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 | |
|---|---|---|---|---|---|---|
1876
Generac Holdings
GNRC
$10.8B
| $484K | ﹤0.01% |
12,180
-765
| -6% | -$30.4K |
|
|
ZAYO
1877
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $481K | ﹤0.01% |
+18,702
| New | +$481K |
|
|
INFN
1878
DELISTED
Infinera Corporation Common Stock
INFN
| $478K | ﹤0.01% |
22,774
+1,015
| +5% | +$21.3K |
|
1879
Cimpress
CMPR
$1.55B
| $470K | ﹤0.01% |
5,581
-446
| -7% | -$37.6K |
|
1880
Acadia Pharmaceuticals
ACAD
$4.28B
| $464K | ﹤0.01% |
11,072
-496
| -4% | -$20.8K |
|
|
MBLY
1881
DELISTED
Mobileye N.V.
MBLY
| $462K | ﹤0.01% |
+8,693
| New | +$462K |
|
1882
Bloomin' Brands
BLMN
$589M
| $459K | ﹤0.01% |
21,494
+7,349
| +52% | +$157K |
|
1883
BOK Financial
BOKF
$7.18B
| $455K | ﹤0.01% |
+6,535
| New | +$455K |
|
1884
Morningstar
MORN
$10.9B
| $453K | ﹤0.01% |
5,698
+157
| +3% | +$12.5K |
|
1885
Pacira BioSciences
PCRX
$1.2B
| $444K | ﹤0.01% |
6,277
-331
| -5% | -$23.4K |
|
|
GRUB
1886
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $436K | ﹤0.01% |
+6,395
| New | +$436K |
|
1887
Vital Energy
VTLE
$609M
| $433K | ﹤0.01% |
1,722
-48,026
| -97% | -$12.1M |
|
1888
Premier
PINC
$2.24B
| $431K | ﹤0.01% |
11,205
+1,947
| +21% | +$74.9K |
|
1889
Zurn Elkay Water Solutions
ZWS
$7.82B
| $430K | ﹤0.01% |
37,308
+7,978
| +27% | +$92K |
|
1890
Asbury Automotive
ABG
$5B
| $428K | ﹤0.01% |
4,724
-893
| -16% | -$80.9K |
|
1891
National Health Investors
NHI
$3.73B
| $428K | ﹤0.01% |
6,875
+12
| +0.2% | +$747 |
|
|
CTLT
1892
DELISTED
CATALENT, INC.
CTLT
| $423K | ﹤0.01% |
14,419
+5,047
| +54% | +$148K |
|
1893
IMAX
IMAX
$1.67B
| $422K | ﹤0.01% |
+10,471
| New | +$422K |
|
1894
Arista Networks
ANET
$178B
| $415K | ﹤0.01% |
+81,264
| New | +$415K |
|
1895
Pilgrim's Pride
PPC
$10.6B
| $415K | ﹤0.01% |
18,084
-1,269
| -7% | -$29.1K |
|
1896
Halozyme
HALO
$8.9B
| $413K | ﹤0.01% |
18,286
+1,296
| +8% | +$29.3K |
|
1897
Myriad Genetics
MYGN
$643M
| $407K | ﹤0.01% |
11,974
-6,204
| -34% | -$211K |
|
|
PPO
1898
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
| $406K | ﹤0.01% |
6,786
-373
| -5% | -$22.3K |
|
1899
Ryman Hospitality Properties
RHP
$6.23B
| $405K | ﹤0.01% |
7,632
+674
| +10% | +$35.8K |
|
|
DFT
1900
DELISTED
DuPont Fabros Technology Inc.
DFT
| $405K | ﹤0.01% |
13,749
+678
| +5% | +$20K |
|