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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Tower Semiconductor
TSEM
$7.57B
| $6.16M | 0.01% |
406,046
-4,920
| -1% | -$74.7K |
|
|
SHLM
1377
DELISTED
Schulman (A.) Inc
SHLM
| $6.15M | 0.01% |
211,245
+5,776
| +3% | +$168K |
|
|
VASC
1378
DELISTED
Vascular Solutions Inc
VASC
| $6.14M | 0.01% |
127,286
+5,050
| +4% | +$244K |
|
|
PDCO
1379
DELISTED
Patterson Companies, Inc.
PDCO
| $6.14M | 0.01% |
133,561
+11,815
| +10% | +$543K |
|
1380
PotlatchDeltic
PCH
$3.21B
| $6.13M | 0.01% |
157,563
+11,111
| +8% | +$432K |
|
|
CFNL
1381
DELISTED
Cardinal Financial Corp
CFNL
| $6.13M | 0.01% |
234,830
+6,724
| +3% | +$175K |
|
|
ENDP
1382
DELISTED
Endo International plc
ENDP
| $6.12M | 0.01% |
303,444
+4,666
| +2% | +$94K |
|
|
CIO
1383
City Office REIT
CIO
$280M
| $6.1M | 0.01% |
+479,500
| New | +$6.1M |
|
1384
Cavco Industries
CVCO
$4.28B
| $6.09M | 0.01% |
61,465
+3,038
| +5% | +$301K |
|
1385
SPX Corp
SPXC
$9.29B
| $6.08M | 0.01% |
302,107
+9,325
| +3% | +$188K |
|
|
AMAG
1386
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $6.08M | 0.01% |
248,199
-28,724
| -10% | -$704K |
|
|
TVTY
1387
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $6.08M | 0.01% |
229,616
+8,092
| +4% | +$214K |
|
1388
Central Garden & Pet Class A
CENTA
$2.07B
| $6.07M | 0.01% |
305,875
+1,052
| +0.3% | +$20.9K |
|
|
NE
1389
DELISTED
Noble Corporation
NE
| $6.05M | 0.01% |
954,906
-10,724
| -1% | -$68K |
|
|
RAVN
1390
DELISTED
Raven Industries Inc
RAVN
| $6.03M | 0.01% |
+261,600
| New | +$6.03M |
|
|
KG
1391
Kestrel Group, Ltd.
KG
$199M
| $6M | 0.01% |
23,643
+22,943
| +3,278% | +$5.82M |
|
|
WDR
1392
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $5.97M | 0.01% |
328,879
+18,395
| +6% | +$334K |
|
1393
Federal Signal
FSS
$7.65B
| $5.96M | 0.01% |
449,167
+21,654
| +5% | +$287K |
|
1394
Diodes
DIOD
$2.44B
| $5.95M | 0.01% |
278,988
+6,942
| +3% | +$148K |
|
1395
Heartland Express
HTLD
$656M
| $5.92M | 0.01% |
313,326
-102,525
| -25% | -$1.94M |
|
1396
Enviri
NVRI
$959M
| $5.87M | 0.01% |
590,811
+16,402
| +3% | +$163K |
|
1397
Ethan Allen Interiors
ETD
$745M
| $5.86M | 0.01% |
187,425
+915
| +0.5% | +$28.6K |
|
|
BGG
1398
DELISTED
Briggs & Stratton Corp.
BGG
| $5.82M | 0.01% |
311,902
-806,571
| -72% | -$15M |
|
|
NSR
1399
DELISTED
Neustar Inc
NSR
| $5.81M | 0.01% |
218,480
+9,213
| +4% | +$245K |
|
1400
Moelis & Co
MC
$5.44B
| $5.79M | 0.01% |
215,453
-61,898
| -22% | -$1.66M |
|