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 | |
|---|---|---|---|---|---|---|
|
ASNA
1276
DELISTED
Ascena Retail Group, Inc.
ASNA
| $6.64M | 0.01% |
19,920
+2,070
| +12% | +$689K |
|
|
LDRH
1277
DELISTED
LDR HOLDINGS CORP COM STK
LDRH
| $6.62M | 0.01% |
153,000
+12,400
| +9% | +$536K |
|
1278
Sturm, Ruger & Co
RGR
$600M
| $6.61M | 0.01% |
115,130
-968
| -0.8% | -$55.6K |
|
1279
GATX Corp
GATX
$6.05B
| $6.6M | 0.01% |
124,246
+4,262
| +4% | +$227K |
|
|
EPAY
1280
DELISTED
Bottomline Technologies Inc
EPAY
| $6.6M | 0.01% |
237,334
+3,322
| +1% | +$92.4K |
|
1281
Stepan Co
SCL
$1.09B
| $6.6M | 0.01% |
121,898
+3,302
| +3% | +$179K |
|
1282
GameStop
GME
$11.2B
| $6.59M | 0.01% |
613,788
-77,124
| -11% | -$828K |
|
|
MDRX
1283
DELISTED
Veradigm Inc. Common Stock
MDRX
| $6.58M | 0.01% |
481,213
+21,616
| +5% | +$296K |
|
|
HCBK
1284
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $6.58M | 0.01% |
666,214
+5,759
| +0.9% | +$56.9K |
|
1285
AAR Corp
AIR
$2.67B
| $6.56M | 0.01% |
205,733
-35,909
| -15% | -$1.14M |
|
1286
Andersons Inc
ANDE
$1.38B
| $6.55M | 0.01% |
168,000
-2,717
| -2% | -$106K |
|
|
SRCI
1287
DELISTED
SRC Energy Inc
SRCI
| $6.52M | 0.01% |
570,726
-1,685
| -0.3% | -$19.3K |
|
1288
Silicon Laboratories
SLAB
$4.39B
| $6.48M | 0.01% |
119,884
+5,796
| +5% | +$313K |
|
1289
Super Micro Computer
SMCI
$26.7B
| $6.47M | 0.01% |
2,188,170
-68,160
| -3% | -$202K |
|
|
IL
1290
DELISTED
IntraLinks Holdings Inc.
IL
| $6.47M | 0.01% |
542,800
+50,400
| +10% | +$600K |
|
1291
Owens & Minor
OMI
$412M
| $6.44M | 0.01% |
189,477
+7,374
| +4% | +$251K |
|
|
ECOL
1292
DELISTED
US Ecology, Inc.
ECOL
| $6.43M | 0.01% |
131,986
-2,044
| -2% | -$99.6K |
|
1293
Standex International
SXI
$2.47B
| $6.43M | 0.01% |
80,380
-2,464
| -3% | -$197K |
|
1294
BJ's Restaurants
BJRI
$684M
| $6.42M | 0.01% |
132,598
-7,094
| -5% | -$344K |
|
1295
McGrath RentCorp
MGRC
$3.01B
| $6.42M | 0.01% |
+210,903
| New | +$6.42M |
|
1296
Methode Electronics
MEI
$287M
| $6.41M | 0.01% |
233,599
-10,985
| -4% | -$302K |
|
|
RPAI
1297
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $6.36M | 0.01% |
456,504
+381,136
| +506% | +$5.31M |
|
1298
Saic
SAIC
$4.9B
| $6.36M | 0.01% |
120,252
+6,260
| +5% | +$331K |
|
|
COWN
1299
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $6.35M | 0.01% |
248,186
-18,036
| -7% | -$462K |
|
|
TECD
1300
DELISTED
Tech Data Corp
TECD
| $6.35M | 0.01% |
110,346
-5,470
| -5% | -$315K |
|