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 | |
|---|---|---|---|---|---|---|
|
CTXS
576
DELISTED
Citrix Systems Inc
CTXS
| $24.9M | 0.03% |
350,500
+212
| +0.1% | +$15.1K |
|
|
SVU
577
DELISTED
SUPERVALU Inc.
SVU
| $24.9M | 0.03% |
762,361
+40,349
| +6% | +$1.32M |
|
578
Keysight
KEYS
$28.9B
| $24.9M | 0.03% |
680,727
+10,492
| +2% | +$384K |
|
|
HES
579
DELISTED
Hess
HES
| $24.9M | 0.03% |
399,004
-34,585
| -8% | -$2.15M |
|
|
NBL
580
DELISTED
Noble Energy, Inc.
NBL
| $24.8M | 0.03% |
652,820
-12,094
| -2% | -$460K |
|
581
Icon
ICLR
$13.6B
| $24.8M | 0.03% |
330,249
-17,575
| -5% | -$1.32M |
|
582
Toro Company
TTC
$7.99B
| $24.8M | 0.03% |
442,366
+5,057
| +1% | +$283K |
|
|
JWN
583
DELISTED
Nordstrom
JWN
| $24.7M | 0.03% |
516,298
-6,416
| -1% | -$308K |
|
|
BEAV
584
DELISTED
B/E Aerospace Inc
BEAV
| $24.7M | 0.03% |
409,952
+4,873
| +1% | +$293K |
|
585
Pediatrix Medical
MD
$1.49B
| $24.6M | 0.03% |
368,486
+2,691
| +0.7% | +$179K |
|
586
Flowserve
FLS
$7.22B
| $24.4M | 0.03% |
508,594
+4,958
| +1% | +$238K |
|
587
Sabra Healthcare REIT
SBRA
$4.56B
| $24.4M | 0.03% |
999,327
+75,441
| +8% | +$1.84M |
|
588
United Therapeutics
UTHR
$18.1B
| $24.3M | 0.03% |
169,142
-1,688
| -1% | -$242K |
|
589
ManpowerGroup
MAN
$1.91B
| $24.2M | 0.03% |
272,374
+1,322
| +0.5% | +$117K |
|
590
West Pharmaceutical
WST
$18B
| $24.1M | 0.03% |
284,647
-5,273
| -2% | -$447K |
|
|
HA
591
DELISTED
Hawaiian Holdings, Inc.
HA
| $24.1M | 0.03% |
423,169
+20,034
| +5% | +$1.14M |
|
592
Lennox International
LII
$20.3B
| $24.1M | 0.03% |
157,097
-134
| -0.1% | -$20.5K |
|
593
Ulta Beauty
ULTA
$23.1B
| $24M | 0.03% |
94,185
-3,327
| -3% | -$848K |
|
594
Cboe Global Markets
CBOE
$24.3B
| $24M | 0.03% |
324,747
+3,836
| +1% | +$283K |
|
|
AKS
595
DELISTED
AK Steel Holding Corp.
AKS
| $24M | 0.03% |
2,347,358
+567,340
| +32% | +$5.79M |
|
596
Old Dominion Freight Line
ODFL
$31.7B
| $23.8M | 0.03% |
833,451
+8,541
| +1% | +$244K |
|
|
XLNX
597
DELISTED
Xilinx Inc
XLNX
| $23.8M | 0.03% |
393,789
-8,787
| -2% | -$530K |
|
598
Masimo
MASI
$8B
| $23.6M | 0.03% |
350,043
+19,289
| +6% | +$1.3M |
|
599
Bath & Body Works
BBWI
$6.06B
| $23.6M | 0.03% |
442,736
-7,825
| -2% | -$416K |
|
600
Clorox
CLX
$15.5B
| $23.6M | 0.03% |
196,246
-18,168
| -8% | -$2.18M |
|