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 |
S&P Global
SPGI
|
+$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
+$163M |
| 3 |
Entergy
ETR
|
+$126M |
| 4 |
Murphy Oil
MUR
|
+$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$325M |
| 2 |
Becton Dickinson
BDX
|
+$158M |
| 3 |
Crown Castle
CCI
|
+$148M |
| 4 |
TJX Companies
TJX
|
+$136M |
| 5 |
Public Service Enterprise Group
PEG
|
+$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GLF
1826
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $568K | ﹤0.01% |
181,480
+4,718
| +3% | +$14.8K |
|
|
PDM
1827
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $560K | ﹤0.01% |
26,017
-4,228
| -14% | -$91K |
|
1828
Bright Horizons
BFAM
$6.62B
| $556K | ﹤0.01% |
8,392
+849
| +11% | +$56.2K |
|
1829
HEICO Class A
HEI.A
$34.8B
| $554K | ﹤0.01% |
20,154
+4,371
| +28% | +$120K |
|
1830
National Health Investors
NHI
$3.73B
| $552K | ﹤0.01% |
7,354
-1,262
| -15% | -$94.7K |
|
1831
VanEck High Yield Muni ETF
HYD
$3.35B
| $549K | ﹤0.01% |
8,500
| – | – |
|
1832
Thomson Reuters
TRI
$79.2B
| $541K | ﹤0.01% |
11,720
+4,663
| +66% | +$215K |
|
1833
ASE Group
ASX
$24.3B
| $540K | ﹤0.01% |
96,697
| – | – |
|
1834
Popular Inc
BPOP
$8.39B
| $539K | ﹤0.01% |
18,404
-252,812
| -93% | -$7.4M |
|
|
ELLI
1835
DELISTED
Ellie Mae Inc
ELLI
| $537K | ﹤0.01% |
5,864
-191
| -3% | -$17.5K |
|
1836
Air Lease Corp
AL
$7.12B
| $536K | ﹤0.01% |
19,997
+305
| +2% | +$8.18K |
|
|
BCS.PRA.CL
1837
DELISTED
Barclays Bank Plc Series 3
BCS.PRA.CL
| $536K | ﹤0.01% |
20,808
-78,592
| -79% | -$2.02M |
|
1838
Empire State Realty Trust
ESRT
$1.32B
| $531K | ﹤0.01% |
27,976
+383
| +1% | +$7.27K |
|
|
CIM
1839
Chimera Investment
CIM
$1.18B
| $530K | ﹤0.01% |
11,248
+956
| +9% | +$45K |
|
1840
U-Haul Holding Co
UHAL
$10.9B
| $530K | ﹤0.01% |
14,160
-2,730
| -16% | -$102K |
|
1841
Harte-Hanks
HHS
$26M
| $529K | ﹤0.01% |
33,300
+1,000
| +3% | +$15.9K |
|
1842
Apple Hospitality REIT
APLE
$2.99B
| $525K | ﹤0.01% |
27,935
-6,258
| -18% | -$118K |
|
|
S
1843
DELISTED
Sprint Corporation
S
| $525K | ﹤0.01% |
115,818
-12,938
| -10% | -$58.6K |
|
|
BECN
1844
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $524K | ﹤0.01% |
11,531
+940
| +9% | +$42.7K |
|
|
RDUS
1845
DELISTED
Radius Recycling
RDUS
| $520K | ﹤0.01% |
29,532
+1,980
| +7% | +$34.9K |
|
1846
Bankunited
BKU
$2.89B
| $514K | ﹤0.01% |
16,736
+1,033
| +7% | +$31.7K |
|
|
ELME
1847
Elme Communities
ELME
$1.52B
| $513K | ﹤0.01% |
16,321
+1,904
| +13% | +$59.8K |
|
|
TEN
1848
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $511K | ﹤0.01% |
10,970
-555
| -5% | -$25.9K |
|
|
CPN
1849
DELISTED
Calpine Corporation
CPN
| $500K | ﹤0.01% |
33,925
-10,424
| -24% | -$154K |
|
|
JUNO
1850
DELISTED
Juno Therapeutics, Inc.
JUNO
| $494K | ﹤0.01% |
+12,847
| New | +$494K |
|