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 | |
|---|---|---|---|---|---|---|
851
PVH
PVH
$3.96B
| $12.5M | 0.02% |
125,697
+7,697
| +7% | +$762K |
|
|
GCI
852
DELISTED
Gannett Co., Inc
GCI
| $12.4M | 0.02% |
819,417
+38,552
| +5% | +$584K |
|
853
Commerce Bancshares
CBSH
$7.99B
| $12.4M | 0.02% |
427,549
+11,508
| +3% | +$334K |
|
|
CMBT
854
CMB.TECH NV
CMBT
$2.72B
| $12.4M | 0.02% |
1,209,442
-966,169
| -44% | -$9.89M |
|
855
Idacorp
IDA
$6.79B
| $12.4M | 0.02% |
166,028
+4,768
| +3% | +$356K |
|
856
Synovus
SNV
$7.2B
| $12.4M | 0.02% |
427,868
+7,351
| +2% | +$213K |
|
857
Texas Capital Bancshares
TCBI
$3.97B
| $12.3M | 0.02% |
320,714
+12,660
| +4% | +$486K |
|
858
NetApp
NTAP
$24.9B
| $12.3M | 0.02% |
450,708
-647,689
| -59% | -$17.7M |
|
|
CHSP
859
DELISTED
Chesapeake Lodging Trust
CHSP
| $12.3M | 0.02% |
464,085
+63,270
| +16% | +$1.67M |
|
860
Tetra Tech
TTEK
$9.43B
| $12.3M | 0.02% |
2,057,175
+66,440
| +3% | +$396K |
|
|
SONC
861
DELISTED
Sonic Corp
SONC
| $12.3M | 0.02% |
348,919
+9,006
| +3% | +$317K |
|
862
Nasdaq
NDAQ
$55B
| $12.3M | 0.02% |
554,253
+7,116
| +1% | +$157K |
|
863
Columbia Banking Systems
COLB
$7.85B
| $12.3M | 0.02% |
409,518
+16,083
| +4% | +$481K |
|
864
Pinnacle Financial Partners
PNFP
$7.57B
| $12.2M | 0.02% |
249,273
+13,152
| +6% | +$645K |
|
|
DST
865
DELISTED
DST Systems Inc.
DST
| $12.2M | 0.02% |
216,692
-236,616
| -52% | -$13.3M |
|
|
WGL
866
DELISTED
Wgl Holdings
WGL
| $12.2M | 0.02% |
168,764
+8,034
| +5% | +$581K |
|
867
Western Alliance Bancorporation
WAL
$9.88B
| $12.2M | 0.02% |
364,301
-29,713
| -8% | -$992K |
|
|
TIF
868
DELISTED
Tiffany & Co.
TIF
| $12.1M | 0.02% |
165,350
+3,679
| +2% | +$270K |
|
869
Cracker Barrel
CBRL
$1.13B
| $12.1M | 0.02% |
79,258
+4,428
| +6% | +$676K |
|
870
CVB Financial
CVBF
$2.8B
| $12.1M | 0.02% |
692,703
+27,088
| +4% | +$473K |
|
|
GAS
871
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
| $12.1M | 0.02% |
185,411
+5,392
| +3% | +$351K |
|
|
LTC
872
LTC Properties
LTC
$1.68B
| $12.1M | 0.02% |
266,597
+23,159
| +10% | +$1.05M |
|
|
CRAY
873
DELISTED
Cray, Inc.
CRAY
| $12M | 0.02% |
+287,124
| New | +$12M |
|
|
FEIC
874
DELISTED
FEI COMPANY
FEIC
| $12M | 0.02% |
134,960
+6,800
| +5% | +$605K |
|
875
Washington Trust Bancorp
WASH
$569M
| $12M | 0.02% |
321,477
+4,588
| +1% | +$171K |
|