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 | |
|---|---|---|---|---|---|---|
|
DFT
1876
DELISTED
DuPont Fabros Technology Inc.
DFT
| $643K | ﹤0.01% |
14,635
-8,284
| -36% | -$364K |
|
1877
Evertec
EVTC
$2.15B
| $638K | ﹤0.01% |
35,990
+17,896
| +99% | +$317K |
|
|
HPP
1878
Hudson Pacific Properties
HPP
$1.11B
| $638K | ﹤0.01% |
18,356
+5,636
| +44% | +$196K |
|
1879
Huazhu Hotels Group
HTHT
$11.3B
| $636K | ﹤0.01% |
49,044
| – | – |
|
1880
Outfront Media
OUT
$3.12B
| $628K | ﹤0.01% |
25,654
+3,868
| +18% | +$94.7K |
|
1881
SITE Centers
SITC
$473M
| $624K | ﹤0.01% |
31,701
-3,781,323
| -99% | -$74.4M |
|
|
PEGI
1882
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $624K | ﹤0.01% |
+32,843
| New | +$624K |
|
|
GRA
1883
DELISTED
W.R. Grace & Co.
GRA
| $621K | ﹤0.01% |
9,184
-4,354
| -32% | -$294K |
|
1884
Spectrum Brands
SPB
$1.33B
| $620K | ﹤0.01% |
5,068
-602
| -11% | -$73.6K |
|
1885
First Interstate BancSystem
FIBK
$3.41B
| $617K | ﹤0.01% |
+14,509
| New | +$617K |
|
|
RPAI
1886
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $616K | ﹤0.01% |
40,206
-1,873
| -4% | -$28.7K |
|
1887
Invesco S&P Global Water Index ETF
CGW
$1,000M
| $612K | ﹤0.01% |
+21,508
| New | +$612K |
|
1888
Bankunited
BKU
$2.91B
| $606K | ﹤0.01% |
16,088
-1,110
| -6% | -$41.8K |
|
1889
Erie Indemnity
ERIE
$17.3B
| $600K | ﹤0.01% |
5,335
-444
| -8% | -$49.9K |
|
1890
TriNet
TNET
$3.29B
| $592K | ﹤0.01% |
23,097
+12,731
| +123% | +$326K |
|
1891
National Health Investors
NHI
$3.72B
| $589K | ﹤0.01% |
7,940
-4,201
| -35% | -$312K |
|
1892
Advanced Drainage Systems
WMS
$11B
| $586K | ﹤0.01% |
+28,431
| New | +$586K |
|
1893
XPO
XPO
$15.3B
| $579K | ﹤0.01% |
38,768
+266
| +0.7% | +$3.97K |
|
|
RAD
1894
DELISTED
Rite Aid Corporation
RAD
| $572K | ﹤0.01% |
3,473
-36,657
| -91% | -$6.04M |
|
1895
Enterprise Financial Services Corp
EFSC
$2.27B
| $569K | ﹤0.01% |
+13,242
| New | +$569K |
|
|
ISBC
1896
DELISTED
Investors Bancorp, Inc.
ISBC
| $568K | ﹤0.01% |
40,745
+284
| +0.7% | +$3.96K |
|
|
CIM
1897
Chimera Investment
CIM
$1.17B
| $566K | ﹤0.01% |
11,084
-8,072
| -42% | -$412K |
|
|
CTWS
1898
DELISTED
Connecticut Water Service Inc
CTWS
| $565K | ﹤0.01% |
+10,108
| New | +$565K |
|
|
CAVM
1899
DELISTED
Cavium, Inc.
CAVM
| $559K | ﹤0.01% |
8,959
+236
| +3% | +$14.7K |
|
|
SAVE
1900
DELISTED
Spirit Airlines, Inc.
SAVE
| $551K | ﹤0.01% |
+9,522
| New | +$551K |
|