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 | |
|---|---|---|---|---|---|---|
|
FMBI
1001
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $9.9M | 0.01% |
549,337
+24,532
| +5% | +$442K |
|
1002
Comerica
CMA
$8.93B
| $9.87M | 0.01% |
260,614
+2,711
| +1% | +$103K |
|
|
CST
1003
DELISTED
CST Brands, Inc.
CST
| $9.86M | 0.01% |
257,433
+11,447
| +5% | +$438K |
|
1004
Old National Bancorp
ONB
$8.78B
| $9.85M | 0.01% |
807,693
+29,385
| +4% | +$358K |
|
1005
Synaptics
SYNA
$2.76B
| $9.84M | 0.01% |
123,399
+7,107
| +6% | +$567K |
|
1006
First Horizon
FHN
$11.5B
| $9.84M | 0.01% |
750,674
+31,953
| +4% | +$419K |
|
1007
Wolfspeed
WOLF
$294M
| $9.83M | 0.01% |
337,766
+12,962
| +4% | +$377K |
|
1008
Allegion
ALLE
$15.2B
| $9.82M | 0.01% |
154,207
+3,296
| +2% | +$210K |
|
|
DO
1009
DELISTED
Diamond Offshore Drilling
DO
| $9.82M | 0.01% |
451,820
+355,030
| +367% | +$7.71M |
|
|
INN
1010
Summit Hotel Properties
INN
$626M
| $9.79M | 0.01% |
817,848
-268,567
| -25% | -$3.21M |
|
1011
Power Integrations
POWI
$2.56B
| $9.77M | 0.01% |
393,408
+19,156
| +5% | +$476K |
|
|
AMED
1012
DELISTED
Amedisys
AMED
| $9.76M | 0.01% |
201,802
+14,805
| +8% | +$716K |
|
1013
Globe Life
GL
$11.5B
| $9.7M | 0.01% |
179,172
+4,256
| +2% | +$230K |
|
|
SLCA
1014
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $9.67M | 0.01% |
425,795
+74,422
| +21% | +$1.69M |
|
|
ORIT
1015
DELISTED
Oritani Financial Corp. New
ORIT
| $9.66M | 0.01% |
568,984
+115,371
| +25% | +$1.96M |
|
|
HRC
1016
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $9.65M | 0.01% |
191,805
+9,436
| +5% | +$475K |
|
1017
Valmont Industries
VMI
$7.63B
| $9.65M | 0.01% |
77,885
+2,860
| +4% | +$354K |
|
1018
Northwest Bancshares
NWBI
$1.86B
| $9.61M | 0.01% |
711,310
+27,571
| +4% | +$372K |
|
1019
Woodward
WWD
$14.4B
| $9.59M | 0.01% |
184,385
+4,825
| +3% | +$251K |
|
1020
H&R Block
HRB
$6.98B
| $9.58M | 0.01% |
362,455
+3,670
| +1% | +$97K |
|
1021
PRA Group
PRAA
$677M
| $9.57M | 0.01% |
325,691
-545
| -0.2% | -$16K |
|
1022
Bio-Rad Laboratories Class A
BIO
$7.74B
| $9.55M | 0.01% |
69,878
+3,444
| +5% | +$471K |
|
1023
Iron Mountain
IRM
$29.2B
| $9.52M | 0.01% |
280,613
+24
| +0% | +$814 |
|
1024
La-Z-Boy
LZB
$1.44B
| $9.51M | 0.01% |
355,798
+11,621
| +3% | +$311K |
|
1025
American Eagle Outfitters
AEO
$3.4B
| $9.5M | 0.01% |
569,669
-12,043
| -2% | -$201K |
|