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 | |
|---|---|---|---|---|---|---|
1326
Tri Pointe Homes
TPH
$3.07B
| $5.69M | 0.01% |
482,960
+23,502
| +5% | +$277K |
|
1327
E.W. Scripps
SSP
$246M
| $5.69M | 0.01% |
364,836
+14,454
| +4% | +$225K |
|
|
FRAN
1328
DELISTED
Francesca's Holdings Corporation
FRAN
| $5.69M | 0.01% |
24,738
+1,889
| +8% | +$434K |
|
|
TCF
1329
DELISTED
TCF Financial Corporation Common Stock
TCF
| $5.68M | 0.01% |
159,232
-1,457
| -0.9% | -$52K |
|
1330
Atlantic Union Bankshares
AUB
$5.02B
| $5.66M | 0.01% |
229,694
+9,469
| +4% | +$233K |
|
1331
Andersons Inc
ANDE
$1.37B
| $5.65M | 0.01% |
179,993
+8,415
| +5% | +$264K |
|
1332
Ameris Bancorp
ABCB
$5.07B
| $5.63M | 0.01% |
190,450
+20,919
| +12% | +$619K |
|
1333
Merit Medical Systems
MMSI
$5.26B
| $5.62M | 0.01% |
304,145
+12,229
| +4% | +$226K |
|
1334
Ethan Allen Interiors
ETD
$745M
| $5.6M | 0.01% |
176,074
+4,008
| +2% | +$128K |
|
|
KLXI
1335
DELISTED
KLX Inc.
KLXI
| $5.6M | 0.01% |
206,619
+10,011
| +5% | +$271K |
|
|
AAN.A
1336
DELISTED
AARON'S INC CL-A
AAN.A
| $5.6M | 0.01% |
222,996
+8,668
| +4% | +$218K |
|
1337
First Commonwealth Financial
FCF
$1.84B
| $5.59M | 0.01% |
630,872
+33,144
| +6% | +$294K |
|
|
ANK
1338
DELISTED
ATLANTIC TELE-NETWORK,INC
ANK
| $5.59M | 0.01% |
73,700
+2,575
| +4% | +$195K |
|
|
LM
1339
DELISTED
Legg Mason, Inc.
LM
| $5.58M | 0.01% |
160,910
+3,118
| +2% | +$108K |
|
1340
Vishay Intertechnology
VSH
$2.07B
| $5.57M | 0.01% |
456,447
+22,798
| +5% | +$278K |
|
1341
Worthington Enterprises
WOR
$3.22B
| $5.57M | 0.01% |
253,421
+8,940
| +4% | +$196K |
|
1342
Stewart Information Services
STC
$2.04B
| $5.56M | 0.01% |
153,228
+696
| +0.5% | +$25.3K |
|
|
HSNI
1343
DELISTED
HSN, Inc.
HSNI
| $5.55M | 0.01% |
106,096
+5,690
| +6% | +$298K |
|
|
BRKL
1344
DELISTED
Brookline Bancorp
BRKL
| $5.54M | 0.01% |
503,544
+20,671
| +4% | +$228K |
|
1345
Quanta Services
PWR
$58.1B
| $5.52M | 0.01% |
244,765
+2,125
| +0.9% | +$47.9K |
|
|
WIRE
1346
DELISTED
Encore Wire Corp
WIRE
| $5.52M | 0.01% |
141,683
+5,647
| +4% | +$220K |
|
1347
Oil States International
OIS
$341M
| $5.5M | 0.01% |
174,615
+11,027
| +7% | +$348K |
|
1348
Boise Cascade
BCC
$3.21B
| $5.5M | 0.01% |
265,580
+9,800
| +4% | +$203K |
|
|
CSRA
1349
DELISTED
CSRA Inc.
CSRA
| $5.5M | 0.01% |
204,477
+2,903
| +1% | +$78.1K |
|
1350
Kulicke & Soffa
KLIC
$1.98B
| $5.49M | 0.01% |
484,762
+16,578
| +4% | +$188K |
|