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 | |
|---|---|---|---|---|---|---|
|
CLC
851
DELISTED
Clarcor
CLC
| $15.8M | 0.02% |
192,143
-3,770
| -2% | -$311K |
|
852
iShares Core S&P Small-Cap ETF
IJR
$85.3B
| $15.8M | 0.02% |
229,770
-328,972
| -59% | -$22.6M |
|
|
LSI
853
DELISTED
Life Storage, Inc.
LSI
| $15.8M | 0.02% |
277,820
-366
| -0.1% | -$20.8K |
|
854
NewMarket
NEU
$7.74B
| $15.7M | 0.02% |
37,024
+552
| +2% | +$234K |
|
855
Haemonetics
HAE
$2.61B
| $15.7M | 0.02% |
390,209
+10,376
| +3% | +$417K |
|
|
UCB
856
United Community Banks, Inc.
UCB
$3.96B
| $15.7M | 0.02% |
529,397
+5,924
| +1% | +$175K |
|
|
WGL
857
DELISTED
Wgl Holdings
WGL
| $15.7M | 0.02% |
205,251
+3,738
| +2% | +$285K |
|
858
Chipotle Mexican Grill
CMG
$52.9B
| $15.7M | 0.02% |
2,074,200
-47,550
| -2% | -$359K |
|
859
J&J Snack Foods
JJSF
$2.08B
| $15.6M | 0.02% |
117,139
+5,763
| +5% | +$769K |
|
860
Hanover Insurance
THG
$6.41B
| $15.6M | 0.02% |
171,586
-37,506
| -18% | -$3.41M |
|
861
AGCO
AGCO
$8.03B
| $15.6M | 0.02% |
269,219
+1,760
| +0.7% | +$102K |
|
862
Acuity Brands
AYI
$10.1B
| $15.6M | 0.02% |
67,421
-3,105
| -4% | -$717K |
|
863
Kite Realty
KRG
$5B
| $15.5M | 0.02% |
661,326
-504,019
| -43% | -$11.8M |
|
864
Steven Madden
SHOO
$2.2B
| $15.5M | 0.02% |
651,420
+32,079
| +5% | +$765K |
|
|
FMBI
865
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $15.5M | 0.02% |
615,269
+9,189
| +2% | +$232K |
|
|
SWC
866
DELISTED
Stillwater Mining Co
SWC
| $15.5M | 0.02% |
962,456
+69,980
| +8% | +$1.13M |
|
867
Piper Sandler
PIPR
$5.91B
| $15.5M | 0.02% |
213,696
+17,740
| +9% | +$1.29M |
|
868
Semtech
SMTC
$5.34B
| $15.5M | 0.02% |
490,428
+2,610
| +0.5% | +$82.3K |
|
|
ILG
869
DELISTED
ILG, Inc Common Stock
ILG
| $15.4M | 0.02% |
849,849
+50,246
| +6% | +$913K |
|
870
Watsco
WSO
$16.3B
| $15.4M | 0.02% |
104,140
+570
| +0.6% | +$84.4K |
|
871
The Mosaic Company
MOS
$10.2B
| $15.4M | 0.02% |
525,011
-925
| -0.2% | -$27.1K |
|
872
Bio-Techne
TECH
$8.43B
| $15.4M | 0.02% |
598,756
+4,164
| +0.7% | +$107K |
|
873
Woodward
WWD
$14.2B
| $15.4M | 0.02% |
222,913
+7,585
| +4% | +$524K |
|
874
Seagate
STX
$40.7B
| $15.4M | 0.02% |
402,884
-6,398
| -2% | -$244K |
|
875
Children's Place
PLCE
$143M
| $15.4M | 0.02% |
152,286
+11,361
| +8% | +$1.15M |
|