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 | |
|---|---|---|---|---|---|---|
1326
Workiva
WK
$4.24B
| $6.03M | 0.01% |
436,115
+28,315
| +7% | +$392K |
|
|
ISIL
1327
DELISTED
Intersil Corp
ISIL
| $6.03M | 0.01% |
481,701
+19,122
| +4% | +$239K |
|
1328
Saia
SAIA
$8.41B
| $6.01M | 0.01% |
152,836
-4,627
| -3% | -$182K |
|
1329
Coherent
COHR
$16.1B
| $6M | 0.01% |
316,195
-5,242
| -2% | -$99.5K |
|
|
ALOG
1330
DELISTED
Analogic Corp
ALOG
| $5.98M | 0.01% |
75,785
-3,341
| -4% | -$264K |
|
1331
ESCO Technologies
ESE
$5.3B
| $5.95M | 0.01% |
158,929
-2,903
| -2% | -$109K |
|
|
TLMR
1332
DELISTED
TALMER BANCORP INC (MI)
TLMR
| $5.94M | 0.01% |
354,372
-3,994
| -1% | -$66.9K |
|
1333
Black Hills Corp
BKH
$4.28B
| $5.93M | 0.01% |
135,735
+7,470
| +6% | +$326K |
|
|
RTI
1334
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $5.91M | 0.01% |
187,614
-2,993
| -2% | -$94.3K |
|
|
TYPE
1335
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $5.88M | 0.01% |
243,876
-6,960
| -3% | -$168K |
|
|
BGC
1336
DELISTED
General Cable Corporation
BGC
| $5.88M | 0.01% |
297,798
-5,005
| -2% | -$98.8K |
|
1337
Federal Signal
FSS
$7.65B
| $5.84M | 0.01% |
391,823
-502,330
| -56% | -$7.49M |
|
1338
Carpenter Technology
CRS
$12.1B
| $5.82M | 0.01% |
150,390
+7,961
| +6% | +$308K |
|
1339
3D Systems Corporation
DDD
$289M
| $5.81M | 0.01% |
297,427
+14,292
| +5% | +$279K |
|
1340
Green Plains
GPRE
$635M
| $5.8M | 0.01% |
210,363
-8,832
| -4% | -$243K |
|
|
MAGN
1341
Magnera Corporation
MAGN
$404M
| $5.79M | 0.01% |
20,237
-304
| -1% | -$86.9K |
|
1342
Merit Medical Systems
MMSI
$5.34B
| $5.78M | 0.01% |
268,219
-2,147
| -0.8% | -$46.2K |
|
1343
iRobot
IRBT
$114M
| $5.77M | 0.01% |
181,066
-2,787
| -2% | -$88.8K |
|
|
DNB
1344
DELISTED
Dun & Bradstreet
DNB
| $5.77M | 0.01% |
47,301
-10,950
| -19% | -$1.34M |
|
1345
Oil States International
OIS
$341M
| $5.77M | 0.01% |
154,974
+4,049
| +3% | +$151K |
|
|
SYKE
1346
DELISTED
SYKES Enterprises Inc
SYKE
| $5.76M | 0.01% |
237,427
-3,978
| -2% | -$96.5K |
|
|
DWA
1347
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $5.76M | 0.01% |
218,160
+21,968
| +11% | +$580K |
|
|
UTIW
1348
DELISTED
UTI WORLDWIDE INC
UTIW
| $5.75M | 0.01% |
575,985
-7,166
| -1% | -$71.6K |
|
|
UCB
1349
United Community Banks, Inc.
UCB
$3.95B
| $5.75M | 0.01% |
275,615
-4,419
| -2% | -$92.2K |
|
|
MDP
1350
DELISTED
Meredith Corporation
MDP
| $5.73M | 0.01% |
109,959
+4,473
| +4% | +$233K |
|