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 | |
|---|---|---|---|---|---|---|
1526
Resources Connection
RGP
$170M
| $3.68M | 0.01% |
228,878
-4,378
| -2% | -$70.4K |
|
|
ARRY
1527
DELISTED
Array Biopharma Inc
ARRY
| $3.66M | 0.01% |
508,035
+46,981
| +10% | +$339K |
|
1528
STAG Industrial
STAG
$6.8B
| $3.66M | 0.01% |
182,757
+853
| +0.5% | +$17.1K |
|
1529
MarineMax
HZO
$573M
| $3.65M | 0.01% |
155,298
-785
| -0.5% | -$18.5K |
|
|
OAK
1530
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $3.64M | 0.01% |
+68,430
| New | +$3.64M |
|
|
FRAN
1531
DELISTED
Francesca's Holdings Corporation
FRAN
| $3.63M | 0.01% |
22,451
-432
| -2% | -$69.8K |
|
1532
Ulta Beauty
ULTA
$23.4B
| $3.62M | 0.01% |
23,410
+4,640
| +25% | +$717K |
|
1533
Gibraltar Industries
ROCK
$1.84B
| $3.61M | 0.01% |
177,268
-2,783
| -2% | -$56.7K |
|
1534
DXP Enterprises
DXPE
$1.86B
| $3.59M | 0.01% |
77,169
-2,605
| -3% | -$121K |
|
|
CPLA
1535
DELISTED
Capella Education Company
CPLA
| $3.55M | 0.01% |
66,223
-1,137
| -2% | -$61K |
|
1536
Citi Trends
CTRN
$280M
| $3.55M | 0.01% |
146,609
+11,444
| +8% | +$277K |
|
1537
Werner Enterprises
WERN
$1.72B
| $3.54M | 0.01% |
134,930
+4,596
| +4% | +$121K |
|
1538
Freshpet
FRPT
$2.6B
| $3.52M | 0.01% |
189,433
+15,127
| +9% | +$281K |
|
1539
Interparfums
IPAR
$3.49B
| $3.52M | 0.01% |
103,804
-1,769
| -2% | -$60K |
|
1540
Titan International
TWI
$558M
| $3.52M | 0.01% |
327,605
-5,522
| -2% | -$59.3K |
|
1541
Zumiez
ZUMZ
$362M
| $3.51M | 0.01% |
131,653
-8,390
| -6% | -$223K |
|
1542
Tredegar Corp
TG
$278M
| $3.48M | 0.01% |
157,190
-595
| -0.4% | -$13.2K |
|
|
TWTR
1543
DELISTED
Twitter, Inc.
TWTR
| $3.46M | 0.01% |
95,548
+4,145
| +5% | +$150K |
|
|
BSFT
1544
DELISTED
BroadSoft, Inc.
BSFT
| $3.45M | 0.01% |
+99,700
| New | +$3.45M |
|
1545
Greif
GEF
$3.6B
| $3.45M | 0.01% |
96,100
+4,222
| +5% | +$151K |
|
|
RUTH
1546
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $3.43M | 0.01% |
212,656
-13,041
| -6% | -$210K |
|
1547
TruBridge
TBRG
$310M
| $3.43M | 0.01% |
64,106
-485
| -0.8% | -$25.9K |
|
|
CGI
1548
DELISTED
Celadon Group Inc
CGI
| $3.42M | 0.01% |
165,537
+29,110
| +21% | +$602K |
|
|
LL
1549
DELISTED
LL Flooring Holdings, Inc.
LL
| $3.42M | 0.01% |
164,965
-2,760
| -2% | -$57.2K |
|
|
FLY
1550
DELISTED
Fly Leasing Limited
FLY
| $3.41M | 0.01% |
+217,443
| New | +$3.41M |
|