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 | |
|---|---|---|---|---|---|---|
826
Cinemark Holdings
CNK
$3.21B
| $12.8M | 0.02% |
357,322
+28,879
| +9% | +$1.03M |
|
|
WAGE
827
DELISTED
WageWorks, Inc.
WAGE
| $12.8M | 0.02% |
252,855
+11,592
| +5% | +$587K |
|
828
PTC
PTC
$24.7B
| $12.8M | 0.02% |
385,563
+17,239
| +5% | +$572K |
|
829
Pinnacle West Capital
PNW
$10.5B
| $12.8M | 0.02% |
170,244
+4,023
| +2% | +$302K |
|
830
Sanmina
SANM
$6.43B
| $12.8M | 0.02% |
546,501
+12,380
| +2% | +$289K |
|
831
Hercules Capital
HTGC
$3.53B
| $12.8M | 0.02% |
1,063,050
+62,040
| +6% | +$745K |
|
|
SGI
832
Somnigroup International Inc.
SGI
$18B
| $12.8M | 0.02% |
839,900
+39,140
| +5% | +$595K |
|
833
LXP Industrial Trust
LXP
$2.73B
| $12.7M | 0.02% |
1,480,563
+57,007
| +4% | +$490K |
|
834
Hologic
HOLX
$14.7B
| $12.7M | 0.02% |
368,230
-424,550
| -54% | -$14.6M |
|
|
SAFM
835
DELISTED
Sanderson Farms Inc
SAFM
| $12.7M | 0.02% |
140,747
-127,930
| -48% | -$11.5M |
|
836
Protolabs
PRLB
$1.2B
| $12.7M | 0.02% |
+164,629
| New | +$12.7M |
|
837
Cintas
CTAS
$82.1B
| $12.6M | 0.02% |
562,184
+1,696
| +0.3% | +$38.1K |
|
838
CoreCivic
CXW
$2.29B
| $12.6M | 0.02% |
393,806
+19,024
| +5% | +$610K |
|
|
BBBY
839
DELISTED
Bed Bath & Beyond Inc
BBBY
| $12.6M | 0.02% |
253,854
+2,131
| +0.8% | +$106K |
|
|
MXIM
840
DELISTED
Maxim Integrated Products
MXIM
| $12.6M | 0.02% |
342,559
-3,052
| -0.9% | -$112K |
|
|
B
841
DELISTED
Barnes Group Inc.
B
| $12.6M | 0.02% |
358,399
+7,862
| +2% | +$275K |
|
842
MDU Resources
MDU
$3.34B
| $12.5M | 0.02% |
1,695,831
+58,788
| +4% | +$435K |
|
843
Haemonetics
HAE
$2.59B
| $12.5M | 0.02% |
358,559
+14,454
| +4% | +$506K |
|
844
BorgWarner
BWA
$9.52B
| $12.5M | 0.02% |
370,519
+1,807
| +0.5% | +$61.1K |
|
845
ASGN Inc
ASGN
$2.27B
| $12.5M | 0.02% |
338,242
-272,271
| -45% | -$10.1M |
|
846
Jabil
JBL
$23.2B
| $12.5M | 0.02% |
647,649
+33,388
| +5% | +$643K |
|
847
NCR Voyix
VYX
$1.79B
| $12.5M | 0.02% |
679,659
+21,996
| +3% | +$404K |
|
848
MSC Industrial Direct
MSM
$5.13B
| $12.5M | 0.02% |
163,468
+8,078
| +5% | +$616K |
|
|
ABMD
849
DELISTED
Abiomed Inc
ABMD
| $12.5M | 0.02% |
131,476
-131,366
| -50% | -$12.5M |
|
850
Pool Corp
POOL
$12.2B
| $12.5M | 0.02% |
141,946
-147,483
| -51% | -$12.9M |
|