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 | |
|---|---|---|---|---|---|---|
1076
Group 1 Automotive
GPI
$6.11B
| $11.6M | 0.01% |
148,593
+788
| +0.5% | +$61.4K |
|
|
BERY
1077
DELISTED
Berry Global Group, Inc.
BERY
| $11.6M | 0.01% |
258,668
+228,349
| +753% | +$10.2M |
|
1078
Cousins Properties
CUZ
$4.88B
| $11.5M | 0.01% |
338,751
-215,336
| -39% | -$7.33M |
|
1079
HUB Group
HUBG
$2.21B
| $11.5M | 0.01% |
526,292
+16,520
| +3% | +$361K |
|
1080
Rambus
RMBS
$8.28B
| $11.4M | 0.01% |
830,743
+10,526
| +1% | +$145K |
|
1081
CoreCivic
CXW
$2.17B
| $11.4M | 0.01% |
467,259
+4,673
| +1% | +$114K |
|
1082
SpartanNash
SPTN
$901M
| $11.4M | 0.01% |
289,044
+8,953
| +3% | +$354K |
|
1083
Enerpac Tool Group
EPAC
$2.31B
| $11.4M | 0.01% |
440,331
+3,263
| +0.7% | +$84.7K |
|
1084
Trustmark
TRMK
$2.43B
| $11.4M | 0.01% |
320,198
+51,116
| +19% | +$1.82M |
|
1085
ESCO Technologies
ESE
$5.28B
| $11.4M | 0.01% |
201,239
+15,185
| +8% | +$860K |
|
1086
NETSCOUT
NTCT
$1.8B
| $11.4M | 0.01% |
361,656
+4,223
| +1% | +$133K |
|
|
1087
Murphy Oil
MUR
$3.68B
| $11.3M | 0.01% |
363,779
-2,433,463
| -87% | -$75.8M |
|
1088
O-I Glass
OI
$1.96B
| $11.3M | 0.01% |
650,322
+376,650
| +138% | +$6.56M |
|
|
BWLD
1089
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $11.3M | 0.01% |
73,286
+2,053
| +3% | +$317K |
|
1090
Benchmark Electronics
BHE
$1.43B
| $11.3M | 0.01% |
370,514
+4,158
| +1% | +$127K |
|
|
NP
1091
DELISTED
Neenah, Inc. Common Stock
NP
| $11.3M | 0.01% |
132,140
+5,008
| +4% | +$427K |
|
1092
American Axle
AXL
$702M
| $11.2M | 0.01% |
580,742
+8,211
| +1% | +$158K |
|
1093
Atkore
ATKR
$2.03B
| $11.2M | 0.01% |
466,700
+16,700
| +4% | +$399K |
|
1094
Forward Air
FWRD
$905M
| $11.1M | 0.01% |
234,826
+7,753
| +3% | +$367K |
|
1095
Insight Enterprises
NSIT
$3.94B
| $11.1M | 0.01% |
274,325
+8,759
| +3% | +$354K |
|
1096
Clean Harbors
CLH
$12.5B
| $11.1M | 0.01% |
199,270
-10,383
| -5% | -$578K |
|
|
MZTI
1097
The Marzetti Company Common Stock
MZTI
$4.95B
| $11.1M | 0.01% |
78,340
+1,145
| +1% | +$162K |
|
1098
Select Medical
SEM
$1.53B
| $11.1M | 0.01% |
1,548,095
+67,757
| +5% | +$484K |
|
1099
Kaiser Aluminum
KALU
$1.22B
| $11.1M | 0.01% |
142,238
+4,832
| +4% | +$375K |
|
1100
Banner Corp
BANR
$2.32B
| $11M | 0.01% |
197,817
+4,865
| +3% | +$272K |
|