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 |
Willis Towers Watson
WTW
|
$177M |
| 3 |
Public Storage
PSA
|
$177M |
| 4 |
Signet Jewelers
SIG
|
$144M |
| 5 |
Host Hotels & Resorts
HST
|
$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 | |
|---|---|---|---|---|---|---|
|
CBL
1876
DELISTED
CBL& Associates Properties, Inc.
CBL
| $398K | ﹤0.01% |
33,448
-1,384
| -4% | -$16.5K |
|
1877
Churchill Downs
CHDN
$7.1B
| $397K | ﹤0.01% |
2,687
-62
| -2% | -$9.16K |
|
1878
SouthState
SSB
$10.2B
| $397K | ﹤0.01% |
6,176
+2,881
| +87% | +$185K |
|
|
SZMK
1879
DELISTED
SIZMEK INC COM STK (DE)
SZMK
| $389K | ﹤0.01% |
134,114
+3,650
| +3% | +$10.6K |
|
1880
HEICO Class A
HEI.A
$34.7B
| $385K | ﹤0.01% |
8,081
+116
| +1% | +$5.53K |
|
|
HMHC
1881
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $385K | ﹤0.01% |
19,315
+674
| +4% | +$13.4K |
|
1882
Veeva Systems
VEEV
$44.1B
| $383K | ﹤0.01% |
15,284
+576
| +4% | +$14.4K |
|
1883
ProQR Therapeutics
PRQR
$253M
| $382K | ﹤0.01% |
78,294
| – | – |
|
|
EDE
1884
DELISTED
Empire District Electric
EDE
| $378K | ﹤0.01% |
11,433
+1,878
| +20% | +$62.1K |
|
1885
Westlake Corp
WLK
$10.8B
| $375K | ﹤0.01% |
8,108
-218,707
| -96% | -$10.1M |
|
1886
Morningstar
MORN
$10.7B
| $371K | ﹤0.01% |
4,201
-333
| -7% | -$29.4K |
|
1887
Antero Resources
AR
$9.82B
| $370K | ﹤0.01% |
14,895
+764
| +5% | +$19K |
|
1888
MGIC Investment
MTG
$6.42B
| $362K | ﹤0.01% |
47,166
+1,544
| +3% | +$11.9K |
|
|
SYNT
1889
DELISTED
Syntel Inc
SYNT
| $359K | ﹤0.01% |
7,190
-34
| -0.5% | -$1.7K |
|
|
MORE
1890
DELISTED
Monogram Residential Trust, Inc.
MORE
| $359K | ﹤0.01% |
36,381
+932
| +3% | +$9.2K |
|
|
CHMT
1891
DELISTED
Chemtura Corporation
CHMT
| $359K | ﹤0.01% |
13,617
+385
| +3% | +$10.2K |
|
|
QLIK
1892
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
| $352K | ﹤0.01% |
12,184
-10,472
| -46% | -$303K |
|
1893
VanEck Short High Yield Muni ETF
SHYD
$345M
| $351K | ﹤0.01% |
14,000
| – | – |
|
1894
T-Mobile US
TMUS
$284B
| $347K | ﹤0.01% |
9,057
-349
| -4% | -$13.4K |
|
1895
Globus Medical
GMED
$7.95B
| $345K | ﹤0.01% |
14,539
+430
| +3% | +$10.2K |
|
1896
Generac Holdings
GNRC
$10.3B
| $344K | ﹤0.01% |
9,248
-3,404
| -27% | -$127K |
|
|
FLTX
1897
DELISTED
Fleetmatics Group PLC
FLTX
| $344K | ﹤0.01% |
8,448
+177
| +2% | +$7.21K |
|
|
SWFT
1898
DELISTED
Swift Transportation Company
SWFT
| $340K | ﹤0.01% |
18,241
+256
| +1% | +$4.77K |
|
1899
Radian Group
RDN
$4.71B
| $337K | ﹤0.01% |
27,198
+1,022
| +4% | +$12.7K |
|
|
ALR
1900
DELISTED
Alere Inc
ALR
| $337K | ﹤0.01% |
6,650
-3,192
| -32% | -$162K |
|