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 | |
|---|---|---|---|---|---|---|
|
RAI
251
DELISTED
Reynolds American Inc
RAI
| $65.9M | 0.08% |
1,176,684
+415
| +0% | +$23.3K |
|
252
Ford
F
$46.8B
| $65.8M | 0.08% |
5,422,042
-1,852,346
| -25% | -$22.5M |
|
253
Halliburton
HAL
$19.4B
| $65.3M | 0.08% |
1,207,943
+11,019
| +0.9% | +$596K |
|
254
Robert Half
RHI
$3.8B
| $64.8M | 0.08% |
1,327,834
-37,381
| -3% | -$1.82M |
|
|
RTN
255
DELISTED
Raytheon Company
RTN
| $64.6M | 0.08% |
455,165
-32,817
| -7% | -$4.66M |
|
256
Blackrock
BLK
$175B
| $64.3M | 0.08% |
168,974
-24,260
| -13% | -$9.23M |
|
257
Yum! Brands
YUM
$40.8B
| $63.6M | 0.08% |
1,004,037
+31,840
| +3% | +$2.02M |
|
258
Brookfield Renewable
BEP
$7.2B
| $63.3M | 0.08% |
2,130,379
+226,525
| +12% | +$6.73M |
|
259
Axalta
AXTA
$6.77B
| $62.8M | 0.08% |
2,307,880
-18,809
| -0.8% | -$512K |
|
260
Salesforce
CRM
$245B
| $62.7M | 0.08% |
915,146
-11,593
| -1% | -$794K |
|
261
Cummins
CMI
$54.9B
| $62.5M | 0.08% |
457,225
+206,047
| +82% | +$28.2M |
|
|
ANDV
262
DELISTED
Andeavor
ANDV
| $62.1M | 0.08% |
710,635
+68,820
| +11% | +$6.02M |
|
263
Devon Energy
DVN
$22.9B
| $62.1M | 0.08% |
1,358,753
+563,400
| +71% | +$25.7M |
|
264
Bank OZK
OZK
$5.91B
| $61.6M | 0.08% |
1,171,873
+59,661
| +5% | +$3.14M |
|
265
COPT Defense Properties
CDP
$3.25B
| $61.6M | 0.08% |
1,973,566
+291,462
| +17% | +$9.1M |
|
266
Hewlett Packard
HPE
$29.6B
| $61M | 0.08% |
2,633,965
+82,232
| +3% | +$1.9M |
|
267
Illinois Tool Works
ITW
$77.1B
| $60.9M | 0.08% |
497,331
-35,817
| -7% | -$4.39M |
|
268
Ryanair
RYAAY
$33.7B
| $60.4M | 0.08% |
725,705
-16,509
| -2% | -$1.37M |
|
269
Kimberly-Clark
KMB
$42.8B
| $59.9M | 0.08% |
525,149
-6,322
| -1% | -$721K |
|
270
Capital One
COF
$145B
| $59.8M | 0.08% |
685,221
-31,144
| -4% | -$2.72M |
|
271
Tyson Foods
TSN
$20.2B
| $59.1M | 0.08% |
958,561
-543,425
| -36% | -$33.5M |
|
272
East-West Bancorp
EWBC
$14.5B
| $59.1M | 0.08% |
1,162,577
+470,328
| +68% | +$23.9M |
|
273
State Street
STT
$32.6B
| $58.2M | 0.07% |
748,966
+44,284
| +6% | +$3.44M |
|
|
BPY
274
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $58M | 0.07% |
2,638,396
+98,658
| +4% | +$2.17M |
|
275
Credicorp
BAP
$20.4B
| $57.8M | 0.07% |
366,015
-84,801
| -19% | -$13.4M |
|