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 | |
|---|---|---|---|---|---|---|
1676
Protara Therapeutics
TARA
$118M
| $1.46M | ﹤0.01% |
4,729
-32
| -0.7% | -$9.91K |
|
|
AVTA
1677
DELISTED
Avantax, Inc. Common Stock
AVTA
| $1.46M | ﹤0.01% |
282,207
+12,399
| +5% | +$64K |
|
1678
Monarch Casino & Resort
MCRI
$1.87B
| $1.44M | ﹤0.01% |
74,163
+3,138
| +4% | +$61.1K |
|
1679
Seneca Foods Class A
SENEA
$765M
| $1.44M | ﹤0.01% |
41,397
+1,768
| +4% | +$61.4K |
|
1680
Northern Oil and Gas
NOG
$2.41B
| $1.43M | ﹤0.01% |
35,887
-115,002
| -76% | -$4.59M |
|
|
RVNC
1681
DELISTED
Revance Therapeutics, Inc.
RVNC
| $1.42M | ﹤0.01% |
81,272
-476
| -0.6% | -$8.31K |
|
|
BBOX
1682
DELISTED
Black Box Corp
BBOX
| $1.42M | ﹤0.01% |
105,345
+4,100
| +4% | +$55.2K |
|
|
MCF
1683
DELISTED
Contango Oil & Gas Co.
MCF
| $1.41M | ﹤0.01% |
119,593
+4,654
| +4% | +$54.9K |
|
1684
Big 5 Sporting Goods
BGFV
$32.8M
| $1.4M | ﹤0.01% |
126,067
+4,597
| +4% | +$51.1K |
|
1685
Jazz Pharmaceuticals
JAZZ
$7.88B
| $1.39M | ﹤0.01% |
10,640
+694
| +7% | +$90.6K |
|
1686
Palo Alto Networks
PANW
$132B
| $1.38M | ﹤0.01% |
50,874
-26,178
| -34% | -$712K |
|
1687
Salarius Pharmaceuticals
SLRX
$2.37M
| $1.37M | ﹤0.01% |
2
| – | – |
|
1688
Rithm Capital
RITM
$6.63B
| $1.36M | ﹤0.01% |
117,016
-31,772
| -21% | -$370K |
|
|
ASEI
1689
DELISTED
AMER SCIENCE & ENGR INC.
ASEI
| $1.36M | ﹤0.01% |
49,084
+1,911
| +4% | +$52.9K |
|
|
ESIO
1690
DELISTED
Electro Scientific Industries
ESIO
| $1.36M | ﹤0.01% |
189,726
+7,935
| +4% | +$56.8K |
|
|
DSPG
1691
DELISTED
DSP Group Inc
DSPG
| $1.35M | ﹤0.01% |
148,216
+5,631
| +4% | +$51.4K |
|
|
AMTD
1692
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.35M | ﹤0.01% |
42,681
+11,906
| +39% | +$375K |
|
|
MDVN
1693
DELISTED
MEDIVATION, INC.
MDVN
| $1.34M | ﹤0.01% |
29,071
+332
| +1% | +$15.3K |
|
|
GI
1694
DELISTED
EndoChoice Holdings, Inc.
GI
| $1.33M | ﹤0.01% |
255,297
-5,138
| -2% | -$26.8K |
|
1695
Aramark
ARMK
$10.1B
| $1.31M | ﹤0.01% |
54,928
+6,899
| +14% | +$165K |
|
1696
Las Vegas Sands
LVS
$36.9B
| $1.29M | ﹤0.01% |
+24,988
| New | +$1.29M |
|
|
ATHN
1697
DELISTED
Athenahealth, Inc.
ATHN
| $1.28M | ﹤0.01% |
9,220
+2,697
| +41% | +$374K |
|
1698
lululemon athletica
LULU
$19.9B
| $1.27M | ﹤0.01% |
18,697
+8,214
| +78% | +$556K |
|
1699
Bristow Group
VTOL
$1.1B
| $1.24M | ﹤0.01% |
65,973
+2,562
| +4% | +$48.1K |
|
1700
Booz Allen Hamilton
BAH
$12.5B
| $1.23M | ﹤0.01% |
40,655
+2,767
| +7% | +$83.8K |
|