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 | |
|---|---|---|---|---|---|---|
1251
Portland General Electric
POR
$4.65B
| $6.91M | 0.01% |
208,253
+105,686
| +103% | +$3.5M |
|
1252
Crocs
CROX
$4.42B
| $6.9M | 0.01% |
468,948
-25,551
| -5% | -$376K |
|
1253
Valley National Bancorp
VLY
$5.99B
| $6.89M | 0.01% |
668,126
+28,097
| +4% | +$290K |
|
|
LTXB
1254
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $6.88M | 0.01% |
227,912
+3,353
| +1% | +$101K |
|
|
ABAX
1255
DELISTED
Abaxis Inc
ABAX
| $6.88M | 0.01% |
133,705
-1,663
| -1% | -$85.6K |
|
1256
Silgan Holdings
SLGN
$4.71B
| $6.87M | 0.01% |
260,514
+10,458
| +4% | +$276K |
|
1257
HealthEquity
HQY
$7.96B
| $6.86M | 0.01% |
+214,058
| New | +$6.86M |
|
|
HSNI
1258
DELISTED
HSN, Inc.
HSNI
| $6.86M | 0.01% |
97,709
+3,586
| +4% | +$252K |
|
1259
Transocean
RIG
$3.07B
| $6.85M | 0.01% |
424,658
+10,500
| +3% | +$169K |
|
1260
TopBuild
BLD
$11.8B
| $6.83M | 0.01% |
+235,530
| New | +$6.83M |
|
|
DBD
1261
DELISTED
Diebold Nixdorf Incorporated
DBD
| $6.82M | 0.01% |
194,923
+1,702
| +0.9% | +$59.6K |
|
1262
Heartland Express
HTLD
$656M
| $6.82M | 0.01% |
336,914
-15,829
| -4% | -$320K |
|
|
STMP
1263
DELISTED
Stamps.com, Inc.
STMP
| $6.76M | 0.01% |
91,869
+1,169
| +1% | +$86K |
|
|
ORIT
1264
DELISTED
Oritani Financial Corp. New
ORIT
| $6.75M | 0.01% |
420,323
+7,157
| +2% | +$115K |
|
1265
Advanced Energy
AEIS
$6.02B
| $6.74M | 0.01% |
245,177
+8,192
| +3% | +$225K |
|
|
IPHS
1266
DELISTED
Innophos Holdings, Inc.
IPHS
| $6.7M | 0.01% |
127,356
-10,766
| -8% | -$567K |
|
1267
Ryder
R
$7.61B
| $6.7M | 0.01% |
76,630
+4,614
| +6% | +$403K |
|
|
JBTM
1268
JBT Marel Corporation
JBTM
$7.09B
| $6.69M | 0.01% |
178,031
-3,617
| -2% | -$136K |
|
1269
WaFd
WAFD
$2.47B
| $6.68M | 0.01% |
285,909
+1,505
| +0.5% | +$35.1K |
|
|
ANN
1270
DELISTED
ANN INC
ANN
| $6.67M | 0.01% |
138,143
+5,744
| +4% | +$277K |
|
1271
Cadence Bank
CADE
$6.94B
| $6.65M | 0.01% |
258,011
+10,369
| +4% | +$267K |
|
|
BCS.PRA.CL
1272
DELISTED
Barclays Bank Plc Series 3
BCS.PRA.CL
| $6.65M | 0.01% |
255,806
-102,895
| -29% | -$2.67M |
|
|
CNW
1273
DELISTED
CON-WAY INC.
CNW
| $6.64M | 0.01% |
173,176
+2,855
| +2% | +$110K |
|
|
NVRO
1274
DELISTED
NEVRO CORP.
NVRO
| $6.64M | 0.01% |
+123,484
| New | +$6.64M |
|
1275
Scansource
SCSC
$948M
| $6.64M | 0.01% |
174,340
-8,347
| -5% | -$318K |
|