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 | |
|---|---|---|---|---|---|---|
|
CMD
626
DELISTED
Cantel Medical Corporation
CMD
| $22.3M | 0.03% |
283,119
+11,055
| +4% | +$871K |
|
627
Huntington Bancshares
HBAN
$25.7B
| $22.3M | 0.03% |
1,686,129
+38,632
| +2% | +$511K |
|
628
Lamar Advertising Co
LAMR
$13B
| $22.3M | 0.03% |
331,427
+2,002
| +0.6% | +$135K |
|
|
CCP
629
DELISTED
Care Capital Properties, Inc.
CCP
| $22.2M | 0.03% |
887,937
+374,523
| +73% | +$9.36M |
|
630
Spire
SR
$4.46B
| $22.2M | 0.03% |
343,618
+4,123
| +1% | +$266K |
|
|
CERN
631
DELISTED
Cerner Corp
CERN
| $22.2M | 0.03% |
468,015
+9,901
| +2% | +$469K |
|
632
RenaissanceRe
RNR
$11.3B
| $22.2M | 0.03% |
162,682
+676
| +0.4% | +$92.1K |
|
633
Healthcare Services Group
HCSG
$1.15B
| $22.1M | 0.03% |
563,924
+25,570
| +5% | +$1M |
|
|
EGN
634
DELISTED
Energen
EGN
| $22.1M | 0.03% |
382,987
+6,079
| +2% | +$351K |
|
635
Cognex
CGNX
$7.55B
| $22M | 0.03% |
690,436
+10,210
| +2% | +$325K |
|
636
Tetra Tech
TTEK
$9.48B
| $21.9M | 0.03% |
2,540,405
+371,620
| +17% | +$3.21M |
|
637
MRC Global
MRC
$1.28B
| $21.9M | 0.03% |
1,081,161
+1,068,474
| +8,422% | +$21.6M |
|
|
TXNM
638
TXNM Energy, Inc.
TXNM
$5.99B
| $21.9M | 0.03% |
638,260
+11,000
| +2% | +$377K |
|
639
Skyworks Solutions
SWKS
$11.2B
| $21.9M | 0.03% |
292,885
+648
| +0.2% | +$48.4K |
|
640
Portland General Electric
POR
$4.69B
| $21.8M | 0.03% |
503,452
-49,152
| -9% | -$2.13M |
|
641
Community Bank
CBU
$3.17B
| $21.7M | 0.03% |
351,171
+24,009
| +7% | +$1.48M |
|
642
Service Corp International
SCI
$10.9B
| $21.7M | 0.03% |
763,293
-10,558
| -1% | -$300K |
|
|
WNR
643
DELISTED
Western Refining Inc
WNR
| $21.7M | 0.03% |
572,560
-115,558
| -17% | -$4.37M |
|
|
NLSN
644
DELISTED
Nielsen Holdings plc
NLSN
| $21.6M | 0.03% |
515,297
-12,758
| -2% | -$535K |
|
645
Pentair
PNR
$18.1B
| $21.5M | 0.03% |
570,539
+199,319
| +54% | +$7.51M |
|
646
MarketAxess Holdings
MKTX
$7.01B
| $21.5M | 0.03% |
146,051
-62,586
| -30% | -$9.2M |
|
647
Xylem
XYL
$34.2B
| $21.4M | 0.03% |
431,139
+153,529
| +55% | +$7.6M |
|
648
PTC
PTC
$25.6B
| $21.3M | 0.03% |
459,736
+8,056
| +2% | +$373K |
|
|
SJI
649
DELISTED
South Jersey Industries, Inc.
SJI
| $21.2M | 0.03% |
630,505
+44,646
| +8% | +$1.5M |
|
650
LCI Industries
LCII
$2.57B
| $21.2M | 0.03% |
196,844
+11,762
| +6% | +$1.27M |
|