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 | |
|---|---|---|---|---|---|---|
2101
Expro
XPRO
$1.39B
| $178K | ﹤0.01% |
2,408
+512
| +27% | +$37.8K |
|
|
AVX
2102
DELISTED
AVX Corporation
AVX
| $178K | ﹤0.01% |
11,395
-81
| -0.7% | -$1.27K |
|
|
VG
2103
DELISTED
Vonage Holdings Corporation
VG
| $176K | ﹤0.01% |
25,673
+58
| +0.2% | +$398 |
|
2104
Etsy
ETSY
$5.15B
| $174K | ﹤0.01% |
14,769
+506
| +4% | +$5.96K |
|
|
ATSG
2105
DELISTED
Air Transport Services Group, Inc.
ATSG
| $173K | ﹤0.01% |
10,827
-882
| -8% | -$14.1K |
|
|
MNDT
2106
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $169K | ﹤0.01% |
14,243
-196
| -1% | -$2.33K |
|
2107
Lattice Semiconductor
LSCC
$9.16B
| $165K | ﹤0.01% |
22,406
+901
| +4% | +$6.64K |
|
|
INFN
2108
DELISTED
Infinera Corporation Common Stock
INFN
| $165K | ﹤0.01% |
19,439
+407
| +2% | +$3.46K |
|
|
FOE
2109
DELISTED
Ferro Corporation
FOE
| $165K | ﹤0.01% |
11,532
-6,847
| -37% | -$98K |
|
|
LQ
2110
DELISTED
La Quinta Holdings Inc.
LQ
| $164K | ﹤0.01% |
11,509
+172
| +2% | +$2.45K |
|
|
SAFE
2111
Safehold
SAFE
$1.16B
| $162K | ﹤0.01% |
2,686
+16
| +0.6% | +$965 |
|
2112
Unisys
UIS
$273M
| $160K | ﹤0.01% |
+10,734
| New | +$160K |
|
|
LTRPA
2113
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $153K | ﹤0.01% |
10,162
+333
| +3% | +$5.01K |
|
|
TERP
2114
DELISTED
TerraForm Power, Inc
TERP
| $153K | ﹤0.01% |
11,962
-27,450
| -70% | -$351K |
|
|
FCH
2115
DELISTED
Felcor Lodging Trust
FCH
| $153K | ﹤0.01% |
19,052
+492
| +3% | +$3.95K |
|
|
WIN
2116
DELISTED
Windstream Holdings Inc
WIN
| $145K | ﹤0.01% |
3,950
+304
| +8% | +$11.2K |
|
2117
PENN Entertainment
PENN
$2.86B
| $143K | ﹤0.01% |
10,364
+260
| +3% | +$3.59K |
|
|
PIR
2118
DELISTED
Pier 1 Imports, Inc.
PIR
| $141K | ﹤0.01% |
825
| – | – |
|
|
OCLR
2119
DELISTED
Oclaro Inc.
OCLR
| $139K | ﹤0.01% |
15,554
-2,107
| -12% | -$18.8K |
|
2120
Tronox
TROX
$659M
| $135K | ﹤0.01% |
13,087
+1,865
| +17% | +$19.2K |
|
|
DYN
2121
DELISTED
Dynegy, Inc.
DYN
| $135K | ﹤0.01% |
16,001
+195
| +1% | +$1.65K |
|
2122
Gray Television
GTN
$610M
| $133K | ﹤0.01% |
12,271
+1,763
| +17% | +$19.1K |
|
2123
Amicus Therapeutics
FOLD
$2.42B
| $131K | ﹤0.01% |
26,396
+3,678
| +16% | +$18.3K |
|
2124
FormFactor
FORM
$2.19B
| $130K | ﹤0.01% |
11,618
+274
| +2% | +$3.07K |
|
2125
Builders FirstSource
BLDR
$15.1B
| $129K | ﹤0.01% |
11,718
+332
| +3% | +$3.66K |
|