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 | |
|---|---|---|---|---|---|---|
1426
Northfield Bancorp
NFBK
$487M
| $4.4M | 0.01% |
267,786
-32,122
| -11% | -$528K |
|
|
ININ
1427
DELISTED
Interactive Intelligence Group, inc.
ININ
| $4.4M | 0.01% |
120,710
+6,442
| +6% | +$235K |
|
1428
Anika Therapeutics
ANIK
$121M
| $4.39M | 0.01% |
98,251
+1,794
| +2% | +$80.2K |
|
1429
Workiva
WK
$4.24B
| $4.35M | 0.01% |
373,000
-46,600
| -11% | -$543K |
|
1430
Ultragenyx Pharmaceutical
RARE
$3.02B
| $4.34M | 0.01% |
68,566
-172
| -0.3% | -$10.9K |
|
1431
Tenet Healthcare
THC
$16.9B
| $4.32M | 0.01% |
149,381
+11,853
| +9% | +$343K |
|
1432
WisdomTree
WT
$2.02B
| $4.32M | 0.01% |
377,461
+17,540
| +5% | +$201K |
|
1433
SPX Corp
SPXC
$9.29B
| $4.31M | 0.01% |
286,705
+18,126
| +7% | +$272K |
|
1434
Avanos Medical
AVNS
$558M
| $4.27M | 0.01% |
148,771
+830
| +0.6% | +$23.8K |
|
|
RUTH
1435
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $4.27M | 0.01% |
232,152
-51
| -0% | -$939 |
|
1436
SM Energy
SM
$3.14B
| $4.27M | 0.01% |
227,696
+10,427
| +5% | +$195K |
|
1437
US Physical Therapy
USPH
$1.23B
| $4.26M | 0.01% |
85,593
+3,838
| +5% | +$191K |
|
|
GHL
1438
DELISTED
Greenhill & Co., Inc.
GHL
| $4.22M | 0.01% |
189,858
+10,353
| +6% | +$230K |
|
|
OUTR
1439
DELISTED
OUTERWALL INC
OUTR
| $4.21M | 0.01% |
113,782
+85
| +0.1% | +$3.14K |
|
|
NTRI
1440
DELISTED
NutriSystem, Inc.
NTRI
| $4.2M | 0.01% |
201,444
+8,470
| +4% | +$177K |
|
1441
Qualys
QLYS
$4.75B
| $4.18M | 0.01% |
165,066
+158,827
| +2,546% | +$4.02M |
|
1442
Winnebago Industries
WGO
$953M
| $4.15M | 0.01% |
184,773
+7,178
| +4% | +$161K |
|
1443
Southside Bancshares
SBSI
$917M
| $4.15M | 0.01% |
171,193
+4,035
| +2% | +$97.7K |
|
1444
Encore Capital Group
ECPG
$993M
| $4.15M | 0.01% |
161,063
+6,355
| +4% | +$164K |
|
|
WWE
1445
DELISTED
World Wrestling Entertainment
WWE
| $4.14M | 0.01% |
+234,611
| New | +$4.14M |
|
1446
RE/MAX Holdings
RMAX
$187M
| $4.14M | 0.01% |
+120,594
| New | +$4.14M |
|
|
BGC
1447
DELISTED
General Cable Corporation
BGC
| $4.13M | 0.01% |
338,342
+4,953
| +1% | +$60.5K |
|
1448
Transocean
RIG
$3.06B
| $4.1M | 0.01% |
448,788
+10,942
| +2% | +$100K |
|
|
IPHS
1449
DELISTED
Innophos Holdings, Inc.
IPHS
| $4.1M | 0.01% |
132,617
+5,484
| +4% | +$170K |
|
1450
Werner Enterprises
WERN
$1.66B
| $4.1M | 0.01% |
150,844
+4,233
| +3% | +$115K |
|