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 | |
|---|---|---|---|---|---|---|
1976
Ubiquiti
UI
$35.3B
| $338K | ﹤0.01% |
5,846
-5,771
| -50% | -$334K |
|
1977
Credit Acceptance
CACC
$5.77B
| $334K | ﹤0.01% |
1,536
-353
| -19% | -$76.8K |
|
1978
McEwen Inc.
MUX
$745M
| $332K | ﹤0.01% |
+11,417
| New | +$332K |
|
1979
Universal Display
OLED
$6.91B
| $330K | ﹤0.01% |
5,853
-3,604
| -38% | -$203K |
|
|
MSGN
1980
DELISTED
MSG Networks Inc.
MSGN
| $330K | ﹤0.01% |
15,328
-175
| -1% | -$3.77K |
|
1981
Park National Corp
PRK
$2.77B
| $329K | ﹤0.01% |
2,752
+352
| +15% | +$42.1K |
|
1982
Dell
DELL
$83.2B
| $328K | ﹤0.01% |
21,258
-34,760
| -62% | -$536K |
|
|
QTS
1983
DELISTED
QTS REALTY TRUST, INC.
QTS
| $326K | ﹤0.01% |
6,560
-267,861
| -98% | -$13.3M |
|
|
KITE
1984
DELISTED
Kite Pharma, Inc.
KITE
| $326K | ﹤0.01% |
7,271
+298
| +4% | +$13.4K |
|
|
MEET
1985
DELISTED
The Meet Group, Inc. Common Stock
MEET
| $326K | ﹤0.01% |
+66,275
| New | +$326K |
|
|
WMGI
1986
DELISTED
Wright Medical Group Inc
WMGI
| $325K | ﹤0.01% |
14,142
+115
| +0.8% | +$2.64K |
|
1987
Cimpress
CMPR
$1.54B
| $324K | ﹤0.01% |
3,542
-4,166
| -54% | -$381K |
|
|
GNC
1988
DELISTED
GNC Holdings, Inc.
GNC
| $324K | ﹤0.01% |
29,374
+14,507
| +98% | +$160K |
|
1989
Univest Financial
UVSP
$903M
| $320K | ﹤0.01% |
+10,367
| New | +$320K |
|
1990
Amkor Technology
AMKR
$6.14B
| $319K | ﹤0.01% |
30,193
+6,257
| +26% | +$66.1K |
|
1991
Cohen & Steers
CNS
$3.67B
| $319K | ﹤0.01% |
9,494
+4,315
| +83% | +$145K |
|
1992
Prothena Corp
PRTA
$457M
| $317K | ﹤0.01% |
6,451
+270
| +4% | +$13.3K |
|
1993
Groupon
GRPN
$920M
| $316K | ﹤0.01% |
4,764
+380
| +9% | +$25.2K |
|
1994
Inovio Pharmaceuticals
INO
$153M
| $313K | ﹤0.01% |
3,767
+2,777
| +281% | +$231K |
|
1995
Lexicon Pharmaceuticals
LXRX
$392M
| $313K | ﹤0.01% |
+22,614
| New | +$313K |
|
|
BUFF
1996
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
| $312K | ﹤0.01% |
12,990
-1,296
| -9% | -$31.1K |
|
|
SDRL
1997
DELISTED
Seadrill Limited Common Stock
SDRL
| $309K | ﹤0.01% |
339
+22
| +7% | +$20.1K |
|
1998
Hilltop Holdings
HTH
$2.22B
| $308K | ﹤0.01% |
10,352
+217
| +2% | +$6.46K |
|
1999
KT
KT
$9.66B
| $306K | ﹤0.01% |
21,743
+5,635
| +35% | +$79.3K |
|
2000
Insulet
PODD
$24.6B
| $304K | ﹤0.01% |
8,079
+320
| +4% | +$12K |
|