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 |
Air Products & Chemicals
APD
|
+$203M |
| 2 |
Pfizer
PFE
|
+$117M |
| 3 |
Johnson & Johnson
JNJ
|
+$94.3M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.6M |
| 5 |
Patterson-UTI
PTEN
|
+$68.8M |
Top Sells
| 1 |
Allstate
ALL
|
+$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$120M |
| 3 |
ADT
ADT CORP
ADT
|
+$102M |
| 4 |
Service Corp International
SCI
|
+$63.6M |
| 5 |
Everest Group
EG
|
+$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Yum! Brands
YUM
$40.5B
| $47.4M | 0.08% |
874,871
+52,281
| +6% | +$2.83M |
|
|
TWC
277
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $47.4M | 0.08% |
345,550
+341
| +0.1% | +$46.8K |
|
278
NextEra Energy, Inc.
NEE
$144B
| $47.1M | 0.08% |
1,972,288
+52,856
| +3% | +$1.26M |
|
|
ARRS
279
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $47M | 0.08% |
1,667,195
+25,941
| +2% | +$731K |
|
280
Manhattan Associates
MANH
$13B
| $46.8M | 0.08% |
1,337,289
+4,069
| +0.3% | +$143K |
|
281
TAL Education Group
TAL
$6.47B
| $46.8M | 0.08% |
12,473,160
+7,430,898
| +147% | +$27.9M |
|
282
Dominion Energy
D
$50.2B
| $46.7M | 0.08% |
658,064
+16,602
| +3% | +$1.18M |
|
283
General Dynamics
GD
$86.4B
| $46.1M | 0.08% |
423,326
-4,615
| -1% | -$503K |
|
284
EnerSys
ENS
$3.89B
| $45.9M | 0.08% |
661,956
-24,710
| -4% | -$1.71M |
|
285
Automatic Data Processing
ADP
$120B
| $45.7M | 0.08% |
673,123
+22,063
| +3% | +$1.5M |
|
286
Target
TGT
$41.3B
| $45.4M | 0.08% |
750,093
+501
| +0.1% | +$30.3K |
|
287
Bankunited
BKU
$2.89B
| $45.3M | 0.08% |
1,304,228
+12,676
| +1% | +$441K |
|
|
AGN
288
DELISTED
ALLERGAN INC
AGN
| $45.3M | 0.08% |
364,800
+4,345
| +1% | +$539K |
|
289
Best Buy
BBY
$16.2B
| $45.1M | 0.08% |
1,707,917
-228,170
| -12% | -$6.03M |
|
290
Crane NXT
CXT
$3.49B
| $45M | 0.08% |
1,821,759
-526,823
| -22% | -$13M |
|
291
Bank of New York Mellon
BK
$73.9B
| $45M | 0.08% |
1,275,299
+5,196
| +0.4% | +$183K |
|
|
VIAB
292
DELISTED
Viacom Inc. Class B
VIAB
| $44.9M | 0.08% |
528,534
+23,405
| +5% | +$1.99M |
|
|
PCP
293
DELISTED
PRECISION CASTPARTS CORP
PCP
| $44.9M | 0.08% |
177,562
+2,323
| +1% | +$587K |
|
294
MDU Resources
MDU
$3.28B
| $44.6M | 0.08% |
3,419,774
+2,199,660
| +180% | +$28.7M |
|
|
LHO
295
DELISTED
LaSalle Hotel Properties
LHO
| $44.6M | 0.08% |
1,424,784
+134,598
| +10% | +$4.21M |
|
296
FedEx
FDX
$53.3B
| $44.5M | 0.08% |
335,748
-885
| -0.3% | -$117K |
|
297
Viatris
VTRS
$12.2B
| $44M | 0.08% |
901,216
-882,350
| -49% | -$43.1M |
|
298
Petrobras
PBR
$79.5B
| $43.9M | 0.08% |
3,340,997
-827,158
| -20% | -$10.9M |
|
299
Southern Company
SO
$100B
| $43.8M | 0.08% |
996,062
+22,100
| +2% | +$971K |
|
300
Illinois Tool Works
ITW
$76.4B
| $43.1M | 0.08% |
530,540
+63,741
| +14% | +$5.18M |
|