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 | |
|---|---|---|---|---|---|---|
301
Becton Dickinson
BDX
$55.3B
| $51.9M | 0.07% |
313,227
-1,035
| -0.3% | -$171K |
|
302
Humana
HUM
$36.5B
| $51.5M | 0.07% |
252,375
+7,946
| +3% | +$1.62M |
|
303
Marsh & McLennan
MMC
$101B
| $51.1M | 0.06% |
756,753
-12,964
| -2% | -$876K |
|
304
Gen Digital
GEN
$18.6B
| $51.1M | 0.06% |
2,138,116
+393,242
| +23% | +$9.39M |
|
305
Steel Dynamics
STLD
$19.3B
| $49.9M | 0.06% |
1,403,410
+40,186
| +3% | +$1.43M |
|
306
Avnet
AVT
$4.55B
| $49.9M | 0.06% |
1,048,395
+22,494
| +2% | +$1.07M |
|
307
ICU Medical
ICUI
$3.15B
| $49.5M | 0.06% |
336,230
+14,437
| +4% | +$2.13M |
|
308
Cigna
CI
$80.3B
| $49.3M | 0.06% |
369,655
-3,210
| -0.9% | -$428K |
|
309
Omnicom Group
OMC
$15.2B
| $49.3M | 0.06% |
578,904
+127,976
| +28% | +$10.9M |
|
310
Cognizant
CTSH
$35.3B
| $49.1M | 0.06% |
876,429
-6,832
| -0.8% | -$383K |
|
|
PX
311
DELISTED
Praxair Inc
PX
| $49.1M | 0.06% |
418,820
+9,929
| +2% | +$1.16M |
|
312
Trane Technologies
TT
$92.5B
| $48.6M | 0.06% |
647,836
+36,862
| +6% | +$2.77M |
|
313
Ziff Davis
ZD
$1.57B
| $48.3M | 0.06% |
590,808
+42,357
| +8% | +$3.46M |
|
314
Broadridge
BR
$29.9B
| $48.3M | 0.06% |
728,870
+4,783
| +0.7% | +$317K |
|
315
IDEX
IEX
$12.4B
| $48.3M | 0.06% |
536,288
+65,678
| +14% | +$5.91M |
|
316
Consolidated Edison
ED
$35.4B
| $48.2M | 0.06% |
654,791
+175,218
| +37% | +$12.9M |
|
317
Teleflex
TFX
$5.59B
| $48.2M | 0.06% |
299,165
+27,379
| +10% | +$4.41M |
|
318
TD Synnex
SNX
$12.2B
| $48.2M | 0.06% |
398,278
-2,401
| -0.6% | -$291K |
|
319
Atmos Energy
ATO
$26.7B
| $48M | 0.06% |
647,104
-59,148
| -8% | -$4.39M |
|
320
Intercontinental Exchange
ICE
$101B
| $47.8M | 0.06% |
847,356
+677,430
| +399% | +$38.2M |
|
321
eBay
EBAY
$41.4B
| $47.7M | 0.06% |
1,607,126
-71,183
| -4% | -$2.11M |
|
322
Vulcan Materials
VMC
$38.5B
| $47.6M | 0.06% |
380,462
+123,015
| +48% | +$15.4M |
|
|
YHOO
323
DELISTED
Yahoo Inc
YHOO
| $47.1M | 0.06% |
1,216,919
+669
| +0.1% | +$25.9K |
|
324
Kohl's
KSS
$1.69B
| $46.7M | 0.06% |
946,720
+327,902
| +53% | +$16.2M |
|
325
Advanced Energy
AEIS
$5.65B
| $46.7M | 0.06% |
853,853
+60,049
| +8% | +$3.29M |
|