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 | |
|---|---|---|---|---|---|---|
|
NGHC
1826
DELISTED
National General Holdings Corp
NGHC
| $858K | ﹤0.01% |
34,310
+20,031
| +140% | +$501K |
|
|
S
1827
DELISTED
Sprint Corporation
S
| $858K | ﹤0.01% |
101,934
-21,212
| -17% | -$179K |
|
|
CLR
1828
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $857K | ﹤0.01% |
16,624
-2,279
| -12% | -$117K |
|
1829
National Beverage
FIZZ
$3.66B
| $855K | ﹤0.01% |
+33,466
| New | +$855K |
|
|
FNBC
1830
DELISTED
First NBC Bank Holding Company
FNBC
| $855K | ﹤0.01% |
117,055
+1,578
| +1% | +$11.5K |
|
1831
WSFS Financial
WSFS
$3.17B
| $853K | ﹤0.01% |
+18,393
| New | +$853K |
|
1832
Starwood Property Trust
STWD
$7.59B
| $848K | ﹤0.01% |
38,634
-5,022
| -12% | -$110K |
|
|
SIX
1833
DELISTED
Six Flags Entertainment Corp.
SIX
| $847K | ﹤0.01% |
14,121
+8,554
| +154% | +$513K |
|
|
ADPT
1834
DELISTED
Adeptus Health Inc.
ADPT
| $847K | ﹤0.01% |
110,830
-176
| -0.2% | -$1.35K |
|
|
MBLY
1835
DELISTED
Mobileye N.V.
MBLY
| $832K | ﹤0.01% |
21,826
-1,292
| -6% | -$49.3K |
|
1836
Pathward Financial
CASH
$1.75B
| $828K | ﹤0.01% |
+24,138
| New | +$828K |
|
1837
Penumbra
PEN
$10.7B
| $824K | ﹤0.01% |
12,910
+9,464
| +275% | +$604K |
|
1838
Arista Networks
ANET
$190B
| $812K | ﹤0.01% |
134,240
-23,200
| -15% | -$140K |
|
1839
MGE Energy Inc
MGEE
$3.05B
| $811K | ﹤0.01% |
12,418
+4,149
| +50% | +$271K |
|
|
SSI
1840
DELISTED
Stage Stores Inc
SSI
| $809K | ﹤0.01% |
185,237
+3,104
| +2% | +$13.6K |
|
1841
Cheniere Energy
LNG
$51.9B
| $808K | ﹤0.01% |
19,503
-206
| -1% | -$8.53K |
|
|
VER
1842
DELISTED
VEREIT, Inc.
VER
| $798K | ﹤0.01% |
18,876
-4,766
| -20% | -$201K |
|
1843
Check Point Software Technologies
CHKP
$20.9B
| $796K | ﹤0.01% |
9,427
+275
| +3% | +$23.2K |
|
1844
AXIS Capital
AXS
$7.54B
| $784K | ﹤0.01% |
12,006
-7,991
| -40% | -$522K |
|
|
FPRX
1845
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $782K | ﹤0.01% |
15,599
+10,901
| +232% | +$546K |
|
|
KNL
1846
DELISTED
Knoll, Inc.
KNL
| $782K | ﹤0.01% |
27,987
+17,207
| +160% | +$481K |
|
1847
Veeva Systems
VEEV
$44.9B
| $779K | ﹤0.01% |
19,139
-12,573
| -40% | -$512K |
|
1848
Popular Inc
BPOP
$8.42B
| $770K | ﹤0.01% |
17,563
-752
| -4% | -$33K |
|
1849
Genpact
G
$7.49B
| $766K | ﹤0.01% |
31,482
-7,422
| -19% | -$181K |
|
|
ATHN
1850
DELISTED
Athenahealth, Inc.
ATHN
| $765K | ﹤0.01% |
7,277
+2,756
| +61% | +$290K |
|