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 | |
|---|---|---|---|---|---|---|
1776
LSB Industries
LXU
$585M
| $1.24M | ﹤0.01% |
191,594
+2,428
| +1% | +$15.7K |
|
1777
Tidewater
TDW
$2.97B
| $1.24M | ﹤0.01% |
11,262
+611
| +6% | +$67.2K |
|
1778
Gaming and Leisure Properties
GLPI
$13.6B
| $1.23M | ﹤0.01% |
40,027
-5,259
| -12% | -$161K |
|
1779
Nexstar Media Group
NXST
$5.98B
| $1.2M | ﹤0.01% |
18,892
+14,850
| +367% | +$939K |
|
|
CNCE
1780
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $1.18M | ﹤0.01% |
115,100
+1,416
| +1% | +$14.6K |
|
1781
Choice Hotels
CHH
$5.2B
| $1.18M | ﹤0.01% |
21,053
+11,084
| +111% | +$621K |
|
1782
Gulf Island Fabrication
GIFI
$120M
| $1.18M | ﹤0.01% |
98,726
+1,331
| +1% | +$15.8K |
|
1783
lululemon athletica
LULU
$19.4B
| $1.17M | ﹤0.01% |
17,990
-535
| -3% | -$34.8K |
|
1784
T-Mobile US
TMUS
$271B
| $1.16M | ﹤0.01% |
20,173
+269
| +1% | +$15.5K |
|
1785
Agilysys
AGYS
$3.03B
| $1.16M | ﹤0.01% |
111,539
+3,668
| +3% | +$38K |
|
1786
Coeur Mining
CDE
$9.6B
| $1.15M | ﹤0.01% |
126,577
+95,014
| +301% | +$863K |
|
|
FBC
1787
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $1.14M | ﹤0.01% |
42,188
-243,943
| -85% | -$6.57M |
|
|
EPZM
1788
DELISTED
Epizyme, Inc
EPZM
| $1.13M | ﹤0.01% |
93,658
+3,734
| +4% | +$45.2K |
|
|
BLCM
1789
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1.13M | ﹤0.01% |
8,273
+304
| +4% | +$41.4K |
|
1790
Match Group
MTCH
$9.12B
| $1.11M | ﹤0.01% |
65,183
+25,869
| +66% | +$442K |
|
|
SEMG
1791
DELISTED
SEMGROUP CORPORATION
SEMG
| $1.11M | ﹤0.01% |
26,678
+16,341
| +158% | +$682K |
|
1792
Diamondback Energy
FANG
$40.4B
| $1.11M | ﹤0.01% |
10,959
-1,192
| -10% | -$121K |
|
|
BKI
1793
DELISTED
Black Knight, Inc. Common Stock
BKI
| $1.1M | ﹤0.01% |
29,131
-264,806
| -90% | -$10M |
|
|
QGENF
1794
DELISTED
QIAGEN NV
QGENF
| $1.1M | ﹤0.01% |
39,121
+9,470
| +32% | +$265K |
|
1795
Ormat Technologies
ORA
$5.51B
| $1.1M | ﹤0.01% |
20,431
+11,388
| +126% | +$610K |
|
|
CIT
1796
DELISTED
CIT Group Inc.
CIT
| $1.09M | ﹤0.01% |
25,585
-9,261
| -27% | -$395K |
|
1797
Ally Financial
ALLY
$12.7B
| $1.09M | ﹤0.01% |
57,308
-504
| -0.9% | -$9.59K |
|
1798
Grand Canyon Education
LOPE
$5.69B
| $1.08M | ﹤0.01% |
18,405
+8,983
| +95% | +$525K |
|
|
WBC
1799
DELISTED
WABCO HOLDINGS INC.
WBC
| $1.08M | ﹤0.01% |
10,125
-250
| -2% | -$26.5K |
|
|
SPLK
1800
DELISTED
Splunk Inc
SPLK
| $1.07M | ﹤0.01% |
20,991
-3,694
| -15% | -$189K |
|