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 | |
|---|---|---|---|---|---|---|
|
FMER
901
DELISTED
FIRSTMERIT CORP
FMER
| $11.5M | 0.02% |
546,950
-523,896
| -49% | -$11M |
|
|
ATML
902
DELISTED
ATMEL CORP
ATML
| $11.5M | 0.02% |
1,413,063
+70,491
| +5% | +$572K |
|
903
Brink's
BCO
$4.86B
| $11.5M | 0.02% |
341,369
+19,455
| +6% | +$653K |
|
|
VAR
904
DELISTED
Varian Medical Systems, Inc.
VAR
| $11.4M | 0.02% |
162,898
+1,514
| +0.9% | +$106K |
|
905
AES
AES
$9.14B
| $11.4M | 0.02% |
967,239
-40,367
| -4% | -$476K |
|
906
AMN Healthcare
AMN
$722M
| $11.4M | 0.02% |
338,812
+13,636
| +4% | +$458K |
|
|
CATM
907
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $11.4M | 0.02% |
315,866
+19,915
| +7% | +$717K |
|
|
FNGN
908
DELISTED
Financial Engines, Inc.
FNGN
| $11.4M | 0.02% |
361,463
+15,665
| +5% | +$492K |
|
909
Cogent Communications
CCOI
$1.79B
| $11.3M | 0.02% |
290,032
+283,967
| +4,682% | +$11.1M |
|
|
STMP
910
DELISTED
Stamps.com, Inc.
STMP
| $11.3M | 0.02% |
106,476
+4,555
| +4% | +$484K |
|
|
JCP
911
DELISTED
J.C. Penney Company, Inc.
JCP
| $11.3M | 0.02% |
1,021,670
+48,126
| +5% | +$532K |
|
|
KNGT
912
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $11.3M | 0.02% |
431,767
+26,970
| +7% | +$705K |
|
913
J&J Snack Foods
JJSF
$2.1B
| $11.3M | 0.02% |
104,177
+4,990
| +5% | +$540K |
|
|
WNR
914
DELISTED
Western Refining Inc
WNR
| $11.3M | 0.02% |
387,666
+18,769
| +5% | +$546K |
|
915
CF Industries
CF
$14.1B
| $11.3M | 0.02% |
359,410
+9,663
| +3% | +$303K |
|
916
Bank OZK
OZK
$5.9B
| $11.3M | 0.02% |
268,239
+13,763
| +5% | +$578K |
|
917
Genesco
GCO
$360M
| $11.3M | 0.02% |
155,785
+5,730
| +4% | +$414K |
|
918
Maximus
MMS
$5.05B
| $11.3M | 0.02% |
213,743
+7,962
| +4% | +$419K |
|
919
JB Hunt Transport Services
JBHT
$13.7B
| $11.2M | 0.02% |
133,476
+1,394
| +1% | +$117K |
|
920
Fair Isaac
FICO
$38.1B
| $11.2M | 0.02% |
105,805
+7,881
| +8% | +$836K |
|
|
AAT
921
American Assets Trust
AAT
$1.27B
| $11.2M | 0.02% |
281,105
+10,883
| +4% | +$434K |
|
922
Wynn Resorts
WYNN
$12.8B
| $11.2M | 0.02% |
120,096
+16,043
| +15% | +$1.5M |
|
|
EGN
923
DELISTED
Energen
EGN
| $11.2M | 0.02% |
306,485
+69,815
| +29% | +$2.55M |
|
924
TripAdvisor
TRIP
$2.11B
| $11.2M | 0.02% |
168,516
+15,625
| +10% | +$1.04M |
|
|
AWH
925
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $11.2M | 0.02% |
319,518
-9,781
| -3% | -$342K |
|