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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Public Storage
PSA
|
$177M |
| 3 |
Signet Jewelers
SIG
|
$144M |
| 4 |
Host Hotels & Resorts
HST
|
$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DFT
1851
DELISTED
DuPont Fabros Technology Inc.
DFT
| $451K | ﹤0.01% |
11,137
-3,461
| -24% | -$140K |
|
|
S
1852
DELISTED
Sprint Corporation
S
| $448K | ﹤0.01% |
128,756
+20,717
| +19% | +$72.1K |
|
1853
Civitas Resources
CIVI
$3.29B
| $444K | ﹤0.01% |
2,503
+96
| +4% | +$17K |
|
|
TRCO
1854
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $444K | ﹤0.01% |
11,586
-442
| -4% | -$16.9K |
|
|
DATA
1855
DELISTED
Tableau Software, Inc.
DATA
| $443K | ﹤0.01% |
9,666
-12,341
| -56% | -$566K |
|
1856
Intrepid Potash
IPI
$390M
| $441K | ﹤0.01% |
39,781
+1,676
| +4% | +$18.6K |
|
1857
Southern Copper
SCCO
$81.9B
| $441K | ﹤0.01% |
+16,737
| New | +$441K |
|
1858
Coty
COTY
$3.82B
| $440K | ﹤0.01% |
15,817
-198
| -1% | -$5.51K |
|
|
VMW
1859
DELISTED
VMware, Inc
VMW
| $440K | ﹤0.01% |
8,408
| – | – |
|
1860
DigitalBridge
DBRG
$2.05B
| $438K | ﹤0.01% |
9,652
+392
| +4% | +$17.8K |
|
|
BECN
1861
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $434K | ﹤0.01% |
10,591
-87
| -0.8% | -$3.57K |
|
1862
MGE Energy Inc
MGEE
$3.11B
| $427K | ﹤0.01% |
8,166
+3,421
| +72% | +$179K |
|
1863
Bloomin' Brands
BLMN
$613M
| $426K | ﹤0.01% |
25,236
+884
| +4% | +$14.9K |
|
|
ELME
1864
Elme Communities
ELME
$1.51B
| $421K | ﹤0.01% |
14,417
+627
| +5% | +$18.3K |
|
1865
Grand Canyon Education
LOPE
$5.76B
| $421K | ﹤0.01% |
9,844
+3,668
| +59% | +$157K |
|
|
CPHD
1866
DELISTED
Cepheid Inc
CPHD
| $421K | ﹤0.01% |
12,617
+204
| +2% | +$6.81K |
|
|
CIM
1867
Chimera Investment
CIM
$1.19B
| $420K | ﹤0.01% |
10,292
-2,385
| -19% | -$97.3K |
|
1868
RLJ Lodging Trust
RLJ
$1.17B
| $420K | ﹤0.01% |
18,349
-8,975
| -33% | -$205K |
|
|
WBT
1869
DELISTED
Welbilt, Inc.
WBT
| $420K | ﹤0.01% |
+28,463
| New | +$420K |
|
1870
Acadia Pharmaceuticals
ACAD
$4.3B
| $415K | ﹤0.01% |
14,843
+1,137
| +8% | +$31.8K |
|
1871
ICICI Bank
IBN
$114B
| $415K | ﹤0.01% |
63,771
-4,161
| -6% | -$27.1K |
|
1872
Herc Holdings
HRI
$4.29B
| $412K | ﹤0.01% |
13,044
-12,494
| -49% | -$395K |
|
1873
Check Point Software Technologies
CHKP
$20.5B
| $403K | ﹤0.01% |
+4,607
| New | +$403K |
|
|
HAWK
1874
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
| $403K | ﹤0.01% |
11,736
+618
| +6% | +$21.2K |
|
1875
LPL Financial
LPLA
$28.8B
| $401K | ﹤0.01% |
16,188
-2,619,081
| -99% | -$64.9M |
|