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 | |
|---|---|---|---|---|---|---|
|
PPBI
1376
DELISTED
Pacific Premier Bancorp
PPBI
| $7.13M | 0.01% |
201,669
+17,364
| +9% | +$614K |
|
|
IPCC
1377
DELISTED
Infinity Property & Casualty C
IPCC
| $7.13M | 0.01% |
81,072
-1,570
| -2% | -$138K |
|
|
KRA
1378
DELISTED
Kraton Corporation
KRA
| $7.08M | 0.01% |
248,403
+19,233
| +8% | +$548K |
|
1379
TEGNA Inc
TGNA
$3.39B
| $7.02M | 0.01% |
512,817
-1,411
| -0.3% | -$19.3K |
|
|
CCC
1380
DELISTED
Calgon Carbon Corp
CCC
| $7M | 0.01% |
411,968
+45,719
| +12% | +$777K |
|
|
TIME
1381
DELISTED
Time Inc.
TIME
| $7M | 0.01% |
392,217
+2,611
| +0.7% | +$46.6K |
|
1382
Avanos Medical
AVNS
$561M
| $6.99M | 0.01% |
189,027
+3,410
| +2% | +$126K |
|
|
PKY
1383
DELISTED
Parkway, Inc.
PKY
| $6.98M | 0.01% |
313,680
-295,624
| -49% | -$6.58M |
|
1384
News Corp Class A
NWSA
$16.3B
| $6.91M | 0.01% |
602,976
-459,536
| -43% | -$5.27M |
|
1385
Northfield Bancorp
NFBK
$488M
| $6.91M | 0.01% |
345,805
+16,645
| +5% | +$332K |
|
1386
Oxford Industries
OXM
$751M
| $6.9M | 0.01% |
114,759
+5,556
| +5% | +$334K |
|
1387
Federal Signal
FSS
$7.76B
| $6.89M | 0.01% |
441,376
-7,791
| -2% | -$122K |
|
|
CBB
1388
DELISTED
Cincinnati Bell Inc.
CBB
| $6.89M | 0.01% |
308,198
-4,016
| -1% | -$89.8K |
|
|
BGC
1389
DELISTED
General Cable Corporation
BGC
| $6.89M | 0.01% |
361,523
+4,932
| +1% | +$94K |
|
1390
ATI
ATI
$10.4B
| $6.86M | 0.01% |
430,591
+6,878
| +2% | +$110K |
|
1391
Archrock
AROC
$4.32B
| $6.86M | 0.01% |
519,524
+14,026
| +3% | +$185K |
|
1392
Stride
LRN
$6.96B
| $6.86M | 0.01% |
+399,633
| New | +$6.86M |
|
|
PRSU
1393
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $6.86M | 0.01% |
155,433
+8,677
| +6% | +$383K |
|
1394
US Physical Therapy
USPH
$1.25B
| $6.81M | 0.01% |
97,069
+5,590
| +6% | +$392K |
|
1395
PotlatchDeltic
PCH
$3.27B
| $6.81M | 0.01% |
163,443
+5,880
| +4% | +$245K |
|
|
EXPR
1396
DELISTED
Express, Inc.
EXPR
| $6.8M | 0.01% |
31,582
+1,763
| +6% | +$379K |
|
|
HIBB
1397
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $6.79M | 0.01% |
181,952
+11,499
| +7% | +$429K |
|
|
BRSS
1398
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
| $6.77M | 0.01% |
197,477
+35,049
| +22% | +$1.2M |
|
1399
Under Armour Class C
UA
$2.1B
| $6.76M | 0.01% |
268,405
-24,043
| -8% | -$605K |
|
1400
Cavco Industries
CVCO
$4.38B
| $6.72M | 0.01% |
67,338
+5,873
| +10% | +$586K |
|