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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ALX
1901
Alexander's
ALX
$1.2B
| $645K | ﹤0.01% |
1,531
+108
| +8% | +$45.5K |
|
1902
Bruker
BRKR
$4.68B
| $637K | ﹤0.01% |
22,087
-514
| -2% | -$14.8K |
|
1903
York Water
YORW
$447M
| $631K | ﹤0.01% |
18,101
+5,693
| +46% | +$198K |
|
|
ALR
1904
DELISTED
Alere Inc
ALR
| $631K | ﹤0.01% |
12,569
+1,794
| +17% | +$90.1K |
|
1905
Apple Hospitality REIT
APLE
$3.09B
| $628K | ﹤0.01% |
33,543
+4,269
| +15% | +$79.9K |
|
|
CDI
1906
DELISTED
CDI Corp.
CDI
| $615K | ﹤0.01% |
105,208
+276
| +0.3% | +$1.61K |
|
|
EQC
1907
DELISTED
Equity Commonwealth
EQC
| $606K | ﹤0.01% |
19,187
-2,227
| -10% | -$70.3K |
|
1908
Baidu
BIDU
$35.1B
| $604K | ﹤0.01% |
3,378
+2,032
| +151% | +$363K |
|
1909
GSK
GSK
$81.5B
| $602K | ﹤0.01% |
+11,166
| New | +$602K |
|
|
AIMC
1910
DELISTED
Altra Industrial Motion Corp.
AIMC
| $602K | ﹤0.01% |
15,114
+1,731
| +13% | +$68.9K |
|
|
SGBK
1911
DELISTED
Stonegate Bank
SGBK
| $600K | ﹤0.01% |
12,986
+6,122
| +89% | +$283K |
|
1912
Outfront Media
OUT
$3.05B
| $596K | ﹤0.01% |
26,169
-915
| -3% | -$20.8K |
|
1913
Gray Television
GTN
$625M
| $590K | ﹤0.01% |
43,049
+32,105
| +293% | +$440K |
|
|
MITT
1914
AG Mortgage Investment Trust
MITT
$247M
| $590K | ﹤0.01% |
+10,749
| New | +$590K |
|
1915
Gorman-Rupp
GRC
$1.14B
| $583K | ﹤0.01% |
22,891
+7,848
| +52% | +$200K |
|
1916
Essent Group
ESNT
$6.29B
| $580K | ﹤0.01% |
15,609
-48,898
| -76% | -$1.82M |
|
|
TLP
1917
DELISTED
Transmontaigne
TLP
| $576K | ﹤0.01% |
+13,708
| New | +$576K |
|
1918
James Hardie Industries plc
JHX
$11.7B
| $575K | ﹤0.01% |
+36,434
| New | +$575K |
|
|
SUM
1919
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $575K | ﹤0.01% |
20,535
-1,500
| -7% | -$42K |
|
1920
Spectrum Brands
SPB
$1.38B
| $572K | ﹤0.01% |
4,575
-273
| -6% | -$34.1K |
|
1921
Theravance Biopharma
TBPH
$703M
| $571K | ﹤0.01% |
14,329
+2,931
| +26% | +$117K |
|
1922
Ryman Hospitality Properties
RHP
$6.35B
| $564K | ﹤0.01% |
8,812
+2,642
| +43% | +$169K |
|
1923
Credit Acceptance
CACC
$5.87B
| $560K | ﹤0.01% |
2,177
+674
| +45% | +$173K |
|
1924
Diageo
DEO
$61.3B
| $558K | ﹤0.01% |
+4,661
| New | +$558K |
|
|
TWOU
1925
DELISTED
2U, Inc.
TWOU
| $556K | ﹤0.01% |
395
+220
| +126% | +$310K |
|