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 | |
|---|---|---|---|---|---|---|
2051
PJT Partners
PJT
$4.38B
| $244K | ﹤0.01% |
+7,912
| New | +$244K |
|
2052
BancFirst
BANF
$4.47B
| $241K | ﹤0.01% |
+5,174
| New | +$241K |
|
2053
Travere Therapeutics
TVTX
$1.93B
| $241K | ﹤0.01% |
+12,738
| New | +$241K |
|
|
ZEN
2054
DELISTED
ZENDESK INC
ZEN
| $240K | ﹤0.01% |
11,322
+340
| +3% | +$7.21K |
|
2055
Renasant Corp
RNST
$3.75B
| $238K | ﹤0.01% |
+5,639
| New | +$238K |
|
|
YDKN
2056
DELISTED
Yadkin Financial Corporation
YDKN
| $237K | ﹤0.01% |
+6,928
| New | +$237K |
|
2057
Agios Pharmaceuticals
AGIO
$2.09B
| $236K | ﹤0.01% |
5,645
-311
| -5% | -$13K |
|
2058
LendingClub
LC
$1.9B
| $236K | ﹤0.01% |
9,002
+87
| +1% | +$2.28K |
|
|
UBNK
2059
DELISTED
United Financial Bancorp, Inc.
UBNK
| $235K | ﹤0.01% |
12,921
+863
| +7% | +$15.7K |
|
2060
Kennedy-Wilson Holdings
KW
$1.21B
| $233K | ﹤0.01% |
11,378
+148
| +1% | +$3.03K |
|
2061
Pricesmart
PSMT
$3.38B
| $232K | ﹤0.01% |
2,776
-1,267
| -31% | -$106K |
|
|
ZNGA
2062
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $232K | ﹤0.01% |
90,322
-24,503
| -21% | -$62.9K |
|
|
NYRT
2063
DELISTED
New York REIT, Inc.
NYRT
| $231K | ﹤0.01% |
2,287
+53
| +2% | +$5.35K |
|
2064
TriCo Bancshares
TCBK
$1.47B
| $229K | ﹤0.01% |
+6,712
| New | +$229K |
|
2065
Dillards
DDS
$9B
| $227K | ﹤0.01% |
3,616
+172
| +5% | +$10.8K |
|
2066
Stock Yards Bancorp
SYBT
$2.34B
| $227K | ﹤0.01% |
+4,843
| New | +$227K |
|
2067
Invesco Mortgage Capital
IVR
$529M
| $226K | ﹤0.01% |
1,550
+19
| +1% | +$2.77K |
|
2068
OneMain Financial
OMF
$7.31B
| $224K | ﹤0.01% |
+10,139
| New | +$224K |
|
2069
Melco Resorts & Entertainment
MLCO
$3.8B
| $222K | ﹤0.01% |
13,948
+456
| +3% | +$7.26K |
|
2070
Baidu
BIDU
$35.1B
| $220K | ﹤0.01% |
+1,340
| New | +$220K |
|
|
RDUS
2071
DELISTED
Radius Health, Inc.
RDUS
| $220K | ﹤0.01% |
5,790
+174
| +3% | +$6.61K |
|
|
ATRI
2072
DELISTED
Atrion Corp
ATRI
| $219K | ﹤0.01% |
+432
| New | +$219K |
|
2073
Seaboard Corp
SEB
$3.78B
| $217K | ﹤0.01% |
55
-5
| -8% | -$19.7K |
|
|
MTOR
2074
DELISTED
MERITOR, Inc.
MTOR
| $216K | ﹤0.01% |
17,353
+5,557
| +47% | +$69.2K |
|
2075
First Financial Corporation Common Stock
THFF
$695M
| $215K | ﹤0.01% |
+4,071
| New | +$215K |
|