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 | |
|---|---|---|---|---|---|---|
|
ESIO
1801
DELISTED
Electro Scientific Industries
ESIO
| $859K | ﹤0.01% |
162,929
-2,799
| -2% | -$14.8K |
|
1802
WESCO International
WCC
$10.5B
| $851K | ﹤0.01% |
12,398
-1,812
| -13% | -$124K |
|
1803
Marvell Technology
MRVL
$57.8B
| $847K | ﹤0.01% |
64,232
-29,577
| -32% | -$390K |
|
|
IO
1804
DELISTED
ION Geophysical Corporation
IO
| $837K | ﹤0.01% |
52,167
-3,266
| -6% | -$52.4K |
|
1805
Agilysys
AGYS
$3.03B
| $828K | ﹤0.01% |
90,158
-1,726
| -2% | -$15.9K |
|
|
SRC
1806
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $824K | ﹤0.01% |
19,000
-1,456
| -7% | -$63.1K |
|
1807
AGNC Investment
AGNC
$10.7B
| $821K | ﹤0.01% |
44,666
-5,159
| -10% | -$94.8K |
|
|
ISBC
1808
DELISTED
Investors Bancorp, Inc.
ISBC
| $792K | ﹤0.01% |
64,398
-21,676
| -25% | -$267K |
|
1809
ON Semiconductor
ON
$19.7B
| $786K | ﹤0.01% |
67,229
-49,898
| -43% | -$583K |
|
1810
Anywhere Real Estate
HOUS
$699M
| $767K | ﹤0.01% |
+16,424
| New | +$767K |
|
1811
Spectrum Brands
SPB
$1.3B
| $767K | ﹤0.01% |
7,521
+4,633
| +160% | +$472K |
|
|
MFA
1812
MFA Financial
MFA
$1.05B
| $766K | ﹤0.01% |
25,919
-3,459
| -12% | -$102K |
|
1813
Booz Allen Hamilton
BAH
$12.6B
| $761K | ﹤0.01% |
30,131
+9,532
| +46% | +$241K |
|
|
PDM
1814
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $760K | ﹤0.01% |
43,221
-5,961
| -12% | -$105K |
|
|
CPHD
1815
DELISTED
Cepheid Inc
CPHD
| $757K | ﹤0.01% |
12,376
-444
| -3% | -$27.2K |
|
1816
Groupon
GRPN
$916M
| $742K | ﹤0.01% |
+7,375
| New | +$742K |
|
1817
RLJ Lodging Trust
RLJ
$1.14B
| $719K | ﹤0.01% |
24,152
-3,382
| -12% | -$101K |
|
|
PQUE
1818
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
| $707K | ﹤0.01% |
357,011
-21,510
| -6% | -$42.6K |
|
1819
Workday
WDAY
$60.5B
| $704K | ﹤0.01% |
9,213
+1,737
| +23% | +$133K |
|
1820
Neurocrine Biosciences
NBIX
$14B
| $703K | ﹤0.01% |
14,727
+2,632
| +22% | +$126K |
|
|
BERY
1821
DELISTED
Berry Global Group, Inc.
BERY
| $703K | ﹤0.01% |
23,632
+5,026
| +27% | +$150K |
|
1822
Assured Guaranty
AGO
$3.89B
| $702K | ﹤0.01% |
29,270
-9,249
| -24% | -$222K |
|
1823
Popular Inc
BPOP
$8.45B
| $689K | ﹤0.01% |
23,886
-1,971
| -8% | -$56.9K |
|
1824
Alkermes
ALKS
$4.45B
| $688K | ﹤0.01% |
10,689
+810
| +8% | +$52.1K |
|
1825
Designer Brands
DBI
$229M
| $685K | ﹤0.01% |
20,536
-3,374
| -14% | -$113K |
|