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 |
Restaurant Brands International
QSR
|
$225M |
| 2 |
Liberty Media Series C
FWONK
|
$170M |
| 3 |
Fidelity National Financial
FNF
|
$169M |
| 4 |
PPL Corp
PPL
|
$124M |
| 5 |
General Dynamics
GD
|
$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$140M |
| 3 |
LyondellBasell Industries
LYB
|
$113M |
| 4 |
AbbVie
ABBV
|
$107M |
| 5 |
Trane Technologies
TT
|
$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Halliburton
HAL
$18.8B
| $49.8M | 0.08% |
1,265,177
+166,382
| +15% | +$6.54M |
|
277
Northrop Grumman
NOC
$83.2B
| $49.5M | 0.08% |
335,661
+4,360
| +1% | +$643K |
|
278
Donaldson
DCI
$9.44B
| $49.2M | 0.08% |
1,273,153
+56,888
| +5% | +$2.2M |
|
279
HCA Healthcare
HCA
$98.5B
| $47.9M | 0.07% |
652,891
+137,453
| +27% | +$10.1M |
|
|
ALXN
280
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $47.7M | 0.07% |
257,713
+9,622
| +4% | +$1.78M |
|
281
ODP
ODP
$668M
| $47.4M | 0.07% |
553,302
-6,622
| -1% | -$568K |
|
282
Marriott Vacations Worldwide
VAC
$2.73B
| $47.3M | 0.07% |
634,902
+50,473
| +9% | +$3.76M |
|
|
HDS
283
DELISTED
HD Supply Holdings, Inc.
HDS
| $47.3M | 0.07% |
1,603,886
+65,517
| +4% | +$1.93M |
|
|
KRFT
284
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $47M | 0.07% |
749,927
+15,141
| +2% | +$949K |
|
285
Chubb
CB
$111B
| $46.8M | 0.07% |
407,344
+15,494
| +4% | +$1.78M |
|
286
Avista
AVA
$2.99B
| $46.7M | 0.07% |
1,320,597
-2,840
| -0.2% | -$100K |
|
287
Liberty Broadband Class A
LBRDA
$8.57B
| $46.3M | 0.07% |
+923,876
| New | +$46.3M |
|
|
288
LyondellBasell Industries
LYB
$17.7B
| $45.9M | 0.07% |
578,328
-1,418,741
| -71% | -$113M |
|
289
Salesforce
CRM
$239B
| $45.1M | 0.07% |
760,853
+31,940
| +4% | +$1.89M |
|
|
AHL
290
DELISTED
ASPEN Insurance Holding Limited
AHL
| $45M | 0.07% |
1,027,276
+643,921
| +168% | +$28.2M |
|
291
CSX Corp
CSX
$60.6B
| $44.2M | 0.07% |
3,658,785
+163,458
| +5% | +$1.97M |
|
292
PPG Industries
PPG
$24.8B
| $43.9M | 0.07% |
379,472
+10,734
| +3% | +$1.24M |
|
293
Illinois Tool Works
ITW
$77.6B
| $43.6M | 0.07% |
460,620
-38,634
| -8% | -$3.66M |
|
294
Norfolk Southern
NSC
$62.3B
| $42.5M | 0.07% |
387,818
+15,216
| +4% | +$1.67M |
|
295
Applied Materials
AMAT
$130B
| $42.5M | 0.07% |
1,704,649
+101,968
| +6% | +$2.54M |
|
296
Emcor
EME
$28B
| $42.2M | 0.07% |
947,702
+61,526
| +7% | +$2.74M |
|
297
Ameriprise Financial
AMP
$46.1B
| $41.9M | 0.07% |
317,019
-9,866
| -3% | -$1.3M |
|
|
X
298
DELISTED
US Steel
X
| $41.5M | 0.06% |
1,553,172
+1,075,871
| +225% | +$28.8M |
|
299
Cognizant
CTSH
$35.1B
| $41.4M | 0.06% |
785,876
+20,617
| +3% | +$1.09M |
|
300
Vipshop
VIPS
$8.45B
| $41.3M | 0.06% |
2,114,266
+1,000,686
| +90% | +$19.6M |
|