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 | |
|---|---|---|---|---|---|---|
|
CIT
1701
DELISTED
CIT Group Inc.
CIT
| $1.21M | ﹤0.01% |
39,115
+1,957
| +5% | +$60.7K |
|
|
LUMO
1702
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $1.21M | ﹤0.01% |
7,367
| – | – |
|
1703
Burlington
BURL
$17.7B
| $1.2M | ﹤0.01% |
21,354
+1,591
| +8% | +$89.5K |
|
|
MNR
1704
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $1.19M | ﹤0.01% |
100,462
-9,006
| -8% | -$107K |
|
1705
Vicor
VICR
$2.25B
| $1.18M | ﹤0.01% |
112,942
+4,404
| +4% | +$46.2K |
|
|
WBC
1706
DELISTED
WABCO HOLDINGS INC.
WBC
| $1.18M | ﹤0.01% |
11,060
+155
| +1% | +$16.6K |
|
1707
Enova International
ENVA
$2.93B
| $1.16M | ﹤0.01% |
183,916
+7,975
| +5% | +$50.3K |
|
1708
Central Garden & Pet
CENT
$2.36B
| $1.13M | ﹤0.01% |
86,431
+3,471
| +4% | +$45.4K |
|
1709
Geospace Technologies
GEOS
$208M
| $1.13M | ﹤0.01% |
91,278
+4,738
| +5% | +$58.4K |
|
1710
MGM Resorts International
MGM
$9.8B
| $1.11M | ﹤0.01% |
51,716
-14,926
| -22% | -$320K |
|
|
PF
1711
DELISTED
Pinnacle Foods, Inc.
PF
| $1.1M | ﹤0.01% |
24,656
-2,749
| -10% | -$123K |
|
|
WFT
1712
DELISTED
Weatherford International plc
WFT
| $1.1M | ﹤0.01% |
141,422
+27,763
| +24% | +$216K |
|
|
GLF
1713
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $1.09M | ﹤0.01% |
176,762
+7,395
| +4% | +$45.6K |
|
1714
Olympic Steel
ZEUS
$364M
| $1.08M | ﹤0.01% |
62,271
+2,161
| +4% | +$37.4K |
|
|
INST
1715
DELISTED
Instructure, Inc.
INST
| $1.08M | ﹤0.01% |
60,000
-24,029
| -29% | -$431K |
|
|
CBR
1716
DELISTED
CIBER Inc.
CBR
| $1.07M | ﹤0.01% |
509,250
+23,860
| +5% | +$50.3K |
|
1717
eHealth
EHTH
$119M
| $1.07M | ﹤0.01% |
114,149
+4,443
| +4% | +$41.7K |
|
1718
Middleby
MIDD
$7.03B
| $1.07M | ﹤0.01% |
9,995
-2,009
| -17% | -$214K |
|
|
QTS
1719
DELISTED
QTS REALTY TRUST, INC.
QTS
| $1.07M | ﹤0.01% |
22,506
-254,935
| -92% | -$12.1M |
|
1720
Agilysys
AGYS
$3.03B
| $1.06M | ﹤0.01% |
103,825
+4,166
| +4% | +$42.5K |
|
1721
Ezcorp Inc
EZPW
$1.04B
| $1.06M | ﹤0.01% |
355,611
+14,460
| +4% | +$42.9K |
|
|
SPLK
1722
DELISTED
Splunk Inc
SPLK
| $1.05M | ﹤0.01% |
21,358
-17,631
| -45% | -$863K |
|
|
FRC
1723
DELISTED
First Republic Bank
FRC
| $1.04M | ﹤0.01% |
15,541
-441
| -3% | -$29.4K |
|
1724
CoStar Group
CSGP
$37.3B
| $1.03M | ﹤0.01% |
54,680
+340
| +0.6% | +$6.4K |
|
1725
Sally Beauty Holdings
SBH
$1.45B
| $1.02M | ﹤0.01% |
31,430
-538
| -2% | -$17.4K |
|