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 | |
|---|---|---|---|---|---|---|
801
Hanmi Financial
HAFC
$751M
| $17.1M | 0.02% |
491,339
+33,134
| +7% | +$1.16M |
|
802
Carter's
CRI
$1.04B
| $17.1M | 0.02% |
198,426
-2,517
| -1% | -$217K |
|
803
Hologic
HOLX
$14.9B
| $17.1M | 0.02% |
427,079
-6,093
| -1% | -$244K |
|
804
Western Union
WU
$2.82B
| $17.1M | 0.02% |
788,140
-24,367
| -3% | -$529K |
|
805
ScottsMiracle-Gro
SMG
$3.5B
| $17.1M | 0.02% |
178,903
-2,163
| -1% | -$207K |
|
806
Atlanta Braves Holdings Series B
BATRK
$2.63B
| $17.1M | 0.02% |
829,477
-9,615
| -1% | -$198K |
|
807
Adeia
ADEA
$1.68B
| $17.1M | 0.02% |
1,459,946
+67,995
| +5% | +$795K |
|
|
PVTB
808
DELISTED
PrivateBancorp Inc
PVTB
| $17.1M | 0.02% |
314,764
+5,736
| +2% | +$311K |
|
809
F5
FFIV
$18.7B
| $17M | 0.02% |
117,557
-12,963
| -10% | -$1.88M |
|
810
WIX.com
WIX
$9.11B
| $17M | 0.02% |
+380,976
| New | +$17M |
|
811
Lithia Motors
LAD
$8.8B
| $17M | 0.02% |
175,045
+447
| +0.3% | +$43.3K |
|
|
WRI
812
DELISTED
Weingarten Realty Investors
WRI
| $16.9M | 0.02% |
471,728
+7,894
| +2% | +$283K |
|
813
Waters Corp
WAT
$17.9B
| $16.9M | 0.02% |
125,530
-4,862
| -4% | -$653K |
|
|
WBT
814
DELISTED
Welbilt, Inc.
WBT
| $16.9M | 0.02% |
872,512
-7,020
| -0.8% | -$136K |
|
|
GWR
815
DELISTED
Genesee & Wyoming Inc.
GWR
| $16.9M | 0.02% |
242,873
+18,813
| +8% | +$1.31M |
|
816
Kimco Realty
KIM
$15.2B
| $16.8M | 0.02% |
668,768
-299,427
| -31% | -$7.53M |
|
817
Edgewell Personal Care
EPC
$1.04B
| $16.8M | 0.02% |
230,085
+1,362
| +0.6% | +$99.4K |
|
818
Trinity Industries
TRN
$2.27B
| $16.8M | 0.02% |
840,251
+10,268
| +1% | +$205K |
|
819
MSC Industrial Direct
MSM
$5.11B
| $16.8M | 0.02% |
181,529
+1,607
| +0.9% | +$148K |
|
820
Lumentum
LITE
$10.6B
| $16.7M | 0.02% |
432,994
+30,595
| +8% | +$1.18M |
|
821
McCormick & Company Non-Voting
MKC
$18.7B
| $16.7M | 0.02% |
357,940
-12,054
| -3% | -$562K |
|
822
Coterra Energy
CTRA
$18.2B
| $16.6M | 0.02% |
712,114
-12,880
| -2% | -$301K |
|
|
JNPR
823
DELISTED
Juniper Networks
JNPR
| $16.6M | 0.02% |
588,045
-3,433
| -0.6% | -$97K |
|
824
Hawaiian Electric Industries
HE
$2.05B
| $16.6M | 0.02% |
501,004
+77,482
| +18% | +$2.56M |
|
|
KNGT
825
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $16.6M | 0.02% |
500,766
+11,220
| +2% | +$371K |
|