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 | |
|---|---|---|---|---|---|---|
601
Genuine Parts
GPC
$19.4B
| $23.5M | 0.03% |
246,287
-48,417
| -16% | -$4.63M |
|
|
ENLC
602
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $23.5M | 0.03% |
1,234,932
-179,550
| -13% | -$3.42M |
|
603
Employers Holdings
EIG
$1B
| $23.5M | 0.03% |
592,801
+30,774
| +5% | +$1.22M |
|
|
ENH
604
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $23.4M | 0.03% |
253,635
+978
| +0.4% | +$90.4K |
|
605
Reliance Steel & Aluminium
RS
$15.7B
| $23.4M | 0.03% |
293,808
+7,710
| +3% | +$613K |
|
606
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $23.3M | 0.03% |
706,015
-890,650
| -56% | -$29.5M |
|
|
CRZO
607
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $23.1M | 0.03% |
618,492
+5,921
| +1% | +$221K |
|
608
First Financial Bankshares
FFIN
$5.22B
| $23M | 0.03% |
1,019,670
+38,682
| +4% | +$874K |
|
|
ARRS
609
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $23M | 0.03% |
764,322
+22,059
| +3% | +$665K |
|
610
Old Republic International
ORI
$10.1B
| $22.9M | 0.03% |
1,205,200
-383,803
| -24% | -$7.29M |
|
611
Agilent Technologies
A
$36.5B
| $22.9M | 0.03% |
501,912
-21,519
| -4% | -$980K |
|
|
LLTC
612
DELISTED
Linear Technology Corp
LLTC
| $22.8M | 0.03% |
366,128
-10,819
| -3% | -$675K |
|
613
Aramark
ARMK
$10.2B
| $22.8M | 0.03% |
883,328
-94,076
| -10% | -$2.43M |
|
614
Fortive
FTV
$16.2B
| $22.8M | 0.03% |
507,426
-132,064
| -21% | -$5.93M |
|
615
Gentex
GNTX
$6.25B
| $22.7M | 0.03% |
1,154,780
-79,403
| -6% | -$1.56M |
|
|
X
616
DELISTED
US Steel
X
| $22.5M | 0.03% |
682,944
+28,872
| +4% | +$953K |
|
617
Brixmor Property Group
BRX
$8.63B
| $22.5M | 0.03% |
922,279
+880,357
| +2,100% | +$21.5M |
|
618
Pinnacle Financial Partners
PNFP
$7.55B
| $22.5M | 0.03% |
324,264
+4,636
| +1% | +$321K |
|
619
ProAssurance
PRA
$1.22B
| $22.5M | 0.03% |
399,652
+6,963
| +2% | +$391K |
|
620
Hershey
HSY
$37.6B
| $22.4M | 0.03% |
217,026
-1,453
| -0.7% | -$150K |
|
621
Quest Diagnostics
DGX
$20.5B
| $22.4M | 0.03% |
244,042
+9,350
| +4% | +$859K |
|
|
CBM
622
DELISTED
Cambrex Corporation
CBM
| $22.4M | 0.03% |
415,103
+9,716
| +2% | +$524K |
|
|
MRO
623
DELISTED
Marathon Oil Corporation
MRO
| $22.4M | 0.03% |
1,293,499
-6,479
| -0.5% | -$112K |
|
|
QEP
624
DELISTED
QEP RESOURCES, INC.
QEP
| $22.3M | 0.03% |
1,212,568
+263,814
| +28% | +$4.86M |
|
|
CYS
625
DELISTED
CYS Investments Inc.
CYS
| $22.3M | 0.03% |
2,886,650
+389,505
| +16% | +$3.01M |
|