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 | |
|---|---|---|---|---|---|---|
1626
Vanda Pharmaceuticals
VNDA
$269M
| $2.62M | ﹤0.01% |
206,300
+4,665
| +2% | +$59.2K |
|
|
ICPT
1627
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $2.61M | ﹤0.01% |
10,818
+318
| +3% | +$76.8K |
|
|
TVTY
1628
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $2.61M | ﹤0.01% |
217,456
-2,577
| -1% | -$30.9K |
|
|
GTY
1629
Getty Realty Corp
GTY
$1.6B
| $2.6M | ﹤0.01% |
160,817
-2,749
| -2% | -$44.4K |
|
|
PES
1630
DELISTED
Pioneer Energy Services Corp.
PES
| $2.59M | ﹤0.01% |
408,540
-4,829
| -1% | -$30.6K |
|
|
SUP
1631
DELISTED
Superior Industries International
SUP
| $2.59M | ﹤0.01% |
141,230
-2,324
| -2% | -$42.6K |
|
1632
AngioDynamics
ANGO
$442M
| $2.58M | ﹤0.01% |
157,534
-1,640
| -1% | -$26.9K |
|
|
SPPI
1633
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.58M | ﹤0.01% |
376,883
-159
| -0% | -$1.09K |
|
|
MIG
1634
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
| $2.56M | ﹤0.01% |
298,181
+9,533
| +3% | +$82K |
|
1635
STAAR Surgical
STAA
$1.38B
| $2.52M | ﹤0.01% |
261,049
+6,627
| +3% | +$64K |
|
|
RT
1636
DELISTED
Ruby Tuesday Georgia
RT
| $2.47M | ﹤0.01% |
394,404
-6,565
| -2% | -$41.2K |
|
|
TESO
1637
DELISTED
Tesco Corp
TESO
| $2.47M | ﹤0.01% |
226,203
+2,679
| +1% | +$29.2K |
|
|
RVNC
1638
DELISTED
Revance Therapeutics, Inc.
RVNC
| $2.46M | ﹤0.01% |
76,765
+6,125
| +9% | +$196K |
|
|
SGEN
1639
DELISTED
Seagen Inc. Common Stock
SGEN
| $2.44M | ﹤0.01% |
50,490
+3,600
| +8% | +$174K |
|
1640
CEVA Inc
CEVA
$556M
| $2.44M | ﹤0.01% |
125,522
+409
| +0.3% | +$7.95K |
|
1641
Bristow Group
VTOL
$1.09B
| $2.44M | ﹤0.01% |
59,557
-496
| -0.8% | -$20.3K |
|
1642
Palo Alto Networks
PANW
$134B
| $2.42M | ﹤0.01% |
83,232
+56,988
| +217% | +$1.66M |
|
1643
National Presto Industries
NPK
$797M
| $2.41M | ﹤0.01% |
29,968
-452
| -1% | -$36.3K |
|
1644
HCI Group
HCI
$2.32B
| $2.4M | ﹤0.01% |
54,387
-955
| -2% | -$42.2K |
|
|
APIC
1645
DELISTED
Apigee Corporation Common Stock
APIC
| $2.38M | ﹤0.01% |
+239,886
| New | +$2.38M |
|
1646
Park Aerospace
PKE
$381M
| $2.38M | ﹤0.01% |
124,188
-5,598
| -4% | -$107K |
|
1647
Forrester Research
FORR
$190M
| $2.37M | ﹤0.01% |
65,890
-1,215
| -2% | -$43.8K |
|
|
XOXO
1648
DELISTED
Xo Group Inc
XOXO
| $2.37M | ﹤0.01% |
145,020
-4,895
| -3% | -$80K |
|
1649
Onto Innovation
ONTO
$5.35B
| $2.36M | ﹤0.01% |
146,099
-1,699
| -1% | -$27.4K |
|
1650
Cross Country Healthcare
CCRN
$410M
| $2.34M | ﹤0.01% |
184,190
-1,790
| -1% | -$22.7K |
|