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 | |
|---|---|---|---|---|---|---|
976
Sealed Air
SEE
$4.86B
| $13.5M | 0.02% |
296,936
-10,219
| -3% | -$463K |
|
977
FNB Corp
FNB
$5.92B
| $13.4M | 0.02% |
837,355
+10,351
| +1% | +$166K |
|
|
MXIM
978
DELISTED
Maxim Integrated Products
MXIM
| $13.4M | 0.02% |
347,066
-976
| -0.3% | -$37.6K |
|
979
Cooper Companies
COO
$13.7B
| $13.4M | 0.02% |
305,916
-1,396
| -0.5% | -$61.1K |
|
|
SRCI
980
DELISTED
SRC Energy Inc
SRCI
| $13.4M | 0.02% |
1,500,821
+16,409
| +1% | +$146K |
|
981
Spirit AeroSystems
SPR
$4.82B
| $13.3M | 0.02% |
228,631
+11,366
| +5% | +$663K |
|
|
ISLE
982
DELISTED
Isle of Capri Casinos Inc
ISLE
| $13.3M | 0.02% |
540,049
+3,595
| +0.7% | +$88.8K |
|
983
Cogent Communications
CCOI
$1.81B
| $13.3M | 0.02% |
322,263
+12,690
| +4% | +$525K |
|
|
AHH
984
Armada Hoffler Properties
AHH
$587M
| $13.3M | 0.02% |
911,507
+124,854
| +16% | +$1.82M |
|
|
CTLT
985
DELISTED
CATALENT, INC.
CTLT
| $13.2M | 0.02% |
490,940
+8,431
| +2% | +$227K |
|
986
TechnipFMC
FTI
$16.1B
| $13.2M | 0.02% |
500,601
-173
| -0% | -$4.57K |
|
987
WD-40
WDFC
$2.94B
| $13.2M | 0.02% |
113,182
+6,255
| +6% | +$731K |
|
|
VAR
988
DELISTED
Varian Medical Systems, Inc.
VAR
| $13.2M | 0.02% |
167,674
-4,834
| -3% | -$381K |
|
989
First Financial Bancorp
FFBC
$2.5B
| $13.2M | 0.02% |
463,966
+15,667
| +3% | +$446K |
|
990
SM Energy
SM
$3B
| $13.2M | 0.02% |
382,463
+45,221
| +13% | +$1.56M |
|
991
HealthEquity
HQY
$8.01B
| $13.2M | 0.02% |
325,057
+4,420
| +1% | +$179K |
|
992
Fulton Financial
FULT
$3.54B
| $13.1M | 0.02% |
699,069
-9,878
| -1% | -$186K |
|
993
Travel + Leisure Co
TNL
$4.1B
| $13.1M | 0.02% |
380,896
-16,316
| -4% | -$563K |
|
994
Westlake Corp
WLK
$11B
| $13.1M | 0.02% |
234,234
+14,802
| +7% | +$829K |
|
995
Skechers
SKX
$9.5B
| $13.1M | 0.02% |
533,278
-282,641
| -35% | -$6.95M |
|
996
JB Hunt Transport Services
JBHT
$13.8B
| $13.1M | 0.02% |
134,948
-3,054
| -2% | -$296K |
|
997
AZZ Inc
AZZ
$3.47B
| $13.1M | 0.02% |
204,924
+10,365
| +5% | +$662K |
|
998
Stifel
SF
$11.5B
| $13.1M | 0.02% |
392,354
+6,540
| +2% | +$218K |
|
999
Globe Life
GL
$11.4B
| $13.1M | 0.02% |
177,115
-1,614
| -0.9% | -$119K |
|
1000
Rayonier
RYN
$4.1B
| $13M | 0.02% |
515,233
+6,627
| +1% | +$168K |
|