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 | |
|---|---|---|---|---|---|---|
1476
Knowles
KN
$1.85B
| $3.84M | 0.01% |
291,665
+14,092
| +5% | +$186K |
|
|
LDL
1477
DELISTED
Lydall, Inc.
LDL
| $3.83M | 0.01% |
117,889
+5,043
| +4% | +$164K |
|
|
ANAC
1478
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $3.8M | 0.01% |
71,097
+11,892
| +20% | +$636K |
|
|
UBA
1479
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.8M | 0.01% |
181,253
+6,699
| +4% | +$140K |
|
1480
TruBridge
TBRG
$299M
| $3.79M | 0.01% |
72,676
+3,408
| +5% | +$178K |
|
|
ATW
1481
DELISTED
Atwood Oceanics
ATW
| $3.79M | 0.01% |
413,142
+223,362
| +118% | +$2.05M |
|
|
FCRD
1482
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
| $3.78M | 0.01% |
349,176
-11,267
| -3% | -$122K |
|
|
EXTN
1483
DELISTED
Exterran Corporation
EXTN
| $3.72M | 0.01% |
240,700
+9,302
| +4% | +$144K |
|
|
DCOM
1484
DELISTED
Dime Community Bancshares
DCOM
| $3.71M | 0.01% |
210,804
+8,551
| +4% | +$151K |
|
1485
Central Garden & Pet Class A
CENTA
$2.07B
| $3.69M | 0.01% |
283,451
-808
| -0.3% | -$10.5K |
|
|
GNCMA
1486
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $3.69M | 0.01% |
201,640
+6,146
| +3% | +$113K |
|
1487
HealthStream
HSTM
$839M
| $3.69M | 0.01% |
166,914
+6,528
| +4% | +$144K |
|
1488
Strategic Education
STRA
$1.94B
| $3.68M | 0.01% |
75,543
+2,881
| +4% | +$140K |
|
|
FARO
1489
DELISTED
Faro Technologies
FARO
| $3.66M | 0.01% |
113,617
-890
| -0.8% | -$28.7K |
|
1490
Sonic Automotive
SAH
$2.77B
| $3.66M | 0.01% |
197,987
-13,386
| -6% | -$247K |
|
1491
Materion
MTRN
$2.29B
| $3.64M | 0.01% |
137,506
+5,367
| +4% | +$142K |
|
|
KRA
1492
DELISTED
Kraton Corporation
KRA
| $3.63M | 0.01% |
209,799
+8,890
| +4% | +$154K |
|
1493
ArcBest
ARCB
$1.61B
| $3.61M | 0.01% |
167,234
-255,489
| -60% | -$5.52M |
|
1494
Interparfums
IPAR
$3.47B
| $3.61M | 0.01% |
116,791
+4,547
| +4% | +$141K |
|
1495
Supernus Pharmaceuticals
SUPN
$2.59B
| $3.6M | 0.01% |
235,958
+9,127
| +4% | +$139K |
|
1496
TETRA Technologies
TTI
$640M
| $3.59M | 0.01% |
565,374
+25,975
| +5% | +$165K |
|
|
FRED
1497
DELISTED
Fred's Inc
FRED
| $3.59M | 0.01% |
240,414
+9,848
| +4% | +$147K |
|
1498
First Merchants
FRME
$2.32B
| $3.58M | 0.01% |
151,758
+2,385
| +2% | +$56.2K |
|
|
GTY
1499
Getty Realty Corp
GTY
$1.6B
| $3.57M | 0.01% |
179,892
+8,305
| +5% | +$165K |
|
|
SUP
1500
DELISTED
Superior Industries International
SUP
| $3.53M | 0.01% |
159,736
+6,645
| +4% | +$147K |
|