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 | |
|---|---|---|---|---|---|---|
1476
Alamo Group
ALG
$2.53B
| $5.55M | 0.01% |
72,949
+3,912
| +6% | +$298K |
|
1477
Principal Exchange-Traded Funds Principal Value ETF
PY
$142M
| $5.54M | 0.01% |
200,001
| – | – |
|
|
GTY
1478
Getty Realty Corp
GTY
$1.6B
| $5.54M | 0.01% |
217,133
+22,552
| +12% | +$575K |
|
|
GHL
1479
DELISTED
Greenhill & Co., Inc.
GHL
| $5.53M | 0.01% |
199,450
+194
| +0.1% | +$5.37K |
|
1480
SunCoke Energy
SXC
$657M
| $5.51M | 0.01% |
486,260
+10,456
| +2% | +$119K |
|
|
EXTN
1481
DELISTED
Exterran Corporation
EXTN
| $5.5M | 0.01% |
229,981
+2,191
| +1% | +$52.4K |
|
1482
Guess, Inc.
GES
$870M
| $5.47M | 0.01% |
451,628
+220,464
| +95% | +$2.67M |
|
1483
First Merchants
FRME
$2.33B
| $5.46M | 0.01% |
145,032
+3,184
| +2% | +$120K |
|
|
WWE
1484
DELISTED
World Wrestling Entertainment
WWE
| $5.43M | 0.01% |
294,845
+27,877
| +10% | +$513K |
|
1485
CTS Corp
CTS
$1.24B
| $5.38M | 0.01% |
240,248
+3,247
| +1% | +$72.7K |
|
1486
IQVIA
IQV
$32.1B
| $5.36M | 0.01% |
70,520
+3
| +0% | +$228 |
|
1487
CEVA Inc
CEVA
$556M
| $5.36M | 0.01% |
159,714
+7,215
| +5% | +$242K |
|
|
FRAN
1488
DELISTED
Francesca's Holdings Corporation
FRAN
| $5.36M | 0.01% |
24,758
+1,215
| +5% | +$263K |
|
1489
LendingTree
TREE
$995M
| $5.35M | 0.01% |
52,742
+738
| +1% | +$74.8K |
|
|
PDCO
1490
DELISTED
Patterson Companies, Inc.
PDCO
| $5.34M | 0.01% |
130,226
-3,335
| -2% | -$137K |
|
1491
Community Health Systems
CYH
$420M
| $5.33M | 0.01% |
953,430
+490,042
| +106% | +$2.74M |
|
|
RTEC
1492
DELISTED
Rudolph Technologies Inc
RTEC
| $5.32M | 0.01% |
227,812
+3,971
| +2% | +$92.7K |
|
1493
Red Robin
RRGB
$119M
| $5.32M | 0.01% |
94,295
-142,283
| -60% | -$8.02M |
|
1494
Rayonier Advanced Materials
RYAM
$410M
| $5.32M | 0.01% |
343,813
+25,752
| +8% | +$398K |
|
1495
KB Home
KBH
$4.56B
| $5.28M | 0.01% |
333,782
+2,730
| +0.8% | +$43.2K |
|
|
KND
1496
DELISTED
Kindred Healthcare
KND
| $5.23M | 0.01% |
666,032
+28,965
| +5% | +$227K |
|
1497
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$53.3M
| $5.22M | 0.01% |
200,001
| – | – |
|
1498
Light & Wonder
LNW
$7.4B
| $5.22M | 0.01% |
372,477
+5,215
| +1% | +$73K |
|
1499
Amphastar Pharmaceuticals
AMPH
$1.34B
| $5.18M | 0.01% |
280,943
+23,967
| +9% | +$441K |
|
1500
Ultragenyx Pharmaceutical
RARE
$2.99B
| $5.11M | 0.01% |
72,705
+1,541
| +2% | +$108K |
|