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 | |
|---|---|---|---|---|---|---|
1451
NRG Energy
NRG
$30.6B
| $5.89M | 0.01% |
480,555
-362,515
| -43% | -$4.44M |
|
1452
Knowles
KN
$1.91B
| $5.86M | 0.01% |
350,658
+5,833
| +2% | +$97.5K |
|
|
FRGI
1453
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $5.86M | 0.01% |
196,143
+1,378
| +0.7% | +$41.1K |
|
1454
Greif
GEF
$3.6B
| $5.85M | 0.01% |
114,049
+16,653
| +17% | +$854K |
|
1455
Iridium Communications
IRDM
$1.96B
| $5.82M | 0.01% |
606,594
+9,108
| +2% | +$87.4K |
|
|
DNR
1456
DELISTED
Denbury Resources, Inc.
DNR
| $5.82M | 0.01% |
1,581,929
+25,883
| +2% | +$95.2K |
|
1457
Materion
MTRN
$2.36B
| $5.81M | 0.01% |
146,702
+1,762
| +1% | +$69.8K |
|
|
IQNT
1458
DELISTED
Inteliquent, Inc.
IQNT
| $5.79M | 0.01% |
252,451
+4,786
| +2% | +$110K |
|
|
QCP
1459
DELISTED
Quality Care Properties, Inc.
QCP
| $5.78M | 0.01% |
+372,889
| New | +$5.78M |
|
|
TVTY
1460
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $5.78M | 0.01% |
253,916
+24,300
| +11% | +$553K |
|
1461
WesBanco
WSBC
$3.06B
| $5.74M | 0.01% |
133,244
+3,691
| +3% | +$159K |
|
|
VIVO
1462
DELISTED
Meridian Bioscience Inc
VIVO
| $5.73M | 0.01% |
323,680
+4,020
| +1% | +$71.2K |
|
|
NE
1463
DELISTED
Noble Corporation
NE
| $5.72M | 0.01% |
966,949
+12,043
| +1% | +$71.3K |
|
1464
Griffon
GFF
$3.73B
| $5.71M | 0.01% |
218,005
-1,883
| -0.9% | -$49.3K |
|
|
PMC
1465
DELISTED
PharMerica Corporation
PMC
| $5.7M | 0.01% |
226,497
+3,166
| +1% | +$79.6K |
|
|
ESND
1466
DELISTED
Essendant Inc.
ESND
| $5.67M | 0.01% |
271,108
+1,275
| +0.5% | +$26.6K |
|
1467
Comscore
SCOR
$32.2M
| $5.65M | 0.01% |
8,952
+551
| +7% | +$348K |
|
1468
3D Systems Corporation
DDD
$289M
| $5.61M | 0.01% |
422,239
+7,668
| +2% | +$102K |
|
|
MCHB
1469
Mechanics Bancorp Class A Common Stock
MCHB
$3.08B
| $5.61M | 0.01% |
+177,603
| New | +$5.61M |
|
|
FINL
1470
DELISTED
Finish Line
FINL
| $5.61M | 0.01% |
298,249
-2,545
| -0.8% | -$47.9K |
|
|
UBA
1471
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $5.59M | 0.01% |
232,010
+21,703
| +10% | +$523K |
|
1472
Teradata
TDC
$2.03B
| $5.57M | 0.01% |
205,078
-6,009
| -3% | -$163K |
|
1473
ePlus
PLUS
$1.99B
| $5.56M | 0.01% |
193,176
+2,260
| +1% | +$65.1K |
|
1474
Cato Corp
CATO
$89M
| $5.56M | 0.01% |
184,829
-12,733
| -6% | -$383K |
|
1475
Anika Therapeutics
ANIK
$125M
| $5.55M | 0.01% |
113,433
+4,678
| +4% | +$229K |
|