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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BLCM
1701
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1.59M | ﹤0.01% |
7,969
+866
| +12% | +$172K |
|
1702
Telkom Indonesia
TLK
$19B
| $1.57M | ﹤0.01% |
+47,372
| New | +$1.57M |
|
1703
MGM Resorts International
MGM
$9.79B
| $1.54M | ﹤0.01% |
59,282
-3,930
| -6% | -$102K |
|
|
BBOX
1704
DELISTED
Black Box Corp
BBOX
| $1.52M | ﹤0.01% |
109,590
+3,904
| +4% | +$54.3K |
|
|
BELFB
1705
Bel Fuse Class B
BELFB
$1.84B
| $1.52M | ﹤0.01% |
62,868
+813
| +1% | +$19.6K |
|
1706
Gaming and Leisure Properties
GLPI
$13.6B
| $1.52M | ﹤0.01% |
45,286
-419
| -0.9% | -$14K |
|
1707
Las Vegas Sands
LVS
$37.4B
| $1.49M | ﹤0.01% |
25,881
-305
| -1% | -$17.5K |
|
1708
Olympic Steel
ZEUS
$365M
| $1.47M | ﹤0.01% |
66,682
+1,800
| +3% | +$39.8K |
|
|
ACAT
1709
DELISTED
Arctic Cat Inc
ACAT
| $1.46M | ﹤0.01% |
94,397
+2,545
| +3% | +$39.4K |
|
|
CRR
1710
DELISTED
Carbo Ceramics Inc.
CRR
| $1.45M | ﹤0.01% |
132,600
-6,070
| -4% | -$66.4K |
|
|
SPLK
1711
DELISTED
Splunk Inc
SPLK
| $1.45M | ﹤0.01% |
24,685
+198
| +0.8% | +$11.6K |
|
|
BLUE
1712
DELISTED
bluebird bio
BLUE
| $1.44M | ﹤0.01% |
1,642
+89
| +6% | +$78.2K |
|
1713
Salarius Pharmaceuticals
SLRX
$2.33M
| $1.44M | ﹤0.01% |
2
| – | – |
|
1714
Booz Allen Hamilton
BAH
$12.6B
| $1.43M | ﹤0.01% |
45,211
-369
| -0.8% | -$11.7K |
|
|
SMRT
1715
DELISTED
Stein Mart Inc
SMRT
| $1.42M | ﹤0.01% |
223,952
+15,098
| +7% | +$95.9K |
|
|
TNGO
1716
DELISTED
Tangoe, Inc.
TNGO
| $1.39M | ﹤0.01% |
168,310
-95,286
| -36% | -$786K |
|
1717
Annaly Capital Management
NLY
$14.2B
| $1.38M | ﹤0.01% |
32,748
-8,692
| -21% | -$365K |
|
1718
Orion Group Holdings
ORN
$295M
| $1.37M | ﹤0.01% |
200,263
+8,150
| +4% | +$55.8K |
|
1719
W.P. Carey
WPC
$14.8B
| $1.36M | ﹤0.01% |
21,518
+1,010
| +5% | +$63.8K |
|
1720
eHealth
EHTH
$115M
| $1.34M | ﹤0.01% |
119,873
+1,997
| +2% | +$22.4K |
|
1721
Vicor
VICR
$2.25B
| $1.34M | ﹤0.01% |
115,525
-530
| -0.5% | -$6.15K |
|
|
QHC
1722
DELISTED
Quorum Health Corporation
QHC
| $1.34M | ﹤0.01% |
213,337
+5,918
| +3% | +$37.1K |
|
1723
CoStar Group
CSGP
$36.6B
| $1.33M | ﹤0.01% |
61,280
+1,020
| +2% | +$22.1K |
|
|
TWTR
1724
DELISTED
Twitter, Inc.
TWTR
| $1.32M | ﹤0.01% |
57,381
+519
| +0.9% | +$12K |
|
1725
Veeva Systems
VEEV
$45B
| $1.31M | ﹤0.01% |
31,712
+9,402
| +42% | +$388K |
|