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 | |
|---|---|---|---|---|---|---|
1501
Alliance Resource Partners
ARLP
$2.89B
| $4.03M | 0.01% |
+161,508
| New | +$4.03M |
|
|
CAMP
1502
DELISTED
CalAmp Corp.
CAMP
| $4.03M | 0.01% |
9,594
-90
| -0.9% | -$37.8K |
|
|
AVTA
1503
DELISTED
Avantax, Inc. Common Stock
AVTA
| $4.03M | 0.01% |
249,212
-5,105
| -2% | -$82.5K |
|
|
PBY
1504
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
| $4.02M | 0.01% |
327,610
-3,937
| -1% | -$48.3K |
|
|
KMI.WS
1505
DELISTED
Kinder Morgan Inc
KMI.WS
| $4.01M | 0.01% |
1,484,415
+51,900
| +4% | +$140K |
|
|
HOS
1506
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $3.97M | 0.01% |
193,568
-2,516
| -1% | -$51.7K |
|
1507
Griffon
GFF
$3.72B
| $3.96M | 0.01% |
248,755
-11,154
| -4% | -$178K |
|
1508
MYR Group
MYRG
$2.78B
| $3.95M | 0.01% |
+127,498
| New | +$3.95M |
|
1509
TTM Technologies
TTMI
$4.99B
| $3.93M | 0.01% |
393,799
+46,318
| +13% | +$463K |
|
1510
Tompkins Financial
TMP
$1.02B
| $3.92M | 0.01% |
72,967
-867
| -1% | -$46.6K |
|
|
PETX
1511
DELISTED
Aratana Therapeutics, Inc.
PETX
| $3.91M | 0.01% |
258,500
+23,600
| +10% | +$357K |
|
1512
CTS Corp
CTS
$1.26B
| $3.9M | 0.01% |
202,222
-4,998
| -2% | -$96.3K |
|
|
IVC
1513
DELISTED
Invacare Corporation
IVC
| $3.88M | 0.01% |
179,421
-1,656
| -0.9% | -$35.8K |
|
1514
Winnebago Industries
WGO
$988M
| $3.87M | 0.01% |
164,052
-2,750
| -2% | -$64.9K |
|
1515
Granite Construction
GVA
$4.8B
| $3.87M | 0.01% |
108,947
+4,940
| +5% | +$175K |
|
1516
Harmonic Inc
HLIT
$1.15B
| $3.84M | 0.01% |
562,813
-4,751
| -0.8% | -$32.4K |
|
|
UNT
1517
DELISTED
UNIT Corporation
UNT
| $3.84M | 0.01% |
141,415
+1,016
| +0.7% | +$27.6K |
|
1518
Flotek Industries
FTK
$339M
| $3.8M | 0.01% |
50,502
-751
| -1% | -$56.5K |
|
|
HAYN
1519
DELISTED
Haynes International, Inc.
HAYN
| $3.77M | 0.01% |
76,497
-620
| -0.8% | -$30.6K |
|
|
UHT
1520
Universal Health Realty Income Trust
UHT
$583M
| $3.77M | 0.01% |
81,029
-4,981
| -6% | -$231K |
|
1521
Helix Energy Solutions
HLX
$932M
| $3.75M | 0.01% |
297,174
+11,192
| +4% | +$141K |
|
|
APOL
1522
DELISTED
Apollo Education Group Inc Class A
APOL
| $3.73M | 0.01% |
289,627
-2,784
| -1% | -$35.9K |
|
|
MWW
1523
DELISTED
Monster Worldwide Inc
MWW
| $3.73M | 0.01% |
570,053
-9,272
| -2% | -$60.6K |
|
1524
Guess, Inc.
GES
$872M
| $3.7M | 0.01% |
192,828
+8,297
| +4% | +$159K |
|
1525
M/I Homes
MHO
$4.14B
| $3.69M | 0.01% |
149,383
-2,504
| -2% | -$61.8K |
|