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 | |
|---|---|---|---|---|---|---|
|
NXGN
1401
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.66M | 0.01% |
305,872
+11,958
| +4% | +$182K |
|
1402
Urban Outfitters
URBN
$6.33B
| $4.65M | 0.01% |
140,493
+8,496
| +6% | +$281K |
|
1403
Tower Semiconductor
TSEM
$7.57B
| $4.65M | 0.01% |
383,528
+68,639
| +22% | +$832K |
|
|
ECHO
1404
DELISTED
Echo Global Logistics, Inc.
ECHO
| $4.64M | 0.01% |
170,763
+1,714
| +1% | +$46.6K |
|
|
PMC
1405
DELISTED
PharMerica Corporation
PMC
| $4.64M | 0.01% |
209,754
+2,245
| +1% | +$49.6K |
|
1406
Mercury Systems
MRCY
$4.3B
| $4.62M | 0.01% |
227,520
+9,316
| +4% | +$189K |
|
1407
LendingTree
TREE
$977M
| $4.61M | 0.01% |
47,172
+114
| +0.2% | +$11.1K |
|
1408
International Bancshares
IBOC
$4.4B
| $4.6M | 0.01% |
186,656
+8,652
| +5% | +$213K |
|
|
ADPT
1409
DELISTED
Adeptus Health Inc.
ADPT
| $4.56M | 0.01% |
82,075
+3,241
| +4% | +$180K |
|
1410
Chart Industries
GTLS
$8.95B
| $4.55M | 0.01% |
209,484
+8,438
| +4% | +$183K |
|
1411
Ryder
R
$7.61B
| $4.55M | 0.01% |
70,180
-8,250
| -11% | -$535K |
|
|
NSR
1412
DELISTED
Neustar Inc
NSR
| $4.55M | 0.01% |
184,846
+10,173
| +6% | +$250K |
|
1413
Walker & Dunlop
WD
$2.93B
| $4.54M | 0.01% |
187,077
+2,353
| +1% | +$57.1K |
|
|
BRS
1414
DELISTED
Bristow Group, Inc.
BRS
| $4.54M | 0.01% |
239,947
+9,103
| +4% | +$172K |
|
|
BSFT
1415
DELISTED
BroadSoft, Inc.
BSFT
| $4.52M | 0.01% |
111,932
+6,832
| +7% | +$276K |
|
|
CFNL
1416
DELISTED
Cardinal Financial Corp
CFNL
| $4.51M | 0.01% |
221,708
+8,859
| +4% | +$180K |
|
1417
Kemper
KMPR
$3.32B
| $4.51M | 0.01% |
152,354
-1,502
| -1% | -$44.4K |
|
1418
WesBanco
WSBC
$3.07B
| $4.5M | 0.01% |
151,484
-38,045
| -20% | -$1.13M |
|
1419
Genworth Financial
GNW
$3.51B
| $4.5M | 0.01% |
1,647,486
+78,653
| +5% | +$215K |
|
|
CAMP
1420
DELISTED
CalAmp Corp.
CAMP
| $4.49M | 0.01% |
10,884
+423
| +4% | +$174K |
|
1421
Iridium Communications
IRDM
$1.91B
| $4.48M | 0.01% |
569,735
+22,188
| +4% | +$175K |
|
1422
Comscore
SCOR
$31.6M
| $4.46M | 0.01% |
7,427
-3,213
| -30% | -$1.93M |
|
1423
Inogen
INGN
$225M
| $4.42M | 0.01% |
98,249
+3,825
| +4% | +$172K |
|
|
MODV
1424
DELISTED
ModivCare
MODV
| $4.41M | 0.01% |
86,337
+3,257
| +4% | +$166K |
|
|
DEL
1425
DELISTED
Deltic Timber
DEL
| $4.4M | 0.01% |
73,219
+1,228
| +2% | +$73.9K |
|