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 | |
|---|---|---|---|---|---|---|
1876
Ormat Technologies
ORA
$5.52B
| $438K | ﹤0.01% |
9,043
+548
| +6% | +$26.5K |
|
1877
Fresh Del Monte Produce
FDP
$1.68B
| $437K | ﹤0.01% |
7,292
+127
| +2% | +$7.61K |
|
|
ARIA
1878
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $430K | ﹤0.01% |
31,417
+330
| +1% | +$4.52K |
|
|
VMW
1879
DELISTED
VMware, Inc
VMW
| $427K | ﹤0.01% |
5,819
+47
| +0.8% | +$3.45K |
|
|
VOXX
1880
DELISTED
VOXX International Corporation Class A
VOXX
| $426K | ﹤0.01% |
142,588
+2,358
| +2% | +$7.05K |
|
1881
Brookdale Senior Living
BKD
$1.92B
| $422K | ﹤0.01% |
24,184
-4,112
| -15% | -$71.8K |
|
1882
Copa Holdings
CPA
$4.73B
| $421K | ﹤0.01% |
4,789
-278,651
| -98% | -$24.5M |
|
1883
HEICO
HEI
$44.7B
| $418K | ﹤0.01% |
14,734
+413
| +3% | +$11.7K |
|
|
HPP
1884
Hudson Pacific Properties
HPP
$1.12B
| $418K | ﹤0.01% |
12,720
+2,231
| +21% | +$73.3K |
|
|
BLOX
1885
DELISTED
Infoblox Inc
BLOX
| $414K | ﹤0.01% |
15,682
+3,344
| +27% | +$88.3K |
|
|
PFPT
1886
DELISTED
Proofpoint, Inc.
PFPT
| $413K | ﹤0.01% |
5,523
+62
| +1% | +$4.64K |
|
|
USG
1887
DELISTED
Usg
USG
| $413K | ﹤0.01% |
15,972
+637
| +4% | +$16.5K |
|
1888
U-Haul Holding Co
UHAL
$11B
| $412K | ﹤0.01% |
12,700
-1,460
| -10% | -$47.4K |
|
1889
PBF Energy
PBF
$3.45B
| $410K | ﹤0.01% |
18,130
+795
| +5% | +$18K |
|
1890
Bloomin' Brands
BLMN
$580M
| $405K | ﹤0.01% |
23,504
+436
| +2% | +$7.51K |
|
1891
Hecla Mining
HL
$7.16B
| $399K | ﹤0.01% |
69,994
+730
| +1% | +$4.16K |
|
1892
Radian Group
RDN
$4.72B
| $397K | ﹤0.01% |
29,282
+501
| +2% | +$6.79K |
|
|
PGRE
1893
Paramount Group
PGRE
$1.6B
| $395K | ﹤0.01% |
24,126
-3,291
| -12% | -$53.9K |
|
1894
Chord Energy
CHRD
$5.93B
| $394K | ﹤0.01% |
34,345
| – | – |
|
|
KITE
1895
DELISTED
Kite Pharma, Inc.
KITE
| $390K | ﹤0.01% |
6,973
+78
| +1% | +$4.36K |
|
|
JUNO
1896
DELISTED
Juno Therapeutics, Inc.
JUNO
| $385K | ﹤0.01% |
12,816
-31
| -0.2% | -$931 |
|
1897
Thomson Reuters
TRI
$78B
| $382K | ﹤0.01% |
8,071
-3,649
| -31% | -$173K |
|
1898
Grand Canyon Education
LOPE
$5.71B
| $381K | ﹤0.01% |
9,422
+189
| +2% | +$7.64K |
|
|
GCP
1899
DELISTED
GCP Applied Technologies Inc.
GCP
| $381K | ﹤0.01% |
13,451
-341
| -2% | -$9.66K |
|
1900
Credit Acceptance
CACC
$5.87B
| $380K | ﹤0.01% |
1,889
+103
| +6% | +$20.7K |
|