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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
PRA Group
PRAA
$660M
| $11.9M | 0.02% |
343,889
+17,879
| +5% | +$618K |
|
1002
Strategy Inc Common Stock Class A
MSTR
$93.2B
| $11.9M | 0.02% |
709,100
+24,860
| +4% | +$416K |
|
1003
Northwest Bancshares
NWBI
$1.82B
| $11.9M | 0.02% |
754,725
+25,119
| +3% | +$395K |
|
|
CVG
1004
DELISTED
Convergys
CVG
| $11.8M | 0.02% |
388,083
+19,397
| +5% | +$590K |
|
|
PEI
1005
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $11.8M | 0.02% |
34,143
+1,552
| +5% | +$536K |
|
|
DO
1006
DELISTED
Diamond Offshore Drilling
DO
| $11.8M | 0.02% |
668,556
-555,200
| -45% | -$9.78M |
|
1007
Westlake Corp
WLK
$11B
| $11.7M | 0.02% |
219,432
+30,005
| +16% | +$1.61M |
|
|
CHUBK
1008
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
| $11.7M | 0.02% |
+737,576
| New | +$11.7M |
|
|
FMBI
1009
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $11.7M | 0.02% |
606,080
+23,031
| +4% | +$446K |
|
1010
Franklin Electric
FELE
$4.21B
| $11.7M | 0.02% |
288,036
+8,053
| +3% | +$328K |
|
|
ETFC
1011
DELISTED
E*Trade Financial Corporation
ETFC
| $11.7M | 0.02% |
401,860
-6,399
| -2% | -$186K |
|
|
TIF
1012
DELISTED
Tiffany & Co.
TIF
| $11.7M | 0.02% |
161,025
+424
| +0.3% | +$30.8K |
|
1013
Plexus
PLXS
$3.68B
| $11.7M | 0.02% |
249,596
+7,530
| +3% | +$352K |
|
|
FNGN
1014
DELISTED
Financial Engines, Inc.
FNGN
| $11.6M | 0.02% |
391,665
+19,553
| +5% | +$581K |
|
1015
Insteel Industries
IIIN
$738M
| $11.6M | 0.02% |
319,448
+23,160
| +8% | +$839K |
|
|
AEL
1016
DELISTED
American Equity Investment Life Holding Company
AEL
| $11.6M | 0.02% |
652,430
+57,188
| +10% | +$1.01M |
|
|
ISIL
1017
DELISTED
Intersil Corp
ISIL
| $11.6M | 0.02% |
526,785
+22,981
| +5% | +$504K |
|
|
SGI
1018
Somnigroup International Inc.
SGI
$17.7B
| $11.5M | 0.02% |
813,256
-110,964
| -12% | -$1.57M |
|
|
BBU
1019
Brookfield Business Partners
BBU
$2.37B
| $11.5M | 0.02% |
679,662
-9,064
| -1% | -$154K |
|
1020
SiteOne Landscape Supply
SITE
$6.36B
| $11.5M | 0.02% |
319,893
+18,655
| +6% | +$670K |
|
1021
Belden
BDC
$5.07B
| $11.5M | 0.02% |
166,477
+6,893
| +4% | +$476K |
|
|
MRT
1022
DELISTED
MedEquities Realty Trust, Inc.
MRT
| $11.5M | 0.02% |
+976,623
| New | +$11.5M |
|
1023
Sprouts Farmers Market
SFM
$13.3B
| $11.5M | 0.02% |
555,631
+14,560
| +3% | +$301K |
|
1024
BorgWarner
BWA
$9.45B
| $11.5M | 0.02% |
369,936
-8,876
| -2% | -$275K |
|
1025
Associated Banc-Corp
ASB
$4.34B
| $11.4M | 0.02% |
583,952
+17,783
| +3% | +$348K |
|