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 | |
|---|---|---|---|---|---|---|
|
HAYN
1526
DELISTED
Haynes International, Inc.
HAYN
| $3.14M | ﹤0.01% |
86,147
+3,565
| +4% | +$130K |
|
|
BDN
1527
Brandywine Realty Trust
BDN
$759M
| $3.14M | ﹤0.01% |
223,568
+117,544
| +111% | +$1.65M |
|
1528
Movado Group
MOV
$426M
| $3.11M | ﹤0.01% |
112,847
+5,002
| +5% | +$138K |
|
|
MDC
1529
DELISTED
M.D.C. Holdings, Inc.
MDC
| $3.1M | ﹤0.01% |
171,947
+8,227
| +5% | +$148K |
|
|
UNT
1530
DELISTED
UNIT Corporation
UNT
| $3.08M | ﹤0.01% |
349,434
+17,609
| +5% | +$155K |
|
1531
Enviri
NVRI
$955M
| $3.07M | ﹤0.01% |
563,187
+21,723
| +4% | +$118K |
|
1532
iShares Russell 1000 Growth ETF
IWF
$119B
| $3.07M | ﹤0.01% |
30,745
-6,697
| -18% | -$668K |
|
1533
Marten Transport
MRTN
$946M
| $3.06M | ﹤0.01% |
408,738
+15,908
| +4% | +$119K |
|
|
FLIC
1534
DELISTED
First of Long Island Corp
FLIC
| $3.03M | ﹤0.01% |
159,612
+108
| +0.1% | +$2.05K |
|
1535
Forestar Group
FOR
$1.41B
| $3.03M | ﹤0.01% |
232,214
+11,067
| +5% | +$144K |
|
1536
TTM Technologies
TTMI
$5.05B
| $3.02M | ﹤0.01% |
454,153
+19,025
| +4% | +$127K |
|
1537
SunCoke Energy
SXC
$650M
| $2.93M | ﹤0.01% |
451,037
+17,972
| +4% | +$117K |
|
1538
Insteel Industries
IIIN
$742M
| $2.93M | ﹤0.01% |
+95,835
| New | +$2.93M |
|
1539
Haverty Furniture Companies
HVT
$380M
| $2.92M | ﹤0.01% |
137,828
+5,530
| +4% | +$117K |
|
|
DCT
1540
DELISTED
DCT Industrial Trust Inc.
DCT
| $2.91M | ﹤0.01% |
73,748
-242,533
| -77% | -$9.57M |
|
|
RTEC
1541
DELISTED
Rudolph Technologies Inc
RTEC
| $2.9M | ﹤0.01% |
212,511
+7,094
| +3% | +$96.9K |
|
1542
Greif
GEF
$3.55B
| $2.88M | ﹤0.01% |
87,909
+10,707
| +14% | +$351K |
|
|
CHK
1543
DELISTED
Chesapeake Energy Corporation
CHK
| $2.88M | ﹤0.01% |
3,494
+86
| +3% | +$70.8K |
|
|
CKP
1544
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $2.88M | ﹤0.01% |
284,173
+6,672
| +2% | +$67.5K |
|
1545
Vera Bradley
VRA
$63.7M
| $2.86M | ﹤0.01% |
+140,455
| New | +$2.86M |
|
1546
StoneX
SNEX
$5.02B
| $2.83M | ﹤0.01% |
238,122
+9,952
| +4% | +$118K |
|
|
AMRI
1547
DELISTED
Albany Molecular Research Inc
AMRI
| $2.83M | ﹤0.01% |
184,784
+7,191
| +4% | +$110K |
|
1548
Heidrick & Struggles
HSII
$1.03B
| $2.81M | ﹤0.01% |
118,642
+4,223
| +4% | +$100K |
|
1549
National Presto Industries
NPK
$781M
| $2.8M | ﹤0.01% |
33,424
+1,294
| +4% | +$108K |
|
1550
Rayonier Advanced Materials
RYAM
$405M
| $2.79M | ﹤0.01% |
293,597
+11,409
| +4% | +$108K |
|