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 | |
|---|---|---|---|---|---|---|
|
N
1776
DELISTED
Netsuite Inc
N
| $952K | ﹤0.01% |
8,600
-107
| -1% | -$11.8K |
|
|
DFT
1777
DELISTED
DuPont Fabros Technology Inc.
DFT
| $946K | ﹤0.01% |
22,919
+8,500
| +59% | +$351K |
|
1778
ON Semiconductor
ON
$19.7B
| $944K | ﹤0.01% |
76,630
-145
| -0.2% | -$1.79K |
|
1779
Genpact
G
$7.49B
| $932K | ﹤0.01% |
38,904
+1,935
| +5% | +$46.4K |
|
1780
T-Mobile US
TMUS
$271B
| $930K | ﹤0.01% |
19,904
-436
| -2% | -$20.4K |
|
1781
Ionis Pharmaceuticals
IONS
$10.2B
| $925K | ﹤0.01% |
25,251
+380
| +2% | +$13.9K |
|
|
CIM
1782
Chimera Investment
CIM
$1.17B
| $916K | ﹤0.01% |
19,156
+7,908
| +70% | +$378K |
|
1783
Exelixis
EXEL
$10.1B
| $900K | ﹤0.01% |
70,327
+30,719
| +78% | +$393K |
|
1784
Gulf Island Fabrication
GIFI
$120M
| $896K | ﹤0.01% |
97,395
+2,677
| +3% | +$24.6K |
|
|
EPZM
1785
DELISTED
Epizyme, Inc
EPZM
| $885K | ﹤0.01% |
89,924
+8,746
| +11% | +$86.1K |
|
1786
Northern Oil and Gas
NOG
$2.52B
| $877K | ﹤0.01% |
32,724
-5,137
| -14% | -$138K |
|
1787
Cheniere Energy
LNG
$52.1B
| $859K | ﹤0.01% |
19,709
+822
| +4% | +$35.8K |
|
1788
Opko Health
OPK
$1.12B
| $854K | ﹤0.01% |
80,671
+15,683
| +24% | +$166K |
|
1789
WESCO International
WCC
$10.5B
| $852K | ﹤0.01% |
13,856
+6,601
| +91% | +$406K |
|
1790
Arista Networks
ANET
$189B
| $837K | ﹤0.01% |
157,440
+6,608
| +4% | +$35.1K |
|
1791
AGNC Investment
AGNC
$10.7B
| $833K | ﹤0.01% |
42,608
-98
| -0.2% | -$1.92K |
|
1792
TransUnion
TRU
$17.5B
| $831K | ﹤0.01% |
24,082
-242
| -1% | -$8.35K |
|
1793
Lazard
LAZ
$5.25B
| $830K | ﹤0.01% |
22,841
-474
| -2% | -$17.2K |
|
|
CLMS
1794
DELISTED
Calamos Asset Management, Inc.
CLMS
| $821K | ﹤0.01% |
120,314
-1,043
| -0.9% | -$7.12K |
|
|
MFA
1795
MFA Financial
MFA
$1.05B
| $820K | ﹤0.01% |
27,400
+10,817
| +65% | +$324K |
|
|
S
1796
DELISTED
Sprint Corporation
S
| $816K | ﹤0.01% |
123,146
+7,328
| +6% | +$48.6K |
|
|
QGENF
1797
DELISTED
QIAGEN NV
QGENF
| $814K | ﹤0.01% |
29,651
-11,496
| -28% | -$316K |
|
1798
DigitalBridge
DBRG
$2.03B
| $810K | ﹤0.01% |
15,660
+5,497
| +54% | +$284K |
|
|
NUAN
1799
DELISTED
Nuance Communications, Inc.
NUAN
| $806K | ﹤0.01% |
64,209
-652,434
| -91% | -$8.19M |
|
|
FIT
1800
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $794K | ﹤0.01% |
53,477
+18,286
| +52% | +$272K |
|