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 | |
|---|---|---|---|---|---|---|
|
HNGR
1401
DELISTED
Hanger Inc.
HNGR
| $5.05M | 0.01% |
215,293
-3,378
| -2% | -$79.2K |
|
|
STRZA
1402
DELISTED
Starz - Series A
STRZA
| $5.04M | 0.01% |
112,658
-2,304
| -2% | -$103K |
|
1403
8x8 Inc
EGHT
$285M
| $5.02M | 0.01% |
560,641
-21,295
| -4% | -$191K |
|
|
CBB
1404
DELISTED
Cincinnati Bell Inc.
CBB
| $5.02M | 0.01% |
262,892
-5,562
| -2% | -$106K |
|
|
CRR
1405
DELISTED
Carbo Ceramics Inc.
CRR
| $5.02M | 0.01% |
120,498
-2,091
| -2% | -$87K |
|
|
BRKL
1406
DELISTED
Brookline Bancorp
BRKL
| $4.99M | 0.01% |
442,236
-4,649
| -1% | -$52.5K |
|
1407
Tower Semiconductor
TSEM
$7.57B
| $4.98M | 0.01% |
322,502
-15,967
| -5% | -$247K |
|
|
TCF
1408
DELISTED
TCF Financial Corporation Common Stock
TCF
| $4.97M | 0.01% |
150,311
+12,067
| +9% | +$399K |
|
|
CLVS
1409
DELISTED
Clovis Oncology, Inc.
CLVS
| $4.96M | 0.01% |
56,475
+494
| +0.9% | +$43.4K |
|
|
VIVO
1410
DELISTED
Meridian Bioscience Inc
VIVO
| $4.95M | 0.01% |
265,470
+7,047
| +3% | +$131K |
|
|
FARO
1411
DELISTED
Faro Technologies
FARO
| $4.94M | 0.01% |
105,870
-4,814
| -4% | -$225K |
|
|
BBT
1412
Beacon Financial Corporation
BBT
$2.2B
| $4.94M | 0.01% |
+173,393
| New | +$4.94M |
|
|
NSR
1413
DELISTED
Neustar Inc
NSR
| $4.91M | 0.01% |
167,963
+6,594
| +4% | +$193K |
|
1414
Calavo Growers
CVGW
$479M
| $4.89M | 0.01% |
94,241
-5,397
| -5% | -$280K |
|
1415
LSB Industries
LXU
$585M
| $4.86M | 0.01% |
154,820
-2,139
| -1% | -$67.2K |
|
|
TAL
1416
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
| $4.85M | 0.01% |
153,309
+145,724
| +1,921% | +$4.61M |
|
1417
Insmed
INSM
$30.8B
| $4.83M | 0.01% |
197,672
+24,572
| +14% | +$600K |
|
1418
Azenta
AZTA
$1.43B
| $4.83M | 0.01% |
421,376
-8,279
| -2% | -$94.8K |
|
1419
Universal Electronics
UEIC
$62.8M
| $4.82M | 0.01% |
96,642
-1,840
| -2% | -$91.7K |
|
1420
Astec Industries
ASTE
$1.06B
| $4.8M | 0.01% |
114,801
-1,729
| -1% | -$72.3K |
|
1421
Sonic Automotive
SAH
$2.77B
| $4.8M | 0.01% |
201,424
-3,719
| -2% | -$88.6K |
|
|
ATW
1422
DELISTED
Atwood Oceanics
ATW
| $4.8M | 0.01% |
181,375
-884
| -0.5% | -$23.4K |
|
|
ECHO
1423
DELISTED
Echo Global Logistics, Inc.
ECHO
| $4.77M | 0.01% |
+145,991
| New | +$4.77M |
|
1424
Vishay Intertechnology
VSH
$2.07B
| $4.76M | 0.01% |
407,741
-3,051
| -0.7% | -$35.6K |
|
|
NEWP
1425
DELISTED
NEWPORT CORP
NEWP
| $4.76M | 0.01% |
251,073
+5,548
| +2% | +$105K |
|