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 |
Signet Jewelers
SIG
|
$185M |
| 2 |
Alexandria Real Estate Equities
ARE
|
$136M |
| 3 |
Public Storage
PSA
|
$133M |
| 4 |
SBA Communications
SBAC
|
$99.5M |
| 5 |
Element Solutions
ESI
|
$83.7M |
Top Sells
| 1 |
Williams Companies
WMB
|
$220M |
| 2 |
Extra Space Storage
EXR
|
$143M |
| 3 |
Vornado Realty Trust
VNO
|
$141M |
| 4 |
Kinder Morgan
KMI
|
$136M |
| 5 |
Charles Schwab
SCHW
|
$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Empire State Realty Trust
ESRT
$1.35B
| $181K | ﹤0.01% |
10,605
-6,169
| -37% | -$105K |
|
|
PDLI
2052
DELISTED
PDL BioPharma, Inc.
PDLI
| $181K | ﹤0.01% |
28,109
-1,172
| -4% | -$7.55K |
|
|
ARI
2053
Apollo Commercial Real Estate
ARI
$1.53B
| $180K | ﹤0.01% |
+10,934
| New | +$180K |
|
|
ACHN
2054
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
| $180K | ﹤0.01% |
20,267
+670
| +3% | +$5.95K |
|
|
EXL
2055
DELISTED
EXCEL TRUST , INC COM STK
EXL
| $180K | ﹤0.01% |
+11,393
| New | +$180K |
|
|
ELGX
2056
DELISTED
Endologix Inc
ELGX
| $178K | ﹤0.01% |
1,162
-1
| -0.1% | -$153 |
|
|
UBNK
2057
DELISTED
United Financial Bancorp, Inc.
UBNK
| $177K | ﹤0.01% |
13,140
-1,017
| -7% | -$13.7K |
|
|
WIN
2058
DELISTED
Windstream Holdings Inc
WIN
| $176K | ﹤0.01% |
5,520
-100,647
| -95% | -$3.21M |
|
|
INVN
2059
DELISTED
Invensense Inc
INVN
| $176K | ﹤0.01% |
11,680
+222
| +2% | +$3.35K |
|
2060
Geron
GERN
$893M
| $175K | ﹤0.01% |
41,004
+15,598
| +61% | +$66.6K |
|
|
SAFE
2061
Safehold
SAFE
$1.17B
| $175K | ﹤0.01% |
2,702
-119
| -4% | -$7.71K |
|
2062
Gray Television
GTN
$625M
| $172K | ﹤0.01% |
10,944
-3,672
| -25% | -$57.7K |
|
|
PIR
2063
DELISTED
Pier 1 Imports, Inc.
PIR
| $172K | ﹤0.01% |
680
-83
| -11% | -$21K |
|
|
RPXC
2064
DELISTED
RPX Corporation
RPXC
| $172K | ﹤0.01% |
+10,185
| New | +$172K |
|
|
VG
2065
DELISTED
Vonage Holdings Corporation
VG
| $170K | ﹤0.01% |
34,654
+2,390
| +7% | +$11.7K |
|
|
ONIT
2066
Onity Group Inc.
ONIT
$341M
| $169K | ﹤0.01% |
1,102
+203
| +23% | +$31.1K |
|
|
ARNA
2067
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $169K | ﹤0.01% |
3,650
-241
| -6% | -$11.2K |
|
2068
SFL Corp
SFL
$1.09B
| $168K | ﹤0.01% |
10,315
-348
| -3% | -$5.67K |
|
|
TIVO
2069
DELISTED
TIVO INC
TIVO
| $167K | ﹤0.01% |
16,518
-4,781
| -22% | -$48.3K |
|
|
SAAS
2070
DELISTED
inContact, Inc.
SAAS
| $166K | ﹤0.01% |
16,806
+580
| +4% | +$5.73K |
|
|
WAIR
2071
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $164K | ﹤0.01% |
10,806
+156
| +1% | +$2.37K |
|
2072
St. Joe Company
JOE
$2.96B
| $161K | ﹤0.01% |
+10,346
| New | +$161K |
|
2073
Kearny Financial
KRNY
$415M
| $161K | ﹤0.01% |
+14,391
| New | +$161K |
|
2074
Inovio Pharmaceuticals
INO
$148M
| $160K | ﹤0.01% |
1,635
+352
| +27% | +$34.4K |
|
|
BNCL
2075
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $159K | ﹤0.01% |
+12,726
| New | +$159K |
|