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 |
Signet Jewelers
SIG
|
+$185M |
| 2 |
Alexandria Real Estate Equities
ARE
|
+$136M |
| 3 |
Public Storage
PSA
|
+$133M |
| 4 |
SBA Communications
SBAC
|
+$99.5M |
| 5 |
Element Solutions
ESI
|
+$83.7M |
Top Sells
| 1 |
Williams Companies
WMB
|
+$220M |
| 2 |
Extra Space Storage
EXR
|
+$143M |
| 3 |
Vornado Realty Trust
VNO
|
+$141M |
| 4 |
Kinder Morgan
KMI
|
+$136M |
| 5 |
Charles Schwab
SCHW
|
+$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Capri Holdings
CPRI
$2.54B
| $12.5M | 0.02% |
296,418
+11,061
| +4% | +$466K |
|
|
WDR
852
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $12.5M | 0.02% |
263,290
+13,077
| +5% | +$619K |
|
853
Mueller Industries
MLI
$10.9B
| $12.4M | 0.02% |
713,626
-12,942
| -2% | -$225K |
|
|
HPY
854
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $12.4M | 0.02% |
229,171
-2,782
| -1% | -$150K |
|
855
Trinity Industries
TRN
$2.32B
| $12.4M | 0.02% |
650,869
+2,976
| +0.5% | +$56.6K |
|
856
D.R. Horton
DHI
$53.6B
| $12.4M | 0.02% |
452,029
-19,619
| -4% | -$537K |
|
857
Gentherm
THRM
$1.09B
| $12.4M | 0.02% |
224,941
+218,480
| +3,382% | +$12M |
|
858
Monro
MNRO
$525M
| $12.4M | 0.02% |
198,691
-3,313
| -2% | -$206K |
|
859
Masco
MAS
$15.6B
| $12.3M | 0.02% |
526,281
-48,341
| -8% | -$1.13M |
|
|
KS
860
DELISTED
KapStone Paper and Pack Corp.
KS
| $12.3M | 0.02% |
531,169
-8,924
| -2% | -$206K |
|
861
Group 1 Automotive
GPI
$6.18B
| $12.2M | 0.02% |
134,734
-2,383
| -2% | -$216K |
|
|
SWN
862
DELISTED
Southwestern Energy Company
SWN
| $12.2M | 0.02% |
537,970
-26,980
| -5% | -$613K |
|
|
GWR
863
DELISTED
Genesee & Wyoming Inc.
GWR
| $12.2M | 0.02% |
160,474
+5,952
| +4% | +$453K |
|
864
Hillenbrand
HI
$1.79B
| $12.2M | 0.02% |
398,127
-3,785
| -0.9% | -$116K |
|
|
TCO
865
DELISTED
Taubman Centers Inc.
TCO
| $12.2M | 0.02% |
174,934
-71,477
| -29% | -$4.97M |
|
866
Flowers Foods
FLO
$3.02B
| $12.2M | 0.02% |
574,677
+75,566
| +15% | +$1.6M |
|
|
GPOR
867
DELISTED
Gulfport Energy Corp.
GPOR
| $12.2M | 0.02% |
301,864
+69,790
| +30% | +$2.81M |
|
|
CY
868
DELISTED
Cypress Semiconductor
CY
| $12.1M | 0.02% |
1,031,302
+17,034
| +2% | +$200K |
|
|
DNY
869
DELISTED
DONNELLEY R R & SONS CO
DNY
| $12.1M | 0.02% |
694,980
+61,541
| +10% | +$1.07M |
|
|
MINI
870
DELISTED
Mobile Mini Inc
MINI
| $12.1M | 0.02% |
287,991
-5,010
| -2% | -$211K |
|
|
B
871
DELISTED
Barnes Group Inc.
B
| $12.1M | 0.02% |
309,930
-4,743
| -2% | -$185K |
|
872
DexCom
DXCM
$30.3B
| $12.1M | 0.02% |
603,552
-38,780
| -6% | -$775K |
|
873
CoreCivic
CXW
$2.21B
| $12M | 0.02% |
363,992
+20,853
| +6% | +$690K |
|
874
RLI Corp
RLI
$6.09B
| $12M | 0.02% |
467,870
-7,942
| -2% | -$204K |
|
|
MTSC
875
DELISTED
MTS Systems Corp
MTSC
| $12M | 0.02% |
174,321
+78,452
| +82% | +$5.41M |
|