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 | |
|---|---|---|---|---|---|---|
826
Saic
SAIC
$4.73B
| $16.4M | 0.02% |
193,417
+12,600
| +7% | +$1.07M |
|
827
Wolverine World Wide
WWW
$2.56B
| $16.4M | 0.02% |
745,330
+7,849
| +1% | +$172K |
|
828
Global Payments
GPN
$21.1B
| $16.3M | 0.02% |
235,136
-4,462
| -2% | -$310K |
|
829
Harley-Davidson
HOG
$3.77B
| $16.3M | 0.02% |
279,465
-498
| -0.2% | -$29.1K |
|
830
Cinemark Holdings
CNK
$3.11B
| $16.3M | 0.02% |
424,823
+2,624
| +0.6% | +$101K |
|
831
Cintas
CTAS
$81.4B
| $16.3M | 0.02% |
563,920
+31,692
| +6% | +$916K |
|
832
Idacorp
IDA
$6.73B
| $16.3M | 0.02% |
202,002
+5,967
| +3% | +$481K |
|
833
Allegiant Air
ALGT
$1.11B
| $16.3M | 0.02% |
97,752
+1,651
| +2% | +$275K |
|
834
Lear
LEA
$5.91B
| $16.3M | 0.02% |
122,780
-76,173
| -38% | -$10.1M |
|
835
Treehouse Foods
THS
$898M
| $16.2M | 0.02% |
224,615
+2,213
| +1% | +$160K |
|
|
MENT
836
DELISTED
Mentor Graphics Corp
MENT
| $16.2M | 0.02% |
438,917
+17,234
| +4% | +$636K |
|
837
C.H. Robinson
CHRW
$14.9B
| $16.2M | 0.02% |
220,995
-8,223
| -4% | -$602K |
|
838
Marriott Vacations Worldwide
VAC
$2.71B
| $16.2M | 0.02% |
190,680
-300,583
| -61% | -$25.5M |
|
839
Hain Celestial
HAIN
$172M
| $16.2M | 0.02% |
413,817
+3,231
| +0.8% | +$126K |
|
840
First American
FAF
$6.8B
| $16.1M | 0.02% |
440,586
+6,895
| +2% | +$253K |
|
841
Cracker Barrel
CBRL
$1.12B
| $16.1M | 0.02% |
96,572
+3,406
| +4% | +$569K |
|
842
ASGN Inc
ASGN
$2.29B
| $16.1M | 0.02% |
364,476
-1,245
| -0.3% | -$55K |
|
843
Jack in the Box
JACK
$377M
| $16.1M | 0.02% |
144,135
+14,200
| +11% | +$1.59M |
|
|
SCG
844
DELISTED
Scana
SCG
| $16.1M | 0.02% |
219,317
+5,974
| +3% | +$438K |
|
845
Darling Ingredients
DAR
$5.01B
| $16.1M | 0.02% |
1,243,840
+27,083
| +2% | +$350K |
|
846
Ligand Pharmaceuticals
LGND
$3.22B
| $15.9M | 0.02% |
251,608
+21,023
| +9% | +$1.33M |
|
847
Liberty Media Series A
FWONA
$22.9B
| $15.9M | 0.02% |
530,789
-3,047
| -0.6% | -$91.5K |
|
848
Dave & Buster's
PLAY
$771M
| $15.9M | 0.02% |
282,431
+274,371
| +3,404% | +$15.4M |
|
849
Moog
MOG.A
$6.07B
| $15.9M | 0.02% |
241,814
-1,250
| -0.5% | -$82.1K |
|
850
Williams-Sonoma
WSM
$24.7B
| $15.9M | 0.02% |
656,448
-1,352
| -0.2% | -$32.7K |
|