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 | |
|---|---|---|---|---|---|---|
|
BIND
1701
DELISTED
BIND THERAPEUTICS INC
BIND
| $1.81M | ﹤0.01% |
323,600
+23,600
| +8% | +$132K |
|
1702
FibroGen
FGEN
$46.5M
| $1.81M | ﹤0.01% |
3,077
+250
| +9% | +$147K |
|
1703
Ally Financial
ALLY
$12.7B
| $1.79M | ﹤0.01% |
79,662
+18,300
| +30% | +$411K |
|
1704
Crown Holdings
CCK
$11B
| $1.77M | ﹤0.01% |
33,499
+383
| +1% | +$20.3K |
|
1705
Artivion
AORT
$1.94B
| $1.75M | ﹤0.01% |
155,333
-488
| -0.3% | -$5.5K |
|
1706
Future Fuel
FF
$171M
| $1.75M | ﹤0.01% |
135,830
-2,334
| -2% | -$30K |
|
1707
American Water Works
AWK
$27B
| $1.74M | ﹤0.01% |
35,823
+10,037
| +39% | +$488K |
|
|
PERY
1708
DELISTED
Perry Ellis International Inc
PERY
| $1.74M | ﹤0.01% |
73,232
-1,287
| -2% | -$30.6K |
|
|
CCG
1709
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $1.73M | ﹤0.01% |
311,981
-268,200
| -46% | -$1.49M |
|
1710
Flex
FLEX
$21.7B
| $1.72M | ﹤0.01% |
201,241
| – | – |
|
1711
CorVel
CRVL
$4.39B
| $1.71M | ﹤0.01% |
160,233
-2,751
| -2% | -$29.4K |
|
|
DATA
1712
DELISTED
Tableau Software, Inc.
DATA
| $1.71M | ﹤0.01% |
14,825
+9,348
| +171% | +$1.08M |
|
|
DISH
1713
DELISTED
DISH Network Corp.
DISH
| $1.7M | ﹤0.01% |
25,076
-3,767
| -13% | -$255K |
|
|
REXX
1714
DELISTED
Rex Energy Corporation
REXX
| $1.69M | ﹤0.01% |
30,304
-516
| -2% | -$28.8K |
|
|
BAS
1715
DELISTED
Basis Energy Services, Inc.
BAS
| $1.67M | ﹤0.01% |
389
+21
| +6% | +$90.3K |
|
1716
Dare Bioscience
DARE
$28.7M
| $1.67M | ﹤0.01% |
3,026
+560
| +23% | +$309K |
|
1717
Wipro
WIT
$29.4B
| $1.65M | ﹤0.01% |
734,011
-4,458,501
| -86% | -$10M |
|
|
PSEM
1718
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
| $1.63M | ﹤0.01% |
124,065
-1,996
| -2% | -$26.2K |
|
1719
Harte-Hanks
HHS
$27.4M
| $1.63M | ﹤0.01% |
27,324
-466
| -2% | -$27.8K |
|
|
RGC
1720
DELISTED
Regal Entertainment Group
RGC
| $1.61M | ﹤0.01% |
77,170
-19,939
| -21% | -$417K |
|
|
BDN
1721
Brandywine Realty Trust
BDN
$761M
| $1.61M | ﹤0.01% |
121,471
-6,633
| -5% | -$88.1K |
|
1722
Steelcase
SCS
$1.92B
| $1.61M | ﹤0.01% |
85,150
-2,811
| -3% | -$53.2K |
|
1723
NXP Semiconductors
NXPI
$55.3B
| $1.6M | ﹤0.01% |
16,284
+6,052
| +59% | +$594K |
|
|
BLCM
1724
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1.59M | ﹤0.01% |
7,457
+471
| +7% | +$100K |
|
1725
American Coastal Insurance
ACIC
$526M
| $1.58M | ﹤0.01% |
101,961
-493
| -0.5% | -$7.66K |
|