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 | |
|---|---|---|---|---|---|---|
276
Pinnacle West Capital
PNW
$10.5B
| $40.9M | 0.08% |
746,622
+112,911
| +18% | +$6.18M |
|
|
RBS.PRL.CL
277
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $40.7M | 0.08% |
2,050,358
-236,380
| -10% | -$4.69M |
|
|
KRFT
278
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $40.6M | 0.08% |
773,537
-546,425
| -41% | -$28.7M |
|
279
Dominion Energy
D
$49.5B
| $39.9M | 0.08% |
638,509
-11,194
| -2% | -$699K |
|
280
Yum! Brands
YUM
$41.1B
| $39.8M | 0.08% |
776,446
+47,474
| +7% | +$2.44M |
|
281
Southern Company
SO
$99.9B
| $39.8M | 0.08% |
965,661
-27,728
| -3% | -$1.14M |
|
|
PCP
282
DELISTED
PRECISION CASTPARTS CORP
PCP
| $39.6M | 0.08% |
174,290
+4,291
| +3% | +$975K |
|
|
TWC
283
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $38.9M | 0.08% |
348,364
-3,241
| -0.9% | -$362K |
|
|
EQY
284
DELISTED
Equity One
EQY
| $38.9M | 0.08% |
1,777,694
+3,286
| +0.2% | +$71.8K |
|
285
MSCI
MSCI
$44.5B
| $38.7M | 0.08% |
960,424
+701,812
| +271% | +$28.3M |
|
286
APA Corp
APA
$7.96B
| $38.6M | 0.08% |
452,873
-1,863
| -0.4% | -$159K |
|
287
NetApp
NTAP
$24.2B
| $38.5M | 0.08% |
904,095
-20,845
| -2% | -$888K |
|
288
Bank of New York Mellon
BK
$73.4B
| $38.3M | 0.08% |
1,269,952
-31,406
| -2% | -$948K |
|
289
FedEx
FDX
$53.1B
| $38.2M | 0.08% |
334,888
-11,313
| -3% | -$1.29M |
|
290
Freeport-McMoran
FCX
$67B
| $38.1M | 0.08% |
1,152,231
-34,220
| -3% | -$1.13M |
|
|
WBC
291
DELISTED
WABCO HOLDINGS INC.
WBC
| $38.1M | 0.08% |
451,691
-100,821
| -18% | -$8.5M |
|
292
NextEra Energy, Inc.
NEE
$144B
| $38M | 0.08% |
1,896,028
-39,780
| -2% | -$797K |
|
|
PARA
293
DELISTED
Paramount Global Class B
PARA
| $37.8M | 0.08% |
684,778
-3,963
| -0.6% | -$219K |
|
294
Illinois Tool Works
ITW
$77.7B
| $37.7M | 0.08% |
494,914
+18,393
| +4% | +$1.4M |
|
295
General Dynamics
GD
$86.8B
| $37.7M | 0.08% |
430,739
+47,340
| +12% | +$4.14M |
|
296
Sunstone Hotel Investors
SHO
$1.79B
| $37.6M | 0.08% |
2,954,829
+160,430
| +6% | +$2.04M |
|
297
NOV
NOV
$4.92B
| $37.6M | 0.08% |
533,294
-42,472
| -7% | -$2.99M |
|
298
Manhattan Associates
MANH
$13.3B
| $37.4M | 0.08% |
1,567,972
+99,172
| +7% | +$2.37M |
|
299
Deere & Co
DE
$130B
| $37.4M | 0.08% |
459,428
+606
| +0.1% | +$49.3K |
|
300
Trane Technologies
TT
$92.3B
| $37.1M | 0.08% |
714,324
-277,513
| -28% | -$14.4M |
|