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 | |
|---|---|---|---|---|---|---|
1251
Safety Insurance
SAFT
$1.09B
| $8.72M | 0.01% |
118,244
+11,380
| +11% | +$839K |
|
|
NTUS
1252
DELISTED
Natus Medical Inc
NTUS
| $8.71M | 0.01% |
250,139
+11,137
| +5% | +$388K |
|
1253
Mercury Insurance
MCY
$4.31B
| $8.69M | 0.01% |
144,374
+3,464
| +2% | +$209K |
|
1254
Veeco
VECO
$1.52B
| $8.68M | 0.01% |
297,809
+3,806
| +1% | +$111K |
|
1255
Revvity
RVTY
$9.58B
| $8.67M | 0.01% |
166,245
-9,892
| -6% | -$516K |
|
1256
Transocean
RIG
$3.06B
| $8.67M | 0.01% |
588,042
-1,124,298
| -66% | -$16.6M |
|
1257
Azenta
AZTA
$1.34B
| $8.64M | 0.01% |
506,162
+9,603
| +2% | +$164K |
|
|
RRD
1258
DELISTED
RR Donnelley & Sons Co.
RRD
| $8.59M | 0.01% |
+526,322
| New | +$8.59M |
|
1259
Moelis & Co
MC
$5.44B
| $8.54M | 0.01% |
252,012
+36,559
| +17% | +$1.24M |
|
1260
Clearwater Paper
CLW
$342M
| $8.53M | 0.01% |
130,184
+1,733
| +1% | +$114K |
|
1261
Chart Industries
GTLS
$8.95B
| $8.53M | 0.01% |
236,785
+15,454
| +7% | +$557K |
|
1262
Standard Motor Products
SMP
$874M
| $8.53M | 0.01% |
160,228
+8,464
| +6% | +$450K |
|
1263
Andersons Inc
ANDE
$1.37B
| $8.52M | 0.01% |
190,599
+840
| +0.4% | +$37.5K |
|
1264
Standex International
SXI
$2.44B
| $8.51M | 0.01% |
96,830
-257
| -0.3% | -$22.6K |
|
1265
Team
TISI
$84.2M
| $8.49M | 0.01% |
21,631
+414
| +2% | +$162K |
|
1266
ICF International
ICFI
$1.77B
| $8.47M | 0.01% |
+153,443
| New | +$8.47M |
|
1267
Kemper
KMPR
$3.32B
| $8.46M | 0.01% |
191,029
+3,353
| +2% | +$149K |
|
|
CKH
1268
DELISTED
Seacor Holdings Inc.
CKH
| $8.43M | 0.01% |
122,254
+1,752
| +1% | +$121K |
|
|
BEL
1269
DELISTED
Belmond Ltd.
BEL
| $8.42M | 0.01% |
630,802
+8,500
| +1% | +$113K |
|
1270
ACI Worldwide
ACIW
$5.17B
| $8.42M | 0.01% |
463,798
-334
| -0.1% | -$6.06K |
|
|
WBMD
1271
DELISTED
WebMD Health Corp.
WBMD
| $8.41M | 0.01% |
169,700
+11,490
| +7% | +$570K |
|
1272
United Fire Group
UFCS
$792M
| $8.41M | 0.01% |
170,951
+7,524
| +5% | +$370K |
|
1273
Pultegroup
PHM
$26.7B
| $8.37M | 0.01% |
455,561
-46,031
| -9% | -$846K |
|
1274
Saia
SAIA
$8.19B
| $8.34M | 0.01% |
188,937
+6,572
| +4% | +$290K |
|
|
LDL
1275
DELISTED
Lydall, Inc.
LDL
| $8.34M | 0.01% |
134,863
+9,280
| +7% | +$574K |
|