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 | |
|---|---|---|---|---|---|---|
2001
Matador Resources
MTDR
$6.01B
| $302K | ﹤0.01% |
11,739
+507
| +5% | +$13K |
|
2002
Verint Systems
VRNT
$1.23B
| $302K | ﹤0.01% |
16,803
+339
| +2% | +$6.09K |
|
|
CSOD
2003
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $301K | ﹤0.01% |
7,115
+303
| +4% | +$12.8K |
|
2004
Federal Agricultural Mortgage
AGM
$2.25B
| $299K | ﹤0.01% |
+5,225
| New | +$299K |
|
2005
Huron Consulting
HURN
$2.44B
| $298K | ﹤0.01% |
5,875
+657
| +13% | +$33.3K |
|
2006
Brookdale Senior Living
BKD
$1.83B
| $297K | ﹤0.01% |
23,952
-232
| -1% | -$2.88K |
|
|
VGR
2007
DELISTED
Vector Group Ltd.
VGR
| $293K | ﹤0.01% |
21,020
+431
| +2% | +$6.01K |
|
|
UNVR
2008
DELISTED
Univar Solutions Inc.
UNVR
| $293K | ﹤0.01% |
+10,325
| New | +$293K |
|
2009
MaxLinear
MXL
$1.36B
| $292K | ﹤0.01% |
+13,396
| New | +$292K |
|
|
ACRE
2010
Ares Commercial Real Estate
ACRE
$282M
| $291K | ﹤0.01% |
+21,173
| New | +$291K |
|
|
TPC
2011
Tutor Perini Corporation
TPC
$3.3B
| $290K | ﹤0.01% |
+10,354
| New | +$290K |
|
2012
Acco Brands
ACCO
$364M
| $289K | ﹤0.01% |
22,131
-401
| -2% | -$5.24K |
|
|
SGBK
2013
DELISTED
Stonegate Bank
SGBK
| $286K | ﹤0.01% |
+6,864
| New | +$286K |
|
2014
SouthState Bank Corporation
SSB
$10.4B
| $285K | ﹤0.01% |
3,263
+70
| +2% | +$6.11K |
|
|
SAGE
2015
DELISTED
Sage Therapeutics
SAGE
| $284K | ﹤0.01% |
5,561
+847
| +18% | +$43.3K |
|
|
LOCK
2016
DELISTED
LifeLock, Inc.
LOCK
| $283K | ﹤0.01% |
11,848
+413
| +4% | +$9.87K |
|
|
MEG
2017
DELISTED
Media General, Inc
MEG
| $283K | ﹤0.01% |
15,053
+323
| +2% | +$6.07K |
|
|
BBT
2018
Beacon Financial Corporation
BBT
$2.26B
| $281K | ﹤0.01% |
7,634
-81
| -1% | -$2.98K |
|
2019
Golar LNG
GLNG
$4.52B
| $281K | ﹤0.01% |
12,269
+259
| +2% | +$5.93K |
|
2020
US Foods
USFD
$17.5B
| $276K | ﹤0.01% |
10,057
-1,140
| -10% | -$31.3K |
|
|
WSR
2021
Whitestone REIT
WSR
$672M
| $276K | ﹤0.01% |
+19,220
| New | +$276K |
|
|
XHR
2022
Xenia Hotels & Resorts
XHR
$1.38B
| $276K | ﹤0.01% |
14,233
+264
| +2% | +$5.12K |
|
2023
OraSure Technologies
OSUR
$236M
| $270K | ﹤0.01% |
30,840
+19,736
| +178% | +$173K |
|
|
CUDA
2024
DELISTED
Barracuda Networks, Inc.
CUDA
| $268K | ﹤0.01% |
+12,486
| New | +$268K |
|
|
ARI
2025
Apollo Commercial Real Estate
ARI
$1.53B
| $267K | ﹤0.01% |
16,085
+3,577
| +29% | +$59.4K |
|