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 | |
|---|---|---|---|---|---|---|
1276
Kulicke & Soffa
KLIC
$1.98B
| $8.34M | 0.01% |
522,689
+10,482
| +2% | +$167K |
|
|
CEB
1277
DELISTED
CEB Inc.
CEB
| $8.33M | 0.01% |
137,409
+9,129
| +7% | +$553K |
|
|
FRC
1278
DELISTED
First Republic Bank
FRC
| $8.32M | 0.01% |
90,286
-137,610
| -60% | -$12.7M |
|
1279
Adtran
ADTN
$828M
| $8.31M | 0.01% |
371,933
+3,257
| +0.9% | +$72.8K |
|
|
ALOG
1280
DELISTED
Analogic Corp
ALOG
| $8.28M | 0.01% |
99,864
+5,962
| +6% | +$495K |
|
|
IPHS
1281
DELISTED
Innophos Holdings, Inc.
IPHS
| $8.28M | 0.01% |
158,376
+15,497
| +11% | +$810K |
|
1282
Fortis
FTS
$24.7B
| $8.27M | 0.01% |
+267,902
| New | +$8.27M |
|
1283
CONMED
CNMD
$1.63B
| $8.27M | 0.01% |
187,176
+6,011
| +3% | +$266K |
|
1284
Wabash National
WNC
$461M
| $8.26M | 0.01% |
522,207
+29,809
| +6% | +$472K |
|
1285
Central Garden & Pet Class A
CENTA
$2.07B
| $8.24M | 0.01% |
333,409
+27,534
| +9% | +$681K |
|
|
SWN
1286
DELISTED
Southwestern Energy Company
SWN
| $8.22M | 0.01% |
759,689
-32,923
| -4% | -$356K |
|
1287
LiveRamp
RAMP
$1.74B
| $8.21M | 0.01% |
306,255
+5,192
| +2% | +$139K |
|
|
ALEX
1288
Alexander & Baldwin
ALEX
$1.36B
| $8.18M | 0.01% |
182,228
+3,008
| +2% | +$135K |
|
1289
Assertio
ASRT
$77.5M
| $8.17M | 0.01% |
113,319
-239
| -0.2% | -$17.2K |
|
|
MNK
1290
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $8.16M | 0.01% |
163,696
+1,598
| +1% | +$79.6K |
|
1291
Enviri
NVRI
$959M
| $8.15M | 0.01% |
598,959
+8,148
| +1% | +$111K |
|
1292
Stewart Information Services
STC
$2.04B
| $8.13M | 0.01% |
176,408
+7,327
| +4% | +$338K |
|
1293
Sturm, Ruger & Co
RGR
$587M
| $8.1M | 0.01% |
153,738
+13,270
| +9% | +$699K |
|
1294
City Holding Co
CHCO
$1.83B
| $8.05M | 0.01% |
119,066
+9,198
| +8% | +$622K |
|
1295
E.W. Scripps
SSP
$246M
| $8.05M | 0.01% |
416,371
+1,945
| +0.5% | +$37.6K |
|
|
RBS.PRS.CL
1296
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $8.04M | 0.01% |
321,044
-39,773
| -11% | -$996K |
|
1297
Churchill Downs
CHDN
$6.77B
| $8.04M | 0.01% |
320,448
+26,124
| +9% | +$655K |
|
|
AIRM
1298
DELISTED
Air Methods Corp
AIRM
| $8.01M | 0.01% |
251,444
-7,730
| -3% | -$246K |
|
1299
Green Plains
GPRE
$635M
| $8M | 0.01% |
287,372
+20,240
| +8% | +$564K |
|
|
NTRI
1300
DELISTED
NutriSystem, Inc.
NTRI
| $8M | 0.01% |
230,905
+17,265
| +8% | +$598K |
|