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 |
Chevron
CVX
|
$121M |
| 2 |
Morgan Stanley
MS
|
$115M |
| 3 |
EOG Resources
EOG
|
$109M |
| 4 |
Kilroy Realty
KRC
|
$101M |
| 5 |
CVS Health
CVS
|
$98.4M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$134M |
| 2 |
Equity Residential
EQR
|
$115M |
| 3 |
Pfizer
PFE
|
$85.2M |
| 4 |
Murphy Oil
MUR
|
$75.8M |
| 5 |
Aflac
AFL
|
$75.4M |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Provident Financial Services
PFS
$2.59B
| $31.6M | 0.04% |
1,117,350
+47,756
| +4% | +$1.35M |
|
|
GPT
477
DELISTED
Gramercy Property Trust
GPT
| $31.6M | 0.04% |
3,437,348
+464,645
| +16% | +$4.27M |
|
478
Zimmer Biomet
ZBH
$20.8B
| $31.5M | 0.04% |
304,913
-11,339
| -4% | -$1.17M |
|
479
American Water Works
AWK
$27.5B
| $31.3M | 0.04% |
433,094
+159,820
| +58% | +$11.6M |
|
480
Xcel Energy
XEL
$42.8B
| $31.1M | 0.04% |
763,224
-1,054,656
| -58% | -$42.9M |
|
481
Domino's
DPZ
$15.8B
| $31.1M | 0.04% |
194,998
+531
| +0.3% | +$84.6K |
|
482
Edwards Lifesciences
EW
$47.7B
| $31M | 0.04% |
331,021
-9,641
| -3% | -$903K |
|
483
EnerSys
ENS
$3.79B
| $30.8M | 0.04% |
394,382
-79,680
| -17% | -$6.22M |
|
|
PRAH
484
DELISTED
PRA Health Sciences, Inc.
PRAH
| $30.8M | 0.04% |
557,886
+53,486
| +11% | +$2.95M |
|
485
Arthur J. Gallagher & Co
AJG
$77.9B
| $30.7M | 0.04% |
590,958
-381
| -0.1% | -$19.8K |
|
|
TVPT
486
DELISTED
Travelport Worldwide Limited
TVPT
| $30.7M | 0.04% |
2,174,839
+946,596
| +77% | +$13.3M |
|
487
Ares Capital
ARCC
$15.7B
| $30.6M | 0.04% |
1,857,163
+33,924
| +2% | +$559K |
|
|
WOOF
488
DELISTED
VCA Inc.
WOOF
| $30.5M | 0.04% |
444,608
-380,969
| -46% | -$26.2M |
|
|
VAL
489
DELISTED
Valspar
VAL
| $30.5M | 0.04% |
294,414
+2,289
| +0.8% | +$237K |
|
490
Trimble
TRMB
$18.7B
| $30.4M | 0.04% |
1,008,600
+8,375
| +0.8% | +$253K |
|
|
USCR
491
DELISTED
U S Concrete, Inc.
USCR
| $30.4M | 0.04% |
464,174
+40,399
| +10% | +$2.65M |
|
|
FLG
492
Flagstar Financial, Inc.
FLG
$5.33B
| $30.3M | 0.04% |
1,905,926
+4,694
| +0.2% | +$74.7K |
|
493
Chemours
CC
$2.24B
| $30.3M | 0.04% |
1,371,734
+30,338
| +2% | +$670K |
|
494
Carnival Corp
CCL
$42.5B
| $30.3M | 0.04% |
581,133
-19,640
| -3% | -$1.02M |
|
495
NETGEAR
NTGR
$792M
| $30.1M | 0.04% |
553,994
+24,292
| +5% | +$1.32M |
|
496
Paychex
PAYX
$48.8B
| $30.1M | 0.04% |
493,675
-51,294
| -9% | -$3.12M |
|
497
Eastman Chemical
EMN
$7.76B
| $30M | 0.04% |
399,277
+8,350
| +2% | +$628K |
|
498
Citizens Financial Group
CFG
$22.3B
| $30M | 0.04% |
841,628
+17,963
| +2% | +$640K |
|
499
Astec Industries
ASTE
$1.05B
| $29.9M | 0.04% |
443,321
+47,314
| +12% | +$3.19M |
|
500
Wabtec
WAB
$32.7B
| $29.8M | 0.04% |
358,793
+2,372
| +0.7% | +$197K |
|