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 | |
|---|---|---|---|---|---|---|
326
Allison Transmission
ALSN
$7.32B
| $46.7M | 0.06% |
1,386,022
+1,320,449
| +2,014% | +$44.5M |
|
327
Lam Research
LRCX
$123B
| $46.4M | 0.06% |
438,447
+175,163
| +67% | +$18.5M |
|
328
Edison International
EIX
$21.4B
| $46.1M | 0.06% |
640,782
-4,579
| -0.7% | -$330K |
|
329
Emcor
EME
$27.8B
| $46M | 0.06% |
650,652
-87,173
| -12% | -$6.17M |
|
330
McKesson
MCK
$85.9B
| $45.9M | 0.06% |
326,931
-12,113
| -4% | -$1.7M |
|
331
Liberty Media Series C
FWONK
$25.3B
| $45.7M | 0.06% |
1,457,426
-11,141
| -0.8% | -$349K |
|
|
GXP
332
DELISTED
Great Plains Energy Incorporated
GXP
| $45M | 0.06% |
1,645,597
+264,853
| +19% | +$7.24M |
|
|
TFCFA
333
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $45M | 0.06% |
1,604,497
+64,936
| +4% | +$1.82M |
|
|
COR
334
DELISTED
Coresite Realty Corporation
COR
| $44.9M | 0.06% |
565,490
+307,586
| +119% | +$24.4M |
|
335
Nordson
NDSN
$12.5B
| $44.7M | 0.06% |
398,750
+4,509
| +1% | +$505K |
|
336
Blackbaud
BLKB
$3.2B
| $44.5M | 0.06% |
695,457
+18,086
| +3% | +$1.16M |
|
337
Macy's
M
$3.65B
| $44.3M | 0.06% |
1,238,216
+94,395
| +8% | +$3.38M |
|
338
LyondellBasell Industries
LYB
$17.9B
| $44.3M | 0.06% |
516,693
-8,859
| -2% | -$760K |
|
339
Southwest Airlines
LUV
$16.9B
| $44.3M | 0.06% |
889,087
-32,688
| -4% | -$1.63M |
|
340
Allete
ALE
$3.7B
| $44.3M | 0.06% |
690,151
+13,243
| +2% | +$850K |
|
341
Synchrony
SYF
$28.1B
| $44.3M | 0.06% |
1,220,881
-10,877
| -0.9% | -$395K |
|
342
Avista
AVA
$2.95B
| $44.1M | 0.06% |
1,102,103
-29,036
| -3% | -$1.16M |
|
343
Oneok
OKE
$46.9B
| $44M | 0.06% |
765,654
+30,063
| +4% | +$1.73M |
|
|
PDCE
344
DELISTED
PDC Energy, Inc.
PDCE
| $43.9M | 0.06% |
604,675
+74,347
| +14% | +$5.4M |
|
345
Sinclair Inc
SBGI
$992M
| $43.8M | 0.06% |
1,312,963
+23,436
| +2% | +$782K |
|
|
CXO
346
DELISTED
CONCHO RESOURCES INC.
CXO
| $43.3M | 0.06% |
326,825
+102,731
| +46% | +$13.6M |
|
347
DTE Energy
DTE
$28.1B
| $43.3M | 0.05% |
439,511
+153,588
| +54% | +$15.1M |
|
348
Deere & Co
DE
$129B
| $43.2M | 0.05% |
419,527
+11,038
| +3% | +$1.14M |
|
349
PG&E
PCG
$33.6B
| $43.2M | 0.05% |
710,850
+18,366
| +3% | +$1.12M |
|
|
INN
350
Summit Hotel Properties
INN
$590M
| $43M | 0.05% |
2,684,686
+2,024,491
| +307% | +$32.5M |
|