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 | |
|---|---|---|---|---|---|---|
1201
Boyd Gaming
BYD
$6.84B
| $7.44M | 0.01% |
497,892
-5,379
| -1% | -$80.4K |
|
1202
Scholastic
SCHL
$660M
| $7.43M | 0.01% |
168,415
-2,621
| -2% | -$116K |
|
|
CAB
1203
DELISTED
Cabela's Inc
CAB
| $7.42M | 0.01% |
148,541
+19,416
| +15% | +$970K |
|
|
BKS
1204
DELISTED
Barnes & Noble
BKS
| $7.42M | 0.01% |
436,254
+7,311
| +2% | +$124K |
|
1205
Brady Corp
BRC
$3.69B
| $7.4M | 0.01% |
299,075
-4,233
| -1% | -$105K |
|
1206
Renasant Corp
RNST
$3.67B
| $7.4M | 0.01% |
226,878
+15,038
| +7% | +$490K |
|
1207
Hope Bancorp
HOPE
$1.41B
| $7.38M | 0.01% |
499,286
-8,690
| -2% | -$129K |
|
1208
The Ensign Group
ENSG
$9.59B
| $7.36M | 0.01% |
308,034
+8,881
| +3% | +$212K |
|
|
BOBE
1209
DELISTED
Bob Evans Farms, Inc.
BOBE
| $7.35M | 0.01% |
144,028
-2,475
| -2% | -$126K |
|
1210
Exact Sciences
EXAS
$10.6B
| $7.34M | 0.01% |
246,884
+19,994
| +9% | +$595K |
|
|
COR
1211
DELISTED
Coresite Realty Corporation
COR
| $7.34M | 0.01% |
161,548
+29,179
| +22% | +$1.33M |
|
1212
Jacobs Solutions
J
$17.3B
| $7.33M | 0.01% |
218,202
-9,170
| -4% | -$308K |
|
|
JCP
1213
DELISTED
J.C. Penney Company, Inc.
JCP
| $7.32M | 0.01% |
864,438
+38,629
| +5% | +$327K |
|
|
CCMP
1214
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $7.31M | 0.01% |
155,255
+3,724
| +2% | +$175K |
|
1215
Exponent
EXPO
$3.5B
| $7.3M | 0.01% |
325,930
-2,926
| -0.9% | -$65.5K |
|
1216
Veeco
VECO
$1.52B
| $7.27M | 0.01% |
253,016
+2,925
| +1% | +$84.1K |
|
|
RBS.PRN
1217
DELISTED
ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK)
RBS.PRN
| $7.27M | 0.01% |
292,260
+18,858
| +7% | +$469K |
|
1218
Insight Enterprises
NSIT
$4.07B
| $7.26M | 0.01% |
242,857
-10,846
| -4% | -$324K |
|
1219
AutoNation
AN
$8.42B
| $7.26M | 0.01% |
115,265
+3,587
| +3% | +$226K |
|
|
ESV
1220
DELISTED
Ensco Rowan plc
ESV
| $7.26M | 0.01% |
81,500
+7,290
| +10% | +$649K |
|
|
THOR
1221
DELISTED
THORATEC CORPORATION
THOR
| $7.25M | 0.01% |
162,744
+5,757
| +4% | +$257K |
|
1222
NBT Bancorp
NBTB
$2.26B
| $7.24M | 0.01% |
276,480
-5,884
| -2% | -$154K |
|
|
AAN.A
1223
DELISTED
AARON'S INC CL-A
AAN.A
| $7.23M | 0.01% |
199,746
+24,907
| +14% | +$902K |
|
1224
Cathay General Bancorp
CATY
$3.4B
| $7.22M | 0.01% |
222,605
+6,988
| +3% | +$227K |
|
1225
Deckers Outdoor
DECK
$16.9B
| $7.22M | 0.01% |
601,674
-17,910
| -3% | -$215K |
|