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 | |
|---|---|---|---|---|---|---|
1151
Papa John's
PZZA
$1.63B
| $10.2M | 0.01% |
118,957
-80,594
| -40% | -$6.9M |
|
1152
Sprouts Farmers Market
SFM
$13.1B
| $10.2M | 0.01% |
537,275
-18,356
| -3% | -$347K |
|
1153
Signet Jewelers
SIG
$3.75B
| $10.2M | 0.01% |
107,748
-10,308
| -9% | -$972K |
|
1154
Urban Edge Properties
UE
$2.64B
| $10.1M | 0.01% |
368,132
-3,468
| -0.9% | -$95.4K |
|
1155
Dycom Industries
DY
$7.51B
| $10.1M | 0.01% |
126,005
-137,591
| -52% | -$11M |
|
|
CIO
1156
City Office REIT
CIO
$280M
| $10.1M | 0.01% |
767,936
+288,436
| +60% | +$3.8M |
|
|
JCP
1157
DELISTED
J.C. Penney Company, Inc.
JCP
| $10.1M | 0.01% |
1,216,726
+12,482
| +1% | +$104K |
|
1158
OSI Systems
OSIS
$3.97B
| $10.1M | 0.01% |
132,816
+2,532
| +2% | +$193K |
|
1159
Qorvo
QRVO
$8.26B
| $10.1M | 0.01% |
191,580
-145,743
| -43% | -$7.69M |
|
1160
Brinker International
EAT
$6.88B
| $10.1M | 0.01% |
203,797
-19,037
| -9% | -$943K |
|
1161
Albany International
AIN
$1.77B
| $10M | 0.01% |
216,849
+6,537
| +3% | +$303K |
|
1162
Commercial Metals
CMC
$6.53B
| $10M | 0.01% |
460,738
+3,539
| +0.8% | +$77.1K |
|
|
CVG
1163
DELISTED
Convergys
CVG
| $10M | 0.01% |
407,604
+19,521
| +5% | +$479K |
|
|
SRCL
1164
DELISTED
Stericycle Inc
SRCL
| $9.95M | 0.01% |
129,098
-2,232
| -2% | -$172K |
|
|
CAA
1165
DELISTED
CalAtlantic Group, Inc.
CAA
| $9.92M | 0.01% |
291,548
-1,713
| -0.6% | -$58.3K |
|
1166
Wynn Resorts
WYNN
$12.8B
| $9.91M | 0.01% |
114,509
-9,532
| -8% | -$825K |
|
1167
Supernus Pharmaceuticals
SUPN
$2.59B
| $9.88M | 0.01% |
391,378
+17,415
| +5% | +$440K |
|
|
SCAI
1168
DELISTED
Surgical Care Affiliates, Inc.
SCAI
| $9.88M | 0.01% |
213,575
+3,464
| +2% | +$160K |
|
1169
Towne Bank
TOWN
$2.84B
| $9.88M | 0.01% |
296,989
+64,591
| +28% | +$2.15M |
|
1170
Kennametal
KMT
$1.59B
| $9.87M | 0.01% |
315,804
+5,944
| +2% | +$186K |
|
1171
Navient
NAVI
$1.29B
| $9.87M | 0.01% |
600,676
-261,643
| -30% | -$4.3M |
|
|
MINI
1172
DELISTED
Mobile Mini Inc
MINI
| $9.86M | 0.01% |
326,080
+4,570
| +1% | +$138K |
|
|
FLOW
1173
DELISTED
SPX FLOW, Inc.
FLOW
| $9.85M | 0.01% |
307,255
+4,816
| +2% | +$154K |
|
1174
Aaon
AAON
$6.93B
| $9.85M | 0.01% |
446,877
+12,685
| +3% | +$279K |
|
1175
AMERISAFE
AMSF
$857M
| $9.84M | 0.01% |
157,771
+10,683
| +7% | +$666K |
|