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 | |
|---|---|---|---|---|---|---|
|
UCB
1151
United Community Banks, Inc.
UCB
$3.95B
| $7.74M | 0.01% |
418,814
+35,494
| +9% | +$656K |
|
1152
Quaker Houghton
KWR
$2.47B
| $7.71M | 0.01% |
90,840
+71
| +0.1% | +$6.03K |
|
1153
First Financial Bancorp
FFBC
$2.47B
| $7.7M | 0.01% |
423,502
+3,134
| +0.7% | +$57K |
|
1154
Emergent Biosolutions
EBS
$435M
| $7.69M | 0.01% |
211,606
+5,683
| +3% | +$207K |
|
1155
Albany International
AIN
$1.79B
| $7.68M | 0.01% |
204,387
+14,826
| +8% | +$557K |
|
1156
Methode Electronics
MEI
$292M
| $7.68M | 0.01% |
262,588
-174
| -0.1% | -$5.09K |
|
1157
FMC
FMC
$4.69B
| $7.66M | 0.01% |
218,751
+21,458
| +11% | +$751K |
|
1158
Moelis & Co
MC
$5.59B
| $7.65M | 0.01% |
+270,849
| New | +$7.65M |
|
1159
Aaon
AAON
$6.81B
| $7.63M | 0.01% |
408,737
+8,180
| +2% | +$153K |
|
1160
LivaNova
LIVN
$3.1B
| $7.63M | 0.01% |
141,326
+6,801
| +5% | +$367K |
|
|
NP
1161
DELISTED
Neenah, Inc. Common Stock
NP
| $7.62M | 0.01% |
119,675
+4,534
| +4% | +$289K |
|
|
ISLE
1162
DELISTED
Isle of Capri Casinos Inc
ISLE
| $7.6M | 0.01% |
543,002
-255
| -0% | -$3.57K |
|
|
BIG
1163
DELISTED
Big Lots, Inc.
BIG
| $7.59M | 0.01% |
167,610
+7,830
| +5% | +$355K |
|
1164
Insight Enterprises
NSIT
$4.03B
| $7.55M | 0.01% |
263,743
+10,251
| +4% | +$294K |
|
1165
Heartland Express
HTLD
$667M
| $7.51M | 0.01% |
405,006
+7,067
| +2% | +$131K |
|
1166
Saic
SAIC
$4.81B
| $7.51M | 0.01% |
140,721
+5,807
| +4% | +$310K |
|
|
FCS
1167
DELISTED
FAIRCHILD SEMICONDUCTOR INTL INC COMMON
FCS
| $7.5M | 0.01% |
375,207
+18,723
| +5% | +$374K |
|
1168
Scansource
SCSC
$967M
| $7.49M | 0.01% |
185,511
+8,687
| +5% | +$351K |
|
|
EBIX
1169
DELISTED
Ebix Inc
EBIX
| $7.47M | 0.01% |
183,049
+2,027
| +1% | +$82.7K |
|
1170
Assurant
AIZ
$10.7B
| $7.42M | 0.01% |
96,124
-1,517
| -2% | -$117K |
|
|
X
1171
DELISTED
US Steel
X
| $7.42M | 0.01% |
462,044
+22,709
| +5% | +$364K |
|
1172
CONMED
CNMD
$1.66B
| $7.41M | 0.01% |
176,718
+1,358
| +0.8% | +$57K |
|
|
FLOW
1173
DELISTED
SPX FLOW, Inc.
FLOW
| $7.41M | 0.01% |
295,363
+16,138
| +6% | +$405K |
|
1174
Innospec
IOSP
$2.06B
| $7.39M | 0.01% |
170,466
+6,289
| +4% | +$273K |
|
1175
Green Dot
GDOT
$744M
| $7.38M | 0.01% |
321,484
+11,806
| +4% | +$271K |
|