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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Brown-Forman Class B
BF.B
$13.7B
| $105M | 0.1% |
3,028,872
+759
| +0% | +$26.4K |
|
252
Charter Communications
CHTR
$35.7B
| $105M | 0.1% |
288,292
-29,292
| -9% | -$10.6M |
|
|
WBA
253
DELISTED
Walgreens Boots Alliance
WBA
| $105M | 0.1% |
1,354,883
+51,719
| +4% | +$3.99M |
|
254
BCE
BCE
$23.1B
| $104M | 0.1% |
2,229,815
+146,142
| +7% | +$6.84M |
|
255
Lowe's Companies
LOW
$151B
| $104M | 0.1% |
1,296,412
-30,863
| -2% | -$2.47M |
|
256
CenterPoint Energy
CNP
$24.7B
| $104M | 0.1% |
3,544,401
-1,696,797
| -32% | -$49.6M |
|
257
PPG Industries
PPG
$24.8B
| $102M | 0.1% |
941,604
+51,655
| +6% | +$5.61M |
|
258
Kinder Morgan
KMI
$59.1B
| $101M | 0.1% |
5,248,987
+177,053
| +3% | +$3.4M |
|
259
Unum
UNM
$12.6B
| $99.7M | 0.1% |
1,950,162
-124,927
| -6% | -$6.39M |
|
260
Cigna
CI
$81.5B
| $99.1M | 0.1% |
529,935
+120,056
| +29% | +$22.4M |
|
261
Equity Lifestyle Properties
ELS
$12B
| $98.6M | 0.1% |
2,318,084
+254,520
| +12% | +$10.8M |
|
262
Credicorp
BAP
$20.7B
| $97.7M | 0.09% |
476,334
+191,853
| +67% | +$39.3M |
|
263
HP
HPQ
$27.4B
| $96.4M | 0.09% |
4,829,133
+716,899
| +17% | +$14.3M |
|
|
VR
264
DELISTED
Validus Hold Ltd
VR
| $96.2M | 0.09% |
1,955,360
+299,383
| +18% | +$14.7M |
|
265
Morgan Stanley
MS
$236B
| $96M | 0.09% |
1,993,032
-62,393
| -3% | -$3.01M |
|
266
Weyerhaeuser
WY
$18.9B
| $95.9M | 0.09% |
2,818,177
+1,476,159
| +110% | +$50.2M |
|
267
U-Haul Holding Co
UHAL
$11.2B
| $95.6M | 0.09% |
2,550,190
+202,750
| +9% | +$7.6M |
|
268
Ares Capital
ARCC
$15.8B
| $95.3M | 0.09% |
5,815,313
+89,967
| +2% | +$1.47M |
|
269
Kimberly-Clark
KMB
$43.1B
| $94.5M | 0.09% |
802,655
-184,878
| -19% | -$21.8M |
|
270
Liberty Broadband Class A
LBRDA
$8.57B
| $94.4M | 0.09% |
1,002,102
-19,783
| -2% | -$1.86M |
|
271
Humana
HUM
$37B
| $94.2M | 0.09% |
386,776
+36,899
| +11% | +$8.99M |
|
272
IDEX
IEX
$12.4B
| $94M | 0.09% |
773,872
-130,526
| -14% | -$15.9M |
|
|
MXIM
273
DELISTED
Maxim Integrated Products
MXIM
| $93.8M | 0.09% |
1,966,555
-269,588
| -12% | -$12.9M |
|
274
NetEase
NTES
$85B
| $93.4M | 0.09% |
1,770,115
-54,625
| -3% | -$2.88M |
|
275
American Express
AXP
$227B
| $93.3M | 0.09% |
1,031,122
-49,193
| -5% | -$4.45M |
|