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 |
Equity Residential
EQR
|
$255M |
| 2 |
Autodesk
ADSK
|
$107M |
| 3 |
WRK
WestRock Company
WRK
|
$93.8M |
| 4 |
DuPont de Nemours
DD
|
$91.5M |
| 5 |
Brookfield
BN
|
$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$132M |
| 2 |
Camden Property Trust
CPT
|
$124M |
| 3 |
Adobe
ADBE
|
$116M |
| 4 |
Bausch Health
BHC
|
$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MON
226
DELISTED
Monsanto Co
MON
| $64.3M | 0.1% |
753,289
-6,749
| -0.9% | -$576K |
|
227
Thermo Fisher Scientific
TMO
$186B
| $63.8M | 0.1% |
521,968
+5,698
| +1% | +$697K |
|
228
Duke Energy
DUK
$93.8B
| $63.4M | 0.1% |
881,892
-165
| -0% | -$11.9K |
|
229
Morgan Stanley
MS
$236B
| $63.3M | 0.1% |
2,009,821
+40,997
| +2% | +$1.29M |
|
230
Ingredion
INGR
$8.24B
| $63M | 0.1% |
721,612
+373,559
| +107% | +$32.6M |
|
|
EMC
231
DELISTED
EMC CORPORATION
EMC
| $62.9M | 0.1% |
2,604,124
+104,978
| +4% | +$2.54M |
|
|
HPP
232
Hudson Pacific Properties
HPP
$1.16B
| $62.8M | 0.1% |
2,181,600
-587,515
| -21% | -$16.9M |
|
233
PPL Corp
PPL
$26.6B
| $61.7M | 0.1% |
1,877,427
-1,249,839
| -40% | -$41.1M |
|
234
Liberty Global Class A
LBTYA
$4.05B
| $61.5M | 0.1% |
1,641,907
-73,135
| -4% | -$2.74M |
|
|
PCP
235
DELISTED
PRECISION CASTPARTS CORP
PCP
| $61.1M | 0.1% |
265,975
-27,923
| -10% | -$6.41M |
|
|
PACW
236
DELISTED
PacWest Bancorp
PACW
| $60.6M | 0.1% |
1,416,402
+169,631
| +14% | +$7.26M |
|
237
Spirit AeroSystems
SPR
$4.8B
| $60.3M | 0.09% |
1,246,969
-49,215
| -4% | -$2.38M |
|
238
PNC Financial Services
PNC
$80.5B
| $60.1M | 0.09% |
673,251
-28,876
| -4% | -$2.58M |
|
239
HP
HPQ
$27.4B
| $59.9M | 0.09% |
5,146,587
+74,088
| +1% | +$862K |
|
240
Amdocs
DOX
$9.46B
| $59.7M | 0.09% |
1,049,135
+552,943
| +111% | +$31.5M |
|
241
Northrop Grumman
NOC
$83.2B
| $59.7M | 0.09% |
359,480
+7,148
| +2% | +$1.19M |
|
242
Netflix
NFLX
$529B
| $59.6M | 0.09% |
576,969
+9,808
| +2% | +$1.01M |
|
243
Fiserv
FI
$73.4B
| $59.5M | 0.09% |
1,373,892
-85,664
| -6% | -$3.71M |
|
|
BFS
244
Saul Centers
BFS
$812M
| $58.6M | 0.09% |
1,132,321
-8,671
| -0.8% | -$449K |
|
245
NextEra Energy, Inc.
NEE
$146B
| $58M | 0.09% |
2,376,220
+110,448
| +5% | +$2.69M |
|
|
DD
246
DELISTED
Du Pont De Nemours E I
DD
| $57.6M | 0.09% |
1,194,172
-50,336
| -4% | -$2.43M |
|
247
Salesforce
CRM
$239B
| $57.2M | 0.09% |
824,142
+12,154
| +1% | +$844K |
|
248
Kraft Heinz
KHC
$32.3B
| $56.6M | 0.09% |
+801,836
| New | +$56.6M |
|
249
General Motors
GM
$55.5B
| $56M | 0.09% |
1,863,979
+134,575
| +8% | +$4.04M |
|
|
LLL
250
DELISTED
L3 Technologies, Inc.
LLL
| $55.9M | 0.09% |
535,190
-325,978
| -38% | -$34.1M |
|