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 | |
|---|---|---|---|---|---|---|
|
RSTI
1426
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $4.74M | 0.01% |
171,550
-2,520
| -1% | -$69.6K |
|
1427
Skywest
SKYW
$4.41B
| $4.73M | 0.01% |
314,788
-3,313
| -1% | -$49.8K |
|
1428
Light & Wonder
LNW
$7.42B
| $4.71M | 0.01% |
303,222
-1,637
| -0.5% | -$25.4K |
|
1429
Green Dot
GDOT
$754M
| $4.7M | 0.01% |
245,914
-3,825
| -2% | -$73.1K |
|
1430
Genworth Financial
GNW
$3.62B
| $4.68M | 0.01% |
618,417
+14,372
| +2% | +$109K |
|
|
ININ
1431
DELISTED
Interactive Intelligence Group, inc.
ININ
| $4.67M | 0.01% |
104,998
-1,259
| -1% | -$56K |
|
|
DF
1432
DELISTED
Dean Foods Company
DF
| $4.67M | 0.01% |
288,569
+15,969
| +6% | +$258K |
|
1433
International Bancshares
IBOC
$4.43B
| $4.66M | 0.01% |
173,542
+6,722
| +4% | +$181K |
|
|
PLCM
1434
DELISTED
POLYCOM INC
PLCM
| $4.64M | 0.01% |
405,667
+17,287
| +4% | +$198K |
|
1435
Simmons First National
SFNC
$2.99B
| $4.63M | 0.01% |
198,284
+5,654
| +3% | +$132K |
|
|
VRE
1436
Veris Residential
VRE
$1.51B
| $4.62M | 0.01% |
250,802
+9,678
| +4% | +$178K |
|
1437
Knowles
KN
$1.91B
| $4.6M | 0.01% |
253,951
+23,543
| +10% | +$426K |
|
|
DEL
1438
DELISTED
Deltic Timber
DEL
| $4.58M | 0.01% |
67,655
-950
| -1% | -$64.3K |
|
|
HMSY
1439
DELISTED
HMS Holdings Corp.
HMSY
| $4.57M | 0.01% |
265,842
+10,553
| +4% | +$181K |
|
1440
Fossil Group
FOSL
$167M
| $4.56M | 0.01% |
65,775
-1,601
| -2% | -$111K |
|
|
KRA
1441
DELISTED
Kraton Corporation
KRA
| $4.56M | 0.01% |
190,842
-4,369
| -2% | -$104K |
|
|
ENLK
1442
DELISTED
EnLink Midstream Partners, LP
ENLK
| $4.54M | 0.01% |
+206,701
| New | +$4.54M |
|
1443
Iridium Communications
IRDM
$1.95B
| $4.53M | 0.01% |
498,248
-5,770
| -1% | -$52.4K |
|
1444
Upbound Group
UPBD
$1.48B
| $4.52M | 0.01% |
159,433
+6,439
| +4% | +$183K |
|
|
XXIA
1445
DELISTED
Ixia
XXIA
| $4.51M | 0.01% |
362,876
-12,454
| -3% | -$155K |
|
1446
Universal Insurance Holdings
UVE
$726M
| $4.49M | 0.01% |
185,609
-9,281
| -5% | -$225K |
|
|
MB
1447
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $4.49M | 0.01% |
+324,501
| New | +$4.49M |
|
1448
KB Home
KBH
$4.59B
| $4.49M | 0.01% |
270,192
+23,623
| +10% | +$392K |
|
1449
Standard Motor Products
SMP
$901M
| $4.48M | 0.01% |
127,424
-7,352
| -5% | -$258K |
|
1450
Abercrombie & Fitch
ANF
$4.44B
| $4.47M | 0.01% |
207,575
+4
| +0% | +$86 |
|