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 |
Exxon Mobil
XOM
|
$592M |
| 2 |
Simon Property Group
SPG
|
$512M |
| 3 |
Apple
AAPL
|
$484M |
| 4 |
JPMorgan Chase
JPM
|
$466M |
| 5 |
Wells Fargo
WFC
|
$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BEE
226
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $51.8M | 0.11% |
+5,843,927
| New | +$51.8M |
|
227
Howard Hughes
HHH
$4.53B
| $51.3M | 0.11% |
+457,690
| New | +$51.3M |
|
228
Booking.com
BKNG
$181B
| $50.5M | 0.11% |
+61,094
| New | +$50.5M |
|
229
Crane NXT
CXT
$3.43B
| $50.3M | 0.11% |
+840,074
| New | +$50.3M |
|
|
LVNTA
230
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $50.2M | 0.11% |
+590,244
| New | +$50.2M |
|
231
Credicorp
BAP
$20.4B
| $50M | 0.11% |
+390,512
| New | +$50M |
|
232
Foot Locker
FL
$2.36B
| $49.7M | 0.11% |
+1,415,721
| New | +$49.7M |
|
233
Medical Properties Trust
MPW
$2.7B
| $49.2M | 0.11% |
+3,436,931
| New | +$49.2M |
|
234
ManpowerGroup
MAN
$1.96B
| $49M | 0.11% |
+893,272
| New | +$49M |
|
|
OCR
235
DELISTED
OMNICARE INC
OCR
| $48.6M | 0.11% |
+1,019,523
| New | +$48.6M |
|
236
Fluor
FLR
$6.63B
| $48.4M | 0.11% |
+815,803
| New | +$48.4M |
|
237
Jones Lang LaSalle
JLL
$14.5B
| $48.4M | 0.11% |
+530,854
| New | +$48.4M |
|
|
PL
238
DELISTED
PROTECTIVE LIFE CORP
PL
| $47.8M | 0.11% |
+1,244,226
| New | +$47.8M |
|
|
WBA
239
DELISTED
Walgreens Boots Alliance
WBA
| $47.1M | 0.1% |
+1,066,440
| New | +$47.1M |
|
|
RBS.PRL.CL
240
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $46.8M | 0.1% |
+2,286,738
| New | +$46.8M |
|
|
BFS
241
Saul Centers
BFS
$833M
| $46.8M | 0.1% |
+1,051,714
| New | +$46.8M |
|
242
Synopsys
SNPS
$112B
| $46.2M | 0.1% |
+1,292,449
| New | +$46.2M |
|
243
National Fuel Gas
NFG
$7.84B
| $46.2M | 0.1% |
+796,906
| New | +$46.2M |
|
|
PRXL
244
DELISTED
Parexel International Corp
PRXL
| $46.1M | 0.1% |
+1,002,898
| New | +$46.1M |
|
245
Halliburton
HAL
$19.4B
| $45.9M | 0.1% |
+1,101,036
| New | +$45.9M |
|
246
Texas Instruments
TXN
$184B
| $45.6M | 0.1% |
+1,307,866
| New | +$45.6M |
|
247
Cardinal Health
CAH
$35.5B
| $45.5M | 0.1% |
+964,415
| New | +$45.5M |
|
248
Robert Half
RHI
$3.8B
| $45.4M | 0.1% |
+1,367,047
| New | +$45.4M |
|
249
American Financial Group
AFG
$11.3B
| $45.1M | 0.1% |
+922,316
| New | +$45.1M |
|
250
DuPont de Nemours
DD
$32.2B
| $45M | 0.1% |
+1,399,559
| New | +$45M |
|