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 | |
|---|---|---|---|---|---|---|
|
NBL
251
DELISTED
Noble Energy, Inc.
NBL
| $46M | 0.1% |
686,876
-1,149,849
| -63% | -$77.1M |
|
252
Televisa
TV
$1.56B
| $45.4M | 0.09% |
1,625,740
+152,214
| +10% | +$4.25M |
|
253
Capital One
COF
$142B
| $45.3M | 0.09% |
659,691
-17,229
| -3% | -$1.18M |
|
254
Synopsys
SNPS
$111B
| $45M | 0.09% |
1,194,736
-97,713
| -8% | -$3.68M |
|
255
Visteon
VC
$3.41B
| $44.6M | 0.09% |
589,595
+298,511
| +103% | +$22.6M |
|
|
VIAB
256
DELISTED
Viacom Inc. Class B
VIAB
| $44.5M | 0.09% |
531,946
-6,642
| -1% | -$555K |
|
257
Crane NXT
CXT
$3.51B
| $44.4M | 0.09% |
2,074,795
-343,778
| -14% | -$7.36M |
|
258
Johnson Controls International
JCI
$69.5B
| $44.3M | 0.09% |
1,020,533
+289,165
| +40% | +$12.6M |
|
259
Jones Lang LaSalle
JLL
$14.8B
| $43.6M | 0.09% |
499,279
-31,575
| -6% | -$2.76M |
|
|
PRXL
260
DELISTED
Parexel International Corp
PRXL
| $43.5M | 0.09% |
866,287
-136,611
| -14% | -$6.86M |
|
261
PNC Financial Services
PNC
$80.5B
| $43.2M | 0.09% |
595,582
-7,939
| -1% | -$575K |
|
262
General Mills
GIS
$27B
| $43M | 0.09% |
896,612
+35,940
| +4% | +$1.72M |
|
263
Baxter International
BAX
$12.5B
| $42.7M | 0.09% |
1,196,050
+21,932
| +2% | +$783K |
|
264
Medical Properties Trust
MPW
$2.77B
| $42.4M | 0.09% |
3,480,762
+43,831
| +1% | +$533K |
|
265
General Motors
GM
$55.5B
| $42.2M | 0.09% |
1,174,162
+320,003
| +37% | +$11.5M |
|
266
American Financial Group
AFG
$11.6B
| $42.2M | 0.09% |
780,125
-142,191
| -15% | -$7.69M |
|
267
EnerSys
ENS
$3.89B
| $41.9M | 0.09% |
691,376
-6,991
| -1% | -$424K |
|
268
Prudential Financial
PRU
$37.2B
| $41.9M | 0.09% |
537,520
-6,257
| -1% | -$488K |
|
269
International Paper
IP
$25.7B
| $41.8M | 0.09% |
999,958
-1,313,880
| -57% | -$55M |
|
270
Hasbro
HAS
$11.2B
| $41.7M | 0.09% |
883,838
-8,602
| -1% | -$405K |
|
|
FEIC
271
DELISTED
FEI COMPANY
FEIC
| $41.5M | 0.09% |
473,087
+11,393
| +2% | +$1M |
|
272
Morgan Stanley
MS
$236B
| $41.5M | 0.09% |
1,540,254
-9,763
| -0.6% | -$263K |
|
273
Automatic Data Processing
ADP
$120B
| $41.2M | 0.09% |
649,035
+4,352
| +0.7% | +$277K |
|
|
UNS
274
DELISTED
UNS ENERGY CORP COM
UNS
| $41M | 0.08% |
879,041
-51,956
| -6% | -$2.42M |
|
275
Ecopetrol
EC
$18.7B
| $41M | 0.08% |
+890,670
| New | +$41M |
|