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 | |
|---|---|---|---|---|---|---|
926
Hancock Whitney
HWC
$5.31B
| $14.3M | 0.02% |
331,677
+25,563
| +8% | +$1.1M |
|
927
InterDigital
IDCC
$7.89B
| $14.3M | 0.02% |
156,408
+17,346
| +12% | +$1.58M |
|
928
Maximus
MMS
$4.93B
| $14.3M | 0.02% |
256,105
+3,883
| +2% | +$217K |
|
929
Monro
MNRO
$505M
| $14.2M | 0.02% |
248,985
+9,493
| +4% | +$543K |
|
930
Kirby Corp
KEX
$4.9B
| $14.2M | 0.02% |
213,700
+3,386
| +2% | +$225K |
|
|
GK
931
DELISTED
G&K Services Inc
GK
| $14.2M | 0.02% |
147,335
+2,303
| +2% | +$222K |
|
932
Plexus
PLXS
$3.68B
| $14.2M | 0.02% |
262,884
+13,288
| +5% | +$718K |
|
|
MGLN
933
DELISTED
Magellan Health Services, Inc.
MGLN
| $14.2M | 0.02% |
188,325
+2,206
| +1% | +$166K |
|
|
UNIT
934
Uniti Group
UNIT
$1.76B
| $14.2M | 0.02% |
557,639
+23,773
| +4% | +$604K |
|
935
WaFd
WAFD
$2.48B
| $14.1M | 0.02% |
411,687
+37,964
| +10% | +$1.3M |
|
936
Goodyear
GT
$2.45B
| $14.1M | 0.02% |
458,058
+35,534
| +8% | +$1.1M |
|
937
NBT Bancorp
NBTB
$2.26B
| $14.1M | 0.02% |
337,201
+13,769
| +4% | +$577K |
|
|
SAFM
938
DELISTED
Sanderson Farms Inc
SAFM
| $14.1M | 0.02% |
149,792
+2,201
| +1% | +$207K |
|
939
Strategy Inc Common Stock Class A
MSTR
$93.2B
| $14.1M | 0.02% |
714,490
+5,390
| +0.8% | +$106K |
|
940
Deluxe
DLX
$864M
| $14.1M | 0.02% |
196,596
+2,911
| +2% | +$208K |
|
|
EE
941
DELISTED
El Paso Electric Company
EE
| $14.1M | 0.02% |
302,733
+4,081
| +1% | +$190K |
|
942
Viavi Solutions
VIAV
$2.61B
| $14.1M | 0.02% |
1,720,106
+7,759
| +0.5% | +$63.5K |
|
|
CPE
943
DELISTED
Callon Petroleum Company
CPE
| $14.1M | 0.02% |
91,508
+22,536
| +33% | +$3.46M |
|
944
Brady Corp
BRC
$3.7B
| $14M | 0.02% |
374,107
+26,018
| +7% | +$977K |
|
|
HR
945
DELISTED
Healthcare Realty Trust Incorporated
HR
| $14M | 0.02% |
463,118
+6,922
| +2% | +$210K |
|
|
CY
946
DELISTED
Cypress Semiconductor
CY
| $14M | 0.02% |
1,225,438
+20,041
| +2% | +$229K |
|
947
American States Water
AWR
$2.83B
| $14M | 0.02% |
307,362
+42,876
| +16% | +$1.95M |
|
948
MGIC Investment
MTG
$6.51B
| $14M | 0.02% |
1,373,360
+65,483
| +5% | +$667K |
|
|
DST
949
DELISTED
DST Systems Inc.
DST
| $13.9M | 0.02% |
259,652
-2,998
| -1% | -$161K |
|
|
NUVA
950
DELISTED
NuVasive, Inc.
NUVA
| $13.9M | 0.02% |
206,193
+122
| +0.1% | +$8.22K |
|