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 | |
|---|---|---|---|---|---|---|
|
EXAR
1626
DELISTED
Exar Corporation
EXAR
| $3.33M | ﹤0.01% |
308,922
+7,648
| +3% | +$82.4K |
|
1627
Haverty Furniture Companies
HVT
$380M
| $3.32M | ﹤0.01% |
139,997
+1,982
| +1% | +$47K |
|
1628
Spok Holdings
SPOK
$356M
| $3.3M | ﹤0.01% |
159,224
+9,575
| +6% | +$199K |
|
1629
Heidrick & Struggles
HSII
$1.02B
| $3.29M | ﹤0.01% |
136,280
+1,846
| +1% | +$44.6K |
|
1630
Forrester Research
FORR
$188M
| $3.29M | ﹤0.01% |
76,499
+3,675
| +5% | +$158K |
|
|
PDM
1631
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $3.26M | ﹤0.01% |
156,008
+129,596
| +491% | +$2.71M |
|
1632
Movado Group
MOV
$426M
| $3.26M | ﹤0.01% |
113,393
+1,399
| +1% | +$40.2K |
|
1633
Alliance Resource Partners
ARLP
$2.92B
| $3.26M | ﹤0.01% |
145,107
-25,641
| -15% | -$576K |
|
1634
Barnes & Noble Education
BNED
$288M
| $3.23M | ﹤0.01% |
2,817
+36
| +1% | +$41.3K |
|
|
IVC
1635
DELISTED
Invacare Corporation
IVC
| $3.18M | ﹤0.01% |
243,994
+11,060
| +5% | +$144K |
|
1636
STAAR Surgical
STAA
$1.37B
| $3.18M | ﹤0.01% |
292,592
+8,642
| +3% | +$93.8K |
|
1637
Bunge Global
BG
$16.5B
| $3.17M | ﹤0.01% |
43,854
+14,259
| +48% | +$1.03M |
|
|
LL
1638
DELISTED
LL Flooring Holdings, Inc.
LL
| $3.15M | ﹤0.01% |
199,824
+3,460
| +2% | +$54.5K |
|
1639
Daktronics
DAKT
$1.03B
| $3.14M | ﹤0.01% |
293,830
+4,989
| +2% | +$53.4K |
|
1640
Century Aluminum
CENX
$2.09B
| $3.12M | ﹤0.01% |
363,990
+4,908
| +1% | +$42K |
|
|
AMRI
1641
DELISTED
Albany Molecular Research Inc
AMRI
| $3.09M | ﹤0.01% |
164,726
+2,418
| +1% | +$45.4K |
|
1642
LivePerson
LPSN
$89.1M
| $3.03M | ﹤0.01% |
401,564
+6,552
| +2% | +$49.5K |
|
1643
OneSpan
OSPN
$578M
| $3.02M | ﹤0.01% |
221,091
+2,971
| +1% | +$40.6K |
|
|
FTD
1644
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $3M | ﹤0.01% |
125,769
+1,017
| +0.8% | +$24.2K |
|
1645
BioMarin Pharmaceuticals
BMRN
$10.5B
| $2.97M | ﹤0.01% |
35,866
-4,642
| -11% | -$385K |
|
1646
Neurocrine Biosciences
NBIX
$14B
| $2.95M | ﹤0.01% |
76,145
+5,386
| +8% | +$208K |
|
|
VRS
1647
DELISTED
Verso Corporation
VRS
| $2.94M | ﹤0.01% |
414,379
-1,820
| -0.4% | -$12.9K |
|
|
BKMU
1648
DELISTED
Bank Mutual Corp
BKMU
| $2.93M | ﹤0.01% |
310,481
+7,038
| +2% | +$66.5K |
|
1649
American Public Education
APEI
$596M
| $2.92M | ﹤0.01% |
118,759
+1,766
| +2% | +$43.4K |
|
|
AFAM
1650
DELISTED
Almost Family Inc
AFAM
| $2.91M | ﹤0.01% |
65,942
+334
| +0.5% | +$14.7K |
|