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 | |
|---|---|---|---|---|---|---|
1726
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $1.74M | ﹤0.01% |
+38,852
| New | +$1.74M |
|
|
HOS
1727
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $1.71M | ﹤0.01% |
237,408
+3,384
| +1% | +$24.4K |
|
1728
Alkermes
ALKS
$4.45B
| $1.71M | ﹤0.01% |
30,732
-5,206
| -14% | -$289K |
|
1729
SiriusXM
SIRI
$8.02B
| $1.7M | ﹤0.01% |
38,105
-6,162
| -14% | -$274K |
|
1730
CDW
CDW
$22.4B
| $1.69M | ﹤0.01% |
32,515
-317,216
| -91% | -$16.5M |
|
|
BBOX
1731
DELISTED
Black Box Corp
BBOX
| $1.69M | ﹤0.01% |
111,088
+1,498
| +1% | +$22.8K |
|
|
ICPT
1732
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $1.69M | ﹤0.01% |
15,520
+29
| +0.2% | +$3.15K |
|
1733
Vera Bradley
VRA
$63.7M
| $1.68M | ﹤0.01% |
143,401
+1,935
| +1% | +$22.7K |
|
|
RVNC
1734
DELISTED
Revance Therapeutics, Inc.
RVNC
| $1.68M | ﹤0.01% |
81,213
+861
| +1% | +$17.8K |
|
1735
Paycom
PAYC
$12.4B
| $1.68M | ﹤0.01% |
36,868
+23,091
| +168% | +$1.05M |
|
|
TBHC
1736
The Brand House Collective, Inc. Common Stock
TBHC
$44.2M
| $1.66M | ﹤0.01% |
107,214
+1,445
| +1% | +$22.4K |
|
1737
Olympic Steel
ZEUS
$365M
| $1.64M | ﹤0.01% |
67,606
+924
| +1% | +$22.4K |
|
|
ELLI
1738
DELISTED
Ellie Mae Inc
ELLI
| $1.64M | ﹤0.01% |
19,575
+9,918
| +103% | +$830K |
|
|
CRR
1739
DELISTED
Carbo Ceramics Inc.
CRR
| $1.61M | ﹤0.01% |
153,872
+21,272
| +16% | +$223K |
|
1740
Fresh Del Monte Produce
FDP
$1.7B
| $1.61M | ﹤0.01% |
26,470
+19,178
| +263% | +$1.16M |
|
|
QHC
1741
DELISTED
Quorum Health Corporation
QHC
| $1.57M | ﹤0.01% |
216,238
+2,901
| +1% | +$21.1K |
|
|
MCF
1742
DELISTED
Contango Oil & Gas Co.
MCF
| $1.56M | ﹤0.01% |
166,734
+5,883
| +4% | +$54.9K |
|
1743
Smith & Wesson
SWBI
$416M
| $1.53M | ﹤0.01% |
94,263
+62,225
| +194% | +$1.01M |
|
|
RSPP
1744
DELISTED
RSP Permian, Inc.
RSPP
| $1.52M | ﹤0.01% |
34,106
-175,967
| -84% | -$7.85M |
|
1745
Artisan Partners
APAM
$3.27B
| $1.5M | ﹤0.01% |
50,344
+41,070
| +443% | +$1.22M |
|
|
MBT
1746
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $1.49M | ﹤0.01% |
163,309
+32,523
| +25% | +$296K |
|
1747
Silicon Motion
SIMO
$2.84B
| $1.48M | ﹤0.01% |
34,908
-265,516
| -88% | -$11.3M |
|
|
CGI
1748
DELISTED
Celadon Group Inc
CGI
| $1.48M | ﹤0.01% |
206,872
+7,093
| +4% | +$50.7K |
|
1749
Booz Allen Hamilton
BAH
$12.6B
| $1.48M | ﹤0.01% |
40,895
-4,316
| -10% | -$156K |
|
|
RT
1750
DELISTED
Ruby Tuesday Georgia
RT
| $1.46M | ﹤0.01% |
452,627
+17,554
| +4% | +$56.7K |
|