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 | 9.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Eagle Materials
EXP
$7.86B
| $19M | 0.02% |
192,825
+742
| +0.4% | +$73.1K |
|
727
Autoliv
ALV
$9.74B
| $19M | 0.02% |
232,595
+39,803
| +21% | +$3.24M |
|
728
Advance Auto Parts
AAP
$3.66B
| $18.9M | 0.02% |
111,871
-2,100
| -2% | -$355K |
|
729
Dick's Sporting Goods
DKS
$17.9B
| $18.9M | 0.02% |
356,253
+453
| +0.1% | +$24.1K |
|
730
Matthews International
MATW
$767M
| $18.8M | 0.02% |
245,227
+7,635
| +3% | +$587K |
|
731
KLA
KLAC
$120B
| $18.8M | 0.02% |
239,260
-4,103
| -2% | -$323K |
|
|
TIVO
732
DELISTED
Tivo Inc
TIVO
| $18.8M | 0.02% |
899,850
+2,793
| +0.3% | +$58.4K |
|
|
CATM
733
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $18.8M | 0.02% |
343,687
+1,395
| +0.4% | +$76.1K |
|
734
Polaris
PII
$3.35B
| $18.7M | 0.02% |
227,445
-9,794
| -4% | -$807K |
|
735
SLM Corp
SLM
$6.35B
| $18.7M | 0.02% |
1,700,403
+26,620
| +2% | +$293K |
|
736
BGC Group
BGC
$4.73B
| $18.7M | 0.02% |
2,835,805
+629,597
| +29% | +$4.14M |
|
|
VIAB
737
DELISTED
Viacom Inc. Class B
VIAB
| $18.6M | 0.02% |
530,924
-22,391
| -4% | -$786K |
|
738
Casey's General Stores
CASY
$19.4B
| $18.6M | 0.02% |
156,715
+834
| +0.5% | +$99.1K |
|
|
NFX
739
DELISTED
Newfield Exploration
NFX
| $18.6M | 0.02% |
459,722
-489,839
| -52% | -$19.8M |
|
740
Hillenbrand
HI
$1.85B
| $18.6M | 0.02% |
484,678
+13,030
| +3% | +$500K |
|
741
Curtiss-Wright
CW
$18.2B
| $18.6M | 0.02% |
188,804
+12,435
| +7% | +$1.22M |
|
742
Campbell Soup
CPB
$10.1B
| $18.6M | 0.02% |
307,046
+125
| +0% | +$7.56K |
|
743
Toll Brothers
TOL
$14.3B
| $18.5M | 0.02% |
597,826
+525
| +0.1% | +$16.3K |
|
744
Old National Bancorp
ONB
$8.96B
| $18.5M | 0.02% |
1,019,774
+13,355
| +1% | +$242K |
|
|
COL
745
DELISTED
Rockwell Collins
COL
| $18.5M | 0.02% |
199,393
-3,856
| -2% | -$358K |
|
|
FCB
746
DELISTED
FCB Financial Holdings, Inc.
FCB
| $18.5M | 0.02% |
387,046
+69,827
| +22% | +$3.33M |
|
|
VMW
747
DELISTED
VMware, Inc
VMW
| $18.4M | 0.02% |
233,727
+227,908
| +3,917% | +$17.9M |
|
748
First Horizon
FHN
$11.3B
| $18.4M | 0.02% |
919,449
+7,559
| +0.8% | +$151K |
|
749
Royal Gold
RGLD
$12.3B
| $18.4M | 0.02% |
289,936
+33,904
| +13% | +$2.15M |
|
750
Best Buy
BBY
$16.3B
| $18.3M | 0.02% |
429,709
-6,388
| -1% | -$273K |
|