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 | |
|---|---|---|---|---|---|---|
676
Vermilion Energy
VET
$1.12B
| $20.4M | 0.03% |
482,754
+127,343
| +36% | +$5.37M |
|
677
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.5B
| $20.3M | 0.03% |
553,664
| – | – |
|
|
UFS
678
DELISTED
DOMTAR CORPORATION (New)
UFS
| $20.3M | 0.03% |
519,800
+22,239
| +4% | +$868K |
|
679
NCR Voyix
VYX
$1.84B
| $20.3M | 0.03% |
814,594
+6,209
| +0.8% | +$155K |
|
680
Ball Corp
BALL
$13.9B
| $20.3M | 0.03% |
539,540
-906
| -0.2% | -$34K |
|
681
Bread Financial
BFH
$3.09B
| $20.2M | 0.03% |
110,838
-6,776
| -6% | -$1.24M |
|
682
Entergy
ETR
$39.2B
| $20.2M | 0.03% |
549,544
-323,410
| -37% | -$11.9M |
|
|
CNSL
683
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $20.2M | 0.03% |
751,718
+41,492
| +6% | +$1.11M |
|
684
The GEO Group
GEO
$2.92B
| $20.1M | 0.03% |
840,459
-736,325
| -47% | -$17.6M |
|
685
Olin
OLN
$2.9B
| $20.1M | 0.03% |
785,867
+143,479
| +22% | +$3.67M |
|
686
Synovus
SNV
$7.15B
| $20.1M | 0.03% |
489,201
+26,093
| +6% | +$1.07M |
|
|
BRCD
687
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $20.1M | 0.03% |
1,607,615
+19,716
| +1% | +$246K |
|
|
WPX
688
DELISTED
WPX Energy, Inc.
WPX
| $20M | 0.03% |
1,375,621
+29,757
| +2% | +$434K |
|
689
Textron
TXT
$14.5B
| $20M | 0.03% |
411,047
-3,608
| -0.9% | -$175K |
|
690
Garmin
GRMN
$45.7B
| $20M | 0.03% |
411,534
+17,093
| +4% | +$829K |
|
691
Prosperity Bancshares
PB
$6.46B
| $19.9M | 0.03% |
277,880
+4,634
| +2% | +$333K |
|
692
Masco
MAS
$15.9B
| $19.9M | 0.03% |
630,715
-206,944
| -25% | -$6.54M |
|
693
Brunswick
BC
$4.35B
| $19.9M | 0.03% |
365,426
+4,754
| +1% | +$259K |
|
|
TUP
694
DELISTED
Tupperware Brands Corporation
TUP
| $19.9M | 0.03% |
378,548
-2,306
| -0.6% | -$121K |
|
695
Lumen
LUMN
$4.87B
| $19.9M | 0.03% |
836,517
-4,559
| -0.5% | -$108K |
|
|
DCT
696
DELISTED
DCT Industrial Trust Inc.
DCT
| $19.9M | 0.03% |
414,705
+3,197
| +0.8% | +$153K |
|
697
Selective Insurance
SIGI
$4.86B
| $19.8M | 0.03% |
460,996
+26,197
| +6% | +$1.13M |
|
698
Acadia Realty Trust
AKR
$2.63B
| $19.8M | 0.03% |
606,780
+15,877
| +3% | +$519K |
|
699
Argan
AGX
$2.92B
| $19.8M | 0.03% |
280,702
+73,830
| +36% | +$5.21M |
|
|
XEC
700
DELISTED
CIMAREX ENERGY CO
XEC
| $19.8M | 0.03% |
145,709
+4,312
| +3% | +$586K |
|