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 | |
|---|---|---|---|---|---|---|
1126
Cheesecake Factory
CAKE
$2.9B
| $8.14M | 0.01% |
153,331
+6,993
| +5% | +$371K |
|
|
RAX
1127
DELISTED
Rackspace Hosting Inc
RAX
| $8.14M | 0.01% |
376,787
+8,215
| +2% | +$177K |
|
1128
Jacobs Solutions
J
$17.8B
| $8.12M | 0.01% |
225,323
-42,859
| -16% | -$1.54M |
|
1129
SpartanNash
SPTN
$898M
| $8.08M | 0.01% |
266,583
+17,910
| +7% | +$543K |
|
1130
Louisiana-Pacific
LPX
$6.81B
| $8.07M | 0.01% |
471,205
+23,396
| +5% | +$401K |
|
1131
John Wiley & Sons Class A
WLY
$2.24B
| $8.05M | 0.01% |
164,609
+6,352
| +4% | +$311K |
|
1132
TopBuild
BLD
$12B
| $8.04M | 0.01% |
270,317
+12,712
| +5% | +$378K |
|
|
PLKI
1133
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $8.02M | 0.01% |
154,138
+5,847
| +4% | +$304K |
|
1134
Compass Minerals
CMP
$771M
| $8.02M | 0.01% |
113,224
+5,016
| +5% | +$355K |
|
1135
Urban Edge Properties
UE
$2.67B
| $7.99M | 0.01% |
309,130
+14,612
| +5% | +$378K |
|
1136
Wendy's
WEN
$1.88B
| $7.94M | 0.01% |
728,973
+34,633
| +5% | +$377K |
|
|
EPAY
1137
DELISTED
Bottomline Technologies Inc
EPAY
| $7.91M | 0.01% |
259,547
+8,740
| +3% | +$266K |
|
|
QLGC
1138
DELISTED
QLOGIC CORP
QLGC
| $7.91M | 0.01% |
588,649
+15,074
| +3% | +$203K |
|
|
AFFX
1139
DELISTED
AFFYMETRIX INC
AFFX
| $7.9M | 0.01% |
563,894
+21,802
| +4% | +$305K |
|
|
EXAM
1140
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $7.9M | 0.01% |
267,251
+4,706
| +2% | +$139K |
|
|
TLMR
1141
DELISTED
TALMER BANCORP INC (MI)
TLMR
| $7.9M | 0.01% |
436,654
+21,189
| +5% | +$383K |
|
1142
Fulton Financial
FULT
$3.52B
| $7.88M | 0.01% |
589,222
+26,608
| +5% | +$356K |
|
1143
Timken Company
TKR
$5.51B
| $7.88M | 0.01% |
235,184
+3,541
| +2% | +$119K |
|
|
CAB
1144
DELISTED
Cabela's Inc
CAB
| $7.87M | 0.01% |
161,542
+7,034
| +5% | +$343K |
|
|
EGOV
1145
DELISTED
NIC Inc
EGOV
| $7.85M | 0.01% |
435,439
+16,868
| +4% | +$304K |
|
|
INVX
1146
Innovex International, Inc.
INVX
$1.16B
| $7.83M | 0.01% |
129,253
+4,777
| +4% | +$289K |
|
1147
TEGNA Inc
TGNA
$3.38B
| $7.82M | 0.01% |
520,636
+2,675
| +0.5% | +$40.2K |
|
|
TBI
1148
Trueblue
TBI
$176M
| $7.81M | 0.01% |
298,499
+12,196
| +4% | +$319K |
|
1149
Popular Inc
BPOP
$8.43B
| $7.76M | 0.01% |
271,216
+251,795
| +1,297% | +$7.2M |
|
1150
National Storage Affiliates Trust
NSA
$2.49B
| $7.74M | 0.01% |
364,959
-70,000
| -16% | -$1.48M |
|