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 | |
|---|---|---|---|---|---|---|
|
SSI
1551
DELISTED
Stage Stores Inc
SSI
| $3.41M | 0.01% |
194,457
-1,525
| -0.8% | -$26.7K |
|
1552
Fabrinet
FN
$13B
| $3.4M | 0.01% |
181,271
-2,834
| -2% | -$53.1K |
|
1553
First Merchants
FRME
$2.33B
| $3.39M | 0.01% |
137,233
+27,047
| +25% | +$668K |
|
|
SGNT
1554
DELISTED
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
| $3.37M | 0.01% |
138,785
-1,597
| -1% | -$38.8K |
|
1555
Century Aluminum
CENX
$2.29B
| $3.33M | 0.01% |
319,651
-432
| -0.1% | -$4.51K |
|
|
VASC
1556
DELISTED
Vascular Solutions Inc
VASC
| $3.32M | 0.01% |
95,700
-1,294
| -1% | -$44.9K |
|
|
MDC
1557
DELISTED
M.D.C. Holdings, Inc.
MDC
| $3.32M | ﹤0.01% |
153,615
+6,613
| +4% | +$143K |
|
|
PRSU
1558
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.06B
| $3.31M | ﹤0.01% |
122,172
-2,186
| -2% | -$59.3K |
|
1559
Illumina
ILMN
$15.3B
| $3.3M | ﹤0.01% |
15,542
-9,276
| -37% | -$1.97M |
|
|
FIT
1560
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $3.3M | ﹤0.01% |
+86,280
| New | +$3.3M |
|
|
EPIQ
1561
DELISTED
EPIQ SYSTEMS INC
EPIQ
| $3.3M | ﹤0.01% |
195,328
-2,061
| -1% | -$34.8K |
|
|
DTSI
1562
DELISTED
DTS, Inc.
DTSI
| $3.29M | ﹤0.01% |
107,753
+1,266
| +1% | +$38.6K |
|
|
MODV
1563
DELISTED
ModivCare
MODV
| $3.24M | ﹤0.01% |
73,272
-413
| -0.6% | -$18.3K |
|
1564
TETRA Technologies
TTI
$642M
| $3.23M | ﹤0.01% |
506,004
+12,774
| +3% | +$81.5K |
|
1565
Protara Therapeutics
TARA
$123M
| $3.22M | ﹤0.01% |
4,505
+302
| +7% | +$216K |
|
|
FLIC
1566
DELISTED
First of Long Island Corp
FLIC
| $3.22M | ﹤0.01% |
174,048
+9,097
| +6% | +$168K |
|
1567
World Acceptance Corp
WRLD
$927M
| $3.2M | ﹤0.01% |
52,036
-4,067
| -7% | -$250K |
|
1568
AeroVironment
AVAV
$12.1B
| $3.19M | ﹤0.01% |
122,225
-2,099
| -2% | -$54.7K |
|
|
UBA
1569
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.19M | ﹤0.01% |
170,599
-3,028
| -2% | -$56.6K |
|
1570
First Bancorp
FBP
$3.54B
| $3.16M | ﹤0.01% |
655,979
-10,339
| -2% | -$49.8K |
|
|
FTD
1571
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $3.15M | ﹤0.01% |
111,573
-4,186
| -4% | -$118K |
|
|
DCOM
1572
DELISTED
Dime Community Bancshares
DCOM
| $3.13M | ﹤0.01% |
184,625
-2,634
| -1% | -$44.6K |
|
|
UTEK
1573
DELISTED
Ultratech Inc.
UTEK
| $3.12M | ﹤0.01% |
168,139
-1,631
| -1% | -$30.3K |
|
|
GNCMA
1574
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $3.11M | ﹤0.01% |
182,920
-18,483
| -9% | -$314K |
|
1575
ANI Pharmaceuticals
ANIP
$2.14B
| $3.11M | ﹤0.01% |
50,064
-740
| -1% | -$45.9K |
|