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 | |
|---|---|---|---|---|---|---|
|
GWR
876
DELISTED
Genesee & Wyoming Inc.
GWR
| $11.9M | 0.02% |
190,369
+8,804
| +5% | +$552K |
|
877
Strategy Inc Common Stock Class A
MSTR
$91.9B
| $11.9M | 0.02% |
664,060
+36,020
| +6% | +$647K |
|
878
Huntington Bancshares
HBAN
$25.8B
| $11.9M | 0.02% |
1,248,761
-1,797,954
| -59% | -$17.2M |
|
879
Community Bank
CBU
$3.13B
| $11.9M | 0.02% |
310,989
+18,232
| +6% | +$697K |
|
880
Matthews International
MATW
$769M
| $11.9M | 0.02% |
230,816
+9,116
| +4% | +$469K |
|
881
AGCO
AGCO
$8.09B
| $11.9M | 0.02% |
239,021
+3,454
| +1% | +$172K |
|
882
Children's Place
PLCE
$160M
| $11.9M | 0.02% |
142,279
+3,068
| +2% | +$256K |
|
883
Mueller Industries
MLI
$10.9B
| $11.9M | 0.02% |
807,286
+26,572
| +3% | +$391K |
|
|
MGLN
884
DELISTED
Magellan Health Services, Inc.
MGLN
| $11.9M | 0.02% |
174,754
+2,261
| +1% | +$154K |
|
|
TIVO
885
DELISTED
Tivo Inc
TIVO
| $11.9M | 0.02% |
577,857
+21,754
| +4% | +$446K |
|
886
Bio-Techne
TECH
$8.25B
| $11.8M | 0.02% |
500,328
+35,156
| +8% | +$831K |
|
887
Boyd Gaming
BYD
$6.9B
| $11.8M | 0.02% |
570,749
+25,162
| +5% | +$520K |
|
888
Unifirst Corp
UNF
$3.23B
| $11.8M | 0.02% |
108,045
+4,344
| +4% | +$474K |
|
889
Watsco
WSO
$16.1B
| $11.8M | 0.02% |
87,401
+4,152
| +5% | +$559K |
|
890
IPG Photonics
IPGP
$3.5B
| $11.8M | 0.02% |
122,315
+5,397
| +5% | +$519K |
|
891
Webster Financial
WBS
$10.3B
| $11.7M | 0.02% |
327,287
+25,142
| +8% | +$903K |
|
892
Zebra Technologies
ZBRA
$16.1B
| $11.7M | 0.02% |
169,646
+8,271
| +5% | +$571K |
|
|
DNY
893
DELISTED
DONNELLEY R R & SONS CO
DNY
| $11.7M | 0.02% |
713,206
+37,452
| +6% | +$614K |
|
894
Eagle Materials
EXP
$7.68B
| $11.7M | 0.02% |
166,494
+6,135
| +4% | +$430K |
|
895
Hawaiian Electric Industries
HE
$2.1B
| $11.6M | 0.02% |
359,033
+20,141
| +6% | +$653K |
|
896
Dorman Products
DORM
$4.94B
| $11.6M | 0.02% |
213,646
+10,373
| +5% | +$564K |
|
897
Flowers Foods
FLO
$3.01B
| $11.6M | 0.02% |
629,627
+31,138
| +5% | +$575K |
|
|
JBTM
898
JBT Marel Corporation
JBTM
$7.26B
| $11.6M | 0.02% |
205,925
+7,667
| +4% | +$433K |
|
|
FNFG
899
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $11.6M | 0.02% |
1,200,011
+63,551
| +6% | +$615K |
|
|
GPOR
900
DELISTED
Gulfport Energy Corp.
GPOR
| $11.6M | 0.02% |
408,510
+63,374
| +18% | +$1.8M |
|