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 | |
|---|---|---|---|---|---|---|
1401
Veeco
VECO
$1.52B
| $5.77M | 0.01% |
294,003
+13,627
| +5% | +$267K |
|
1402
New York Times
NYT
$9.37B
| $5.75M | 0.01% |
481,470
+13,183
| +3% | +$158K |
|
1403
US Physical Therapy
USPH
$1.23B
| $5.74M | 0.01% |
91,479
+3,498
| +4% | +$219K |
|
|
CHK
1404
DELISTED
Chesapeake Energy Corporation
CHK
| $5.74M | 0.01% |
4,573
+185
| +4% | +$232K |
|
1405
Southside Bancshares
SBSI
$917M
| $5.73M | 0.01% |
182,551
+6,685
| +4% | +$210K |
|
1406
IQVIA
IQV
$31.3B
| $5.72M | 0.01% |
70,517
-79,724
| -53% | -$6.46M |
|
1407
RE/MAX Holdings
RMAX
$187M
| $5.71M | 0.01% |
130,415
+6,074
| +5% | +$266K |
|
|
UHT
1408
Universal Health Realty Income Trust
UHT
$569M
| $5.7M | 0.01% |
90,446
+4,162
| +5% | +$262K |
|
1409
Lindsay Corp
LNN
$1.5B
| $5.69M | 0.01% |
76,904
+1,097
| +1% | +$81.2K |
|
|
WWE
1410
DELISTED
World Wrestling Entertainment
WWE
| $5.69M | 0.01% |
266,968
+25,858
| +11% | +$551K |
|
|
XXIA
1411
DELISTED
Ixia
XXIA
| $5.67M | 0.01% |
453,356
+768
| +0.2% | +$9.6K |
|
|
TIME
1412
DELISTED
Time Inc.
TIME
| $5.64M | 0.01% |
389,606
+9,532
| +3% | +$138K |
|
|
LCI
1413
DELISTED
Lannett Company, Inc.
LCI
| $5.63M | 0.01% |
52,958
+3,581
| +7% | +$381K |
|
1414
Towne Bank
TOWN
$2.84B
| $5.58M | 0.01% |
232,398
+220,127
| +1,794% | +$5.29M |
|
|
IPHS
1415
DELISTED
Innophos Holdings, Inc.
IPHS
| $5.58M | 0.01% |
142,879
+6,179
| +5% | +$241K |
|
|
CCC
1416
DELISTED
Calgon Carbon Corp
CCC
| $5.56M | 0.01% |
366,249
+10,269
| +3% | +$156K |
|
|
MTSC
1417
DELISTED
MTS Systems Corp
MTSC
| $5.55M | 0.01% |
120,639
+5,215
| +5% | +$240K |
|
|
ESND
1418
DELISTED
Essendant Inc.
ESND
| $5.54M | 0.01% |
269,833
+1,108
| +0.4% | +$22.7K |
|
1419
City Holding Co
CHCO
$1.83B
| $5.53M | 0.01% |
109,868
+4,372
| +4% | +$220K |
|
|
TLRD
1420
DELISTED
Tailored Brands, Inc.
TLRD
| $5.53M | 0.01% |
351,949
+9,737
| +3% | +$153K |
|
|
WIRE
1421
DELISTED
Encore Wire Corp
WIRE
| $5.51M | 0.01% |
149,729
+4,109
| +3% | +$151K |
|
|
MNTA
1422
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $5.49M | 0.01% |
469,866
+13,641
| +3% | +$159K |
|
|
BOBE
1423
DELISTED
Bob Evans Farms, Inc.
BOBE
| $5.48M | 0.01% |
143,007
+3,036
| +2% | +$116K |
|
1424
Saia
SAIA
$8.19B
| $5.46M | 0.01% |
182,365
+6,360
| +4% | +$191K |
|
1425
BJ's Restaurants
BJRI
$691M
| $5.45M | 0.01% |
153,368
+8,678
| +6% | +$308K |
|