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 | |
|---|---|---|---|---|---|---|
|
ARNA
2176
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $63K | ﹤0.01% | 44,702 +2,357 | +6% | +$3.32K |
|
|
GLBL
2177
DELISTED
TerraForm Global, Inc. Class A Common Stock
GLBL
| $63K | ﹤0.01% | +15,825 | New | +$63K |
|
|
PKD
2178
DELISTED
Parker Drilling Company
PKD
| $62K | ﹤0.01% | 23,948 +1,025 | +4% | +$2.65K |
|
2179
Curis
CRIS
$20.9M
| $61K | ﹤0.01% | 19,947 +1,130 | +6% | +$3.46K |
|
2180
Novavax
NVAX
$1.21B
| $61K | ﹤0.01% | 48,096 | – | – |
|
|
VIVS
2181
VivoSim Labs, Inc. Common Stock
VIVS
$6.34M
| $60K | ﹤0.01% | 17,640 +2,489 | +16% | +$8.47K |
|
|
ZIXI
2182
DELISTED
Zix Corporation
ZIXI
| $60K | ﹤0.01% | 12,085 | – | – |
|
2183
Pacific Biosciences
PACB
$393M
| $59K | ﹤0.01% | 15,553 -9,811 | -39% | -$37.2K |
|
2184
Celldex Therapeutics
CLDX
$1.47B
| $58K | ﹤0.01% | 16,369 | – | – |
|
2185
Sunrun
RUN
$3.68B
| $58K | ﹤0.01% | +10,982 | New | +$58K |
|
2186
Geron
GERN
$893M
| $57K | ﹤0.01% | 27,525 +1,444 | +6% | +$2.99K |
|
|
JIVE
2187
DELISTED
Jive Software, Inc.
JIVE
| $56K | ﹤0.01% | 12,858 +1,106 | +9% | +$4.82K |
|
|
AGEN
2188
Agenus
AGEN
$133M
| $53K | ﹤0.01% | 12,876 | – | – |
|
|
AT
2189
DELISTED
Atlantic Power Corporation
AT
| $53K | ﹤0.01% | 21,119 -2,379 | -10% | -$5.97K |
|
|
JONE
2190
DELISTED
Jones Energy, Inc.
JONE
| $53K | ﹤0.01% | +10,649 | New | +$53K |
|
2191
Teekay Tankers
TNK
$1.7B
| $52K | ﹤0.01% | 23,151 +2,038 | +10% | +$4.58K |
|
|
NETI
2192
DELISTED
Eneti Inc.
NETI
| $51K | ﹤0.01% | +10,023 | New | +$51K |
|
2193
Gold Resource Corp
GORO
$68.9M
| $48K | ﹤0.01% | +10,943 | New | +$48K |
|
2194
Clean Energy Fuels
CLNE
$577M
| $47K | ﹤0.01% | 16,524 | – | – |
|
2195
Lineage Cell Therapeutics
LCTX
$267M
| $45K | ﹤0.01% | 12,430 +1,181 | +10% | +$4.28K |
|
2196
MannKind Corp
MNKD
$1.41B
| $44K | ﹤0.01% | 70,050 +969 | +1% | +$609 |
|
2197
Rigel Pharmaceuticals
RIGL
$697M
| $43K | ﹤0.01% | 18,084 +1,483 | +9% | +$3.53K |
|
2198
Radiant Logistics
RLGT
$305M
| $41K | ﹤0.01% | +10,629 | New | +$41K |
|
2199
Globalstar
GSAT
$3.79B
| $38K | ﹤0.01% | 24,064 -42,775 | -64% | -$67.5K |
|
|
CETV
2200
DELISTED
Central European Media Enterprises Ltd
CETV
| $38K | ﹤0.01% | 15,069 -771 | -5% | -$1.94K |
|