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 | |
|---|---|---|---|---|---|---|
1476
Intrepid Potash
IPI
$388M
| $4.25M | 0.01% |
35,589
-335
| -0.9% | -$40K |
|
1477
Piper Sandler
PIPR
$6.13B
| $4.25M | 0.01% |
97,312
-6,381
| -6% | -$278K |
|
1478
Regis Corp
RGS
$69.1M
| $4.24M | 0.01% |
13,465
-336
| -2% | -$106K |
|
1479
Rayonier Advanced Materials
RYAM
$411M
| $4.24M | 0.01% |
260,951
-17,265
| -6% | -$281K |
|
|
TIVO
1480
DELISTED
Tivo Inc
TIVO
| $4.24M | 0.01% |
265,558
+16,546
| +7% | +$264K |
|
|
PGTI
1481
DELISTED
PGT, Inc.
PGTI
| $4.22M | 0.01% |
290,927
-4,137
| -1% | -$60K |
|
|
FCRD
1482
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
| $4.21M | 0.01% |
364,100
+63,618
| +21% | +$735K |
|
1483
American Woodmark
AMWD
$997M
| $4.2M | 0.01% |
76,535
-1,315
| -2% | -$72.1K |
|
1484
Trustco Bank Corp NY
TRST
$755M
| $4.19M | 0.01% |
119,304
-1,860
| -2% | -$65.4K |
|
1485
United Fire Group
UFCS
$818M
| $4.19M | 0.01% |
128,020
-2,043
| -2% | -$66.9K |
|
1486
Ethan Allen Interiors
ETD
$753M
| $4.18M | 0.01% |
158,710
-2,637
| -2% | -$69.5K |
|
|
MANT
1487
DELISTED
Mantech International Corp
MANT
| $4.18M | 0.01% |
144,005
-2,005
| -1% | -$58.1K |
|
1488
BioMarin Pharmaceuticals
BMRN
$10.7B
| $4.17M | 0.01% |
30,482
+675
| +2% | +$92.3K |
|
1489
MacroGenics
MGNX
$104M
| $4.16M | 0.01% |
109,500
+9,500
| +10% | +$361K |
|
|
PRFT
1490
DELISTED
Perficient Inc
PRFT
| $4.15M | 0.01% |
215,849
-12,462
| -5% | -$240K |
|
1491
Southside Bancshares
SBSI
$927M
| $4.15M | 0.01% |
152,786
-2,368
| -2% | -$64.3K |
|
|
LNKD
1492
DELISTED
LinkedIn Corporation
LNKD
| $4.13M | 0.01% |
20,003
+728
| +4% | +$150K |
|
1493
Magnite
MGNI
$3.44B
| $4.12M | 0.01% |
275,200
+22,500
| +9% | +$337K |
|
1494
Worthington Enterprises
WOR
$3.26B
| $4.12M | 0.01% |
222,049
-12,570
| -5% | -$233K |
|
|
ACET
1495
DELISTED
Aceto Corp
ACET
| $4.11M | 0.01% |
166,720
-2,824
| -2% | -$69.6K |
|
|
FRED
1496
DELISTED
Fred's Inc
FRED
| $4.1M | 0.01% |
212,757
-2,060
| -1% | -$39.7K |
|
1497
ATI
ATI
$10.5B
| $4.1M | 0.01% |
135,788
+3,684
| +3% | +$111K |
|
|
GI
1498
DELISTED
EndoChoice Holdings, Inc.
GI
| $4.09M | 0.01% |
+249,906
| New | +$4.09M |
|
1499
PotlatchDeltic
PCH
$3.3B
| $4.07M | 0.01% |
115,124
-2,307
| -2% | -$81.5K |
|
|
LMNX
1500
DELISTED
Luminex Corp
LMNX
| $4.04M | 0.01% |
233,855
-13,907
| -6% | -$240K |
|