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 | |
|---|---|---|---|---|---|---|
1301
Oil States International
OIS
$341M
| $7.98M | 0.01% |
204,526
-214
| -0.1% | -$8.35K |
|
1302
Assurant
AIZ
$10.6B
| $7.98M | 0.01% |
85,883
-4,650
| -5% | -$432K |
|
|
CPLA
1303
DELISTED
Capella Education Company
CPLA
| $7.98M | 0.01% |
90,832
+5,814
| +7% | +$510K |
|
1304
The Ensign Group
ENSG
$9.59B
| $7.97M | 0.01% |
383,788
+14,345
| +4% | +$298K |
|
1305
Green Dot
GDOT
$757M
| $7.97M | 0.01% |
338,389
+17,053
| +5% | +$402K |
|
1306
American Woodmark
AMWD
$950M
| $7.96M | 0.01% |
105,792
+2,990
| +3% | +$225K |
|
1307
Super Micro Computer
SMCI
$26.1B
| $7.94M | 0.01% |
2,830,260
-6,920
| -0.2% | -$19.4K |
|
|
MANT
1308
DELISTED
Mantech International Corp
MANT
| $7.93M | 0.01% |
187,782
+4,596
| +3% | +$194K |
|
|
TBI
1309
Trueblue
TBI
$171M
| $7.93M | 0.01% |
321,731
+1,953
| +0.6% | +$48.1K |
|
1310
RE/MAX Holdings
RMAX
$187M
| $7.9M | 0.01% |
141,057
+10,642
| +8% | +$596K |
|
1311
Scansource
SCSC
$948M
| $7.89M | 0.01% |
195,514
+8,146
| +4% | +$329K |
|
|
CFNL
1312
DELISTED
Cardinal Financial Corp
CFNL
| $7.89M | 0.01% |
240,585
+5,755
| +2% | +$189K |
|
|
PAY
1313
DELISTED
Verifone Systems Inc
PAY
| $7.88M | 0.01% |
444,305
+4,001
| +0.9% | +$70.9K |
|
|
ECOL
1314
DELISTED
US Ecology, Inc.
ECOL
| $7.85M | 0.01% |
159,725
+2,197
| +1% | +$108K |
|
1315
Topgolf Callaway Brands
MODG
$1.7B
| $7.84M | 0.01% |
715,159
+8,938
| +1% | +$98K |
|
|
ASNA
1316
DELISTED
Ascena Retail Group, Inc.
ASNA
| $7.84M | 0.01% |
63,301
+30,828
| +95% | +$3.82M |
|
|
CIR
1317
DELISTED
CIRCOR International, Inc
CIR
| $7.82M | 0.01% |
120,460
+1,646
| +1% | +$107K |
|
|
CHK
1318
DELISTED
Chesapeake Energy Corporation
CHK
| $7.78M | 0.01% |
5,543
+970
| +21% | +$1.36M |
|
|
HF
1319
DELISTED
HFF Inc.
HF
| $7.77M | 0.01% |
256,962
+3,484
| +1% | +$105K |
|
|
LABL
1320
DELISTED
Multi-Color Corp
LABL
| $7.77M | 0.01% |
100,170
+4,995
| +5% | +$388K |
|
1321
Silgan Holdings
SLGN
$4.71B
| $7.76M | 0.01% |
303,212
-5,468
| -2% | -$140K |
|
|
MDC
1322
DELISTED
M.D.C. Holdings, Inc.
MDC
| $7.75M | 0.01% |
380,510
-13,635
| -3% | -$278K |
|
1323
Universal Insurance Holdings
UVE
$696M
| $7.73M | 0.01% |
272,168
+22,706
| +9% | +$645K |
|
|
VASC
1324
DELISTED
Vascular Solutions Inc
VASC
| $7.73M | 0.01% |
137,776
+10,490
| +8% | +$589K |
|
1325
AAR Corp
AIR
$2.66B
| $7.73M | 0.01% |
233,793
+323
| +0.1% | +$10.7K |
|