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 | |
|---|---|---|---|---|---|---|
1576
AngioDynamics
ANGO
$445M
| $4.08M | 0.01% |
241,765
+33,599
| +16% | +$567K |
|
1577
LGI Homes
LGIH
$1.41B
| $4.07M | 0.01% |
141,585
+19,910
| +16% | +$572K |
|
1578
AeroVironment
AVAV
$12.3B
| $4.05M | 0.01% |
150,935
+2,035
| +1% | +$54.6K |
|
1579
Phibro Animal Health
PAHC
$1.67B
| $4.01M | 0.01% |
136,917
+1,831
| +1% | +$53.7K |
|
1580
National Presto Industries
NPK
$784M
| $4M | 0.01% |
37,625
+1,579
| +4% | +$168K |
|
1581
ANI Pharmaceuticals
ANIP
$2.11B
| $4M | 0.01% |
65,994
+8,449
| +15% | +$512K |
|
1582
DexCom
DXCM
$29.8B
| $3.99M | 0.01% |
267,468
-16,068
| -6% | -$240K |
|
|
DPLO
1583
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $3.96M | 0.01% |
314,277
-7,984
| -2% | -$101K |
|
1584
Teva Pharmaceuticals
TEVA
$22.4B
| $3.95M | 0.01% |
+109,000
| New | +$3.95M |
|
1585
Artivion
AORT
$1.94B
| $3.94M | 0.01% |
205,694
+11,383
| +6% | +$218K |
|
|
HAYN
1586
DELISTED
Haynes International, Inc.
HAYN
| $3.94M | 0.01% |
91,603
+1,235
| +1% | +$53.1K |
|
1587
DXP Enterprises
DXPE
$1.79B
| $3.93M | 0.01% |
113,150
+19,768
| +21% | +$687K |
|
|
HZN
1588
DELISTED
Horizon Global Corporation
HZN
| $3.93M | 0.01% |
+163,607
| New | +$3.93M |
|
|
VRTV
1589
DELISTED
VERITIV CORPORATION
VRTV
| $3.92M | 0.01% |
72,924
+13,518
| +23% | +$727K |
|
1590
Atlanta Braves Holdings Series A
BATRA
$2.84B
| $3.91M | 0.01% |
190,653
-7
| -0% | -$143 |
|
|
BBG
1591
DELISTED
Bill Barrett Corp
BBG
| $3.88M | ﹤0.01% |
554,741
+119,148
| +27% | +$833K |
|
|
CAMP
1592
DELISTED
CalAmp Corp.
CAMP
| $3.86M | ﹤0.01% |
11,585
+183
| +2% | +$61K |
|
|
ICON
1593
DELISTED
Iconix Brand Group, Inc.
ICON
| $3.85M | ﹤0.01% |
41,163
+557
| +1% | +$52K |
|
|
SGEN
1594
DELISTED
Seagen Inc. Common Stock
SGEN
| $3.84M | ﹤0.01% |
72,842
-2,755
| -4% | -$145K |
|
|
ISCA
1595
DELISTED
International Speedway Corp
ISCA
| $3.83M | ﹤0.01% |
103,962
+3,981
| +4% | +$147K |
|
1596
Flotek Industries
FTK
$331M
| $3.8M | ﹤0.01% |
67,518
+5,857
| +9% | +$330K |
|
|
GNCMA
1597
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $3.79M | ﹤0.01% |
194,898
-4,134
| -2% | -$80.4K |
|
1598
Ezcorp Inc
EZPW
$1.02B
| $3.79M | ﹤0.01% |
355,381
+4,784
| +1% | +$51K |
|
1599
Cross Country Healthcare
CCRN
$455M
| $3.78M | ﹤0.01% |
242,088
+3,452
| +1% | +$53.9K |
|
1600
Hawkins
HWKN
$3.56B
| $3.78M | ﹤0.01% |
140,096
+2,008
| +1% | +$54.2K |
|