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 | |
|---|---|---|---|---|---|---|
1626
HCI Group
HCI
$2.27B
| $2.06M | ﹤0.01% |
61,882
+2,384
| +4% | +$79.4K |
|
1627
Cohu
COHU
$959M
| $2.05M | ﹤0.01% |
172,835
+7,403
| +4% | +$87.9K |
|
|
NILE
1628
DELISTED
Blue Nile, Inc.
NILE
| $2.05M | ﹤0.01% |
79,718
+3,808
| +5% | +$97.9K |
|
1629
Annaly Capital Management
NLY
$14.3B
| $2.04M | ﹤0.01% |
49,755
+15,252
| +44% | +$626K |
|
1630
McGrath RentCorp
MGRC
$3.04B
| $2.04M | ﹤0.01% |
81,332
-84,415
| -51% | -$2.12M |
|
1631
NXP Semiconductors
NXPI
$56.9B
| $2.02M | ﹤0.01% |
24,970
+6,303
| +34% | +$511K |
|
|
TNGO
1632
DELISTED
Tangoe, Inc.
TNGO
| $2.02M | ﹤0.01% |
256,543
+9,987
| +4% | +$78.8K |
|
|
LMOS
1633
DELISTED
Lumos Networks Corp
LMOS
| $2.02M | ﹤0.01% |
157,317
+6,123
| +4% | +$78.6K |
|
1634
Tootsie Roll Industries
TR
$3B
| $2M | ﹤0.01% |
74,295
+2,557
| +4% | +$68.9K |
|
|
CGI
1635
DELISTED
Celadon Group Inc
CGI
| $2M | ﹤0.01% |
190,904
+7,583
| +4% | +$79.5K |
|
|
SGNT
1636
DELISTED
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
| $2M | ﹤0.01% |
164,172
+6,634
| +4% | +$80.7K |
|
|
RLYP
1637
DELISTED
RELYPSA INC COM
RLYP
| $1.99M | ﹤0.01% |
146,994
-992
| -0.7% | -$13.4K |
|
1638
LivePerson
LPSN
$95.7M
| $1.98M | ﹤0.01% |
337,536
+2,925
| +0.9% | +$17.1K |
|
1639
Myers Industries
MYE
$600M
| $1.97M | ﹤0.01% |
152,936
+5,945
| +4% | +$76.5K |
|
1640
STAAR Surgical
STAA
$1.37B
| $1.97M | ﹤0.01% |
266,169
-1,257
| -0.5% | -$9.29K |
|
1641
Medifast
MED
$152M
| $1.93M | ﹤0.01% |
63,946
+2,476
| +4% | +$74.8K |
|
|
TLN
1642
DELISTED
Talen Energy Corporation
TLN
| $1.93M | ﹤0.01% |
214,574
-6,093
| -3% | -$54.8K |
|
|
CRR
1643
DELISTED
Carbo Ceramics Inc.
CRR
| $1.92M | ﹤0.01% |
135,121
+6,376
| +5% | +$90.6K |
|
|
EXAR
1644
DELISTED
Exar Corporation
EXAR
| $1.91M | ﹤0.01% |
332,285
+13,619
| +4% | +$78.3K |
|
1645
Artivion
AORT
$2.05B
| $1.88M | ﹤0.01% |
174,511
+7,823
| +5% | +$84.1K |
|
|
TBHC
1646
The Brand House Collective, Inc. Common Stock
TBHC
$44.9M
| $1.86M | ﹤0.01% |
106,172
+2,525
| +2% | +$44.2K |
|
1647
Future Fuel
FF
$175M
| $1.86M | ﹤0.01% |
157,611
+6,058
| +4% | +$71.4K |
|
1648
KT
KT
$9.64B
| $1.85M | ﹤0.01% |
+137,740
| New | +$1.85M |
|
|
PES
1649
DELISTED
Pioneer Energy Services Corp.
PES
| $1.81M | ﹤0.01% |
821,196
+383,938
| +88% | +$845K |
|
1650
Powell Industries
POWL
$3.29B
| $1.79M | ﹤0.01% |
59,901
+2,048
| +4% | +$61.1K |
|