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 | |
|---|---|---|---|---|---|---|
1576
PetMed Express
PETS
$57.8M
| $2.49M | ﹤0.01% |
139,238
+5,599
| +4% | +$100K |
|
|
TUES
1577
DELISTED
Tuesday Morning Corp
TUES
| $2.49M | ﹤0.01% |
303,960
+12,206
| +4% | +$99.8K |
|
1578
Alliance Resource Partners
ARLP
$2.92B
| $2.48M | ﹤0.01% |
212,750
-1,341
| -0.6% | -$15.6K |
|
1579
Marcus Corp
MCS
$487M
| $2.48M | ﹤0.01% |
130,673
+5,394
| +4% | +$102K |
|
1580
BioMarin Pharmaceuticals
BMRN
$10.5B
| $2.48M | ﹤0.01% |
30,002
-2,654
| -8% | -$219K |
|
1581
Liberty Latin America Class A
LILA
$1.55B
| $2.47M | ﹤0.01% |
74,882
+175
| +0.2% | +$5.78K |
|
|
DNR
1582
DELISTED
Denbury Resources, Inc.
DNR
| $2.46M | ﹤0.01% |
1,108,027
-130,103
| -11% | -$289K |
|
|
LL
1583
DELISTED
LL Flooring Holdings, Inc.
LL
| $2.43M | ﹤0.01% |
185,514
+7,229
| +4% | +$94.8K |
|
1584
Century Aluminum
CENX
$2.12B
| $2.4M | ﹤0.01% |
339,769
+13,623
| +4% | +$96K |
|
1585
First Bancorp
FBP
$3.51B
| $2.39M | ﹤0.01% |
817,212
+32,664
| +4% | +$95.4K |
|
1586
Metallus
MTUS
$692M
| $2.37M | ﹤0.01% |
260,375
+10,225
| +4% | +$93K |
|
1587
Hawkins
HWKN
$3.58B
| $2.36M | ﹤0.01% |
130,892
+5,282
| +4% | +$95.3K |
|
1588
UNIFI
UFI
$81.9M
| $2.36M | ﹤0.01% |
103,084
+4,179
| +4% | +$95.8K |
|
|
RT
1589
DELISTED
Ruby Tuesday Georgia
RT
| $2.35M | ﹤0.01% |
437,243
+18,021
| +4% | +$96.9K |
|
1590
American Coastal Insurance
ACIC
$534M
| $2.35M | ﹤0.01% |
122,314
+4,705
| +4% | +$90.4K |
|
|
SGEN
1591
DELISTED
Seagen Inc. Common Stock
SGEN
| $2.35M | ﹤0.01% |
66,982
| – | – |
|
|
TESO
1592
DELISTED
Tesco Corp
TESO
| $2.32M | ﹤0.01% |
269,113
+12,207
| +5% | +$105K |
|
1593
DHI Group
DHX
$140M
| $2.3M | ﹤0.01% |
284,675
+7,382
| +3% | +$59.6K |
|
1594
Forrester Research
FORR
$189M
| $2.29M | ﹤0.01% |
68,044
+2,649
| +4% | +$89K |
|
1595
American Public Education
APEI
$614M
| $2.28M | ﹤0.01% |
110,378
+3,316
| +3% | +$68.4K |
|
|
IHS
1596
DELISTED
IHS INC CL-A COM STK
IHS
| $2.27M | ﹤0.01% |
18,251
+4,703
| +35% | +$584K |
|
1597
Nu Skin
NUS
$571M
| $2.26M | ﹤0.01% |
58,999
+260
| +0.4% | +$9.95K |
|
|
FNBC
1598
DELISTED
First NBC Bank Holding Company
FNBC
| $2.24M | ﹤0.01% |
108,844
+4,675
| +4% | +$96.3K |
|
1599
AngioDynamics
ANGO
$445M
| $2.24M | ﹤0.01% |
182,235
+7,916
| +5% | +$97.3K |
|
1600
Park Aerospace
PKE
$377M
| $2.22M | ﹤0.01% |
138,703
+5,398
| +4% | +$86.4K |
|