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 | |
|---|---|---|---|---|---|---|
|
GNOW
1776
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
| $1.03M | ﹤0.01% |
563,688
| – | – |
|
|
SPLK
1777
DELISTED
Splunk Inc
SPLK
| $1.02M | ﹤0.01% |
14,671
+5,233
| +55% | +$365K |
|
|
PF
1778
DELISTED
Pinnacle Foods, Inc.
PF
| $1.02M | ﹤0.01% |
22,403
+5,062
| +29% | +$230K |
|
1779
Genpact
G
$7.49B
| $1.01M | ﹤0.01% |
47,377
-819
| -2% | -$17.5K |
|
|
VOXX
1780
DELISTED
VOXX International Corporation Class A
VOXX
| $1M | ﹤0.01% |
120,720
-1,856
| -2% | -$15.4K |
|
1781
Axalta
AXTA
$6.7B
| $994K | ﹤0.01% |
+30,041
| New | +$994K |
|
1782
Starwood Property Trust
STWD
$7.6B
| $990K | ﹤0.01% |
45,918
-5,002
| -10% | -$108K |
|
1783
Apple Hospitality REIT
APLE
$2.97B
| $985K | ﹤0.01% |
+52,174
| New | +$985K |
|
1784
Air Lease Corp
AL
$7.11B
| $978K | ﹤0.01% |
28,847
+3,894
| +16% | +$132K |
|
1785
Olympic Steel
ZEUS
$365M
| $970K | ﹤0.01% |
55,605
-919
| -2% | -$16K |
|
|
EQC
1786
DELISTED
Equity Commonwealth
EQC
| $960K | ﹤0.01% |
+37,400
| New | +$960K |
|
|
SIX
1787
DELISTED
Six Flags Entertainment Corp.
SIX
| $959K | ﹤0.01% |
21,378
+10,796
| +102% | +$484K |
|
1788
Burlington
BURL
$17.6B
| $958K | ﹤0.01% |
18,716
+8,870
| +90% | +$454K |
|
1789
MGM Resorts International
MGM
$9.79B
| $957K | ﹤0.01% |
52,424
+4,308
| +9% | +$78.6K |
|
|
CBI
1790
DELISTED
Chicago Bridge & Iron Nv
CBI
| $950K | ﹤0.01% |
18,991
-8,625
| -31% | -$431K |
|
1791
Owens Corning
OC
$12.8B
| $945K | ﹤0.01% |
22,916
+6,291
| +38% | +$259K |
|
1792
Jazz Pharmaceuticals
JAZZ
$7.7B
| $934K | ﹤0.01% |
5,303
+537
| +11% | +$94.6K |
|
|
SZMK
1793
DELISTED
SIZMEK INC COM STK (DE)
SZMK
| $933K | ﹤0.01% |
131,395
-6,106
| -4% | -$43.4K |
|
1794
MGIC Investment
MTG
$6.54B
| $923K | ﹤0.01% |
81,108
+18,033
| +29% | +$205K |
|
|
CLR
1795
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $919K | ﹤0.01% |
21,684
+9,983
| +85% | +$423K |
|
1796
Gulf Island Fabrication
GIFI
$120M
| $910K | ﹤0.01% |
81,485
-1,240
| -1% | -$13.8K |
|
|
CBK
1797
DELISTED
Christopher & Banks Corporation
CBK
| $909K | ﹤0.01% |
226,640
-2,184
| -1% | -$8.76K |
|
1798
Comstock Resources
CRK
$4.65B
| $900K | ﹤0.01% |
54,077
-15,730
| -23% | -$262K |
|
1799
Alnylam Pharmaceuticals
ALNY
$61.5B
| $893K | ﹤0.01% |
7,449
+2,952
| +66% | +$354K |
|
|
CXP
1800
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $866K | ﹤0.01% |
35,290
+25,074
| +245% | +$615K |
|