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 | |
|---|---|---|---|---|---|---|
|
TCO
776
DELISTED
Taubman Centers Inc.
TCO
| $17.6M | 0.02% |
238,172
-39,097
| -14% | -$2.89M |
|
777
Cincinnati Financial
CINF
$24B
| $17.6M | 0.02% |
232,299
-5,983
| -3% | -$453K |
|
778
Patterson-UTI
PTEN
$2.12B
| $17.6M | 0.02% |
652,150
+53,053
| +9% | +$1.43M |
|
779
BOK Financial
BOKF
$7.18B
| $17.5M | 0.02% |
210,608
-22,096
| -9% | -$1.83M |
|
780
Jabil
JBL
$22.5B
| $17.5M | 0.02% |
738,491
-9,260
| -1% | -$219K |
|
|
ROIC
781
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $17.4M | 0.02% |
824,595
+12,140
| +1% | +$257K |
|
782
GoDaddy
GDDY
$20.5B
| $17.4M | 0.02% |
498,268
+18,563
| +4% | +$649K |
|
783
Mettler-Toledo International
MTD
$27.1B
| $17.4M | 0.02% |
41,589
-1,514
| -4% | -$634K |
|
784
LXP Industrial Trust
LXP
$2.69B
| $17.4M | 0.02% |
1,611,587
+21,002
| +1% | +$227K |
|
|
AXE
785
DELISTED
Anixter International Inc
AXE
| $17.4M | 0.02% |
214,758
+2,803
| +1% | +$227K |
|
786
Pool Corp
POOL
$12.5B
| $17.4M | 0.02% |
166,735
-1,867
| -1% | -$195K |
|
787
Dover
DOV
$24.4B
| $17.4M | 0.02% |
286,676
-637
| -0.2% | -$38.6K |
|
|
FNFV
788
DELISTED
Fidelity Natl Financial, Inc.
FNFV
| $17.3M | 0.02% |
1,266,345
-827,158
| -40% | -$11.3M |
|
|
ORBK
789
DELISTED
Orbotech Ltd
ORBK
| $17.3M | 0.02% |
518,394
+77,371
| +18% | +$2.59M |
|
790
Teledyne Technologies
TDY
$25.5B
| $17.3M | 0.02% |
140,781
+3,859
| +3% | +$475K |
|
791
EQT Corp
EQT
$31.4B
| $17.3M | 0.02% |
486,348
-5,705
| -1% | -$203K |
|
792
Dorman Products
DORM
$5.08B
| $17.3M | 0.02% |
236,788
+8,659
| +4% | +$633K |
|
|
PSB
793
DELISTED
PS Business Parks, Inc.
PSB
| $17.3M | 0.02% |
148,434
-733
| -0.5% | -$85.4K |
|
794
Ingevity
NGVT
$2.21B
| $17.3M | 0.02% |
314,784
+4,428
| +1% | +$243K |
|
795
iShares Core US Aggregate Bond ETF
AGG
$132B
| $17.2M | 0.02% |
+159,503
| New | +$17.2M |
|
796
Mid-America Apartment Communities
MAA
$17B
| $17.2M | 0.02% |
176,001
-288,607
| -62% | -$28.3M |
|
797
CVB Financial
CVBF
$2.78B
| $17.2M | 0.02% |
751,437
+11,311
| +2% | +$259K |
|
|
ARGO
798
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $17.2M | 0.02% |
300,418
+43,210
| +17% | +$2.48M |
|
799
WEX
WEX
$5.91B
| $17.2M | 0.02% |
154,239
+599
| +0.4% | +$66.8K |
|
800
FirstCash
FCFS
$6.56B
| $17.2M | 0.02% |
365,726
+8,312
| +2% | +$391K |
|