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 | |
|---|---|---|---|---|---|---|
976
Navient
NAVI
$1.3B
| $10.2M | 0.02% |
559,049
-410,399
| -42% | -$7.47M |
|
|
FDO
977
DELISTED
FAMILY DOLLAR STORES
FDO
| $10.2M | 0.02% |
129,086
+3,876
| +3% | +$305K |
|
978
Forward Air
FWRD
$915M
| $10.1M | 0.02% |
194,154
-588
| -0.3% | -$30.7K |
|
|
TGI
979
DELISTED
Triumph Group
TGI
| $10.1M | 0.02% |
153,270
+286
| +0.2% | +$18.9K |
|
980
Murphy Oil
MUR
$3.66B
| $10.1M | 0.02% |
243,063
-3,273
| -1% | -$136K |
|
|
CUDA
981
DELISTED
Barracuda Networks, Inc.
CUDA
| $10.1M | 0.02% |
254,652
-34,952
| -12% | -$1.38M |
|
982
Dana Inc
DAN
$2.78B
| $10.1M | 0.02% |
490,225
+12,747
| +3% | +$262K |
|
983
CONMED
CNMD
$1.66B
| $10.1M | 0.02% |
172,835
-2,926
| -2% | -$170K |
|
|
LXK
984
DELISTED
Lexmark Intl Inc
LXK
| $10M | 0.01% |
226,788
+6,503
| +3% | +$287K |
|
985
Selective Insurance
SIGI
$4.81B
| $10M | 0.01% |
357,022
-5,929
| -2% | -$166K |
|
986
Leggett & Platt
LEG
$1.33B
| $10M | 0.01% |
205,561
-6,474
| -3% | -$315K |
|
987
Federated Hermes
FHI
$4.15B
| $9.99M | 0.01% |
298,333
+14,054
| +5% | +$471K |
|
988
MSC Industrial Direct
MSM
$5.12B
| $9.99M | 0.01% |
143,180
-7,541
| -5% | -$526K |
|
|
LCI
989
DELISTED
Lannett Company, Inc.
LCI
| $9.98M | 0.01% |
41,987
-225
| -0.5% | -$53.5K |
|
990
Charles River Laboratories
CRL
$7.77B
| $9.97M | 0.01% |
141,749
+6,626
| +5% | +$466K |
|
991
Genesco
GCO
$361M
| $9.95M | 0.01% |
150,646
-3,186
| -2% | -$210K |
|
|
LOGM
992
DELISTED
LogMein, Inc.
LOGM
| $9.94M | 0.01% |
154,186
-1,839
| -1% | -$119K |
|
993
Hawaiian Electric Industries
HE
$2.09B
| $9.93M | 0.01% |
334,122
+49,050
| +17% | +$1.46M |
|
994
HDFC Bank
HDB
$181B
| $9.92M | 0.01% |
327,840
-50,378
| -13% | -$1.52M |
|
|
DCT
995
DELISTED
DCT Industrial Trust Inc.
DCT
| $9.92M | 0.01% |
315,484
+31,588
| +11% | +$993K |
|
996
Select Medical
SEM
$1.58B
| $9.88M | 0.01% |
1,131,421
-13,161
| -1% | -$115K |
|
997
Matthews International
MATW
$768M
| $9.86M | 0.01% |
185,595
-3,837
| -2% | -$204K |
|
998
News Corp Class A
NWSA
$16.5B
| $9.86M | 0.01% |
675,705
-50,283
| -7% | -$734K |
|
999
Sleep Number
SNBR
$235M
| $9.85M | 0.01% |
327,650
-8,394
| -2% | -$252K |
|
|
SPN
1000
DELISTED
Superior Energy Services, Inc.
SPN
| $9.85M | 0.01% |
467,922
+5,825
| +1% | +$123K |
|