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 | |
|---|---|---|---|---|---|---|
1251
Employers Holdings
EIG
$982M
| $6.5M | 0.01% |
230,983
+9,082
| +4% | +$256K |
|
1252
Buckle
BKE
$3.06B
| $6.47M | 0.01% |
190,880
+5,605
| +3% | +$190K |
|
1253
Deckers Outdoor
DECK
$16.9B
| $6.46M | 0.01% |
647,370
+32,436
| +5% | +$324K |
|
1254
Sleep Number
SNBR
$211M
| $6.46M | 0.01% |
333,059
-292
| -0.1% | -$5.66K |
|
|
FINL
1255
DELISTED
Finish Line
FINL
| $6.41M | 0.01% |
303,777
+8,434
| +3% | +$178K |
|
|
MTSC
1256
DELISTED
MTS Systems Corp
MTSC
| $6.38M | 0.01% |
104,881
-87,573
| -46% | -$5.33M |
|
1257
Mercury Insurance
MCY
$4.31B
| $6.38M | 0.01% |
114,973
-801
| -0.7% | -$44.5K |
|
1258
DNOW Inc
DNOW
$1.61B
| $6.38M | 0.01% |
359,789
+37,651
| +12% | +$667K |
|
|
AMAG
1259
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $6.37M | 0.01% |
272,150
+237,868
| +694% | +$5.57M |
|
1260
Neurocrine Biosciences
NBIX
$14B
| $6.36M | 0.01% |
160,891
+658
| +0.4% | +$26K |
|
|
IPCC
1261
DELISTED
Infinity Property & Casualty C
IPCC
| $6.36M | 0.01% |
79,050
+1,822
| +2% | +$147K |
|
1262
S&T Bancorp
STBA
$1.49B
| $6.35M | 0.01% |
246,598
+10,132
| +4% | +$261K |
|
1263
Cable One
CABO
$893M
| $6.35M | 0.01% |
14,522
+516
| +4% | +$226K |
|
1264
Pitney Bowes
PBI
$1.96B
| $6.34M | 0.01% |
294,244
-3,815
| -1% | -$82.2K |
|
|
RSTI
1265
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $6.31M | 0.01% |
195,920
+8,567
| +5% | +$276K |
|
|
AKRX
1266
DELISTED
Akorn, Inc.
AKRX
| $6.3M | 0.01% |
267,578
+19,931
| +8% | +$469K |
|
|
ESL
1267
DELISTED
Esterline Technologies
ESL
| $6.26M | 0.01% |
97,756
-97,895
| -50% | -$6.27M |
|
1268
Fossil Group
FOSL
$159M
| $6.26M | 0.01% |
140,847
+77,793
| +123% | +$3.46M |
|
|
RSPP
1269
DELISTED
RSP Permian, Inc.
RSPP
| $6.24M | 0.01% |
214,762
-158,924
| -43% | -$4.62M |
|
|
SRCI
1270
DELISTED
SRC Energy Inc
SRCI
| $6.24M | 0.01% |
802,401
+132,206
| +20% | +$1.03M |
|
|
ASNA
1271
DELISTED
Ascena Retail Group, Inc.
ASNA
| $6.23M | 0.01% |
28,158
+747
| +3% | +$165K |
|
1272
Tennant Co
TNC
$1.5B
| $6.22M | 0.01% |
120,877
+3,191
| +3% | +$164K |
|
1273
8x8 Inc
EGHT
$285M
| $6.22M | 0.01% |
617,892
+15,757
| +3% | +$159K |
|
1274
Granite Construction
GVA
$4.75B
| $6.22M | 0.01% |
130,042
+6,370
| +5% | +$304K |
|
1275
Navient
NAVI
$1.29B
| $6.21M | 0.01% |
518,571
-17,390
| -3% | -$208K |
|