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 | |
|---|---|---|---|---|---|---|
|
MNDT
1851
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $586K | ﹤0.01% |
+11,981
| New | +$586K |
|
|
SEMG
1852
DELISTED
SEMGROUP CORPORATION
SEMG
| $585K | ﹤0.01% |
7,361
-592
| -7% | -$47K |
|
|
DYN
1853
DELISTED
Dynegy, Inc.
DYN
| $575K | ﹤0.01% |
19,668
-354
| -2% | -$10.3K |
|
|
CAVM
1854
DELISTED
Cavium, Inc.
CAVM
| $574K | ﹤0.01% |
8,338
-1,372
| -14% | -$94.5K |
|
1855
Teekay
TK
$719M
| $572K | ﹤0.01% |
+13,364
| New | +$572K |
|
1856
CoStar Group
CSGP
$36.3B
| $566K | ﹤0.01% |
28,140
+2,350
| +9% | +$47.3K |
|
1857
Ambarella
AMBA
$3.56B
| $565K | ﹤0.01% |
5,505
+184
| +3% | +$18.9K |
|
|
HMHC
1858
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $565K | ﹤0.01% |
22,432
+2,460
| +12% | +$62K |
|
|
WP
1859
DELISTED
Worldpay, Inc.
WP
| $563K | ﹤0.01% |
14,748
-2,183
| -13% | -$83.3K |
|
|
NUAN
1860
DELISTED
Nuance Communications, Inc.
NUAN
| $562K | ﹤0.01% |
+37,051
| New | +$562K |
|
1861
Dolby
DLB
$6.82B
| $554K | ﹤0.01% |
13,960
-1,262
| -8% | -$50.1K |
|
1862
Ultragenyx Pharmaceutical
RARE
$3.02B
| $554K | ﹤0.01% |
+5,413
| New | +$554K |
|
|
TAHO
1863
DELISTED
Tahoe Resources Inc
TAHO
| $550K | ﹤0.01% |
45,374
+21,986
| +94% | +$267K |
|
|
SFY
1864
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
| $550K | ﹤0.01% |
271,008
-1,669
| -0.6% | -$3.39K |
|
|
ANAC
1865
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $547K | ﹤0.01% |
7,065
-247
| -3% | -$19.1K |
|
1866
Euronet Worldwide
EEFT
$3.55B
| $545K | ﹤0.01% |
8,825
-449
| -5% | -$27.7K |
|
|
QLIK
1867
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
| $544K | ﹤0.01% |
15,560
-833
| -5% | -$29.1K |
|
1868
Hyatt Hotels
H
$13.6B
| $541K | ﹤0.01% |
9,545
-104,113
| -92% | -$5.9M |
|
1869
Golar LNG
GLNG
$4.29B
| $534K | ﹤0.01% |
+11,401
| New | +$534K |
|
|
RCPT
1870
DELISTED
RECEPTOS INC COM STK (DE)
RCPT
| $521K | ﹤0.01% |
2,741
-1,323
| -33% | -$251K |
|
1871
Novavax
NVAX
$1.29B
| $515K | ﹤0.01% |
2,311
+414
| +22% | +$92.3K |
|
1872
IAC Inc
IAC
$2.88B
| $508K | ﹤0.01% |
35,715
+12,365
| +53% | +$176K |
|
|
MIK
1873
DELISTED
Michaels Stores, Inc
MIK
| $502K | ﹤0.01% |
18,665
+10,174
| +120% | +$274K |
|
1874
RH
RH
$4.29B
| $492K | ﹤0.01% |
5,035
-626
| -11% | -$61.2K |
|
1875
XPO
XPO
$15.3B
| $488K | ﹤0.01% |
31,256
+11,652
| +59% | +$182K |
|