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 | |
|---|---|---|---|---|---|---|
1751
Anywhere Real Estate
HOUS
$729M
| $862K | ﹤0.01% |
23,876
+13,343
| +127% | +$482K |
|
|
TMX
1752
DELISTED
Terminix Global Holdings, Inc.
TMX
| $851K | ﹤0.01% |
33,718
+311
| +0.9% | +$7.85K |
|
|
CLD
1753
DELISTED
Cloud Peak Energy Inc
CLD
| $845K | ﹤0.01% |
433,312
+18,237
| +4% | +$35.6K |
|
|
BRCD
1754
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $844K | ﹤0.01% |
79,732
-2,312
| -3% | -$24.5K |
|
1755
Alnylam Pharmaceuticals
ALNY
$63.2B
| $841K | ﹤0.01% |
13,391
-77
| -0.6% | -$4.84K |
|
1756
Marvell Technology
MRVL
$57.6B
| $841K | ﹤0.01% |
81,595
-1,529
| -2% | -$15.8K |
|
1757
Wipro
WIT
$29B
| $841K | ﹤0.01% |
356,411
| – | – |
|
1758
SCYNEXIS
SCYX
$38.4M
| $840K | ﹤0.01% |
20,844
| – | – |
|
1759
QuinStreet
QNST
$936M
| $837K | ﹤0.01% |
244,732
+10,660
| +5% | +$36.5K |
|
1760
AXIS Capital
AXS
$7.67B
| $829K | ﹤0.01% |
14,939
-164
| -1% | -$9.1K |
|
|
BERY
1761
DELISTED
Berry Global Group, Inc.
BERY
| $825K | ﹤0.01% |
24,862
+469
| +2% | +$15.6K |
|
1762
Starwood Property Trust
STWD
$7.53B
| $821K | ﹤0.01% |
43,381
+8,001
| +23% | +$151K |
|
|
DISH
1763
DELISTED
DISH Network Corp.
DISH
| $821K | ﹤0.01% |
17,755
+1,574
| +10% | +$72.8K |
|
1764
Healthcare Realty
HR
$6.4B
| $818K | ﹤0.01% |
27,798
+926
| +3% | +$27.2K |
|
1765
Harte-Hanks
HHS
$26M
| $817K | ﹤0.01% |
32,300
+1,258
| +4% | +$31.8K |
|
|
IMS
1766
DELISTED
IMS HEALTH HLDGS INC COM STK (DE)
IMS
| $766K | ﹤0.01% |
28,859
+1,958
| +7% | +$52K |
|
|
EVHC
1767
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $761K | ﹤0.01% |
12,461
+99
| +0.8% | +$6.05K |
|
1768
CommScope
COMM
$3.59B
| $749K | ﹤0.01% |
26,819
-4,635
| -15% | -$129K |
|
|
RPAI
1769
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $748K | ﹤0.01% |
47,200
-204,805
| -81% | -$3.25M |
|
|
QGENF
1770
DELISTED
QIAGEN NV
QGENF
| $748K | ﹤0.01% |
33,496
-7,749
| -19% | -$173K |
|
|
BAS
1771
DELISTED
Basis Energy Services, Inc.
BAS
| $734K | ﹤0.01% |
466
+13
| +3% | +$20.5K |
|
1772
IAC Inc
IAC
$2.92B
| $730K | ﹤0.01% |
86,818
+945
| +1% | +$7.95K |
|
|
SAVE
1773
DELISTED
Spirit Airlines, Inc.
SAVE
| $725K | ﹤0.01% |
15,106
+8,074
| +115% | +$388K |
|
1774
Gulf Island Fabrication
GIFI
$120M
| $720K | ﹤0.01% |
91,706
+3,569
| +4% | +$28K |
|
1775
Kopin
KOPN
$371M
| $713K | ﹤0.01% |
429,223
+17,981
| +4% | +$29.9K |
|