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 | |
|---|---|---|---|---|---|---|
|
NXTM
2076
DELISTED
NxStage Medical Inc.
NXTM
| $156K | ﹤0.01% |
10,902
-226
| -2% | -$3.23K |
|
|
KERX
2077
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $156K | ﹤0.01% |
15,623
-3,120
| -17% | -$31.2K |
|
2078
Globalstar
GSAT
$3.96B
| $155K | ﹤0.01% |
4,884
+1,951
| +67% | +$61.9K |
|
|
ARR
2079
Armour Residential REIT
ARR
$1.78B
| $152K | ﹤0.01% |
1,356
-87
| -6% | -$9.75K |
|
2080
TherapeuticsMD
TXMD
$12.5M
| $151K | ﹤0.01% |
383
-318
| -45% | -$125K |
|
2081
Acco Brands
ACCO
$364M
| $150K | ﹤0.01% |
19,265
-1,962
| -9% | -$15.3K |
|
2082
BioCryst Pharmaceuticals
BCRX
$1.74B
| $150K | ﹤0.01% |
10,070
-6,407
| -39% | -$95.4K |
|
2083
Hecla Mining
HL
$6.04B
| $150K | ﹤0.01% |
56,990
-12,900
| -18% | -$34K |
|
2084
Wabash National
WNC
$479M
| $150K | ﹤0.01% |
11,991
-961
| -7% | -$12K |
|
|
INFI
2085
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
| $147K | ﹤0.01% |
+13,465
| New | +$147K |
|
|
ATSG
2086
DELISTED
Air Transport Services Group, Inc.
ATSG
| $146K | ﹤0.01% |
13,937
-462
| -3% | -$4.84K |
|
|
BLT
2087
DELISTED
BLOUNT INTERNATIONAL (NEW)
BLT
| $146K | ﹤0.01% |
13,354
-357,889
| -96% | -$3.91M |
|
|
AGEN
2088
Agenus
AGEN
$138M
| $145K | ﹤0.01% |
859
+116
| +16% | +$19.6K |
|
|
CPE
2089
DELISTED
Callon Petroleum Company
CPE
| $145K | ﹤0.01% |
1,739
+182
| +12% | +$15.2K |
|
2090
MBIA
MBI
$377M
| $144K | ﹤0.01% |
+23,988
| New | +$144K |
|
2091
Entravision Communication
EVC
$226M
| $143K | ﹤0.01% |
17,352
+1,134
| +7% | +$9.35K |
|
|
PGNX
2092
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $143K | ﹤0.01% |
19,140
-487
| -2% | -$3.64K |
|
|
IIP
2093
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
| $140K | ﹤0.01% |
+15,099
| New | +$140K |
|
|
RLD
2094
DELISTED
REALD INC COM STK
RLD
| $138K | ﹤0.01% |
+11,153
| New | +$138K |
|
|
SNR
2095
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $137K | ﹤0.01% |
+10,228
| New | +$137K |
|
2096
Cerus
CERS
$255M
| $135K | ﹤0.01% |
26,040
-599
| -2% | -$3.11K |
|
|
EVRI
2097
DELISTED
Everi Holdings
EVRI
| $135K | ﹤0.01% |
17,378
-1,034
| -6% | -$8.03K |
|
2098
Modine Manufacturing
MOD
$7.1B
| $135K | ﹤0.01% |
+12,553
| New | +$135K |
|
|
CSR
2099
Centerspace
CSR
$1.01B
| $134K | ﹤0.01% |
1,874
+59
| +3% | +$4.22K |
|
|
SCLN
2100
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $134K | ﹤0.01% |
13,635
-949
| -7% | -$9.33K |
|