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 | |
|---|---|---|---|---|---|---|
1401
MiMedx Group
MDXG
$1.05B
| $6.71M | 0.01% |
757,523
+6,821
| +0.9% | +$60.4K |
|
1402
Qualys
QLYS
$4.88B
| $6.71M | 0.01% |
212,017
+4,723
| +2% | +$149K |
|
|
EPAY
1403
DELISTED
Bottomline Technologies Inc
EPAY
| $6.71M | 0.01% |
268,042
-1,169
| -0.4% | -$29.2K |
|
|
RAVN
1404
DELISTED
Raven Industries Inc
RAVN
| $6.68M | 0.01% |
265,174
+3,574
| +1% | +$90.1K |
|
|
ATW
1405
DELISTED
Atwood Oceanics
ATW
| $6.68M | 0.01% |
508,385
+49,804
| +11% | +$654K |
|
1406
Carpenter Technology
CRS
$12.1B
| $6.66M | 0.01% |
184,253
+3,068
| +2% | +$111K |
|
1407
First Bancorp
FBP
$3.54B
| $6.66M | 0.01% |
1,007,607
+151,504
| +18% | +$1M |
|
|
VALE.P
1408
DELISTED
Vale S A
VALE.P
| $6.66M | 0.01% |
+965,823
| New | +$6.66M |
|
|
AEGN
1409
DELISTED
Aegion Corp
AEGN
| $6.64M | 0.01% |
280,211
+29,884
| +12% | +$708K |
|
1410
Tri Pointe Homes
TPH
$3.18B
| $6.62M | 0.01% |
576,321
-6,460
| -1% | -$74.2K |
|
|
WIRE
1411
DELISTED
Encore Wire Corp
WIRE
| $6.59M | 0.01% |
151,988
+2,259
| +2% | +$97.9K |
|
|
DISCA
1412
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $6.53M | 0.01% |
238,063
-5,299
| -2% | -$145K |
|
1413
Banc of California
BANC
$2.65B
| $6.52M | 0.01% |
375,829
-273,063
| -42% | -$4.74M |
|
1414
Heartland Express
HTLD
$670M
| $6.47M | 0.01% |
317,608
+4,282
| +1% | +$87.2K |
|
1415
Lindsay Corp
LNN
$1.53B
| $6.45M | 0.01% |
86,494
+9,590
| +12% | +$715K |
|
1416
Atlassian
TEAM
$46.6B
| $6.45M | 0.01% |
268,000
-239
| -0.1% | -$5.76K |
|
1417
Houlihan Lokey
HLI
$14.6B
| $6.44M | 0.01% |
206,900
+2,500
| +1% | +$77.8K |
|
1418
Wingstop
WING
$7.66B
| $6.44M | 0.01% |
+217,487
| New | +$6.44M |
|
1419
Innoviva
INVA
$1.23B
| $6.43M | 0.01% |
600,887
+587,254
| +4,308% | +$6.28M |
|
|
WDR
1420
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $6.42M | 0.01% |
329,214
+335
| +0.1% | +$6.54K |
|
1421
Winnebago Industries
WGO
$984M
| $6.42M | 0.01% |
202,774
+6,362
| +3% | +$201K |
|
1422
New York Times
NYT
$9.53B
| $6.41M | 0.01% |
482,007
+537
| +0.1% | +$7.14K |
|
1423
Trustco Bank Corp NY
TRST
$754M
| $6.41M | 0.01% |
146,457
+2,063
| +1% | +$90.2K |
|
1424
Boise Cascade
BCC
$3.31B
| $6.39M | 0.01% |
284,183
+3,832
| +1% | +$86.2K |
|
|
ACOR
1425
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $6.38M | 0.01% |
2,829
+45
| +2% | +$102K |
|