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 | |
|---|---|---|---|---|---|---|
1376
First Commonwealth Financial
FCF
$1.85B
| $5.36M | 0.01% |
558,374
-20,044
| -3% | -$192K |
|
1377
Stewart Information Services
STC
$2.1B
| $5.35M | 0.01% |
134,406
-2,309
| -2% | -$91.9K |
|
1378
New York Times
NYT
$9.53B
| $5.33M | 0.01% |
390,753
+9,062
| +2% | +$124K |
|
|
AFFX
1379
DELISTED
AFFYMETRIX INC
AFFX
| $5.31M | 0.01% |
486,415
+8,655
| +2% | +$94.5K |
|
|
IPCC
1380
DELISTED
Infinity Property & Casualty C
IPCC
| $5.3M | 0.01% |
69,845
-1,249
| -2% | -$94.7K |
|
|
MZTI
1381
The Marzetti Company Common Stock
MZTI
$5.1B
| $5.29M | 0.01% |
58,229
+2,204
| +4% | +$200K |
|
|
WIRE
1382
DELISTED
Encore Wire Corp
WIRE
| $5.29M | 0.01% |
119,339
-2,075
| -2% | -$91.9K |
|
|
CRC
1383
DELISTED
California Resources Corporation
CRC
| $5.29M | 0.01% |
87,492
+3,840
| +5% | +$232K |
|
1384
Adtran
ADTN
$849M
| $5.28M | 0.01% |
324,796
-19,863
| -6% | -$323K |
|
|
ATVI
1385
DELISTED
Activision Blizzard Inc.
ATVI
| $5.26M | 0.01% |
217,385
-611,438
| -74% | -$14.8M |
|
|
IRC
1386
DELISTED
INLAND REAL ESTATE CORP
IRC
| $5.25M | 0.01% |
557,146
-8,238
| -1% | -$77.6K |
|
|
BGG
1387
DELISTED
Briggs & Stratton Corp.
BGG
| $5.23M | 0.01% |
271,684
-7,158
| -3% | -$138K |
|
1388
Comfort Systems
FIX
$27B
| $5.23M | 0.01% |
227,770
-1,930
| -0.8% | -$44.3K |
|
|
ROSE
1389
DELISTED
ROSETTA RESOURCES INC
ROSE
| $5.23M | 0.01% |
225,855
+14,729
| +7% | +$341K |
|
|
CYNO
1390
DELISTED
Cynosure, Inc. Class A
CYNO
| $5.21M | 0.01% |
134,995
+859
| +0.6% | +$33.1K |
|
1391
Adtalem Global Education
ATGE
$4.98B
| $5.2M | 0.01% |
173,546
-7,845
| -4% | -$235K |
|
|
ITG
1392
DELISTED
Investment Technology Group Inc
ITG
| $5.2M | 0.01% |
209,595
-251,943
| -55% | -$6.25M |
|
1393
MillerKnoll
MLKN
$1.44B
| $5.19M | 0.01% |
179,345
+7,202
| +4% | +$208K |
|
|
NAVG
1394
DELISTED
Navigators Group Inc
NAVG
| $5.17M | 0.01% |
133,284
-110,104
| -45% | -$4.27M |
|
1395
S&T Bancorp
STBA
$1.51B
| $5.14M | 0.01% |
173,809
-2,645
| -1% | -$78.3K |
|
1396
FTI Consulting
FCN
$5.4B
| $5.13M | 0.01% |
124,403
+4,727
| +4% | +$195K |
|
1397
Barings BDC
BBDC
$995M
| $5.1M | 0.01% |
+217,700
| New | +$5.1M |
|
1398
Trustmark
TRMK
$2.44B
| $5.09M | 0.01% |
203,676
+8,225
| +4% | +$205K |
|
1399
The Greenbrier Companies
GBX
$1.46B
| $5.08M | 0.01% |
108,528
+6,325
| +6% | +$296K |
|
|
DMND
1400
DELISTED
DIAMOND FOODS, INC.
DMND
| $5.05M | 0.01% |
161,064
-8,947
| -5% | -$281K |
|