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 | |
|---|---|---|---|---|---|---|
1426
Strategic Education
STRA
$1.98B
| $6.38M | 0.01% |
79,069
+3,599
| +5% | +$290K |
|
1427
Walker & Dunlop
WD
$2.98B
| $6.34M | 0.01% |
203,313
+322
| +0.2% | +$10K |
|
1428
LPL Financial
LPLA
$27.5B
| $6.32M | 0.01% |
+179,617
| New | +$6.32M |
|
1429
Koppers
KOP
$555M
| $6.31M | 0.01% |
156,545
+7,135
| +5% | +$288K |
|
|
ENLK
1430
DELISTED
EnLink Midstream Partners, LP
ENLK
| $6.3M | 0.01% |
341,939
+34,417
| +11% | +$634K |
|
1431
Gannett
GCI
$617M
| $6.27M | 0.01% |
+391,831
| New | +$6.27M |
|
1432
ATN International
ATNI
$240M
| $6.25M | 0.01% |
77,969
-671
| -0.9% | -$53.8K |
|
1433
Urban Outfitters
URBN
$6.38B
| $6.24M | 0.01% |
218,947
+64,863
| +42% | +$1.85M |
|
|
TYPE
1434
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $6.24M | 0.01% |
314,121
+16,827
| +6% | +$334K |
|
|
APTI
1435
DELISTED
Apptio, Inc. Class A Common Stock
APTI
| $6.22M | 0.01% |
335,734
+184,370
| +122% | +$3.42M |
|
1436
First Busey Corp
BUSE
$2.19B
| $6.21M | 0.01% |
201,716
+75,191
| +59% | +$2.31M |
|
|
CRAY
1437
DELISTED
Cray, Inc.
CRAY
| $6.19M | 0.01% |
298,862
-4,841
| -2% | -$100K |
|
|
LKSD
1438
DELISTED
LSC Communications, Inc.
LKSD
| $6.18M | 0.01% |
+208,336
| New | +$6.18M |
|
1439
Fox Factory Holding Corp
FOXF
$1.2B
| $6.18M | 0.01% |
222,768
+49,860
| +29% | +$1.38M |
|
|
LMNX
1440
DELISTED
Luminex Corp
LMNX
| $6.12M | 0.01% |
302,441
+836
| +0.3% | +$16.9K |
|
1441
National Bank Holdings
NBHC
$1.46B
| $6.07M | 0.01% |
+190,401
| New | +$6.07M |
|
1442
Boston Beer
SAM
$2.4B
| $6.07M | 0.01% |
35,709
+1,722
| +5% | +$292K |
|
1443
BWX Technologies
BWXT
$15.6B
| $6.04M | 0.01% |
152,235
-794,162
| -84% | -$31.5M |
|
|
FTR
1444
DELISTED
Frontier Communications Corp.
FTR
| $6.03M | 0.01% |
118,914
+1,996
| +2% | +$101K |
|
|
UHT
1445
Universal Health Realty Income Trust
UHT
$576M
| $6.02M | 0.01% |
91,744
+1,298
| +1% | +$85.1K |
|
|
DEL
1446
DELISTED
Deltic Timber
DEL
| $5.98M | 0.01% |
77,583
+1,116
| +1% | +$86K |
|
1447
Abercrombie & Fitch
ANF
$4.44B
| $5.96M | 0.01% |
496,300
+242,368
| +95% | +$2.91M |
|
1448
BJ's Restaurants
BJRI
$705M
| $5.96M | 0.01% |
151,523
-1,845
| -1% | -$72.5K |
|
1449
Ryder
R
$7.68B
| $5.94M | 0.01% |
79,840
-1,888
| -2% | -$141K |
|
1450
Integer Holdings
ITGR
$3.66B
| $5.93M | 0.01% |
201,387
+3,064
| +2% | +$90.2K |
|