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 | |
|---|---|---|---|---|---|---|
|
CXP
1926
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $461K | ﹤0.01% |
21,344
+518
| +2% | +$11.2K |
|
1927
Air Lease Corp
AL
$7.12B
| $456K | ﹤0.01% |
+13,292
| New | +$456K |
|
|
ELME
1928
Elme Communities
ELME
$1.52B
| $454K | ﹤0.01% |
13,878
-2,548
| -16% | -$83.4K |
|
1929
Healthcare Realty
HR
$6.4B
| $452K | ﹤0.01% |
15,524
-49,439
| -76% | -$1.44M |
|
|
ESGR
1930
DELISTED
Enstar Group
ESGR
| $444K | ﹤0.01% |
2,246
-30
| -1% | -$5.93K |
|
1931
Usana Health Sciences
USNA
$565M
| $442K | ﹤0.01% |
+7,224
| New | +$442K |
|
1932
York Water
YORW
$439M
| $442K | ﹤0.01% |
+11,583
| New | +$442K |
|
|
RGC
1933
DELISTED
Regal Entertainment Group
RGC
| $439K | ﹤0.01% |
21,328
-28,700
| -57% | -$591K |
|
1934
EPAM Systems
EPAM
$9.16B
| $437K | ﹤0.01% |
6,790
+268
| +4% | +$17.2K |
|
1935
Waste Connections
WCN
$45.9B
| $437K | ﹤0.01% |
8,336
+1,128
| +16% | +$59.1K |
|
1936
Lakeland Financial Corp
LKFN
$1.74B
| $436K | ﹤0.01% |
+9,202
| New | +$436K |
|
|
GTT
1937
DELISTED
GTT Communications, Inc.
GTT
| $436K | ﹤0.01% |
+15,154
| New | +$436K |
|
1938
Gorman-Rupp
GRC
$1.13B
| $435K | ﹤0.01% |
+14,043
| New | +$435K |
|
1939
Bright Horizons
BFAM
$6.62B
| $433K | ﹤0.01% |
6,183
-2,264
| -27% | -$159K |
|
|
USG
1940
DELISTED
Usg
USG
| $429K | ﹤0.01% |
14,841
-1,131
| -7% | -$32.7K |
|
|
DOOR
1941
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $426K | ﹤0.01% |
6,471
+2,360
| +57% | +$155K |
|
|
VWR
1942
DELISTED
VWR Corporation
VWR
| $423K | ﹤0.01% |
16,889
-48
| -0.3% | -$1.2K |
|
1943
Heritage Financial
HFWA
$850M
| $420K | ﹤0.01% |
+16,327
| New | +$420K |
|
|
HAWK
1944
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
| $420K | ﹤0.01% |
11,142
+3,712
| +50% | +$140K |
|
|
TMH
1945
DELISTED
Team Health Holdings Inc
TMH
| $415K | ﹤0.01% |
9,558
+379
| +4% | +$16.5K |
|
1946
Canadian Pacific Kansas City
CP
$69.9B
| $410K | ﹤0.01% |
14,350
+4,810
| +50% | +$137K |
|
1947
RLJ Lodging Trust
RLJ
$1.16B
| $409K | ﹤0.01% |
16,709
+127
| +0.8% | +$3.11K |
|
1948
Thomson Reuters
TRI
$78.2B
| $407K | ﹤0.01% |
8,133
+62
| +0.8% | +$3.1K |
|
|
RP
1949
DELISTED
RealPage, Inc.
RP
| $407K | ﹤0.01% |
13,558
+447
| +3% | +$13.4K |
|
|
PFPT
1950
DELISTED
Proofpoint, Inc.
PFPT
| $406K | ﹤0.01% |
5,753
+230
| +4% | +$16.2K |
|