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 | |
|---|---|---|---|---|---|---|
|
RVNC
1726
DELISTED
Revance Therapeutics, Inc.
RVNC
| $1.3M | ﹤0.01% |
80,352
+385
| +0.5% | +$6.24K |
|
|
TBHC
1727
The Brand House Collective, Inc. Common Stock
TBHC
$43.1M
| $1.29M | ﹤0.01% |
105,769
+4,703
| +5% | +$57.3K |
|
|
HOS
1728
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $1.29M | ﹤0.01% |
234,024
+7,106
| +3% | +$39.1K |
|
|
ESIO
1729
DELISTED
Electro Scientific Industries
ESIO
| $1.28M | ﹤0.01% |
227,690
+32,748
| +17% | +$185K |
|
1730
Seneca Foods Class A
SENEA
$760M
| $1.28M | ﹤0.01% |
45,173
+2,645
| +6% | +$74.7K |
|
|
CIT
1731
DELISTED
CIT Group Inc.
CIT
| $1.27M | ﹤0.01% |
34,846
+846
| +2% | +$30.7K |
|
1732
LSB Industries
LXU
$585M
| $1.25M | ﹤0.01% |
189,166
+1,408
| +0.7% | +$9.29K |
|
1733
Blackstone Mortgage Trust
BXMT
$3.42B
| $1.24M | ﹤0.01% |
+42,234
| New | +$1.24M |
|
1734
Palo Alto Networks
PANW
$133B
| $1.24M | ﹤0.01% |
46,764
| – | – |
|
|
VER
1735
DELISTED
VEREIT, Inc.
VER
| $1.23M | ﹤0.01% |
23,642
+462
| +2% | +$24K |
|
|
BERY
1736
DELISTED
Berry Global Group, Inc.
BERY
| $1.22M | ﹤0.01% |
30,319
-165
| -0.5% | -$6.65K |
|
1737
Natera
NTRA
$23.4B
| $1.21M | ﹤0.01% |
109,225
+8,239
| +8% | +$91.6K |
|
1738
CommScope
COMM
$3.62B
| $1.21M | ﹤0.01% |
40,308
+500
| +1% | +$15K |
|
1739
Agilysys
AGYS
$3.03B
| $1.2M | ﹤0.01% |
107,871
+1,192
| +1% | +$13.3K |
|
|
PTLA
1740
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $1.19M | ﹤0.01% |
52,463
+43,814
| +507% | +$995K |
|
|
WBC
1741
DELISTED
WABCO HOLDINGS INC.
WBC
| $1.18M | ﹤0.01% |
10,375
-2,203
| -18% | -$250K |
|
1742
SS&C Technologies
SSNC
$21.7B
| $1.18M | ﹤0.01% |
36,596
-476
| -1% | -$15.3K |
|
1743
Diamondback Energy
FANG
$40B
| $1.17M | ﹤0.01% |
12,151
+5,450
| +81% | +$526K |
|
1744
Brixmor Property Group
BRX
$8.56B
| $1.17M | ﹤0.01% |
41,922
+10,633
| +34% | +$295K |
|
|
CNCE
1745
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $1.15M | ﹤0.01% |
113,684
+984
| +0.9% | +$9.95K |
|
1746
Bristow Group
VTOL
$1.08B
| $1.14M | ﹤0.01% |
70,486
+1,186
| +2% | +$19.1K |
|
1747
lululemon athletica
LULU
$19.6B
| $1.13M | ﹤0.01% |
18,525
+200
| +1% | +$12.2K |
|
1748
Ally Financial
ALLY
$12.6B
| $1.13M | ﹤0.01% |
57,812
+877
| +2% | +$17.1K |
|
|
PE
1749
DELISTED
PARSLEY ENERGY INC
PE
| $1.09M | ﹤0.01% |
32,602
+4,593
| +16% | +$154K |
|
|
FNBC
1750
DELISTED
First NBC Bank Holding Company
FNBC
| $1.09M | ﹤0.01% |
115,477
+3,652
| +3% | +$34.5K |
|