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 | |
|---|---|---|---|---|---|---|
|
HTZ
1901
DELISTED
Hertz Global Holdings, Inc.
HTZ
| $380K | ﹤0.01% |
+10,893
| New | +$380K |
|
|
ESGR
1902
DELISTED
Enstar Group
ESGR
| $374K | ﹤0.01% |
2,276
+756
| +50% | +$124K |
|
1903
Coeur Mining
CDE
$9.36B
| $373K | ﹤0.01% |
31,563
-668
| -2% | -$7.89K |
|
1904
Prothena Corp
PRTA
$457M
| $371K | ﹤0.01% |
6,181
+69
| +1% | +$4.14K |
|
1905
Ironwood Pharmaceuticals
IRWD
$184M
| $366K | ﹤0.01% |
27,492
+306
| +1% | +$4.07K |
|
1906
Premier
PINC
$2.24B
| $366K | ﹤0.01% |
11,332
+561
| +5% | +$18.1K |
|
|
SEMG
1907
DELISTED
SEMGROUP CORPORATION
SEMG
| $366K | ﹤0.01% |
10,337
+1,095
| +12% | +$38.8K |
|
|
SIR
1908
DELISTED
SELECT INCOME REIT
SIR
| $363K | ﹤0.01% |
30,715
+680
| +2% | +$8.04K |
|
1909
Morningstar
MORN
$10.9B
| $362K | ﹤0.01% |
4,563
-347
| -7% | -$27.5K |
|
1910
Zillow
ZG
$21B
| $362K | ﹤0.01% |
+10,501
| New | +$362K |
|
1911
AMC Entertainment Holdings
AMC
$1.45B
| $361K | ﹤0.01% |
1,161
-1,856
| -62% | -$577K |
|
1912
Waste Connections
WCN
$45.9B
| $359K | ﹤0.01% |
7,208
-384
| -5% | -$19.1K |
|
|
NXTM
1913
DELISTED
NxStage Medical Inc.
NXTM
| $351K | ﹤0.01% |
14,037
+156
| +1% | +$3.9K |
|
1914
RLJ Lodging Trust
RLJ
$1.16B
| $349K | ﹤0.01% |
16,582
+284
| +2% | +$5.98K |
|
1915
Zurn Elkay Water Solutions
ZWS
$7.82B
| $347K | ﹤0.01% |
33,637
+10,618
| +46% | +$110K |
|
1916
Globus Medical
GMED
$8.04B
| $346K | ﹤0.01% |
15,331
+598
| +4% | +$13.5K |
|
|
WMGI
1917
DELISTED
Wright Medical Group Inc
WMGI
| $344K | ﹤0.01% |
14,027
-5,257
| -27% | -$129K |
|
|
EDE
1918
DELISTED
Empire District Electric
EDE
| $342K | ﹤0.01% |
10,020
+4,121
| +70% | +$141K |
|
1919
Pricesmart
PSMT
$3.44B
| $339K | ﹤0.01% |
4,043
+1,364
| +51% | +$114K |
|
|
BUFF
1920
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
| $339K | ﹤0.01% |
14,286
-44
| -0.3% | -$1.04K |
|
|
TRCO
1921
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $338K | ﹤0.01% |
+9,247
| New | +$338K |
|
|
ZEN
1922
DELISTED
ZENDESK INC
ZEN
| $337K | ﹤0.01% |
10,982
+122
| +1% | +$3.74K |
|
|
RP
1923
DELISTED
RealPage, Inc.
RP
| $337K | ﹤0.01% |
13,111
+494
| +4% | +$12.7K |
|
1924
Vital Energy
VTLE
$609M
| $334K | ﹤0.01% |
+1,295
| New | +$334K |
|
|
ZNGA
1925
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $334K | ﹤0.01% |
114,825
+883
| +0.8% | +$2.57K |
|