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 | |
|---|---|---|---|---|---|---|
1226
Louisiana-Pacific
LPX
$6.64B
| $7.2M | 0.01% |
422,930
+14,745
| +4% | +$251K |
|
1227
Albany International
AIN
$1.77B
| $7.19M | 0.01% |
180,772
+3,436
| +2% | +$137K |
|
|
HIBB
1228
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $7.19M | 0.01% |
154,271
-5,394
| -3% | -$251K |
|
|
PBCT
1229
DELISTED
People's United Financial Inc
PBCT
| $7.19M | 0.01% |
443,232
-3,693
| -0.8% | -$59.9K |
|
|
TLN
1230
DELISTED
Talen Energy Corporation
TLN
| $7.17M | 0.01% |
+417,759
| New | +$7.17M |
|
1231
CNX Resources
CNX
$4.14B
| $7.17M | 0.01% |
395,544
+15,940
| +4% | +$289K |
|
|
KAMN
1232
DELISTED
Kaman Corp
KAMN
| $7.17M | 0.01% |
170,842
-3,938
| -2% | -$165K |
|
|
CHS
1233
DELISTED
Chicos FAS, Inc.
CHS
| $7.16M | 0.01% |
430,582
-14,375
| -3% | -$239K |
|
1234
Leidos
LDOS
$23.1B
| $7.14M | 0.01% |
176,857
-7,818
| -4% | -$316K |
|
|
PRE
1235
DELISTED
PARTNERRE LTD
PRE
| $7.14M | 0.01% |
55,556
-688,632
| -93% | -$88.5M |
|
1236
Minerals Technologies
MTX
$1.98B
| $7.13M | 0.01% |
104,653
+3,212
| +3% | +$219K |
|
1237
Targa Resources
TRGP
$35.2B
| $7.12M | 0.01% |
79,778
+69,168
| +652% | +$6.17M |
|
1238
Insperity
NSP
$1.93B
| $7.04M | 0.01% |
276,538
-2,932
| -1% | -$74.6K |
|
1239
Northwest Natural Holdings
NWN
$1.7B
| $7.02M | 0.01% |
166,500
-7,066
| -4% | -$298K |
|
|
EGOV
1240
DELISTED
NIC Inc
EGOV
| $6.99M | 0.01% |
382,513
-6,048
| -2% | -$111K |
|
1241
MiMedx Group
MDXG
$1.02B
| $6.97M | 0.01% |
601,699
+585,006
| +3,504% | +$6.78M |
|
1242
Benchmark Electronics
BHE
$1.43B
| $6.96M | 0.01% |
319,440
-16,828
| -5% | -$366K |
|
1243
Fulton Financial
FULT
$3.51B
| $6.96M | 0.01% |
532,704
+211
| +0% | +$2.76K |
|
|
BPFH
1244
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $6.96M | 0.01% |
518,685
-9,399
| -2% | -$126K |
|
|
VSI
1245
DELISTED
Vitamin Shoppe Inc.
VSI
| $6.96M | 0.01% |
186,606
-12,010
| -6% | -$448K |
|
1246
First Financial Bancorp
FFBC
$2.48B
| $6.95M | 0.01% |
387,172
-4,597
| -1% | -$82.5K |
|
|
KLXI
1247
DELISTED
KLX Inc.
KLXI
| $6.95M | 0.01% |
186,697
+296
| +0.2% | +$11K |
|
|
GHL
1248
DELISTED
Greenhill & Co., Inc.
GHL
| $6.93M | 0.01% |
167,693
+1,819
| +1% | +$75.2K |
|
1249
EXL Service
EXLS
$6.9B
| $6.92M | 0.01% |
1,000,580
-13,840
| -1% | -$95.7K |
|
1250
FerroAtlántica
GSM
$780M
| $6.92M | 0.01% |
390,850
-18,920
| -5% | -$335K |
|