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 | |
|---|---|---|---|---|---|---|
|
HRG
2051
DELISTED
HRG Group, Inc.
HRG
| $149K | ﹤0.01% |
10,726
+240
| +2% | +$3.33K |
|
|
PMT
2052
PennyMac Mortgage Investment
PMT
$1.07B
| $145K | ﹤0.01% |
10,601
-3,890
| -27% | -$53.2K |
|
2053
Hecla Mining
HL
$5.7B
| $144K | ﹤0.01% |
51,772
+698
| +1% | +$1.94K |
|
2054
Innoviva
INVA
$1.29B
| $144K | ﹤0.01% |
11,451
-3,159
| -22% | -$39.7K |
|
2055
SiriusPoint
SPNT
$2.19B
| $134K | ﹤0.01% |
11,819
+294
| +3% | +$3.33K |
|
2056
Teekay
TK
$699M
| $132K | ﹤0.01% |
15,215
+2,678
| +21% | +$23.2K |
|
|
IMGN
2057
DELISTED
Immunogen Inc
IMGN
| $129K | ﹤0.01% |
15,101
+138
| +0.9% | +$1.18K |
|
|
CSR
2058
Centerspace
CSR
$997M
| $125K | ﹤0.01% |
17,239
-12,316
| -42% | -$89.3K |
|
|
SNR
2059
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $125K | ﹤0.01% |
12,097
+179
| +2% | +$1.85K |
|
|
RPXC
2060
DELISTED
RPX Corporation
RPXC
| $124K | ﹤0.01% |
10,982
-2,299
| -17% | -$26K |
|
|
TIVO
2061
DELISTED
TIVO INC
TIVO
| $124K | ﹤0.01% |
13,078
+310
| +2% | +$2.94K |
|
|
BHR
2062
Braemar Hotels & Resorts
BHR
$188M
| $123K | ﹤0.01% |
10,574
| – | – |
|
2063
TherapeuticsMD
TXMD
$12.8M
| $123K | ﹤0.01% |
19,271
-2,666
| -12% | -$17K |
|
|
INVN
2064
DELISTED
Invensense Inc
INVN
| $123K | ﹤0.01% |
14,635
-3,638
| -20% | -$30.6K |
|
|
QUOT
2065
DELISTED
Quotient Technology Inc
QUOT
| $119K | ﹤0.01% |
+11,185
| New | +$119K |
|
|
VG
2066
DELISTED
Vonage Holdings Corporation
VG
| $119K | ﹤0.01% |
25,934
-13,636
| -34% | -$62.6K |
|
|
SAFE
2067
Safehold
SAFE
$1.18B
| $117K | ﹤0.01% |
12,098
+377
| +3% | +$3.65K |
|
|
WIN
2068
DELISTED
Windstream Holdings Inc
WIN
| $117K | ﹤0.01% |
15,215
-2,911
| -16% | -$22.4K |
|
|
EIGI
2069
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $115K | ﹤0.01% |
10,897
+366
| +3% | +$3.86K |
|
|
ELGX
2070
DELISTED
Endologix Inc
ELGX
| $114K | ﹤0.01% |
13,630
+1,340
| +11% | +$11.2K |
|
2071
Amkor Technology
AMKR
$5.98B
| $113K | ﹤0.01% |
19,139
-4,183
| -18% | -$24.7K |
|
2072
Gogo Inc
GOGO
$1.47B
| $113K | ﹤0.01% |
+10,220
| New | +$113K |
|
|
ELNK
2073
DELISTED
EarthLink Holdings Corp.
ELNK
| $111K | ﹤0.01% |
19,493
+436
| +2% | +$2.48K |
|
|
ORBC
2074
DELISTED
ORBCOMM, Inc.
ORBC
| $111K | ﹤0.01% |
10,966
+650
| +6% | +$6.58K |
|
2075
Inovio Pharmaceuticals
INO
$126M
| $109K | ﹤0.01% |
12,537
+363
| +3% | +$3.16K |
|