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 | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Pilgrim's Pride
PPC
$10.5B
| $267K | ﹤0.01% |
14,069
+1,411
| +11% | +$26.8K |
|
|
CBL
2027
DELISTED
CBL& Associates Properties, Inc.
CBL
| $267K | ﹤0.01% |
23,234
-230,757
| -91% | -$2.65M |
|
|
AGR
2028
DELISTED
Avangrid, Inc.
AGR
| $265K | ﹤0.01% |
6,987
-97
| -1% | -$3.68K |
|
2029
MGP Ingredients
MGPI
$622M
| $265K | ﹤0.01% |
+5,303
| New | +$265K |
|
2030
Morningstar
MORN
$10.8B
| $265K | ﹤0.01% |
3,597
-966
| -21% | -$71.2K |
|
2031
Exact Sciences
EXAS
$10.2B
| $264K | ﹤0.01% |
19,748
+2,516
| +15% | +$33.6K |
|
2032
U-Haul Holding Co
UHAL
$11.2B
| $264K | ﹤0.01% |
7,140
-5,560
| -44% | -$206K |
|
|
GCP
2033
DELISTED
GCP Applied Technologies Inc.
GCP
| $264K | ﹤0.01% |
9,880
-3,571
| -27% | -$95.4K |
|
2034
IMAX
IMAX
$1.6B
| $262K | ﹤0.01% |
8,352
+384
| +5% | +$12K |
|
|
CLVS
2035
DELISTED
Clovis Oncology, Inc.
CLVS
| $262K | ﹤0.01% |
5,898
+305
| +5% | +$13.5K |
|
|
HTO
2036
H2O America Common Stock
HTO
$1.78B
| $261K | ﹤0.01% |
+4,668
| New | +$261K |
|
|
RWT
2037
Redwood Trust
RWT
$823M
| $259K | ﹤0.01% |
17,019
+6,669
| +64% | +$101K |
|
2038
Eagle Bancorp
EGBN
$602M
| $258K | ﹤0.01% |
4,239
+74
| +2% | +$4.5K |
|
|
SUM
2039
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $258K | ﹤0.01% |
+11,192
| New | +$258K |
|
2040
Denny's
DENN
$237M
| $257K | ﹤0.01% |
20,051
-2,586
| -11% | -$33.1K |
|
2041
RPC Inc
RES
$1.04B
| $257K | ﹤0.01% |
12,980
-1,117
| -8% | -$22.1K |
|
2042
Sarepta Therapeutics
SRPT
$1.96B
| $256K | ﹤0.01% |
9,326
+1,720
| +23% | +$47.2K |
|
|
MORE
2043
DELISTED
Monogram Residential Trust, Inc.
MORE
| $251K | ﹤0.01% |
23,192
+283
| +1% | +$3.06K |
|
2044
CNA Financial
CNA
$13B
| $249K | ﹤0.01% |
6,009
-657
| -10% | -$27.2K |
|
2045
Ambac
AMBC
$422M
| $248K | ﹤0.01% |
11,029
+442
| +4% | +$9.94K |
|
|
SASR
2046
DELISTED
Sandy Spring Bancorp Inc
SASR
| $246K | ﹤0.01% |
+6,154
| New | +$246K |
|
|
FFG
2047
DELISTED
FBL Financial Group
FFG
| $246K | ﹤0.01% |
+3,152
| New | +$246K |
|
2048
Brown-Forman Class A
BF.A
$13.8B
| $245K | ﹤0.01% |
6,615
-9,350
| -59% | -$346K |
|
2049
Forum Energy Technologies
FET
$309M
| $244K | ﹤0.01% |
555
-118
| -18% | -$51.9K |
|
2050
Precigen
PGEN
$1.3B
| $244K | ﹤0.01% |
10,115
-1,595
| -14% | -$38.5K |
|