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 | |
|---|---|---|---|---|---|---|
|
MAGN
1276
Magnera Corporation
MAGN
$404M
| $6.2M | 0.01% |
23,007
+934
| +4% | +$252K |
|
|
DBD
1277
DELISTED
Diebold Nixdorf Incorporated
DBD
| $6.2M | 0.01% |
214,370
+6,487
| +3% | +$188K |
|
|
VIVO
1278
DELISTED
Meridian Bioscience Inc
VIVO
| $6.19M | 0.01% |
300,292
+12,610
| +4% | +$260K |
|
1279
Integer Holdings
ITGR
$3.59B
| $6.18M | 0.01% |
173,385
-8,122
| -4% | -$289K |
|
1280
HealthEquity
HQY
$7.88B
| $6.16M | 0.01% |
249,865
+11,840
| +5% | +$292K |
|
|
RKUS
1281
DELISTED
RUCKUS WIRELESS INC COM STK (DE)
RKUS
| $6.16M | 0.01% |
628,256
+27,973
| +5% | +$274K |
|
1282
Murphy Oil
MUR
$3.72B
| $6.16M | 0.01% |
244,449
+4,621
| +2% | +$116K |
|
1283
Universal Electronics
UEIC
$62.8M
| $6.16M | 0.01% |
99,297
+3,865
| +4% | +$240K |
|
|
CKH
1284
DELISTED
Seacor Holdings Inc.
CKH
| $6.11M | 0.01% |
116,059
+3,371
| +3% | +$177K |
|
1285
NRG Energy
NRG
$31.2B
| $6.1M | 0.01% |
468,780
+5,598
| +1% | +$72.8K |
|
|
NEWP
1286
DELISTED
NEWPORT CORP
NEWP
| $6.09M | 0.01% |
264,545
+9,845
| +4% | +$226K |
|
1287
Repligen
RGEN
$6.76B
| $6.07M | 0.01% |
226,221
+9,236
| +4% | +$248K |
|
|
MDP
1288
DELISTED
Meredith Corporation
MDP
| $6.06M | 0.01% |
127,570
+6,211
| +5% | +$295K |
|
1289
MiMedx Group
MDXG
$1.02B
| $6.05M | 0.01% |
691,631
+19,383
| +3% | +$169K |
|
1290
Advanced Micro Devices
AMD
$259B
| $6.03M | 0.01% |
2,116,622
+109,032
| +5% | +$311K |
|
1291
Gibraltar Industries
ROCK
$1.79B
| $6.03M | 0.01% |
210,736
+16,647
| +9% | +$476K |
|
1292
Astec Industries
ASTE
$1.06B
| $6.03M | 0.01% |
129,096
+5,031
| +4% | +$235K |
|
1293
Clearwater Paper
CLW
$342M
| $6.02M | 0.01% |
124,031
+2,277
| +2% | +$110K |
|
1294
Kennametal
KMT
$1.59B
| $6.01M | 0.01% |
267,329
+13,705
| +5% | +$308K |
|
1295
Cadence Bank
CADE
$6.94B
| $6M | 0.01% |
281,559
+14,308
| +5% | +$305K |
|
1296
Hancock Whitney
HWC
$5.35B
| $5.99M | 0.01% |
260,901
+12,956
| +5% | +$297K |
|
1297
Commault Systems
CVLT
$7.84B
| $5.99M | 0.01% |
138,708
+6,211
| +5% | +$268K |
|
|
DNB
1298
DELISTED
Dun & Bradstreet
DNB
| $5.99M | 0.01% |
58,069
+921
| +2% | +$94.9K |
|
|
CUB
1299
DELISTED
Cubic Corporation
CUB
| $5.98M | 0.01% |
149,623
+5,443
| +4% | +$218K |
|
1300
Topgolf Callaway Brands
MODG
$1.7B
| $5.96M | 0.01% |
653,234
+44,267
| +7% | +$404K |
|