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 | |
|---|---|---|---|---|---|---|
|
VGR
1951
DELISTED
Vector Group Ltd.
VGR
| $262K | ﹤0.01% |
11,487
+234
| +2% | +$5.34K |
|
|
RP
1952
DELISTED
RealPage, Inc.
RP
| $262K | ﹤0.01% |
+12,558
| New | +$262K |
|
|
ABCO
1953
DELISTED
Advisory Board Co/The
ABCO
| $262K | ﹤0.01% |
8,131
+2,563
| +46% | +$82.6K |
|
|
KITE
1954
DELISTED
Kite Pharma, Inc.
KITE
| $262K | ﹤0.01% |
5,699
+720
| +14% | +$33.1K |
|
1955
Flex
FLEX
$20.1B
| $259K | ﹤0.01% |
21,509
-741
| -3% | -$8.92K |
|
|
SDRL
1956
DELISTED
Seadrill Limited Common Stock
SDRL
| $259K | ﹤0.01% |
78,599
-1,845
| -2% | -$6.08K |
|
1957
Pacira BioSciences
PCRX
$1.22B
| $258K | ﹤0.01% |
4,867
-1,417
| -23% | -$75.1K |
|
1958
Chord Energy
CHRD
$6.39B
| $255K | ﹤0.01% |
35,013
+15,959
| +84% | +$116K |
|
|
LXFT
1959
DELISTED
Luxoft Holding, Inc.
LXFT
| $254K | ﹤0.01% |
4,615
-169,745
| -97% | -$9.34M |
|
|
ZNGA
1960
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $253K | ﹤0.01% |
111,149
-1,457
| -1% | -$3.32K |
|
|
GRUB
1961
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $253K | ﹤0.01% |
10,071
+206
| +2% | +$5.18K |
|
1962
CNA Financial
CNA
$13.3B
| $252K | ﹤0.01% |
7,846
+532
| +7% | +$17.1K |
|
1963
IMAX
IMAX
$1.58B
| $252K | ﹤0.01% |
8,090
+165
| +2% | +$5.14K |
|
1964
Insulet
PODD
$24.3B
| $252K | ﹤0.01% |
7,602
+155
| +2% | +$5.14K |
|
|
ANAT
1965
DELISTED
American National Group, Inc. Common Stock
ANAT
| $252K | ﹤0.01% |
2,178
+110
| +5% | +$12.7K |
|
1966
Cavco Industries
CVCO
$4.15B
| $250K | ﹤0.01% |
+2,671
| New | +$250K |
|
|
ALX
1967
Alexander's
ALX
$1.17B
| $248K | ﹤0.01% |
+653
| New | +$248K |
|
|
XHR
1968
Xenia Hotels & Resorts
XHR
$1.36B
| $248K | ﹤0.01% |
15,903
+620
| +4% | +$9.67K |
|
1969
HEICO
HEI
$44B
| $247K | ﹤0.01% |
4,102
-104
| -2% | -$6.26K |
|
1970
Rexford Industrial Realty
REXR
$9.53B
| $247K | ﹤0.01% |
13,594
-634
| -4% | -$11.5K |
|
1971
Prothena Corp
PRTA
$445M
| $245K | ﹤0.01% |
5,944
+543
| +10% | +$22.4K |
|
|
DYN
1972
DELISTED
Dynegy, Inc.
DYN
| $245K | ﹤0.01% |
17,071
-452
| -3% | -$6.49K |
|
1973
Ironwood Pharmaceuticals
IRWD
$213M
| $243K | ﹤0.01% |
22,199
+452
| +2% | +$4.95K |
|
1974
Novavax
NVAX
$1.23B
| $243K | ﹤0.01% |
47,115
+713
| +2% | +$3.68K |
|
1975
Terreno Realty
TRNO
$5.78B
| $242K | ﹤0.01% |
10,325
-193
| -2% | -$4.52K |
|