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 |
Aon
AON
|
$237M |
| 2 |
Intel
INTC
|
$146M |
| 3 |
RTX Corp
RTX
|
$142M |
| 4 |
Adobe
ADBE
|
$116M |
| 5 |
Entergy
ETR
|
$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
$122M |
| 3 |
Norfolk Southern
NSC
|
$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
$100M |
| 5 |
Gentex
GNTX
|
$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Kimberly-Clark
KMB
$43.1B
| $68.1M | 0.11% |
638,849
+29,266
| +5% | +$3.12M |
|
227
National Fuel Gas
NFG
$7.82B
| $66.7M | 0.11% |
851,889
+15,162
| +2% | +$1.19M |
|
|
PRE
228
DELISTED
PARTNERRE LTD
PRE
| $66.4M | 0.11% |
607,604
+540,940
| +811% | +$59.1M |
|
229
Packaging Corp of America
PKG
$19.8B
| $66M | 0.11% |
923,666
-98,039
| -10% | -$7.01M |
|
|
TTM
230
DELISTED
Tata Motors Limited
TTM
| $65.7M | 0.11% |
1,681,831
+59,007
| +4% | +$2.3M |
|
231
UDR
UDR
$13B
| $65.6M | 0.11% |
2,291,169
+1,641,969
| +253% | +$47M |
|
|
VVC
232
DELISTED
Vectren Corporation
VVC
| $65M | 0.11% |
1,528,478
-52,092
| -3% | -$2.21M |
|
233
Lockheed Martin
LMT
$108B
| $64.2M | 0.11% |
399,484
+21,284
| +6% | +$3.42M |
|
234
Texas Instruments
TXN
$171B
| $63.7M | 0.11% |
1,331,993
+5,869
| +0.4% | +$280K |
|
|
CPN
235
DELISTED
Calpine Corporation
CPN
| $63.6M | 0.11% |
2,671,697
-14,642
| -0.5% | -$349K |
|
|
APC
236
DELISTED
Anadarko Petroleum
APC
| $63.5M | 0.11% |
580,232
+12,873
| +2% | +$1.41M |
|
237
LPL Financial
LPLA
$26.6B
| $63.5M | 0.11% |
1,276,607
-483,124
| -27% | -$24M |
|
238
RenaissanceRe
RNR
$11.3B
| $62.9M | 0.11% |
588,168
+480,841
| +448% | +$51.5M |
|
239
Arch Capital
ACGL
$34.1B
| $62.7M | 0.11% |
3,273,411
-63,693
| -2% | -$1.22M |
|
240
Accenture
ACN
$159B
| $62.4M | 0.1% |
771,928
-389,082
| -34% | -$31.5M |
|
|
AGN
241
DELISTED
ALLERGAN INC
AGN
| $62.2M | 0.1% |
367,327
+2,527
| +0.7% | +$428K |
|
242
Costco
COST
$427B
| $61.5M | 0.1% |
533,869
+5,165
| +1% | +$595K |
|
243
Liberty Global Class A
LBTYA
$4.05B
| $61.1M | 0.1% |
1,676,555
-93,339
| -5% | -$3.4M |
|
244
Stryker
SYK
$150B
| $61M | 0.1% |
723,676
+6,487
| +0.9% | +$547K |
|
|
CIT
245
DELISTED
CIT Group Inc.
CIT
| $60.9M | 0.1% |
1,330,630
-596,031
| -31% | -$27.3M |
|
|
BHI
246
DELISTED
Baker Hughes
BHI
| $60.7M | 0.1% |
815,352
+290,357
| +55% | +$21.6M |
|
247
Wendy's
WEN
$1.97B
| $60.5M | 0.1% |
7,097,066
-2,254,770
| -24% | -$19.2M |
|
|
SFG
248
DELISTED
STANCORP FINL GRP
SFG
| $60.3M | 0.1% |
942,657
-535,740
| -36% | -$34.3M |
|
249
Navient
NAVI
$1.37B
| $60.2M | 0.1% |
+3,397,915
| New | +$60.2M |
|
250
Duke Energy
DUK
$93.8B
| $60M | 0.1% |
808,990
+15,013
| +2% | +$1.11M |
|