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 | |
|---|---|---|---|---|---|---|
1776
Assured Guaranty
AGO
$3.9B
| $710K | ﹤0.01% |
28,080
-1,830
| -6% | -$46.3K |
|
1777
Bruker
BRKR
$4.67B
| $694K | ﹤0.01% |
24,786
+3,609
| +17% | +$101K |
|
|
TWTR
1778
DELISTED
Twitter, Inc.
TWTR
| $693K | ﹤0.01% |
41,864
+740
| +2% | +$12.3K |
|
1779
Apple Hospitality REIT
APLE
$3.04B
| $677K | ﹤0.01% |
34,193
-812
| -2% | -$16.1K |
|
1780
Madison Square Garden
MSGS
$4.88B
| $677K | ﹤0.01% |
5,706
| – | – |
|
|
BLCM
1781
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $674K | ﹤0.01% |
7,203
-369
| -5% | -$34.5K |
|
|
CBI
1782
DELISTED
Chicago Bridge & Iron Nv
CBI
| $674K | ﹤0.01% |
18,421
-183
| -1% | -$6.7K |
|
|
CPN
1783
DELISTED
Calpine Corporation
CPN
| $673K | ﹤0.01% |
44,349
-22,706
| -34% | -$345K |
|
|
RPT
1784
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $658K | ﹤0.01% |
36,454
-54,770
| -60% | -$989K |
|
|
CONE
1785
DELISTED
CyrusOne Inc Common Stock
CONE
| $647K | ﹤0.01% |
14,168
-33,631
| -70% | -$1.54M |
|
|
MBLY
1786
DELISTED
Mobileye N.V.
MBLY
| $646K | ﹤0.01% |
17,319
+5,780
| +50% | +$216K |
|
1787
Standard BioTools
LAB
$520M
| $639K | ﹤0.01% |
79,193
| – | – |
|
|
ZAYO
1788
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $638K | ﹤0.01% |
26,320
-86
| -0.3% | -$2.09K |
|
1789
PBF Energy
PBF
$3.29B
| $636K | ﹤0.01% |
19,164
+178
| +0.9% | +$5.91K |
|
1790
Brown-Forman Class A
BF.A
$13.3B
| $635K | ﹤0.01% |
14,870
+862
| +6% | +$36.8K |
|
1791
Air Lease Corp
AL
$7.12B
| $633K | ﹤0.01% |
19,692
-1,780
| -8% | -$57.2K |
|
|
CDI
1792
DELISTED
CDI Corp.
CDI
| $627K | ﹤0.01% |
99,859
+3,902
| +4% | +$24.5K |
|
1793
Universal Technical Institute
UTI
$1.5B
| $622K | ﹤0.01% |
144,392
+5,626
| +4% | +$24.2K |
|
|
PDM
1794
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $614K | ﹤0.01% |
30,245
-377,556
| -93% | -$7.66M |
|
|
VOXX
1795
DELISTED
VOXX International Corporation Class A
VOXX
| $610K | ﹤0.01% |
136,479
+5,079
| +4% | +$22.7K |
|
1796
Workday
WDAY
$61.9B
| $608K | ﹤0.01% |
7,915
+235
| +3% | +$18.1K |
|
1797
U-Haul Holding Co
UHAL
$10.9B
| $603K | ﹤0.01% |
16,890
-1,270
| -7% | -$45.3K |
|
1798
Diamondback Energy
FANG
$39.7B
| $602K | ﹤0.01% |
7,805
-1,987
| -20% | -$153K |
|
1799
AMC Entertainment Holdings
AMC
$1.45B
| $598K | ﹤0.01% |
+2,136
| New | +$598K |
|
1800
Cimpress
CMPR
$1.55B
| $594K | ﹤0.01% |
6,552
+2,252
| +52% | +$204K |
|