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 | |
|---|---|---|---|---|---|---|
1026
Telephone and Data Systems
TDS
$4.53B
| $9.49M | 0.01% |
315,433
+14,001
| +5% | +$421K |
|
|
FTR
1027
DELISTED
Frontier Communications Corp.
FTR
| $9.49M | 0.01% |
113,213
+2,202
| +2% | +$185K |
|
1028
Regal Rexnord
RRX
$9.62B
| $9.49M | 0.01% |
150,431
+7,122
| +5% | +$449K |
|
1029
Forward Air
FWRD
$920M
| $9.48M | 0.01% |
209,201
+6,152
| +3% | +$279K |
|
1030
Meritage Homes
MTH
$5.77B
| $9.44M | 0.01% |
517,978
+32,370
| +7% | +$590K |
|
1031
Sensient Technologies
SXT
$4.57B
| $9.42M | 0.01% |
148,364
+5,940
| +4% | +$377K |
|
1032
Plexus
PLXS
$3.8B
| $9.38M | 0.01% |
237,426
+9,165
| +4% | +$362K |
|
1033
Landstar System
LSTR
$4.59B
| $9.37M | 0.01% |
144,950
+4,623
| +3% | +$299K |
|
1034
Hanmi Financial
HAFC
$756M
| $9.34M | 0.01% |
424,217
+7,603
| +2% | +$167K |
|
1035
Trinity Industries
TRN
$2.31B
| $9.34M | 0.01% |
708,496
+29,062
| +4% | +$383K |
|
|
RBS.PRS.CL
1036
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $9.31M | 0.01% |
373,865
+2,444
| +0.7% | +$60.8K |
|
|
IDTI
1037
DELISTED
Integrated Device Technology I
IDTI
| $9.28M | 0.01% |
454,218
-8,251
| -2% | -$169K |
|
|
CLC
1038
DELISTED
Clarcor
CLC
| $9.28M | 0.01% |
160,643
+4,167
| +3% | +$241K |
|
1039
NETGEAR
NTGR
$842M
| $9.28M | 0.01% |
229,888
+14,989
| +7% | +$605K |
|
1040
American Axle
AXL
$718M
| $9.26M | 0.01% |
601,455
+19,953
| +3% | +$307K |
|
1041
COPT Defense Properties
CDP
$3.45B
| $9.21M | 0.01% |
351,068
-3,722
| -1% | -$97.7K |
|
1042
Universal Corp
UVV
$1.4B
| $9.2M | 0.01% |
161,971
+6,891
| +4% | +$391K |
|
1043
Sturm, Ruger & Co
RGR
$601M
| $9.19M | 0.01% |
134,421
+11,047
| +9% | +$755K |
|
|
BWLD
1044
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $9.18M | 0.01% |
61,995
+2,311
| +4% | +$342K |
|
1045
FirstCash
FCFS
$6.57B
| $9.17M | 0.01% |
199,124
+16,107
| +9% | +$742K |
|
1046
Federated Hermes
FHI
$4.2B
| $9.16M | 0.01% |
317,363
+13,043
| +4% | +$376K |
|
1047
Molina Healthcare
MOH
$10.2B
| $9.15M | 0.01% |
141,852
+4,468
| +3% | +$288K |
|
|
TECD
1048
DELISTED
Tech Data Corp
TECD
| $9.12M | 0.01% |
118,806
+5,608
| +5% | +$431K |
|
1049
Horace Mann Educators
HMN
$1.94B
| $9.1M | 0.01% |
287,223
+9,099
| +3% | +$288K |
|
|
NE
1050
DELISTED
Noble Corporation
NE
| $9.1M | 0.01% |
879,390
-6,211,459
| -88% | -$64.3M |
|