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 | |
|---|---|---|---|---|---|---|
1326
FTI Consulting
FCN
$5.23B
| $7.72M | 0.01% |
171,260
+3,657
| +2% | +$165K |
|
|
BOBE
1327
DELISTED
Bob Evans Farms, Inc.
BOBE
| $7.71M | 0.01% |
144,948
+1,941
| +1% | +$103K |
|
1328
Genworth Financial
GNW
$3.51B
| $7.7M | 0.01% |
2,022,087
+50,903
| +3% | +$194K |
|
|
XXIA
1329
DELISTED
Ixia
XXIA
| $7.7M | 0.01% |
478,491
+25,135
| +6% | +$405K |
|
1330
Ralph Lauren
RL
$18.9B
| $7.69M | 0.01% |
85,145
-231
| -0.3% | -$20.9K |
|
|
AKRX
1331
DELISTED
Akorn, Inc.
AKRX
| $7.69M | 0.01% |
352,225
+1,794
| +0.5% | +$39.2K |
|
1332
Shutterstock
SSTK
$715M
| $7.68M | 0.01% |
161,592
+17,150
| +12% | +$815K |
|
|
MAGN
1333
Magnera Corporation
MAGN
$404M
| $7.67M | 0.01% |
24,689
+332
| +1% | +$103K |
|
1334
Repligen
RGEN
$6.76B
| $7.65M | 0.01% |
248,222
+3,670
| +2% | +$113K |
|
|
WPG
1335
DELISTED
Washington Prime Group Inc.
WPG
| $7.63M | 0.01% |
81,418
+1,346
| +2% | +$126K |
|
|
CHS
1336
DELISTED
Chicos FAS, Inc.
CHS
| $7.62M | 0.01% |
529,594
+11,544
| +2% | +$166K |
|
|
JNS
1337
DELISTED
Janus Capital Group Inc
JNS
| $7.61M | 0.01% |
573,357
+14,131
| +3% | +$188K |
|
1338
H&R Block
HRB
$6.73B
| $7.59M | 0.01% |
330,281
-9,217
| -3% | -$212K |
|
1339
TripAdvisor
TRIP
$2.06B
| $7.59M | 0.01% |
163,693
-2,775
| -2% | -$129K |
|
1340
Globus Medical
GMED
$7.89B
| $7.58M | 0.01% |
305,595
+290,264
| +1,893% | +$7.2M |
|
1341
Synaptics
SYNA
$2.67B
| $7.56M | 0.01% |
141,013
+2,486
| +2% | +$133K |
|
|
FLIR
1342
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $7.56M | 0.01% |
208,765
-1,748
| -0.8% | -$63.3K |
|
1343
LivaNova
LIVN
$3.09B
| $7.55M | 0.01% |
167,944
+1,177
| +0.7% | +$52.9K |
|
|
NVRO
1344
DELISTED
NEVRO CORP.
NVRO
| $7.54M | 0.01% |
103,773
+19,164
| +23% | +$1.39M |
|
|
MDRX
1345
DELISTED
Veradigm Inc. Common Stock
MDRX
| $7.53M | 0.01% |
737,261
+5,141
| +0.7% | +$52.5K |
|
|
WSTC
1346
DELISTED
West Corporation
WSTC
| $7.5M | 0.01% |
302,917
+7,759
| +3% | +$192K |
|
1347
Helix Energy Solutions
HLX
$923M
| $7.49M | 0.01% |
849,412
+68,858
| +9% | +$607K |
|
1348
Calavo Growers
CVGW
$479M
| $7.49M | 0.01% |
121,992
+6,374
| +6% | +$391K |
|
1349
Southside Bancshares
SBSI
$917M
| $7.48M | 0.01% |
203,572
+21,021
| +12% | +$772K |
|
1350
Sleep Number
SNBR
$211M
| $7.46M | 0.01% |
329,578
-13,121
| -4% | -$297K |
|