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 | |
|---|---|---|---|---|---|---|
1826
PBF Energy
PBF
$3.22B
| $685K | ﹤0.01% |
24,092
-196,445
| -89% | -$5.59M |
|
1827
Bruker
BRKR
$4.69B
| $675K | ﹤0.01% |
33,066
+18,088
| +121% | +$369K |
|
1828
Antero Resources
AR
$10.2B
| $670K | ﹤0.01% |
+19,521
| New | +$670K |
|
|
SAVE
1829
DELISTED
Spirit Airlines, Inc.
SAVE
| $667K | ﹤0.01% |
10,745
-6,539
| -38% | -$406K |
|
|
DYAX
1830
DELISTED
DYAX CORPORATION
DYAX
| $666K | ﹤0.01% |
25,115
+3,213
| +15% | +$85.2K |
|
|
ATHN
1831
DELISTED
Athenahealth, Inc.
ATHN
| $665K | ﹤0.01% |
+5,805
| New | +$665K |
|
|
CAS
1832
DELISTED
A M Castle & Co
CAS
| $661K | ﹤0.01% |
107,180
-842
| -0.8% | -$5.19K |
|
1833
Verint Systems
VRNT
$1.23B
| $653K | ﹤0.01% |
21,100
-691
| -3% | -$21.4K |
|
|
LNCO
1834
DELISTED
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
| $640K | ﹤0.01% |
67,719
+35,863
| +113% | +$339K |
|
1835
Herc Holdings
HRI
$4.51B
| $639K | ﹤0.01% |
11,752
-164
| -1% | -$8.92K |
|
|
SC
1836
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $639K | ﹤0.01% |
24,996
-2,646
| -10% | -$67.6K |
|
|
EVHC
1837
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $637K | ﹤0.01% |
+5,386
| New | +$637K |
|
|
GRA
1838
DELISTED
W.R. Grace & Co.
GRA
| $634K | ﹤0.01% |
6,320
+1,069
| +20% | +$107K |
|
1839
lululemon athletica
LULU
$19.6B
| $633K | ﹤0.01% |
+9,690
| New | +$633K |
|
1840
Guidewire Software
GWRE
$21.3B
| $632K | ﹤0.01% |
11,937
-503
| -4% | -$26.6K |
|
1841
CommScope
COMM
$3.66B
| $626K | ﹤0.01% |
+20,531
| New | +$626K |
|
1842
Credit Acceptance
CACC
$5.8B
| $623K | ﹤0.01% |
2,530
+1,297
| +105% | +$319K |
|
1843
Aramark
ARMK
$9.99B
| $617K | ﹤0.01% |
+27,595
| New | +$617K |
|
1844
Lazard
LAZ
$5.22B
| $616K | ﹤0.01% |
10,945
-45,778
| -81% | -$2.58M |
|
|
TEN
1845
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $611K | ﹤0.01% |
10,635
-417
| -4% | -$24K |
|
1846
Diamondback Energy
FANG
$40.2B
| $602K | ﹤0.01% |
7,983
+1,226
| +18% | +$92.5K |
|
1847
Ionis Pharmaceuticals
IONS
$10.1B
| $598K | ﹤0.01% |
10,398
-11,393
| -52% | -$655K |
|
1848
EPAM Systems
EPAM
$8.71B
| $593K | ﹤0.01% |
8,320
+1,891
| +29% | +$135K |
|
1849
Erie Indemnity
ERIE
$17.3B
| $593K | ﹤0.01% |
7,227
+476
| +7% | +$39.1K |
|
1850
Veeva Systems
VEEV
$44.9B
| $593K | ﹤0.01% |
21,145
+9,835
| +87% | +$276K |
|