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 | |
|---|---|---|---|---|---|---|
251
Televisa
TV
$1.56B
| $59.4M | 0.1% |
1,732,046
-416,528
| -19% | -$14.3M |
|
|
TWC
252
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $59M | 0.1% |
400,317
+54,767
| +16% | +$8.07M |
|
|
EQY
253
DELISTED
Equity One
EQY
| $58.1M | 0.1% |
2,463,814
+262,117
| +12% | +$6.18M |
|
254
Aecom
ACM
$16.8B
| $58M | 0.1% |
1,801,455
+698,234
| +63% | +$22.5M |
|
255
Blackrock
BLK
$170B
| $57.9M | 0.1% |
181,169
+424
| +0.2% | +$136K |
|
|
DTV
256
DELISTED
DIRECTV COM STK (DE)
DTV
| $57.8M | 0.1% |
679,807
+33,702
| +5% | +$2.86M |
|
257
Brookdale Senior Living
BKD
$1.83B
| $57.2M | 0.1% |
1,715,707
-57,716
| -3% | -$1.92M |
|
258
TAL Education Group
TAL
$6.17B
| $55.9M | 0.09% |
12,199,950
-273,210
| -2% | -$1.25M |
|
|
BFS
259
Saul Centers
BFS
$812M
| $54.5M | 0.09% |
1,121,416
+43,458
| +4% | +$2.11M |
|
260
Capital One
COF
$142B
| $54.5M | 0.09% |
659,778
+6,111
| +0.9% | +$505K |
|
261
Phillips 66
PSX
$53.2B
| $54.2M | 0.09% |
+674,478
| New | +$54.2M |
|
262
Viatris
VTRS
$12.2B
| $53.8M | 0.09% |
1,043,129
+141,913
| +16% | +$7.32M |
|
263
FedEx
FDX
$53.7B
| $53.2M | 0.09% |
351,637
+15,889
| +5% | +$2.41M |
|
264
Morgan Stanley
MS
$236B
| $53.2M | 0.09% |
1,644,607
+2,154
| +0.1% | +$69.6K |
|
265
Yum! Brands
YUM
$40.1B
| $52.5M | 0.09% |
899,333
+24,462
| +3% | +$1.43M |
|
266
Rockwell Automation
ROK
$38.2B
| $52.4M | 0.09% |
418,908
-64,326
| -13% | -$8.05M |
|
|
PX
267
DELISTED
Praxair Inc
PX
| $52.3M | 0.09% |
393,784
+2,675
| +0.7% | +$355K |
|
|
PCP
268
DELISTED
PRECISION CASTPARTS CORP
PCP
| $51.6M | 0.09% |
204,512
+26,950
| +15% | +$6.8M |
|
269
Electronic Arts
EA
$42.2B
| $51.5M | 0.09% |
1,435,466
+71,809
| +5% | +$2.58M |
|
270
NextEra Energy, Inc.
NEE
$146B
| $51.1M | 0.09% |
1,996,156
+23,868
| +1% | +$612K |
|
271
Expeditors International
EXPD
$16.4B
| $50.8M | 0.09% |
1,150,070
-358,615
| -24% | -$15.8M |
|
272
Donaldson
DCI
$9.44B
| $50.7M | 0.09% |
1,196,888
-72,183
| -6% | -$3.05M |
|
273
American Tower
AMT
$92.9B
| $50.2M | 0.08% |
557,972
+31,903
| +6% | +$2.87M |
|
274
American Electric Power
AEP
$57.8B
| $49M | 0.08% |
879,319
+223,950
| +34% | +$12.5M |
|
275
Micron Technology
MU
$147B
| $48.8M | 0.08% |
1,481,911
-29,611
| -2% | -$976K |
|