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 | |
|---|---|---|---|---|---|---|
1676
Surmodics
SRDX
$459M
| $2.51M | ﹤0.01% |
98,938
+4,443
| +5% | +$113K |
|
1677
Corpay
CPAY
$21.5B
| $2.48M | ﹤0.01% |
17,528
-4,590
| -21% | -$650K |
|
1678
Powell Industries
POWL
$3.34B
| $2.47M | ﹤0.01% |
63,272
+844
| +1% | +$32.9K |
|
1679
ServiceNow
NOW
$192B
| $2.45M | ﹤0.01% |
32,994
+10,595
| +47% | +$788K |
|
1680
HCI Group
HCI
$2.31B
| $2.45M | ﹤0.01% |
62,000
-376
| -0.6% | -$14.8K |
|
|
WP
1681
DELISTED
Worldpay, Inc.
WP
| $2.44M | ﹤0.01% |
40,846
-5,448
| -12% | -$325K |
|
1682
Bristow Group
VTOL
$1.08B
| $2.42M | ﹤0.01% |
71,408
+922
| +1% | +$31.3K |
|
1683
Vanguard Mid-Cap ETF
VO
$87.4B
| $2.36M | ﹤0.01% |
17,958
+14,297
| +391% | +$1.88M |
|
1684
Southern Copper
SCCO
$82.9B
| $2.35M | ﹤0.01% |
77,349
+64,705
| +512% | +$1.97M |
|
1685
MacroGenics
MGNX
$109M
| $2.35M | ﹤0.01% |
115,042
+657
| +0.6% | +$13.4K |
|
|
SPPI
1686
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.34M | ﹤0.01% |
529,206
+5,256
| +1% | +$23.3K |
|
1687
Copa Holdings
CPA
$4.73B
| $2.33M | ﹤0.01% |
25,680
+20,891
| +436% | +$1.9M |
|
1688
Future Fuel
FF
$171M
| $2.32M | ﹤0.01% |
166,728
+2,248
| +1% | +$31.3K |
|
1689
Exelixis
EXEL
$10.1B
| $2.31M | ﹤0.01% |
155,076
+84,749
| +121% | +$1.26M |
|
|
RRTS
1690
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $2.31M | ﹤0.01% |
8,885
+123
| +1% | +$32K |
|
|
SYNH
1691
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $2.3M | ﹤0.01% |
43,667
+30,178
| +224% | +$1.59M |
|
1692
Myers Industries
MYE
$602M
| $2.29M | ﹤0.01% |
160,376
+2,297
| +1% | +$32.8K |
|
1693
DHI Group
DHX
$143M
| $2.28M | ﹤0.01% |
365,065
+2,693
| +0.7% | +$16.8K |
|
1694
NXP Semiconductors
NXPI
$55.3B
| $2.26M | ﹤0.01% |
23,023
+173
| +0.8% | +$17K |
|
1695
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $2.25M | ﹤0.01% |
+74,132
| New | +$2.25M |
|
|
PERY
1696
DELISTED
Perry Ellis International Inc
PERY
| $2.21M | ﹤0.01% |
88,651
+1,207
| +1% | +$30.1K |
|
1697
Enova International
ENVA
$2.88B
| $2.14M | ﹤0.01% |
170,515
+2,299
| +1% | +$28.9K |
|
1698
Monarch Casino & Resort
MCRI
$1.87B
| $2.13M | ﹤0.01% |
82,512
+2,687
| +3% | +$69.3K |
|
|
MFA
1699
MFA Financial
MFA
$1.05B
| $2.12M | ﹤0.01% |
69,343
+41,943
| +153% | +$1.28M |
|
1700
Teladoc Health
TDOC
$1.32B
| $2.09M | ﹤0.01% |
126,489
+16,874
| +15% | +$278K |
|