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 |
Exxon Mobil
XOM
|
$592M |
| 2 |
Simon Property Group
SPG
|
$512M |
| 3 |
Apple
AAPL
|
$484M |
| 4 |
JPMorgan Chase
JPM
|
$466M |
| 5 |
Wells Fargo
WFC
|
$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AZPN
326
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $30.1M | 0.07% |
+1,045,639
| New | +$30.1M |
|
327
General Dynamics
GD
$87.1B
| $30M | 0.07% |
+383,399
| New | +$30M |
|
328
Commault Systems
CVLT
$7.96B
| $30M | 0.07% |
+395,211
| New | +$30M |
|
329
VEON
VEON
$3.78B
| $29.9M | 0.07% |
+2,971,341
| New | +$29.9M |
|
330
PPG Industries
PPG
$24.7B
| $29.7M | 0.07% |
+202,938
| New | +$29.7M |
|
331
Tenet Healthcare
THC
$16.3B
| $29.6M | 0.07% |
+643,147
| New | +$29.6M |
|
|
AGN
332
DELISTED
ALLERGAN INC
AGN
| $29.6M | 0.07% |
+350,874
| New | +$29.6M |
|
333
Exelon
EXC
$43.7B
| $29.6M | 0.07% |
+957,013
| New | +$29.6M |
|
334
Fomento Económico Mexicano
FMX
$30.2B
| $29.1M | 0.06% |
+281,886
| New | +$29.1M |
|
|
PXD
335
DELISTED
Pioneer Natural Resource Co.
PXD
| $28.5M | 0.06% |
+196,718
| New | +$28.5M |
|
|
STJ
336
DELISTED
St Jude Medical
STJ
| $28.5M | 0.06% |
+623,596
| New | +$28.5M |
|
337
General Motors
GM
$55.7B
| $28.5M | 0.06% |
+854,159
| New | +$28.5M |
|
338
Manhattan Associates
MANH
$12.6B
| $28.3M | 0.06% |
+367,200
| New | +$28.3M |
|
|
VEDL
339
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $28.2M | 0.06% |
+4,835,165
| New | +$28.2M |
|
340
Lear
LEA
$5.84B
| $28.1M | 0.06% |
+465,426
| New | +$28.1M |
|
341
Red Robin
RRGB
$118M
| $28M | 0.06% |
+506,708
| New | +$28M |
|
342
CSX Corp
CSX
$60B
| $27.8M | 0.06% |
+1,199,803
| New | +$27.8M |
|
343
Prospect Capital
PSEC
$1.34B
| $27.8M | 0.06% |
+2,570,361
| New | +$27.8M |
|
344
Johnson Controls International
JCI
$69.2B
| $27.4M | 0.06% |
+765,830
| New | +$27.4M |
|
345
Applied Materials
AMAT
$125B
| $27.1M | 0.06% |
+1,816,817
| New | +$27.1M |
|
|
WLL
346
DELISTED
Whiting Petroleum Corporation
WLL
| $27.1M | 0.06% |
+587,393
| New | +$27.1M |
|
347
Norfolk Southern
NSC
$62.5B
| $26.9M | 0.06% |
+370,212
| New | +$26.9M |
|
348
Truist Financial
TFC
$59.7B
| $26.8M | 0.06% |
+791,799
| New | +$26.8M |
|
349
Timken Company
TKR
$5.32B
| $26.4M | 0.06% |
+469,379
| New | +$26.4M |
|
350
iShares Core S&P Mid-Cap ETF
IJH
$99.4B
| $26.4M | 0.06% |
+228,665
| New | +$26.4M |
|