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 | |
|---|---|---|---|---|---|---|
1901
Credit Acceptance
CACC
$5.78B
| $335K | ﹤0.01% |
1,845
+76
| +4% | +$13.8K |
|
1902
Brookdale Senior Living
BKD
$1.83B
| $333K | ﹤0.01% |
20,945
-41
| -0.2% | -$652 |
|
1903
Acadia Healthcare
ACHC
$2.12B
| $332K | ﹤0.01% |
6,022
+1,030
| +21% | +$56.8K |
|
1904
Ormat Technologies
ORA
$5.56B
| $331K | ﹤0.01% |
8,019
-101
| -1% | -$4.17K |
|
|
GCP
1905
DELISTED
GCP Applied Technologies Inc.
GCP
| $327K | ﹤0.01% |
+16,382
| New | +$327K |
|
1906
Thomson Reuters
TRI
$80B
| $326K | ﹤0.01% |
8,063
-3,146
| -28% | -$127K |
|
|
SIR
1907
DELISTED
SELECT INCOME REIT
SIR
| $325K | ﹤0.01% |
14,100
+531
| +4% | +$12.2K |
|
1908
Premier
PINC
$2.14B
| $324K | ﹤0.01% |
9,717
+251
| +3% | +$8.37K |
|
|
AGR
1909
DELISTED
Avangrid, Inc.
AGR
| $324K | ﹤0.01% |
+8,080
| New | +$324K |
|
1910
Invesco Mortgage Capital
IVR
$515M
| $316K | ﹤0.01% |
25,931
+9,077
| +54% | +$111K |
|
1911
Smith & Wesson
SWBI
$362M
| $315K | ﹤0.01% |
11,817
-103
| -0.9% | -$2.75K |
|
|
PE
1912
DELISTED
PARSLEY ENERGY INC
PE
| $315K | ﹤0.01% |
13,924
+1,543
| +12% | +$34.9K |
|
1913
Ambarella
AMBA
$3.5B
| $308K | ﹤0.01% |
6,896
+2,789
| +68% | +$125K |
|
|
TAHO
1914
DELISTED
Tahoe Resources Inc
TAHO
| $308K | ﹤0.01% |
30,747
+7,383
| +32% | +$74K |
|
|
SGY
1915
DELISTED
Stone Energy
SGY
| $308K | ﹤0.01% |
389,334
+3,322
| +0.9% | +$2.63K |
|
|
VWR
1916
DELISTED
VWR Corporation
VWR
| $307K | ﹤0.01% |
+11,344
| New | +$307K |
|
1917
Nexstar Media Group
NXST
$6.2B
| $302K | ﹤0.01% |
6,811
+344
| +5% | +$15.3K |
|
|
STAY
1918
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $302K | ﹤0.01% |
18,500
+207
| +1% | +$3.38K |
|
1919
Ryman Hospitality Properties
RHP
$6.22B
| $299K | ﹤0.01% |
5,808
+79
| +1% | +$4.07K |
|
1920
Hyatt Hotels
H
$13.8B
| $297K | ﹤0.01% |
5,994
-658
| -10% | -$32.6K |
|
1921
Precigen
PGEN
$1.42B
| $296K | ﹤0.01% |
8,723
+53
| +0.6% | +$1.8K |
|
1922
XPO
XPO
$15.3B
| $296K | ﹤0.01% |
9,635
+208
| +2% | +$6.39K |
|
|
WLL
1923
DELISTED
Whiting Petroleum Corporation
WLL
| $291K | ﹤0.01% |
36,418
-9
| -0% | -$72 |
|
1924
Kennedy-Wilson Holdings
KW
$1.21B
| $287K | ﹤0.01% |
13,083
+455
| +4% | +$9.98K |
|
|
INFN
1925
DELISTED
Infinera Corporation Common Stock
INFN
| $286K | ﹤0.01% |
17,813
+363
| +2% | +$5.83K |
|