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 |
ConocoPhillips
COP
|
$123M |
| 2 |
Citigroup
C
|
$101M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$78.9M |
| 4 |
GE Aerospace
GE
|
$75.8M |
| 5 |
Boeing
BA
|
$72.6M |
Top Sells
| 1 |
Amgen
AMGN
|
$118M |
| 2 |
Marsh & McLennan
MMC
|
$80M |
| 3 |
CF Industries
CF
|
$78M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
$77.1M |
| 5 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
$76.7M |
Sector Composition
| 1 | Financials | 16.46% |
| 2 | Technology | 11.1% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Robert Half
RHI
$3.77B
| $55.1M | 0.11% |
1,410,535
+43,488
| +3% | +$1.7M |
|
227
Cigna
CI
$81.5B
| $54.6M | 0.11% |
709,977
-102,636
| -13% | -$7.89M |
|
228
Lennox International
LII
$20.3B
| $54M | 0.11% |
718,121
+597,057
| +493% | +$44.9M |
|
|
PEI
229
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $53.9M | 0.11% |
192,105
+475
| +0.2% | +$133K |
|
|
RAD
230
DELISTED
Rite Aid Corporation
RAD
| $53.2M | 0.11% |
558,583
+195,960
| +54% | +$18.7M |
|
231
Texas Instruments
TXN
$171B
| $53.1M | 0.11% |
1,319,072
+11,206
| +0.9% | +$451K |
|
232
Kilroy Realty
KRC
$5.05B
| $52.9M | 0.11% |
1,059,843
+800,552
| +309% | +$40M |
|
|
PL
233
DELISTED
PROTECTIVE LIFE CORP
PL
| $52.9M | 0.11% |
1,242,309
-1,917
| -0.2% | -$81.6K |
|
234
Electronic Arts
EA
$42.2B
| $52.7M | 0.11% |
2,061,378
+1,699,724
| +470% | +$43.4M |
|
|
VR
235
DELISTED
Validus Hold Ltd
VR
| $52.4M | 0.11% |
1,417,257
-490,390
| -26% | -$18.1M |
|
236
Duke Energy
DUK
$93.8B
| $52.1M | 0.11% |
780,217
-10,988
| -1% | -$734K |
|
237
Atmos Energy
ATO
$26.7B
| $51.9M | 0.11% |
1,219,020
+365,674
| +43% | +$15.6M |
|
238
Halliburton
HAL
$18.8B
| $50.7M | 0.1% |
1,053,805
-47,231
| -4% | -$2.27M |
|
|
VVC
239
DELISTED
Vectren Corporation
VVC
| $49.9M | 0.1% |
1,497,578
+350,814
| +31% | +$11.7M |
|
|
BEE
240
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $49.5M | 0.1% |
5,697,277
-146,650
| -3% | -$1.27M |
|
241
Fluor
FLR
$6.72B
| $49.2M | 0.1% |
694,006
-121,797
| -15% | -$8.64M |
|
|
PX
242
DELISTED
Praxair Inc
PX
| $49.1M | 0.1% |
408,263
+58,660
| +17% | +$7.05M |
|
|
BFS
243
Saul Centers
BFS
$812M
| $48.8M | 0.1% |
1,055,104
+3,390
| +0.3% | +$157K |
|
244
Target
TGT
$42.3B
| $48.4M | 0.1% |
756,420
-9,712
| -1% | -$621K |
|
245
NRG Energy
NRG
$28.6B
| $48.3M | 0.1% |
1,765,897
-1,174,982
| -40% | -$32.1M |
|
246
Donaldson
DCI
$9.44B
| $47.2M | 0.1% |
1,237,764
+19,643
| +2% | +$749K |
|
247
Blackrock
BLK
$170B
| $47M | 0.1% |
173,830
+26,420
| +18% | +$7.15M |
|
248
Lockheed Martin
LMT
$108B
| $47M | 0.1% |
368,375
+10,305
| +3% | +$1.31M |
|
249
Public Service Enterprise Group
PEG
$40.5B
| $46.9M | 0.1% |
1,425,120
+785,361
| +123% | +$25.9M |
|
250
HP
HPQ
$27.4B
| $46.3M | 0.1% |
4,859,838
+33,759
| +0.7% | +$322K |
|