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 | |
|---|---|---|---|---|---|---|
|
CBI
1901
DELISTED
Chicago Bridge & Iron Nv
CBI
| $551K | ﹤0.01% |
17,341
+520
| +3% | +$16.5K |
|
|
HZNP
1902
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $549K | ﹤0.01% |
+33,915
| New | +$549K |
|
1903
Marvell Technology
MRVL
$57.6B
| $546K | ﹤0.01% |
39,349
-15,857
| -29% | -$220K |
|
1904
Glaukos
GKOS
$5.27B
| $543K | ﹤0.01% |
+15,837
| New | +$543K |
|
1905
Generac Holdings
GNRC
$10.8B
| $541K | ﹤0.01% |
13,290
+4,448
| +50% | +$181K |
|
1906
Yelp
YELP
$2B
| $536K | ﹤0.01% |
14,052
-656
| -4% | -$25K |
|
|
TWO
1907
Two Harbors Investment
TWO
$1.07B
| $535K | ﹤0.01% |
7,666
+594
| +8% | +$41.5K |
|
1908
Apple Hospitality REIT
APLE
$2.99B
| $530K | ﹤0.01% |
26,524
-2,571
| -9% | -$51.4K |
|
1909
Radian Group
RDN
$4.77B
| $530K | ﹤0.01% |
29,486
+204
| +0.7% | +$3.67K |
|
1910
Workday
WDAY
$61.9B
| $519K | ﹤0.01% |
7,858
-13,963
| -64% | -$922K |
|
|
ALR
1911
DELISTED
Alere Inc
ALR
| $514K | ﹤0.01% |
13,198
+1,624
| +14% | +$63.2K |
|
|
CPN
1912
DELISTED
Calpine Corporation
CPN
| $512K | ﹤0.01% |
44,826
-11,679
| -21% | -$133K |
|
1913
DigitalBridge
DBRG
$2.08B
| $508K | ﹤0.01% |
8,505
-7,155
| -46% | -$427K |
|
1914
Empire State Realty Trust
ESRT
$1.32B
| $506K | ﹤0.01% |
25,059
-5,636
| -18% | -$114K |
|
|
AIMC
1915
DELISTED
Altra Industrial Motion Corp.
AIMC
| $505K | ﹤0.01% |
+13,698
| New | +$505K |
|
1916
Acadia Pharmaceuticals
ACAD
$4.28B
| $500K | ﹤0.01% |
17,323
-2,722
| -14% | -$78.6K |
|
1917
Bruker
BRKR
$4.73B
| $494K | ﹤0.01% |
23,303
-3,158
| -12% | -$66.9K |
|
1918
PBF Energy
PBF
$3.29B
| $488K | ﹤0.01% |
17,505
-625
| -3% | -$17.4K |
|
1919
Alnylam Pharmaceuticals
ALNY
$63.2B
| $481K | ﹤0.01% |
12,851
-2,266
| -15% | -$84.8K |
|
|
AHGP
1920
DELISTED
Alliance Holdings GP,L.P.
AHGP
| $481K | ﹤0.01% |
+17,110
| New | +$481K |
|
|
HCR
1921
DELISTED
Hi-Crush Inc. Common Stock
HCR
| $480K | ﹤0.01% |
+24,266
| New | +$480K |
|
|
PGRE
1922
Paramount Group
PGRE
$1.65B
| $476K | ﹤0.01% |
29,750
+5,624
| +23% | +$90K |
|
1923
Pegasystems
PEGA
$9.84B
| $473K | ﹤0.01% |
+26,272
| New | +$473K |
|
|
TAHO
1924
DELISTED
Tahoe Resources Inc
TAHO
| $464K | ﹤0.01% |
49,274
-733
| -1% | -$6.9K |
|
1925
Nelnet
NNI
$4.58B
| $463K | ﹤0.01% |
9,109
+3,989
| +78% | +$203K |
|