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 | |
|---|---|---|---|---|---|---|
1951
Capitol Federal Financial
CFFN
$843M
| $404K | ﹤0.01% |
24,571
+7,352
| +43% | +$121K |
|
|
WLL
1952
DELISTED
Whiting Petroleum Corporation
WLL
| $401K | ﹤0.01% |
111
-8
| -7% | -$28.9K |
|
|
SWFT
1953
DELISTED
Swift Transportation Company
SWFT
| $397K | ﹤0.01% |
16,289
+1,337
| +9% | +$32.6K |
|
|
HRG
1954
DELISTED
HRG Group, Inc.
HRG
| $392K | ﹤0.01% |
25,203
+9,153
| +57% | +$142K |
|
1955
Ryman Hospitality Properties
RHP
$6.33B
| $386K | ﹤0.01% |
6,126
-3,934
| -39% | -$248K |
|
1956
Premier
PINC
$2.24B
| $385K | ﹤0.01% |
12,665
+1,333
| +12% | +$40.5K |
|
1957
Hyatt Hotels
H
$13.9B
| $384K | ﹤0.01% |
6,954
+966
| +16% | +$53.3K |
|
1958
Zillow
ZG
$21B
| $381K | ﹤0.01% |
10,453
-48
| -0.5% | -$1.75K |
|
1959
Ambarella
AMBA
$3.59B
| $378K | ﹤0.01% |
6,975
+2,627
| +60% | +$142K |
|
1960
Zillow
Z
$21.8B
| $378K | ﹤0.01% |
10,374
-2,652
| -20% | -$96.6K |
|
1961
Otter Tail
OTTR
$3.47B
| $377K | ﹤0.01% |
9,229
-250
| -3% | -$10.2K |
|
|
SFLY
1962
DELISTED
Shutterfly, Inc.
SFLY
| $377K | ﹤0.01% |
7,519
+362
| +5% | +$18.2K |
|
|
EVER
1963
DELISTED
Everbank Financial Corp
EVER
| $377K | ﹤0.01% |
19,394
+5,391
| +38% | +$105K |
|
1964
ProQR Therapeutics
PRQR
$245M
| $375K | ﹤0.01% |
76,494
| – | – |
|
1965
Vital Energy
VTLE
$609M
| $375K | ﹤0.01% |
1,328
+33
| +3% | +$9.32K |
|
1966
First Citizens BancShares
FCNCA
$25.2B
| $372K | ﹤0.01% |
1,047
-448
| -30% | -$159K |
|
|
STAY
1967
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $372K | ﹤0.01% |
23,056
+10,845
| +89% | +$175K |
|
1968
HEICO
HEI
$44.2B
| $371K | ﹤0.01% |
11,750
-2,984
| -20% | -$94.2K |
|
1969
Ironwood Pharmaceuticals
IRWD
$184M
| $367K | ﹤0.01% |
28,643
+1,151
| +4% | +$14.7K |
|
|
LGF.B
1970
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $364K | ﹤0.01% |
+14,838
| New | +$364K |
|
1971
Penske Automotive Group
PAG
$12.4B
| $363K | ﹤0.01% |
7,005
+149
| +2% | +$7.72K |
|
|
CHMT
1972
DELISTED
Chemtura Corporation
CHMT
| $350K | ﹤0.01% |
10,538
+1,872
| +22% | +$62.2K |
|
1973
Columbia Sportswear
COLM
$3.1B
| $348K | ﹤0.01% |
5,977
+2,329
| +64% | +$136K |
|
|
EDE
1974
DELISTED
Empire District Electric
EDE
| $347K | ﹤0.01% |
10,189
+169
| +2% | +$5.76K |
|
|
CBR
1975
DELISTED
CIBER Inc.
CBR
| $344K | ﹤0.01% |
544,870
+10,184
| +2% | +$6.43K |
|