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 | |
|---|---|---|---|---|---|---|
976
Northwest Natural Holdings
NWN
$1.73B
| $10.3M | 0.02% |
191,849
+5,009
| +3% | +$270K |
|
|
ADT
977
DELISTED
ADT CORP
ADT
| $10.3M | 0.02% |
250,246
+3,105
| +1% | +$128K |
|
978
Prosperity Bancshares
PB
$6.44B
| $10.3M | 0.02% |
222,440
+11,156
| +5% | +$518K |
|
|
SPN
979
DELISTED
Superior Energy Services, Inc.
SPN
| $10.3M | 0.02% |
770,431
+285,047
| +59% | +$3.82M |
|
980
AZZ Inc
AZZ
$3.59B
| $10.3M | 0.02% |
182,224
+7,020
| +4% | +$397K |
|
|
MINI
981
DELISTED
Mobile Mini Inc
MINI
| $10.3M | 0.01% |
311,839
+17,137
| +6% | +$566K |
|
|
JWN
982
DELISTED
Nordstrom
JWN
| $10.2M | 0.01% |
179,041
-19,375
| -10% | -$1.11M |
|
983
WD-40
WDFC
$2.88B
| $10.2M | 0.01% |
94,761
+6,775
| +8% | +$732K |
|
984
Teledyne Technologies
TDY
$26.5B
| $10.2M | 0.01% |
116,066
+3,996
| +4% | +$352K |
|
985
HUB Group
HUBG
$2.3B
| $10.2M | 0.01% |
499,130
+9,720
| +2% | +$198K |
|
|
NATI
986
DELISTED
National Instruments Corp
NATI
| $10.2M | 0.01% |
338,074
+11,999
| +4% | +$361K |
|
987
Enerpac Tool Group
EPAC
$2.33B
| $10.2M | 0.01% |
411,876
+18,984
| +5% | +$469K |
|
|
PVTB
988
DELISTED
PrivateBancorp Inc
PVTB
| $10.1M | 0.01% |
262,371
-836,525
| -76% | -$32.3M |
|
989
Rayonier
RYN
$4.13B
| $10.1M | 0.01% |
430,863
+14,978
| +4% | +$352K |
|
990
Semtech
SMTC
$5.29B
| $10.1M | 0.01% |
459,725
+32,547
| +8% | +$716K |
|
|
AF
991
DELISTED
Astoria Financial Corporation
AF
| $10.1M | 0.01% |
637,874
+21,055
| +3% | +$333K |
|
|
ETFC
992
DELISTED
E*Trade Financial Corporation
ETFC
| $10.1M | 0.01% |
412,500
-5,294
| -1% | -$130K |
|
993
American States Water
AWR
$2.83B
| $10.1M | 0.01% |
255,546
+8,666
| +4% | +$341K |
|
|
TE
994
DELISTED
TECO ENERGY INC
TE
| $10.1M | 0.01% |
365,250
+11,477
| +3% | +$316K |
|
|
GAP
995
The Gap, Inc.
GAP
$8.99B
| $10M | 0.01% |
341,160
+71
| +0% | +$2.09K |
|
996
TechnipFMC
FTI
$16.6B
| $9.99M | 0.01% |
490,711
+12,532
| +3% | +$255K |
|
|
GK
997
DELISTED
G&K Services Inc
GK
| $9.98M | 0.01% |
136,259
+4,494
| +3% | +$329K |
|
998
Oshkosh
OSK
$8.88B
| $9.97M | 0.01% |
243,920
+5,138
| +2% | +$210K |
|
999
Thor Industries
THO
$5.83B
| $9.95M | 0.01% |
156,105
+7,168
| +5% | +$457K |
|
1000
Bank of Hawaii
BOH
$2.74B
| $9.9M | 0.01% |
145,018
+5,407
| +4% | +$369K |
|