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 | |
|---|---|---|---|---|---|---|
|
MDR
1851
DELISTED
McDermott International
MDR
| $753K | ﹤0.01% |
33,996
+16,389
| +93% | +$363K |
|
|
CDI
1852
DELISTED
CDI Corp.
CDI
| $749K | ﹤0.01% |
101,265
+1,698
| +2% | +$12.6K |
|
1853
Clearway Energy Class C
CWEN
$3.37B
| $747K | ﹤0.01% |
+47,274
| New | +$747K |
|
1854
Euronet Worldwide
EEFT
$3.55B
| $745K | ﹤0.01% |
10,279
-1,844
| -15% | -$134K |
|
1855
Palo Alto Networks
PANW
$134B
| $733K | ﹤0.01% |
35,190
-11,574
| -25% | -$241K |
|
|
TWTR
1856
DELISTED
Twitter, Inc.
TWTR
| $731K | ﹤0.01% |
44,868
-12,513
| -22% | -$204K |
|
|
NXTM
1857
DELISTED
NxStage Medical Inc.
NXTM
| $731K | ﹤0.01% |
27,888
+13,851
| +99% | +$363K |
|
|
RPT
1858
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $720K | ﹤0.01% |
43,458
-946,680
| -96% | -$15.7M |
|
1859
TransUnion
TRU
$18B
| $712K | ﹤0.01% |
23,018
-1,064
| -4% | -$32.9K |
|
|
LUMO
1860
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $710K | ﹤0.01% |
7,676
+386
| +5% | +$35.7K |
|
1861
Steelcase
SCS
$1.92B
| $710K | ﹤0.01% |
39,653
+20,695
| +109% | +$371K |
|
|
NUAN
1862
DELISTED
Nuance Communications, Inc.
NUAN
| $707K | ﹤0.01% |
54,807
-9,402
| -15% | -$121K |
|
1863
Herbalife
HLF
$955M
| $695K | ﹤0.01% |
28,876
-4,172
| -13% | -$100K |
|
1864
AerCap
AER
$21.6B
| $692K | ﹤0.01% |
16,631
+4,845
| +41% | +$202K |
|
1865
Antero Resources
AR
$10.2B
| $692K | ﹤0.01% |
29,267
-762,161
| -96% | -$18M |
|
1866
Alcoa
AA
$8.22B
| $666K | ﹤0.01% |
23,703
-792,664
| -97% | -$22.3M |
|
1867
Opko Health
OPK
$1.13B
| $663K | ﹤0.01% |
71,223
-9,448
| -12% | -$87.9K |
|
1868
Guidewire Software
GWRE
$21.4B
| $661K | ﹤0.01% |
13,405
-3,055
| -19% | -$151K |
|
|
ALX
1869
Alexander's
ALX
$1.21B
| $653K | ﹤0.01% |
1,529
+894
| +141% | +$382K |
|
1870
Delek US
DK
$1.88B
| $649K | ﹤0.01% |
+26,978
| New | +$649K |
|
|
CONE
1871
DELISTED
CyrusOne Inc Common Stock
CONE
| $649K | ﹤0.01% |
14,513
-1,445
| -9% | -$64.6K |
|
|
EBSB
1872
DELISTED
Meridian Bancorp, Inc.
EBSB
| $649K | ﹤0.01% |
+34,334
| New | +$649K |
|
1873
SCYNEXIS
SCYX
$40.7M
| $647K | ﹤0.01% |
20,294
| – | – |
|
1874
Norwegian Cruise Line
NCLH
$11.3B
| $645K | ﹤0.01% |
15,175
-343
| -2% | -$14.6K |
|
|
EQC
1875
DELISTED
Equity Commonwealth
EQC
| $643K | ﹤0.01% |
21,253
-593
| -3% | -$17.9K |
|