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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Outfront Media
OUT
$3.13B
| $507K | ﹤0.01% |
21,786
-2,421
| -10% | -$56.3K |
|
1852
Hexcel
HXL
$5.04B
| $504K | ﹤0.01% |
11,384
-9,082
| -44% | -$402K |
|
|
ALR
1853
DELISTED
Alere Inc
ALR
| $500K | ﹤0.01% |
11,574
+3,080
| +36% | +$133K |
|
1854
Anywhere Real Estate
HOUS
$705M
| $493K | ﹤0.01% |
19,047
-3,438
| -15% | -$89K |
|
|
BECN
1855
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $493K | ﹤0.01% |
11,707
+176
| +2% | +$7.41K |
|
1856
XPO
XPO
$15.4B
| $488K | ﹤0.01% |
38,502
+659
| +2% | +$8.35K |
|
|
ISBC
1857
DELISTED
Investors Bancorp, Inc.
ISBC
| $486K | ﹤0.01% |
40,461
-15,644
| -28% | -$188K |
|
1858
Ryman Hospitality Properties
RHP
$6.33B
| $484K | ﹤0.01% |
10,060
+4,247
| +73% | +$204K |
|
|
TWO
1859
Two Harbors Investment
TWO
$1.06B
| $483K | ﹤0.01% |
7,072
+1,217
| +21% | +$83.1K |
|
|
VWR
1860
DELISTED
VWR Corporation
VWR
| $480K | ﹤0.01% |
16,937
+991
| +6% | +$28.1K |
|
1861
Vanguard Mid-Cap ETF
VO
$87.8B
| $474K | ﹤0.01% |
+3,661
| New | +$474K |
|
|
CBI
1862
DELISTED
Chicago Bridge & Iron Nv
CBI
| $471K | ﹤0.01% |
16,821
+171
| +1% | +$4.79K |
|
|
GRUB
1863
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $470K | ﹤0.01% |
5,464
+61
| +1% | +$5.25K |
|
1864
MGE Energy Inc
MGEE
$3.06B
| $467K | ﹤0.01% |
8,269
-49
| -0.6% | -$2.77K |
|
1865
Sarepta Therapeutics
SRPT
$1.83B
| $467K | ﹤0.01% |
+7,606
| New | +$467K |
|
|
FCRD
1866
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
| $467K | ﹤0.01% |
49,000
-275,779
| -85% | -$2.63M |
|
|
CXP
1867
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $466K | ﹤0.01% |
20,826
+748
| +4% | +$16.7K |
|
1868
Intrepid Potash
IPI
$387M
| $457K | ﹤0.01% |
40,454
+853
| +2% | +$9.64K |
|
1869
Vanguard Real Estate ETF
VNQ
$34.6B
| $456K | ﹤0.01% |
+5,257
| New | +$456K |
|
1870
AerCap
AER
$21.7B
| $454K | ﹤0.01% |
11,786
+20
| +0.2% | +$770 |
|
1871
EPAM Systems
EPAM
$8.89B
| $452K | ﹤0.01% |
6,522
+72
| +1% | +$4.99K |
|
1872
Groupon
GRPN
$914M
| $452K | ﹤0.01% |
4,384
-244
| -5% | -$25.2K |
|
1873
Zillow
Z
$21.3B
| $451K | ﹤0.01% |
+13,026
| New | +$451K |
|
1874
Choice Hotels
CHH
$5.24B
| $449K | ﹤0.01% |
+9,969
| New | +$449K |
|
1875
First Citizens BancShares
FCNCA
$25.4B
| $439K | ﹤0.01% |
1,495
-9
| -0.6% | -$2.64K |
|