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 | |
|---|---|---|---|---|---|---|
1651
Tootsie Roll Industries
TR
$2.88B
| $2.9M | ﹤0.01% |
94,862
+7,802
| +9% | +$239K |
|
1652
FibroGen
FGEN
$46.5M
| $2.9M | ﹤0.01% |
5,422
+1,028
| +23% | +$550K |
|
1653
Harmonic Inc
HLIT
$1.12B
| $2.87M | ﹤0.01% |
574,572
+10,049
| +2% | +$50.2K |
|
1654
World Acceptance Corp
WRLD
$904M
| $2.86M | ﹤0.01% |
44,469
+1,227
| +3% | +$78.9K |
|
|
PETX
1655
DELISTED
Aratana Therapeutics, Inc.
PETX
| $2.85M | ﹤0.01% |
396,961
+6,961
| +2% | +$50K |
|
|
ARAV
1656
DELISTED
Aravive, Inc. Common Stock
ARAV
| $2.83M | ﹤0.01% |
31,683
+766
| +2% | +$68.5K |
|
|
TESO
1657
DELISTED
Tesco Corp
TESO
| $2.81M | ﹤0.01% |
340,307
+4,588
| +1% | +$37.9K |
|
1658
Zumiez
ZUMZ
$356M
| $2.79M | ﹤0.01% |
127,809
+417
| +0.3% | +$9.11K |
|
1659
Insmed
INSM
$30.8B
| $2.79M | ﹤0.01% |
210,665
+1,337
| +0.6% | +$17.7K |
|
1660
Mueller Water Products
MWA
$3.86B
| $2.78M | ﹤0.01% |
208,864
+163,151
| +357% | +$2.17M |
|
1661
CorVel
CRVL
$4.39B
| $2.78M | ﹤0.01% |
227,661
+5,784
| +3% | +$70.6K |
|
1662
Central Garden & Pet
CENT
$2.28B
| $2.76M | ﹤0.01% |
104,111
+11,565
| +12% | +$306K |
|
1663
Shoe Carnival
SCVL
$653M
| $2.73M | ﹤0.01% |
201,966
-2,652
| -1% | -$35.8K |
|
|
LMOS
1664
DELISTED
Lumos Networks Corp
LMOS
| $2.7M | ﹤0.01% |
172,902
+3,142
| +2% | +$49.1K |
|
|
XLRN
1665
DELISTED
Acceleron Pharma Inc.
XLRN
| $2.7M | ﹤0.01% |
105,742
+2,652
| +3% | +$67.7K |
|
1666
Sabesp
SBS
$15.8B
| $2.67M | ﹤0.01% |
+307,338
| New | +$2.67M |
|
1667
Digi International
DGII
$1.27B
| $2.64M | ﹤0.01% |
191,840
+2,566
| +1% | +$35.3K |
|
1668
Vanguard Real Estate ETF
VNQ
$34.4B
| $2.63M | ﹤0.01% |
31,898
+26,641
| +507% | +$2.2M |
|
|
NXRT
1669
NexPoint Residential Trust
NXRT
$850M
| $2.61M | ﹤0.01% |
+116,843
| New | +$2.61M |
|
1670
Park Aerospace
PKE
$377M
| $2.6M | ﹤0.01% |
139,490
+1,880
| +1% | +$35.1K |
|
1671
Forestar Group
FOR
$1.4B
| $2.59M | ﹤0.01% |
194,732
+2,558
| +1% | +$34K |
|
1672
Celanese
CE
$4.84B
| $2.58M | ﹤0.01% |
32,787
-44
| -0.1% | -$3.46K |
|
|
VEDL
1673
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $2.58M | ﹤0.01% |
207,453
+109,019
| +111% | +$1.35M |
|
1674
Cohu
COHU
$976M
| $2.56M | ﹤0.01% |
184,237
+2,691
| +1% | +$37.4K |
|
|
CLD
1675
DELISTED
Cloud Peak Energy Inc
CLD
| $2.53M | ﹤0.01% |
450,692
+7,053
| +2% | +$39.6K |
|