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 | |
|---|---|---|---|---|---|---|
|
PFPT
1926
DELISTED
Proofpoint, Inc.
PFPT
| $284K | ﹤0.01% |
5,282
+108
| +2% | +$5.81K |
|
1927
Chesapeake Utilities
CPK
$2.9B
| $282K | ﹤0.01% |
4,478
+61
| +1% | +$3.84K |
|
1928
Cooper-Standard Automotive
CPS
$676M
| $280K | ﹤0.01% |
3,894
+180
| +5% | +$12.9K |
|
1929
Stagwell
STGW
$1.45B
| $279K | ﹤0.01% |
+11,828
| New | +$279K |
|
|
MSGN
1930
DELISTED
MSG Networks Inc.
MSGN
| $279K | ﹤0.01% |
+16,160
| New | +$279K |
|
1931
Golar LNG
GLNG
$4.41B
| $278K | ﹤0.01% |
+15,455
| New | +$278K |
|
1932
First Citizens BancShares
FCNCA
$25.7B
| $275K | ﹤0.01% |
1,096
-399
| -27% | -$100K |
|
1933
Kearny Financial
KRNY
$423M
| $275K | ﹤0.01% |
22,291
+1,637
| +8% | +$20.2K |
|
1934
Zurn Elkay Water Solutions
ZWS
$7.56B
| $275K | ﹤0.01% |
13,619
+206
| +2% | +$4.16K |
|
|
SFLY
1935
DELISTED
Shutterfly, Inc.
SFLY
| $275K | ﹤0.01% |
5,924
-1,298
| -18% | -$60.3K |
|
1936
Verint Systems
VRNT
$1.23B
| $274K | ﹤0.01% |
8,199
+158
| +2% | +$5.28K |
|
|
NGHC
1937
DELISTED
National General Holdings Corp
NGHC
| $274K | ﹤0.01% |
12,695
+217
| +2% | +$4.68K |
|
1938
Nordic American Tanker
NAT
$659M
| $271K | ﹤0.01% |
19,267
+815
| +4% | +$11.5K |
|
1939
Steelcase
SCS
$1.92B
| $271K | ﹤0.01% |
18,131
+1,159
| +7% | +$17.3K |
|
1940
Ubiquiti
UI
$32B
| $271K | ﹤0.01% |
8,155
-32
| -0.4% | -$1.06K |
|
1941
Shenandoah Telecom
SHEN
$711M
| $270K | ﹤0.01% |
10,107
+5,018
| +99% | +$134K |
|
1942
Renasant Corp
RNST
$3.68B
| $269K | ﹤0.01% |
8,167
-1,180
| -13% | -$38.9K |
|
|
FNSR
1943
DELISTED
Finisar Corp
FNSR
| $269K | ﹤0.01% |
14,727
-4,810
| -25% | -$87.9K |
|
1944
Pilgrim's Pride
PPC
$10.6B
| $268K | ﹤0.01% |
10,561
+424
| +4% | +$10.8K |
|
|
DOOR
1945
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $265K | ﹤0.01% |
4,045
+83
| +2% | +$5.44K |
|
|
TFM
1946
DELISTED
THE FRESH MARKET, INC COM STK
TFM
| $265K | ﹤0.01% |
9,305
-893
| -9% | -$25.4K |
|
1947
Capitol Federal Financial
CFFN
$836M
| $264K | ﹤0.01% |
19,936
-10,199
| -34% | -$135K |
|
|
REXX
1948
DELISTED
Rex Energy Corporation
REXX
| $264K | ﹤0.01% |
343,256
+24,088
| +8% | +$18.5K |
|
1949
Paycom
PAYC
$12.4B
| $263K | ﹤0.01% |
7,383
-166
| -2% | -$5.91K |
|
1950
PENN Entertainment
PENN
$2.92B
| $262K | ﹤0.01% |
15,716
+4,850
| +45% | +$80.9K |
|