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 | |
|---|---|---|---|---|---|---|
|
LUMO
1601
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $2.89M | ﹤0.01% |
7,244
+588
| +9% | +$234K |
|
1602
Strategic Education
STRA
$1.98B
| $2.88M | ﹤0.01% |
66,848
-708
| -1% | -$30.5K |
|
1603
TTEC Holdings
TTEC
$179M
| $2.88M | ﹤0.01% |
106,235
-1,522
| -1% | -$41.2K |
|
|
CNCE
1604
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $2.88M | ﹤0.01% |
193,100
+18,200
| +10% | +$271K |
|
1605
Metallus
MTUS
$698M
| $2.87M | ﹤0.01% |
106,452
+4,617
| +5% | +$125K |
|
|
EXAR
1606
DELISTED
Exar Corporation
EXAR
| $2.86M | ﹤0.01% |
292,687
-1,280
| -0.4% | -$12.5K |
|
1607
Comtech Telecommunications
CMTL
$67M
| $2.85M | ﹤0.01% |
98,190
-2,529
| -3% | -$73.5K |
|
1608
Allison Transmission
ALSN
$7.61B
| $2.84M | ﹤0.01% |
97,048
+11,118
| +13% | +$325K |
|
1609
Movado Group
MOV
$432M
| $2.83M | ﹤0.01% |
104,200
-8,130
| -7% | -$221K |
|
1610
Myers Industries
MYE
$605M
| $2.83M | ﹤0.01% |
148,945
-5,309
| -3% | -$101K |
|
|
TNGO
1611
DELISTED
Tangoe, Inc.
TNGO
| $2.81M | ﹤0.01% |
223,317
-2,934
| -1% | -$36.9K |
|
1612
Kelly Services Class A
KELYA
$473M
| $2.79M | ﹤0.01% |
181,574
-3,095
| -2% | -$47.5K |
|
1613
Corpay
CPAY
$22B
| $2.78M | ﹤0.01% |
17,803
+2,429
| +16% | +$379K |
|
1614
Incyte
INCY
$16.9B
| $2.76M | ﹤0.01% |
26,445
+3,148
| +14% | +$328K |
|
1615
Suburban Propane Partners
SPH
$1.22B
| $2.74M | ﹤0.01% |
+68,805
| New | +$2.74M |
|
|
BBG
1616
DELISTED
Bill Barrett Corp
BBG
| $2.73M | ﹤0.01% |
317,930
-2,980
| -0.9% | -$25.6K |
|
|
CKP
1617
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $2.72M | ﹤0.01% |
267,292
-3,675
| -1% | -$37.4K |
|
1618
Haverty Furniture Companies
HVT
$387M
| $2.72M | ﹤0.01% |
125,595
-2,321
| -2% | -$50.2K |
|
|
EGL
1619
DELISTED
Engility Holdings, Inc.
EGL
| $2.7M | ﹤0.01% |
107,341
-1,243
| -1% | -$31.3K |
|
1620
Forestar Group
FOR
$1.44B
| $2.7M | ﹤0.01% |
204,792
-3,519
| -2% | -$46.3K |
|
1621
American Public Education
APEI
$623M
| $2.69M | ﹤0.01% |
104,445
-2,290
| -2% | -$58.9K |
|
|
OREX
1622
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $2.63M | ﹤0.01% |
53,222
+5,155
| +11% | +$255K |
|
|
DO
1623
DELISTED
Diamond Offshore Drilling
DO
| $2.62M | ﹤0.01% |
101,542
-2,526
| -2% | -$65.2K |
|
|
ACAT
1624
DELISTED
Arctic Cat Inc
ACAT
| $2.62M | ﹤0.01% |
78,903
-1,319
| -2% | -$43.8K |
|
1625
Heidrick & Struggles
HSII
$1.04B
| $2.62M | ﹤0.01% |
100,438
-1,300
| -1% | -$33.9K |
|