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 | |
|---|---|---|---|---|---|---|
|
SIX
1951
DELISTED
Six Flags Entertainment Corp.
SIX
| $298K | ﹤0.01% |
5,567
-24,869
| -82% | -$1.33M |
|
|
AGR
1952
DELISTED
Avangrid, Inc.
AGR
| $296K | ﹤0.01% |
+7,084
| New | +$296K |
|
1953
Hyatt Hotels
H
$13.6B
| $295K | ﹤0.01% |
+5,988
| New | +$295K |
|
1954
Puma Biotechnology
PBYI
$229M
| $295K | ﹤0.01% |
+4,395
| New | +$295K |
|
1955
Canadian Pacific Kansas City
CP
$68.2B
| $291K | ﹤0.01% |
+9,540
| New | +$291K |
|
|
MSGN
1956
DELISTED
MSG Networks Inc.
MSGN
| $289K | ﹤0.01% |
+15,503
| New | +$289K |
|
|
CHMT
1957
DELISTED
Chemtura Corporation
CHMT
| $284K | ﹤0.01% |
8,666
+148
| +2% | +$4.85K |
|
1958
LendingClub
LC
$1.89B
| $275K | ﹤0.01% |
8,915
+3,745
| +72% | +$116K |
|
1959
Matador Resources
MTDR
$6.01B
| $273K | ﹤0.01% |
11,232
+125
| +1% | +$3.04K |
|
|
ALDR
1960
DELISTED
Alder Biopharmaceuticals, Inc.
ALDR
| $273K | ﹤0.01% |
8,336
+92
| +1% | +$3.01K |
|
|
VGR
1961
DELISTED
Vector Group Ltd.
VGR
| $272K | ﹤0.01% |
20,589
+338
| +2% | +$4.47K |
|
|
EVER
1962
DELISTED
Everbank Financial Corp
EVER
| $271K | ﹤0.01% |
14,003
-5,854
| -29% | -$113K |
|
|
MEG
1963
DELISTED
Media General, Inc
MEG
| $271K | ﹤0.01% |
14,730
+153
| +1% | +$2.82K |
|
1964
Universal Technical Institute
UTI
$1.48B
| $270K | ﹤0.01% |
151,482
+2,441
| +2% | +$4.35K |
|
1965
Forum Energy Technologies
FET
$321M
| $267K | ﹤0.01% |
+673
| New | +$267K |
|
1966
Pilgrim's Pride
PPC
$10.1B
| $267K | ﹤0.01% |
12,658
-681
| -5% | -$14.4K |
|
|
ALX
1967
Alexander's
ALX
$1.21B
| $266K | ﹤0.01% |
+635
| New | +$266K |
|
|
MDR
1968
DELISTED
McDermott International
MDR
| $265K | ﹤0.01% |
17,607
-435
| -2% | -$6.55K |
|
1969
US Foods
USFD
$17.6B
| $264K | ﹤0.01% |
+11,197
| New | +$264K |
|
1970
Globant
GLOB
$2.57B
| $263K | ﹤0.01% |
+6,238
| New | +$263K |
|
1971
Steelcase
SCS
$1.93B
| $263K | ﹤0.01% |
18,958
+7,443
| +65% | +$103K |
|
1972
Penumbra
PEN
$10.9B
| $262K | ﹤0.01% |
3,446
-1,186
| -26% | -$90.2K |
|
|
AVG
1973
DELISTED
AVG Technologies N.V.
AVG
| $261K | ﹤0.01% |
10,435
-293
| -3% | -$7.33K |
|
|
VIA
1974
DELISTED
Viacom Inc. Class A
VIA
| $260K | ﹤0.01% |
6,065
+366
| +6% | +$15.7K |
|
1975
KT
KT
$9.52B
| $259K | ﹤0.01% |
16,108
-105,861
| -87% | -$1.7M |
|