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 | |
|---|---|---|---|---|---|---|
1451
Safety Insurance
SAFT
$1.12B
| $4.46M | 0.01% |
77,224
-900
| -1% | -$51.9K |
|
1452
HealthStream
HSTM
$866M
| $4.45M | 0.01% |
146,141
+14,064
| +11% | +$428K |
|
|
NXGN
1453
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.44M | 0.01% |
268,158
-4,530
| -2% | -$75.1K |
|
|
NTRI
1454
DELISTED
NutriSystem, Inc.
NTRI
| $4.44M | 0.01% |
178,464
-996
| -0.6% | -$24.8K |
|
1455
Employers Holdings
EIG
$996M
| $4.43M | 0.01% |
194,272
-9,789
| -5% | -$223K |
|
1456
Quanex
NX
$697M
| $4.42M | 0.01% |
206,327
-3,538
| -2% | -$75.8K |
|
1457
Advanced Micro Devices
AMD
$253B
| $4.41M | 0.01% |
1,838,561
+133,279
| +8% | +$320K |
|
|
SN
1458
DELISTED
Sanchez Energy Corporation
SN
| $4.39M | 0.01% |
447,933
+20,085
| +5% | +$197K |
|
|
SGY
1459
DELISTED
Stone Energy
SGY
| $4.39M | 0.01% |
6,131
-146
| -2% | -$104K |
|
|
CSH
1460
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $4.38M | 0.01% |
167,384
-11,110
| -6% | -$291K |
|
|
RRTS
1461
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $4.38M | 0.01% |
6,786
-415
| -6% | -$268K |
|
1462
Topgolf Callaway Brands
MODG
$1.78B
| $4.37M | 0.01% |
489,216
-4,258
| -0.9% | -$38.1K |
|
|
BLUE
1463
DELISTED
bluebird bio
BLUE
| $4.36M | 0.01% |
1,998
-1,896
| -49% | -$4.14M |
|
1464
Walker & Dunlop
WD
$2.97B
| $4.34M | 0.01% |
+162,296
| New | +$4.34M |
|
|
MXPT
1465
DELISTED
MaxPoint Interactive, Inc.
MXPT
| $4.33M | 0.01% |
133,976
+9,726
| +8% | +$314K |
|
1466
Materion
MTRN
$2.36B
| $4.33M | 0.01% |
122,751
-1,799
| -1% | -$63.4K |
|
1467
Urban Outfitters
URBN
$6.43B
| $4.33M | 0.01% |
123,608
-20,084
| -14% | -$703K |
|
|
AEGN
1468
DELISTED
Aegion Corp
AEGN
| $4.32M | 0.01% |
228,287
-3,086
| -1% | -$58.5K |
|
1469
Biglari Holdings Class B
BH
$985M
| $4.32M | 0.01% |
15,671
-267
| -2% | -$73.6K |
|
1470
United Airlines
UAL
$35.4B
| $4.32M | 0.01% |
81,451
-34,014
| -29% | -$1.8M |
|
1471
Civitas Resources
CIVI
$3.04B
| $4.31M | 0.01% |
2,115
-22
| -1% | -$44.8K |
|
|
AKS
1472
DELISTED
AK Steel Holding Corp.
AKS
| $4.3M | 0.01% |
1,110,292
-20,122
| -2% | -$77.9K |
|
|
NPKI
1473
NPK International Inc.
NPKI
$901M
| $4.28M | 0.01% |
526,889
-9,770
| -2% | -$79.4K |
|
|
CFNL
1474
DELISTED
Cardinal Financial Corp
CFNL
| $4.27M | 0.01% |
195,911
-2,553
| -1% | -$55.6K |
|
|
ANK
1475
DELISTED
ATLANTIC TELE-NETWORK,INC
ANK
| $4.25M | 0.01% |
61,556
-584
| -0.9% | -$40.3K |
|