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 | |
|---|---|---|---|---|---|---|
1751
Designer Brands
DBI
$229M
| $1.45M | ﹤0.01% |
+64,015
| New | +$1.45M |
|
1752
HEICO Class A
HEI.A
$35B
| $1.45M | ﹤0.01% |
41,590
-9,959
| -19% | -$346K |
|
|
ACAT
1753
DELISTED
Arctic Cat Inc
ACAT
| $1.44M | ﹤0.01% |
95,688
+1,291
| +1% | +$19.4K |
|
|
SIR
1754
DELISTED
SELECT INCOME REIT
SIR
| $1.43M | ﹤0.01% |
129,222
+98,507
| +321% | +$1.09M |
|
1755
CommScope
COMM
$3.59B
| $1.42M | ﹤0.01% |
38,146
-2,162
| -5% | -$80.4K |
|
1756
Crown Holdings
CCK
$11B
| $1.42M | ﹤0.01% |
26,982
-5,503
| -17% | -$289K |
|
|
ESIO
1757
DELISTED
Electro Scientific Industries
ESIO
| $1.41M | ﹤0.01% |
238,077
+10,387
| +5% | +$61.5K |
|
1758
Telkom Indonesia
TLK
$19B
| $1.4M | ﹤0.01% |
47,969
+597
| +1% | +$17.4K |
|
|
PTLA
1759
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $1.39M | ﹤0.01% |
62,120
+9,657
| +18% | +$217K |
|
|
BLUE
1760
DELISTED
bluebird bio
BLUE
| $1.39M | ﹤0.01% |
1,737
+95
| +6% | +$75.9K |
|
|
BECN
1761
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $1.38M | ﹤0.01% |
30,036
+18,329
| +157% | +$845K |
|
1762
Dolby
DLB
$6.8B
| $1.36M | ﹤0.01% |
30,007
+20,061
| +202% | +$907K |
|
1763
Hecla Mining
HL
$7.35B
| $1.36M | ﹤0.01% |
258,818
+188,824
| +270% | +$989K |
|
|
TNGO
1764
DELISTED
Tangoe, Inc.
TNGO
| $1.34M | ﹤0.01% |
170,610
+2,300
| +1% | +$18.1K |
|
1765
AGNC Investment
AGNC
$10.7B
| $1.33M | ﹤0.01% |
73,149
+30,541
| +72% | +$554K |
|
1766
Las Vegas Sands
LVS
$37.4B
| $1.32M | ﹤0.01% |
24,685
-1,196
| -5% | -$63.9K |
|
1767
Annaly Capital Management
NLY
$14.2B
| $1.32M | ﹤0.01% |
33,056
+308
| +0.9% | +$12.3K |
|
|
QVCGA
1768
QVC Group, Inc. Series A Common Stock
QVCGA
$83.7M
| $1.32M | ﹤0.01% |
1,357
-69,565
| -98% | -$67.5M |
|
1769
eHealth
EHTH
$115M
| $1.3M | ﹤0.01% |
122,405
+2,532
| +2% | +$27K |
|
1770
Natera
NTRA
$23.3B
| $1.3M | ﹤0.01% |
110,590
+1,365
| +1% | +$16K |
|
|
DGI
1771
DELISTED
DigitalGlobe Inc.
DGI
| $1.29M | ﹤0.01% |
45,179
+33,025
| +272% | +$946K |
|
1772
W.P. Carey
WPC
$14.8B
| $1.29M | ﹤0.01% |
22,334
+816
| +4% | +$47.2K |
|
1773
Cleveland-Cliffs
CLF
$5.62B
| $1.27M | ﹤0.01% |
150,370
+114,752
| +322% | +$965K |
|
1774
Kopin
KOPN
$344M
| $1.27M | ﹤0.01% |
445,593
+6,007
| +1% | +$17.1K |
|
|
SMRT
1775
DELISTED
Stein Mart Inc
SMRT
| $1.24M | ﹤0.01% |
226,989
+3,037
| +1% | +$16.6K |
|