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 |
Signet Jewelers
SIG
|
+$185M |
| 2 |
Alexandria Real Estate Equities
ARE
|
+$136M |
| 3 |
Public Storage
PSA
|
+$133M |
| 4 |
SBA Communications
SBAC
|
+$99.5M |
| 5 |
Element Solutions
ESI
|
+$83.7M |
Top Sells
| 1 |
Williams Companies
WMB
|
+$220M |
| 2 |
Extra Space Storage
EXR
|
+$143M |
| 3 |
Vornado Realty Trust
VNO
|
+$141M |
| 4 |
Kinder Morgan
KMI
|
+$136M |
| 5 |
Charles Schwab
SCHW
|
+$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Ciena
CIEN
$18.7B
| $8.31M | 0.01% |
350,851
+41,000
| +13% | +$971K |
|
1127
Timken Company
TKR
$5.51B
| $8.31M | 0.01% |
227,134
-163,350
| -42% | -$5.97M |
|
|
CAA
1128
DELISTED
CalAtlantic Group, Inc.
CAA
| $8.3M | 0.01% |
186,328
-1,342
| -0.7% | -$59.8K |
|
1129
City Holding Co
CHCO
$1.83B
| $8.29M | 0.01% |
168,221
+74,225
| +79% | +$3.66M |
|
1130
ScottsMiracle-Gro
SMG
$3.56B
| $8.28M | 0.01% |
139,911
+7,062
| +5% | +$418K |
|
1131
Nasdaq
NDAQ
$55B
| $8.28M | 0.01% |
509,043
-7,305
| -1% | -$119K |
|
|
ADT
1132
DELISTED
ADT CORP
ADT
| $8.26M | 0.01% |
246,177
-4,439
| -2% | -$149K |
|
1133
Enviri
NVRI
$987M
| $8.26M | 0.01% |
500,477
+270,762
| +118% | +$4.47M |
|
|
UFS
1134
DELISTED
DOMTAR CORPORATION (New)
UFS
| $8.24M | 0.01% |
198,995
+5,897
| +3% | +$244K |
|
1135
Bank of Hawaii
BOH
$2.74B
| $8.23M | 0.01% |
123,443
-5,998
| -5% | -$400K |
|
1136
La-Z-Boy
LZB
$1.44B
| $8.21M | 0.01% |
311,815
-15,727
| -5% | -$414K |
|
1137
Chemours
CC
$2.51B
| $8.2M | 0.01% |
+512,424
| New | +$8.2M |
|
|
GOV
1138
DELISTED
Government Properties Income Trust
GOV
| $8.2M | 0.01% |
441,780
-5,197
| -1% | -$96.4K |
|
1139
Iron Mountain
IRM
$29.2B
| $8.18M | 0.01% |
264,003
-3,419
| -1% | -$106K |
|
|
WGL
1140
DELISTED
Wgl Holdings
WGL
| $8.18M | 0.01% |
150,595
+4,950
| +3% | +$269K |
|
|
AJRD
1141
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $8.16M | 0.01% |
395,789
-2,324
| -0.6% | -$47.9K |
|
1142
Universal Corp
UVV
$1.4B
| $8.13M | 0.01% |
141,854
+1,702
| +1% | +$97.6K |
|
1143
Buckle
BKE
$3.15B
| $8.13M | 0.01% |
177,584
-1,451
| -0.8% | -$66.4K |
|
|
HA
1144
DELISTED
Hawaiian Holdings, Inc.
HA
| $8.12M | 0.01% |
+341,726
| New | +$8.12M |
|
|
VSTO
1145
DELISTED
Vista Outdoor Inc.
VSTO
| $8.08M | 0.01% |
180,039
-12,857
| -7% | -$577K |
|
|
SHLM
1146
DELISTED
Schulman (A.) Inc
SHLM
| $8.08M | 0.01% |
184,828
-1,724
| -0.9% | -$75.4K |
|
|
RBS.PRM
1147
DELISTED
ROYAL BK SCOTLAND PLC SPONS ADR SER M REPSTG (UK)
RBS.PRM
| $8.07M | 0.01% |
323,273
+36,085
| +13% | +$901K |
|
1148
Franklin Electric
FELE
$4.31B
| $8.07M | 0.01% |
249,504
-3,171
| -1% | -$103K |
|
|
FINL
1149
DELISTED
Finish Line
FINL
| $8.07M | 0.01% |
289,926
-9,244
| -3% | -$257K |
|
|
RDC
1150
DELISTED
Rowan Companies Plc
RDC
| $8.06M | 0.01% |
381,927
+13,210
| +4% | +$279K |
|