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 | |
|---|---|---|---|---|---|---|
1676
Cohu
COHU
$976M
| $2.09M | ﹤0.01% |
157,820
-1,441
| -0.9% | -$19.1K |
|
|
LDR
1677
DELISTED
Landauer Inc
LDR
| $2.08M | ﹤0.01% |
58,350
-891
| -2% | -$31.8K |
|
1678
ServiceNow
NOW
$192B
| $2.06M | ﹤0.01% |
27,693
+5,944
| +27% | +$442K |
|
|
CMCSK
1679
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $2.05M | ﹤0.01% |
34,255
+15,639
| +84% | +$937K |
|
|
WBC
1680
DELISTED
WABCO HOLDINGS INC.
WBC
| $2.03M | ﹤0.01% |
16,391
+9,239
| +129% | +$1.14M |
|
|
AYR
1681
DELISTED
Aircastle Limited
AYR
| $1.97M | ﹤0.01% |
87,078
+10,904
| +14% | +$247K |
|
|
EPZM
1682
DELISTED
Epizyme, Inc
EPZM
| $1.96M | ﹤0.01% |
81,763
+7,863
| +11% | +$189K |
|
|
AMTD
1683
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.96M | ﹤0.01% |
53,238
+23,132
| +77% | +$852K |
|
1684
Powell Industries
POWL
$3.34B
| $1.95M | ﹤0.01% |
55,432
-2,107
| -4% | -$74.1K |
|
|
AFAM
1685
DELISTED
Almost Family Inc
AFAM
| $1.92M | ﹤0.01% |
48,167
-586
| -1% | -$23.4K |
|
|
PVA
1686
DELISTED
PENN VIRGINIA CORP
PVA
| $1.91M | ﹤0.01% |
436,047
-7,491
| -2% | -$32.8K |
|
|
ASEI
1687
DELISTED
AMER SCIENCE & ENGR INC.
ASEI
| $1.91M | ﹤0.01% |
43,523
-2,842
| -6% | -$125K |
|
1688
Standard BioTools
LAB
$489M
| $1.9M | ﹤0.01% |
78,693
+1,999
| +3% | +$48.4K |
|
|
BBOX
1689
DELISTED
Black Box Corp
BBOX
| $1.87M | ﹤0.01% |
93,596
-1,595
| -2% | -$31.9K |
|
|
LMOS
1690
DELISTED
Lumos Networks Corp
LMOS
| $1.87M | ﹤0.01% |
126,139
-576
| -0.5% | -$8.52K |
|
1691
Tootsie Roll Industries
TR
$2.88B
| $1.86M | ﹤0.01% |
77,000
+3,118
| +4% | +$75.4K |
|
1692
Surmodics
SRDX
$459M
| $1.86M | ﹤0.01% |
79,256
-916
| -1% | -$21.5K |
|
1693
New Mountain Finance
NMFC
$1.11B
| $1.85M | ﹤0.01% |
127,868
+12,674
| +11% | +$184K |
|
1694
Norwegian Cruise Line
NCLH
$11.5B
| $1.85M | ﹤0.01% |
32,957
+7,119
| +28% | +$399K |
|
1695
Geospace Technologies
GEOS
$211M
| $1.85M | ﹤0.01% |
80,091
-1,364
| -2% | -$31.4K |
|
1696
SCYNEXIS
SCYX
$43.6M
| $1.83M | ﹤0.01% |
20,844
+844
| +4% | +$74.2K |
|
|
CLD
1697
DELISTED
Cloud Peak Energy Inc
CLD
| $1.83M | ﹤0.01% |
392,304
-2,969
| -0.8% | -$13.8K |
|
|
SMRT
1698
DELISTED
Stein Mart Inc
SMRT
| $1.82M | ﹤0.01% |
174,211
-1,217
| -0.7% | -$12.7K |
|
|
VRTV
1699
DELISTED
VERITIV CORPORATION
VRTV
| $1.81M | ﹤0.01% |
49,706
-854
| -2% | -$31.1K |
|
|
GLF
1700
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $1.81M | ﹤0.01% |
156,163
+502
| +0.3% | +$5.82K |
|