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 | |
|---|---|---|---|---|---|---|
1351
Mercury Insurance
MCY
$4.31B
| $5.73M | 0.01% |
103,021
-2,291
| -2% | -$127K |
|
1352
Aaon
AAON
$6.93B
| $5.72M | 0.01% |
380,910
-5,970
| -2% | -$89.6K |
|
|
CIR
1353
DELISTED
CIRCOR International, Inc
CIR
| $5.7M | 0.01% |
104,458
-5,115
| -5% | -$279K |
|
|
NE
1354
DELISTED
Noble Corporation
NE
| $5.67M | 0.01% |
368,665
+74,422
| +25% | +$1.15M |
|
1355
Kemper
KMPR
$3.32B
| $5.67M | 0.01% |
147,075
+3,500
| +2% | +$135K |
|
1356
Avanos Medical
AVNS
$558M
| $5.66M | 0.01% |
139,869
+13,624
| +11% | +$552K |
|
1357
TransUnion
TRU
$17.5B
| $5.66M | 0.01% |
+225,607
| New | +$5.66M |
|
1358
O-I Glass
OI
$1.95B
| $5.64M | 0.01% |
245,867
+7,941
| +3% | +$182K |
|
1359
Banner Corp
BANR
$2.3B
| $5.63M | 0.01% |
117,553
-1,570
| -1% | -$75.2K |
|
1360
Commercial Metals
CMC
$6.53B
| $5.62M | 0.01% |
349,235
+8,802
| +3% | +$142K |
|
1361
Virtus Investment Partners
VRTS
$1.31B
| $5.6M | 0.01% |
42,344
-1,047
| -2% | -$138K |
|
1362
Badger Meter
BMI
$5.23B
| $5.6M | 0.01% |
176,386
-2,734
| -2% | -$86.8K |
|
|
EBIX
1363
DELISTED
Ebix Inc
EBIX
| $5.56M | 0.01% |
170,475
-11,337
| -6% | -$370K |
|
|
ILG
1364
DELISTED
ILG, Inc Common Stock
ILG
| $5.52M | 0.01% |
241,426
-10,732
| -4% | -$245K |
|
1365
Kulicke & Soffa
KLIC
$1.98B
| $5.48M | 0.01% |
467,954
-7,736
| -2% | -$90.6K |
|
|
NGLS
1366
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
| $5.46M | 0.01% |
+141,496
| New | +$5.46M |
|
1367
AMERISAFE
AMSF
$857M
| $5.44M | 0.01% |
115,642
-1,453
| -1% | -$68.4K |
|
1368
Commault Systems
CVLT
$7.84B
| $5.43M | 0.01% |
128,028
+5,191
| +4% | +$220K |
|
1369
Diodes
DIOD
$2.44B
| $5.43M | 0.01% |
225,029
-12,759
| -5% | -$308K |
|
1370
OneSpan
OSPN
$578M
| $5.41M | 0.01% |
179,295
-641
| -0.4% | -$19.4K |
|
1371
First Solar
FSLR
$21.8B
| $5.41M | 0.01% |
115,183
+6,715
| +6% | +$316K |
|
1372
SunCoke Energy
SXC
$656M
| $5.4M | 0.01% |
415,031
+4,166
| +1% | +$54.2K |
|
|
JOY
1373
DELISTED
Joy Global Inc
JOY
| $5.37M | 0.01% |
148,458
-3,625
| -2% | -$131K |
|
|
ENH
1374
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $5.36M | 0.01% |
81,640
+67,368
| +472% | +$4.43M |
|
|
ALEX
1375
Alexander & Baldwin
ALEX
$1.36B
| $5.36M | 0.01% |
136,083
+5,283
| +4% | +$208K |
|