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 | |
|---|---|---|---|---|---|---|
951
Horace Mann Educators
HMN
$1.89B
| $13.9M | 0.02% |
324,411
+24,146
| +8% | +$1.03M |
|
952
Simpson Manufacturing
SSD
$8.14B
| $13.9M | 0.02% |
317,273
+9,106
| +3% | +$398K |
|
953
Brink's
BCO
$4.79B
| $13.9M | 0.02% |
336,245
+7,019
| +2% | +$290K |
|
954
Sensient Technologies
SXT
$4.81B
| $13.8M | 0.02% |
176,159
+2,072
| +1% | +$163K |
|
955
Graphic Packaging
GPK
$6.24B
| $13.8M | 0.02% |
1,107,145
+62,702
| +6% | +$783K |
|
|
SGI
956
Somnigroup International Inc.
SGI
$18.1B
| $13.8M | 0.02% |
808,280
-4,976
| -0.6% | -$84.9K |
|
|
STMP
957
DELISTED
Stamps.com, Inc.
STMP
| $13.8M | 0.02% |
120,276
+10
| +0% | +$1.15K |
|
958
Mattel
MAT
$5.96B
| $13.7M | 0.02% |
498,895
-44,699
| -8% | -$1.23M |
|
959
Ciena
CIEN
$16.8B
| $13.7M | 0.02% |
559,783
+13,748
| +3% | +$336K |
|
960
Regal Rexnord
RRX
$9.54B
| $13.6M | 0.02% |
197,104
+18,658
| +10% | +$1.29M |
|
961
PRA Group
PRAA
$672M
| $13.6M | 0.02% |
348,940
+5,051
| +1% | +$197K |
|
|
KSU
962
DELISTED
Kansas City Southern
KSU
| $13.6M | 0.02% |
160,571
-1,049
| -0.6% | -$89K |
|
963
California Water Service
CWT
$2.76B
| $13.6M | 0.02% |
401,564
+46,294
| +13% | +$1.57M |
|
|
MIK
964
DELISTED
Michaels Stores, Inc
MIK
| $13.6M | 0.02% |
665,544
+54,025
| +9% | +$1.1M |
|
|
HRC
965
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $13.6M | 0.02% |
241,999
+3,277
| +1% | +$184K |
|
|
GIMO
966
DELISTED
Gigamon Inc.
GIMO
| $13.6M | 0.02% |
298,148
+36,536
| +14% | +$1.66M |
|
967
Pinnacle West Capital
PNW
$10.5B
| $13.6M | 0.02% |
174,027
+7,211
| +4% | +$563K |
|
968
ITT
ITT
$13.5B
| $13.6M | 0.02% |
351,789
-287
| -0.1% | -$11.1K |
|
969
ONE Gas
OGS
$4.47B
| $13.6M | 0.02% |
212,123
+3,358
| +2% | +$215K |
|
970
UMB Financial
UMBF
$9.54B
| $13.5M | 0.02% |
175,404
-146,347
| -45% | -$11.3M |
|
971
Quaker Houghton
KWR
$2.5B
| $13.5M | 0.02% |
105,671
+9,421
| +10% | +$1.21M |
|
972
Northwest Natural Holdings
NWN
$1.69B
| $13.5M | 0.02% |
225,643
+14,546
| +7% | +$870K |
|
973
Viasat
VSAT
$4.04B
| $13.5M | 0.02% |
203,626
+27,418
| +16% | +$1.82M |
|
974
CNO Financial Group
CNO
$3.85B
| $13.5M | 0.02% |
703,915
+5,800
| +0.8% | +$111K |
|
975
Zions Bancorporation
ZION
$8.42B
| $13.5M | 0.02% |
313,168
-14,098
| -4% | -$607K |
|