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 | |
|---|---|---|---|---|---|---|
|
AFAM
1601
DELISTED
Almost Family Inc
AFAM
| $2.22M | ﹤0.01% |
59,622
+4,944
| +9% | +$184K |
|
|
EGL
1602
DELISTED
Engility Holdings, Inc.
EGL
| $2.22M | ﹤0.01% |
118,305
+4,664
| +4% | +$87.5K |
|
1603
ServiceNow
NOW
$195B
| $2.21M | ﹤0.01% |
36,181
-19,635
| -35% | -$1.2M |
|
1604
REX American Resources
REX
$1.02B
| $2.21M | ﹤0.01% |
119,694
+4,611
| +4% | +$85.3K |
|
|
PETX
1605
DELISTED
Aratana Therapeutics, Inc.
PETX
| $2.21M | ﹤0.01% |
400,000
| – | – |
|
1606
World Acceptance Corp
WRLD
$937M
| $2.2M | ﹤0.01% |
58,054
+2,285
| +4% | +$86.6K |
|
1607
Tidewater
TDW
$2.89B
| $2.2M | ﹤0.01% |
9,972
+389
| +4% | +$85.7K |
|
|
WP
1608
DELISTED
Worldpay, Inc.
WP
| $2.2M | ﹤0.01% |
40,761
-625
| -2% | -$33.7K |
|
|
BKMU
1609
DELISTED
Bank Mutual Corp
BKMU
| $2.2M | ﹤0.01% |
290,280
+11,844
| +4% | +$89.6K |
|
1610
MacroGenics
MGNX
$111M
| $2.18M | ﹤0.01% |
116,400
| – | – |
|
|
HOS
1611
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $2.18M | ﹤0.01% |
219,621
+8,980
| +4% | +$89.2K |
|
1612
Perdoceo Education
PRDO
$2.18B
| $2.18M | ﹤0.01% |
479,368
+31,819
| +7% | +$144K |
|
|
TVTY
1613
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $2.18M | ﹤0.01% |
215,544
+8,899
| +4% | +$89.8K |
|
|
LDR
1614
DELISTED
Landauer Inc
LDR
| $2.17M | ﹤0.01% |
65,696
+2,574
| +4% | +$85.1K |
|
1615
Celanese
CE
$5.09B
| $2.16M | ﹤0.01% |
32,986
-687
| -2% | -$45K |
|
|
BBG
1616
DELISTED
Bill Barrett Corp
BBG
| $2.12M | ﹤0.01% |
341,435
+12,600
| +4% | +$78.4K |
|
1617
FibroGen
FGEN
$45.1M
| $2.12M | ﹤0.01% |
3,986
-364
| -8% | -$194K |
|
1618
Incyte
INCY
$16.9B
| $2.12M | ﹤0.01% |
29,247
+307
| +1% | +$22.3K |
|
1619
News Corp Class B
NWS
$19.1B
| $2.12M | ﹤0.01% |
159,708
-2,544
| -2% | -$33.7K |
|
|
LNKD
1620
DELISTED
LinkedIn Corporation
LNKD
| $2.11M | ﹤0.01% |
18,476
+3,094
| +20% | +$354K |
|
|
VRTV
1621
DELISTED
VERITIV CORPORATION
VRTV
| $2.1M | ﹤0.01% |
56,395
+2,624
| +5% | +$97.8K |
|
1622
OFG Bancorp
OFG
$1.97B
| $2.1M | ﹤0.01% |
300,432
+11,694
| +4% | +$81.7K |
|
1623
Daktronics
DAKT
$856M
| $2.09M | ﹤0.01% |
265,043
+10,443
| +4% | +$82.5K |
|
|
APIC
1624
DELISTED
Apigee Corporation Common Stock
APIC
| $2.09M | ﹤0.01% |
252,038
| – | – |
|
|
MWW
1625
DELISTED
Monster Worldwide Inc
MWW
| $2.06M | ﹤0.01% |
632,992
+15,557
| +3% | +$50.7K |
|