$537K |
|
787
Sprouts Farmers Market
SFM
$13.1B
| $13.8M | 0.02% |
475,712
+446,537
| +1,531% | +$13M |
|
|
SJI
788
DELISTED
South Jersey Industries, Inc.
SJI
| $13.7M | 0.02% |
482,835
+18,897
| +4% | +$538K |
|
789
Integra LifeSciences
IART
$1.2B
| $13.7M | 0.02% |
407,142
+13,616
| +3% | +$459K |
|
790
Expeditors International
EXPD
$16.5B
| $13.7M | 0.02% |
280,736
-6,557
| -2% | -$320K |
|
791
G-III Apparel Group
GIII
$1.13B
| $13.7M | 0.02% |
279,882
-145,553
| -34% | -$7.12M |
|
|
MRO
792
DELISTED
Marathon Oil Corporation
MRO
| $13.7M | 0.02% |
1,228,404
+228,584
| +23% | +$2.55M |
|
|
BCPC
793
Balchem Corporation
BCPC
$5.05B
| $13.7M | 0.02% |
220,232
+6,801
| +3% | +$422K |
|
794
Ligand Pharmaceuticals
LGND
$3.24B
| $13.6M | 0.02% |
204,227
+7,900
| +4% | +$528K |
|
795
First Financial Bankshares
FFIN
$5.13B
| $13.6M | 0.02% |
922,066
+30,506
| +3% | +$451K |
|
796
Graphic Packaging
GPK
$6.14B
| $13.6M | 0.02% |
1,060,726
+264,199
| +33% | +$3.39M |
|
797
Autoliv
ALV
$9.63B
| $13.6M | 0.02% |
159,111
+2,432
| +2% | +$208K |
|
798
International Flavors & Fragrances
IFF
$16.5B
| $13.5M | 0.02% |
119,000
-2,917
| -2% | -$332K |
|
799
AMC Networks
AMCX
$328M
| $13.5M | 0.02% |
208,262
+9,598
| +5% | +$623K |
|
800
Glacier Bancorp
GBCI
$5.76B
| $13.5M | 0.02% |
531,994
+20,878
| +4% | +$531K |
|