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 | |
|---|---|---|---|---|---|---|
1651
LSB Industries
LXU
$591M
| $1.76M | ﹤0.01% |
179,711
+11,852
| +7% | +$116K |
|
|
ICPT
1652
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $1.76M | ﹤0.01% |
13,705
-29
| -0.2% | -$3.72K |
|
|
EQC
1653
DELISTED
Equity Commonwealth
EQC
| $1.76M | ﹤0.01% |
62,282
-902
| -1% | -$25.4K |
|
1654
Harmonic Inc
HLIT
$1.13B
| $1.76M | ﹤0.01% |
536,882
-53,343
| -9% | -$174K |
|
1655
ANI Pharmaceuticals
ANIP
$2.06B
| $1.74M | ﹤0.01% |
51,821
+1,842
| +4% | +$62K |
|
1656
Vanda Pharmaceuticals
VNDA
$269M
| $1.74M | ﹤0.01% |
208,500
| – | – |
|
1657
Exact Sciences
EXAS
$10.2B
| $1.73M | ﹤0.01% |
255,989
-703
| -0.3% | -$4.74K |
|
|
SSI
1658
DELISTED
Stage Stores Inc
SSI
| $1.69M | ﹤0.01% |
209,293
-1,464
| -0.7% | -$11.8K |
|
1659
Digi International
DGII
$1.28B
| $1.68M | ﹤0.01% |
178,173
+9,778
| +6% | +$92.2K |
|
|
GNCA
1660
DELISTED
Genocea Biosciences, Inc.
GNCA
| $1.67M | ﹤0.01% |
26,903
-265
| -1% | -$16.4K |
|
1661
Crown Holdings
CCK
$10.9B
| $1.66M | ﹤0.01% |
33,507
-952
| -3% | -$47.2K |
|
|
AHT
1662
Ashford Hospitality Trust
AHT
$37.9M
| $1.65M | ﹤0.01% |
261
| – | – |
|
1663
Surmodics
SRDX
$471M
| $1.64M | ﹤0.01% |
89,116
+3,807
| +4% | +$70.1K |
|
1664
Titan International
TWI
$565M
| $1.61M | ﹤0.01% |
299,317
+12,343
| +4% | +$66.4K |
|
|
CNCE
1665
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $1.58M | ﹤0.01% |
115,600
| – | – |
|
1666
SiriusXM
SIRI
$8.23B
| $1.56M | ﹤0.01% |
39,374
-11,014
| -22% | -$435K |
|
1667
DXP Enterprises
DXPE
$1.93B
| $1.55M | ﹤0.01% |
88,089
+4,688
| +6% | +$82.3K |
|
|
ARAV
1668
DELISTED
Aravive, Inc. Common Stock
ARAV
| $1.52M | ﹤0.01% |
31,687
-846
| -3% | -$40.7K |
|
|
ARRY
1669
DELISTED
Array Biopharma Inc
ARRY
| $1.52M | ﹤0.01% |
513,972
-2,288
| -0.4% | -$6.75K |
|
|
ACAT
1670
DELISTED
Arctic Cat Inc
ACAT
| $1.5M | ﹤0.01% |
89,203
+3,710
| +4% | +$62.3K |
|
|
PERY
1671
DELISTED
Perry Ellis International Inc
PERY
| $1.49M | ﹤0.01% |
81,016
+3,153
| +4% | +$58.1K |
|
1672
Ally Financial
ALLY
$12.7B
| $1.49M | ﹤0.01% |
79,521
+22,000
| +38% | +$412K |
|
1673
JD.com
JD
$46.6B
| $1.49M | ﹤0.01% |
56,110
-579,911
| -91% | -$15.4M |
|
1674
Norwegian Cruise Line
NCLH
$11.1B
| $1.49M | ﹤0.01% |
26,884
-5,756
| -18% | -$318K |
|
|
SMRT
1675
DELISTED
Stein Mart Inc
SMRT
| $1.47M | ﹤0.01% |
200,214
+7,806
| +4% | +$57.2K |
|