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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Exelon
EXC
$43.9B
| $82.3M | 0.08% |
3,063,963
-1,497,793
| -33% | -$40.2M |
|
302
Micron Technology
MU
$147B
| $81.9M | 0.08% |
2,082,747
+493,767
| +31% | +$19.4M |
|
303
Brookfield Renewable
BEP
$7.06B
| $81.4M | 0.08% |
4,557,495
+68,245
| +2% | +$1.22M |
|
304
FedEx
FDX
$53.7B
| $80.5M | 0.08% |
356,818
-10,455
| -3% | -$2.36M |
|
305
Phillips 66
PSX
$53.2B
| $80.3M | 0.08% |
876,639
-57,190
| -6% | -$5.24M |
|
306
Hope Bancorp
HOPE
$1.43B
| $78.9M | 0.08% |
4,457,274
+576,268
| +15% | +$10.2M |
|
307
Prudential Financial
PRU
$37.2B
| $78.9M | 0.08% |
742,342
-509,384
| -41% | -$54.2M |
|
308
Jefferies Financial Group
JEF
$13.1B
| $78.9M | 0.08% |
3,489,976
-2,031,279
| -37% | -$45.9M |
|
|
DCT
309
DELISTED
DCT Industrial Trust Inc.
DCT
| $78.6M | 0.08% |
1,357,508
+915,856
| +207% | +$53M |
|
310
eBay
EBAY
$42.3B
| $78.4M | 0.08% |
2,037,488
-205,250
| -9% | -$7.89M |
|
311
Yum! Brands
YUM
$40.1B
| $78.2M | 0.08% |
1,062,777
+77,231
| +8% | +$5.68M |
|
312
DXC Technology
DXC
$2.65B
| $78.2M | 0.08% |
1,052,882
-64,779
| -6% | -$4.81M |
|
313
American International
AIG
$43.9B
| $78M | 0.08% |
1,271,333
-7,436
| -0.6% | -$457K |
|
|
GGP
314
DELISTED
GGP Inc.
GGP
| $78M | 0.08% |
3,753,383
-860,294
| -19% | -$17.9M |
|
315
Xerox
XRX
$493M
| $77.6M | 0.08% |
2,331,065
+148,093
| +7% | +$4.93M |
|
316
MetLife
MET
$52.9B
| $77.4M | 0.08% |
1,490,493
-264,887
| -15% | -$13.8M |
|
|
MON
317
DELISTED
Monsanto Co
MON
| $77.2M | 0.07% |
644,541
-6,207
| -1% | -$744K |
|
318
PPL Corp
PPL
$26.6B
| $77M | 0.07% |
2,030,075
+717,072
| +55% | +$27.2M |
|
319
Bank of New York Mellon
BK
$73.1B
| $76.8M | 0.07% |
1,448,574
-44,687
| -3% | -$2.37M |
|
320
Arthur J. Gallagher & Co
AJG
$76.7B
| $76.7M | 0.07% |
1,246,756
+4,272
| +0.3% | +$263K |
|
321
Vornado Realty Trust
VNO
$7.93B
| $76.4M | 0.07% |
993,353
-534,254
| -35% | -$41.1M |
|
322
Synopsys
SNPS
$111B
| $75.6M | 0.07% |
938,596
-58,276
| -6% | -$4.69M |
|
323
RPM International
RPM
$16.2B
| $75M | 0.07% |
1,460,091
+26,238
| +2% | +$1.35M |
|
324
General Motors
GM
$55.5B
| $74.4M | 0.07% |
1,842,593
-146,519
| -7% | -$5.92M |
|
325
Ameriprise Financial
AMP
$46.1B
| $74.1M | 0.07% |
498,625
-10,108
| -2% | -$1.5M |
|