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 | |
|---|---|---|---|---|---|---|
276
HF Sinclair
DINO
$9.52B
| $57.7M | 0.07% |
1,761,421
+287,411
| +19% | +$9.42M |
|
277
Reinsurance Group of America
RGA
$12.9B
| $56.9M | 0.07% |
452,067
+17,331
| +4% | +$2.18M |
|
278
Cullen/Frost Bankers
CFR
$8.3B
| $56.9M | 0.07% |
644,651
+22,642
| +4% | +$2M |
|
279
AMN Healthcare
AMN
$796M
| $56.8M | 0.07% |
1,476,865
+407,598
| +38% | +$15.7M |
|
280
American Financial Group
AFG
$11.3B
| $56.7M | 0.07% |
643,727
+42,537
| +7% | +$3.75M |
|
|
CA
281
DELISTED
CA, Inc.
CA
| $56.3M | 0.07% |
1,773,311
+164,445
| +10% | +$5.22M |
|
282
Nabors Industries
NBR
$543M
| $56.1M | 0.07% |
3,421,812
+2,285,356
| +201% | +$37.5M |
|
283
CACI
CACI
$10.6B
| $55.8M | 0.07% |
448,742
+33,759
| +8% | +$4.2M |
|
284
HP
HPQ
$26.7B
| $55.5M | 0.07% |
3,739,717
-1,413,047
| -27% | -$21M |
|
285
Eaton
ETN
$136B
| $55.4M | 0.07% |
825,635
+103,440
| +14% | +$6.94M |
|
286
Quanta Services
PWR
$56.3B
| $55.4M | 0.07% |
1,589,375
+898,662
| +130% | +$31.3M |
|
|
WCG
287
DELISTED
Wellcare Health Plans, Inc.
WCG
| $55.3M | 0.07% |
403,444
+136,928
| +51% | +$18.8M |
|
288
Stryker
SYK
$150B
| $55.3M | 0.07% |
461,383
+12,064
| +3% | +$1.45M |
|
|
APC
289
DELISTED
Anadarko Petroleum
APC
| $55.1M | 0.07% |
789,477
+32,361
| +4% | +$2.26M |
|
290
Agree Realty
ADC
$8.05B
| $54.6M | 0.07% |
1,186,708
+498,667
| +72% | +$23M |
|
291
Steris
STE
$24.1B
| $54.6M | 0.07% |
810,446
+163,433
| +25% | +$11M |
|
|
LSXMA
292
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $54.4M | 0.07% |
1,574,619
-201,896
| -11% | -$6.97M |
|
293
CME Group
CME
$96B
| $54.4M | 0.07% |
471,175
+271
| +0.1% | +$31.3K |
|
294
General Mills
GIS
$26.4B
| $53.8M | 0.07% |
871,157
-26,225
| -3% | -$1.62M |
|
295
Phillips 66
PSX
$54B
| $53.5M | 0.07% |
619,046
-7,637
| -1% | -$660K |
|
296
Delta Air Lines
DAL
$40.3B
| $53.3M | 0.07% |
1,083,090
-22,706
| -2% | -$1.12M |
|
297
Medical Properties Trust
MPW
$2.7B
| $52.5M | 0.07% |
4,264,259
+1,023,027
| +32% | +$12.6M |
|
298
Applied Materials
AMAT
$128B
| $52.3M | 0.07% |
1,620,080
-14,072
| -0.9% | -$454K |
|
299
B&G Foods
BGS
$361M
| $52.3M | 0.07% |
1,193,054
+116,256
| +11% | +$5.09M |
|
300
Emerson Electric
EMR
$74.3B
| $52M | 0.07% |
933,386
+14,118
| +2% | +$787K |
|