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 | |
|---|---|---|---|---|---|---|
1076
Pultegroup
PHM
$27.4B
| $8.77M | 0.01% |
468,926
+8,699
| +2% | +$163K |
|
|
CTLT
1077
DELISTED
CATALENT, INC.
CTLT
| $8.77M | 0.01% |
328,689
+17,911
| +6% | +$478K |
|
|
BKI
1078
DELISTED
Black Knight, Inc. Common Stock
BKI
| $8.76M | 0.01% |
282,373
-1,283
| -0.5% | -$39.8K |
|
1079
California Water Service
CWT
$2.76B
| $8.76M | 0.01% |
+327,868
| New | +$8.76M |
|
|
NTUS
1080
DELISTED
Natus Medical Inc
NTUS
| $8.75M | 0.01% |
227,675
+5,379
| +2% | +$207K |
|
1081
Patterson-UTI
PTEN
$2.14B
| $8.73M | 0.01% |
495,697
+21,959
| +5% | +$387K |
|
|
LOGM
1082
DELISTED
LogMein, Inc.
LOGM
| $8.7M | 0.01% |
172,361
+1,489
| +0.9% | +$75.1K |
|
|
GOV
1083
DELISTED
Government Properties Income Trust
GOV
| $8.7M | 0.01% |
487,110
+18,961
| +4% | +$338K |
|
1084
Select Medical
SEM
$1.59B
| $8.68M | 0.01% |
1,364,227
+53,349
| +4% | +$339K |
|
|
TMH
1085
DELISTED
Team Health Holdings Inc
TMH
| $8.67M | 0.01% |
207,401
-140,944
| -40% | -$5.89M |
|
1086
Enpro
NPO
$4.77B
| $8.67M | 0.01% |
150,298
+5,771
| +4% | +$333K |
|
1087
Franklin Electric
FELE
$4.31B
| $8.64M | 0.01% |
268,502
+5,883
| +2% | +$189K |
|
1088
CNX Resources
CNX
$4.23B
| $8.64M | 0.01% |
918,034
+516,666
| +129% | +$4.86M |
|
1089
Axos Financial
AX
$5.21B
| $8.63M | 0.01% |
404,257
+15,073
| +4% | +$322K |
|
|
CY
1090
DELISTED
Cypress Semiconductor
CY
| $8.6M | 0.01% |
993,346
-9,295
| -0.9% | -$80.5K |
|
1091
Avient
AVNT
$3.44B
| $8.6M | 0.01% |
284,191
+12,493
| +5% | +$378K |
|
1092
United Rentals
URI
$61.7B
| $8.6M | 0.01% |
138,199
-932
| -0.7% | -$58K |
|
1093
Owens & Minor
OMI
$423M
| $8.56M | 0.01% |
211,787
+9,524
| +5% | +$385K |
|
|
HMSY
1094
DELISTED
HMS Holdings Corp.
HMSY
| $8.55M | 0.01% |
595,486
+9,353
| +2% | +$134K |
|
|
WPG
1095
DELISTED
Washington Prime Group Inc.
WPG
| $8.54M | 0.01% |
100,021
-14,431
| -13% | -$1.23M |
|
1096
Vermilion Energy
VET
$1.14B
| $8.54M | 0.01% |
292,268
+123,695
| +73% | +$3.61M |
|
1097
Westamerica Bancorp
WABC
$1.26B
| $8.52M | 0.01% |
174,844
+6,820
| +4% | +$332K |
|
1098
Hope Bancorp
HOPE
$1.43B
| $8.51M | 0.01% |
560,448
+17,632
| +3% | +$268K |
|
1099
Comfort Systems
FIX
$27B
| $8.49M | 0.01% |
267,276
+11,344
| +4% | +$360K |
|
1100
Belden
BDC
$5.29B
| $8.49M | 0.01% |
138,297
+3,988
| +3% | +$245K |
|