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 | |
|---|---|---|---|---|---|---|
|
MON
226
DELISTED
Monsanto Co
MON
| $73.7M | 0.09% |
700,697
-19,338
| -3% | -$2.03M |
|
227
MSCI
MSCI
$43.9B
| $73.6M | 0.09% |
934,494
-457,076
| -33% | -$36M |
|
|
PARA
228
DELISTED
Paramount Global Class B
PARA
| $73.3M | 0.09% |
1,152,729
+54,363
| +5% | +$3.46M |
|
229
Adobe
ADBE
$151B
| $73.3M | 0.09% |
711,894
-32,352
| -4% | -$3.33M |
|
230
Federal Realty Investment Trust
FRT
$8.67B
| $73M | 0.09% |
513,957
-197,788
| -28% | -$28.1M |
|
231
Northrop Grumman
NOC
$84.5B
| $72.8M | 0.09% |
312,841
+23,343
| +8% | +$5.43M |
|
232
Kraft Heinz
KHC
$33.1B
| $72.7M | 0.09% |
832,309
-1,452
| -0.2% | -$127K |
|
233
Ventas
VTR
$30.9B
| $72.7M | 0.09% |
1,162,140
+222,080
| +24% | +$13.9M |
|
|
LPT
234
DELISTED
Liberty Property Trust
LPT
| $72.4M | 0.09% |
1,831,716
+162,211
| +10% | +$6.41M |
|
235
Equity Lifestyle Properties
ELS
$11.7B
| $71.2M | 0.09% |
987,239
+773,178
| +361% | +$55.7M |
|
236
NetEase
NTES
$86.2B
| $70.5M | 0.09% |
327,523
+105,456
| +47% | +$22.7M |
|
237
NVR
NVR
$22.4B
| $70M | 0.09% |
41,961
+19,673
| +88% | +$32.8M |
|
238
STAG Industrial
STAG
$6.88B
| $69.9M | 0.09% |
2,929,290
-67,351
| -2% | -$1.61M |
|
239
FedEx
FDX
$54.5B
| $69.9M | 0.09% |
375,367
+9,792
| +3% | +$1.82M |
|
240
Cabot Corp
CBT
$4.34B
| $69.7M | 0.09% |
1,378,342
-187,659
| -12% | -$9.48M |
|
241
Bank of New York Mellon
BK
$74.5B
| $69.5M | 0.09% |
1,466,047
-16,874
| -1% | -$799K |
|
242
Truist Financial
TFC
$60.4B
| $68.8M | 0.09% |
1,462,253
+307,522
| +27% | +$14.5M |
|
243
Baxter International
BAX
$12.7B
| $68.5M | 0.09% |
1,545,798
-212,665
| -12% | -$9.43M |
|
244
General Motors
GM
$55.8B
| $67.6M | 0.09% |
1,939,115
-49,433
| -2% | -$1.72M |
|
245
Southern Company
SO
$102B
| $67.3M | 0.09% |
1,368,050
-2,486
| -0.2% | -$122K |
|
246
Dominion Energy
D
$51.1B
| $67.2M | 0.09% |
876,865
+4,351
| +0.5% | +$333K |
|
247
Brown-Forman Class B
BF.B
$14.2B
| $66.6M | 0.08% |
1,482,204
+940,547
| +174% | +$42.2M |
|
248
Automatic Data Processing
ADP
$123B
| $66.5M | 0.08% |
647,088
-9,525
| -1% | -$979K |
|
249
Omega Healthcare
OHI
$12.6B
| $66.2M | 0.08% |
2,117,478
+427,267
| +25% | +$13.4M |
|
250
PayPal
PYPL
$67.1B
| $66M | 0.08% |
1,672,718
-1,903,961
| -53% | -$75.1M |
|