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 | |
|---|---|---|---|---|---|---|
|
FTR
1176
DELISTED
Frontier Communications Corp.
FTR
| $7.73M | 0.01% |
104,071
+7,750
| +8% | +$575K |
|
|
CKH
1177
DELISTED
Seacor Holdings Inc.
CKH
| $7.72M | 0.01% |
112,475
-1,487
| -1% | -$102K |
|
|
AVP
1178
DELISTED
Avon Products, Inc.
AVP
| $7.71M | 0.01% |
1,231,391
+53,872
| +5% | +$337K |
|
|
AF
1179
DELISTED
Astoria Financial Corporation
AF
| $7.71M | 0.01% |
558,745
-2,322
| -0.4% | -$32K |
|
|
LM
1180
DELISTED
Legg Mason, Inc.
LM
| $7.69M | 0.01% |
149,229
+23,147
| +18% | +$1.19M |
|
1181
SpartanNash
SPTN
$900M
| $7.68M | 0.01% |
236,146
-5,329
| -2% | -$173K |
|
1182
Viavi Solutions
VIAV
$2.66B
| $7.68M | 0.01% |
1,165,113
+57,090
| +5% | +$376K |
|
1183
E.W. Scripps
SSP
$246M
| $7.66M | 0.01% |
335,222
+125,650
| +60% | +$2.87M |
|
1184
Allegion
ALLE
$14.6B
| $7.66M | 0.01% |
127,300
+2,803
| +2% | +$169K |
|
1185
Mativ Holdings
MATV
$666M
| $7.65M | 0.01% |
191,815
-3,610
| -2% | -$144K |
|
1186
Tenet Healthcare
THC
$16.9B
| $7.64M | 0.01% |
132,002
+12,204
| +10% | +$706K |
|
|
JNS
1187
DELISTED
Janus Capital Group Inc
JNS
| $7.64M | 0.01% |
446,024
+17,859
| +4% | +$306K |
|
1188
Northwest Bancshares
NWBI
$1.83B
| $7.6M | 0.01% |
592,878
-11,917
| -2% | -$153K |
|
1189
COPT Defense Properties
CDP
$3.45B
| $7.6M | 0.01% |
322,874
-587,182
| -65% | -$13.8M |
|
1190
Terex
TEX
$3.45B
| $7.6M | 0.01% |
326,886
+3,847
| +1% | +$89.4K |
|
|
TIME
1191
DELISTED
Time Inc.
TIME
| $7.58M | 0.01% |
329,319
+12,285
| +4% | +$283K |
|
|
CVG
1192
DELISTED
Convergys
CVG
| $7.57M | 0.01% |
296,953
+10,532
| +4% | +$268K |
|
1193
Pitney Bowes
PBI
$1.96B
| $7.57M | 0.01% |
363,646
-4,054
| -1% | -$84.4K |
|
1194
Tennant Co
TNC
$1.5B
| $7.54M | 0.01% |
115,450
-1,988
| -2% | -$130K |
|
1195
Independent Bank
INDB
$3.46B
| $7.54M | 0.01% |
160,720
-1,137
| -0.7% | -$53.3K |
|
1196
Hancock Whitney
HWC
$5.35B
| $7.49M | 0.01% |
234,835
+1,670
| +0.7% | +$53.3K |
|
1197
WD-40
WDFC
$2.85B
| $7.49M | 0.01% |
85,891
-2,136
| -2% | -$186K |
|
|
ICON
1198
DELISTED
Iconix Brand Group, Inc.
ICON
| $7.47M | 0.01% |
29,921
-29,807
| -50% | -$7.44M |
|
1199
Cheesecake Factory
CAKE
$2.92B
| $7.46M | 0.01% |
136,808
+1,828
| +1% | +$99.7K |
|
1200
Quaker Houghton
KWR
$2.42B
| $7.45M | 0.01% |
83,907
-1,401
| -2% | -$124K |
|