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 | |
|---|---|---|---|---|---|---|
751
Akamai
AKAM
$11.3B
| $18.3M | 0.02% |
274,643
+404
| +0.1% | +$26.9K |
|
752
Nektar Therapeutics
NKTR
$843M
| $18.3M | 0.02% |
99,270
+10,731
| +12% | +$1.98M |
|
753
Comerica
CMA
$8.83B
| $18.2M | 0.02% |
267,853
+1,875
| +0.7% | +$128K |
|
|
ABMD
754
DELISTED
Abiomed Inc
ABMD
| $18.2M | 0.02% |
161,633
+2,542
| +2% | +$286K |
|
755
Interactive Brokers
IBKR
$27.2B
| $18.2M | 0.02% |
1,994,236
-25,260
| -1% | -$231K |
|
|
PNRA
756
DELISTED
Panera Bread Co
PNRA
| $18.2M | 0.02% |
88,568
-1,362
| -2% | -$279K |
|
757
AptarGroup
ATR
$9.11B
| $18.1M | 0.02% |
247,078
+2,911
| +1% | +$214K |
|
758
RLI Corp
RLI
$6.27B
| $18.1M | 0.02% |
574,784
+11,626
| +2% | +$367K |
|
759
Foot Locker
FL
$2.29B
| $18.1M | 0.02% |
255,740
+32,332
| +14% | +$2.29M |
|
760
Zebra Technologies
ZBRA
$16B
| $18.1M | 0.02% |
211,095
+13,059
| +7% | +$1.12M |
|
761
Graco
GGG
$14.2B
| $18.1M | 0.02% |
652,629
+25,560
| +4% | +$708K |
|
762
WESCO International
WCC
$10.6B
| $18.1M | 0.02% |
271,614
+257,758
| +1,860% | +$17.2M |
|
|
BMS
763
DELISTED
Bemis
BMS
| $18M | 0.02% |
377,283
+1,446
| +0.4% | +$69.1K |
|
764
Church & Dwight Co
CHD
$23B
| $18M | 0.02% |
408,017
-12,921
| -3% | -$571K |
|
765
Jones Lang LaSalle
JLL
$14.8B
| $18M | 0.02% |
178,242
+2,672
| +2% | +$270K |
|
766
Unifirst Corp
UNF
$3.24B
| $18M | 0.02% |
125,078
+10,736
| +9% | +$1.54M |
|
767
CMS Energy
CMS
$21.2B
| $18M | 0.02% |
431,319
-1,584
| -0.4% | -$65.9K |
|
768
Perrigo
PRGO
$3.07B
| $17.9M | 0.02% |
215,406
+1,766
| +0.8% | +$147K |
|
769
Ametek
AME
$43.6B
| $17.8M | 0.02% |
365,985
+14,831
| +4% | +$721K |
|
770
Fortinet
FTNT
$61.6B
| $17.8M | 0.02% |
2,950,530
+30,695
| +1% | +$185K |
|
771
Hercules Capital
HTGC
$3.53B
| $17.8M | 0.02% |
1,258,219
+18,339
| +1% | +$259K |
|
|
MDCO
772
DELISTED
Medicines Co
MDCO
| $17.7M | 0.02% |
521,832
+7,146
| +1% | +$243K |
|
773
Tile Shop Holdings
TTSH
$282M
| $17.7M | 0.02% |
905,904
+81,162
| +10% | +$1.59M |
|
|
SYKE
774
DELISTED
SYKES Enterprises Inc
SYKE
| $17.7M | 0.02% |
611,658
-42,172
| -6% | -$1.22M |
|
775
Five Below
FIVE
$8.34B
| $17.6M | 0.02% |
441,678
+27,015
| +7% | +$1.08M |
|