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 | |
|---|---|---|---|---|---|---|
|
RTEC
1651
DELISTED
Rudolph Technologies Inc
RTEC
| $2.34M | ﹤0.01% |
194,540
-5,430
| -3% | -$65.2K |
|
1652
Hawkins
HWKN
$3.67B
| $2.33M | ﹤0.01% |
115,108
-2,296
| -2% | -$46.4K |
|
1653
Ezcorp Inc
EZPW
$1.01B
| $2.31M | ﹤0.01% |
310,966
+8,452
| +3% | +$62.8K |
|
|
AHT
1654
Ashford Hospitality Trust
AHT
$37.6M
| $2.29M | ﹤0.01% |
274
+42
| +18% | +$352K |
|
1655
Fate Therapeutics
FATE
$120M
| $2.27M | ﹤0.01% |
350,000
+140,400
| +67% | +$909K |
|
|
NRF
1656
DELISTED
NorthStar Realty Finance Corp.
NRF
| $2.24M | ﹤0.01% |
70,276
+79
| +0.1% | +$2.51K |
|
1657
Celanese
CE
$4.97B
| $2.23M | ﹤0.01% |
31,037
-5,498
| -15% | -$395K |
|
1658
Spok Holdings
SPOK
$360M
| $2.23M | ﹤0.01% |
132,455
-1,897
| -1% | -$32K |
|
|
MDVN
1659
DELISTED
MEDIVATION, INC.
MDVN
| $2.22M | ﹤0.01% |
38,936
+18,450
| +90% | +$1.05M |
|
1660
Medifast
MED
$154M
| $2.22M | ﹤0.01% |
68,689
-812
| -1% | -$26.2K |
|
|
NILE
1661
DELISTED
Blue Nile, Inc.
NILE
| $2.2M | ﹤0.01% |
72,294
-1,266
| -2% | -$38.5K |
|
1662
DHI Group
DHX
$140M
| $2.19M | ﹤0.01% |
246,425
+1,435
| +0.6% | +$12.8K |
|
1663
Middleby
MIDD
$7.12B
| $2.18M | ﹤0.01% |
19,456
+9,519
| +96% | +$1.07M |
|
1664
Puma Biotechnology
PBYI
$233M
| $2.17M | ﹤0.01% |
18,600
-2,621
| -12% | -$306K |
|
1665
Charter Communications
CHTR
$36.1B
| $2.17M | ﹤0.01% |
12,670
-110
| -0.9% | -$18.8K |
|
1666
CareTrust REIT
CTRE
$7.59B
| $2.17M | ﹤0.01% |
171,129
-2,940
| -2% | -$37.2K |
|
|
IHS
1667
DELISTED
IHS INC CL-A COM STK
IHS
| $2.16M | ﹤0.01% |
16,812
+644
| +4% | +$82.9K |
|
1668
Tesla
TSLA
$1.17T
| $2.15M | ﹤0.01% |
120,435
-109,245
| -48% | -$1.95M |
|
1669
Larimar Therapeutics
LRMR
$353M
| $2.15M | ﹤0.01% |
5,178
+478
| +10% | +$199K |
|
1670
PetMed Express
PETS
$57.6M
| $2.15M | ﹤0.01% |
124,572
-981
| -0.8% | -$16.9K |
|
1671
Marcus Corp
MCS
$493M
| $2.15M | ﹤0.01% |
111,873
-1,922
| -2% | -$36.9K |
|
1672
American Vanguard Corp
AVD
$155M
| $2.13M | ﹤0.01% |
154,320
-2,959
| -2% | -$40.8K |
|
1673
SiriusXM
SIRI
$7.97B
| $2.13M | ﹤0.01% |
57,105
-4,342
| -7% | -$162K |
|
|
BKMU
1674
DELISTED
Bank Mutual Corp
BKMU
| $2.12M | ﹤0.01% |
276,393
+7,481
| +3% | +$57.4K |
|
1675
AppFolio
APPF
$10B
| $2.11M | ﹤0.01% |
+149,711
| New | +$2.11M |
|