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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BFS
326
Saul Centers
BFS
$812M
| $73.8M | 0.05% |
1,401,191
-20,651
| -1% | -$1.09M |
|
327
Moderna
MRNA
$9.78B
| $73.8M | 0.05% |
428,622
-468
| -0.1% | -$80.6K |
|
328
Boston Scientific
BSX
$159B
| $73.5M | 0.05% |
1,660,119
-14,648
| -0.9% | -$649K |
|
329
Illinois Tool Works
ITW
$77.6B
| $73.2M | 0.05% |
349,796
-1,209
| -0.3% | -$253K |
|
330
HCA Healthcare
HCA
$98.5B
| $73.2M | 0.05% |
291,888
-1,072
| -0.4% | -$269K |
|
331
Cenovus Energy
CVE
$28.7B
| $73.1M | 0.05% |
+4,383,265
| New | +$73.1M |
|
332
Alcoa
AA
$8.24B
| $72.6M | 0.05% |
806,606
-163,685
| -17% | -$14.7M |
|
333
Schlumberger
SLB
$53.4B
| $72.6M | 0.05% |
1,757,430
-68,931
| -4% | -$2.85M |
|
334
Republic Services
RSG
$71.7B
| $72.4M | 0.05% |
546,252
+57,334
| +12% | +$7.6M |
|
335
Hanover Insurance
THG
$6.35B
| $72.1M | 0.05% |
482,236
+42,177
| +10% | +$6.31M |
|
336
Waste Management
WM
$88.6B
| $71.9M | 0.05% |
453,583
-4,299
| -0.9% | -$681K |
|
337
FedEx
FDX
$53.7B
| $71.5M | 0.05% |
308,977
-9,897
| -3% | -$2.29M |
|
338
Ingredion
INGR
$8.24B
| $71.3M | 0.05% |
818,637
+21,162
| +3% | +$1.84M |
|
339
Fiserv
FI
$73.4B
| $70.3M | 0.04% |
693,101
-10,559
| -2% | -$1.07M |
|
340
Copa Holdings
CPA
$4.85B
| $70.3M | 0.04% |
840,104
+238,266
| +40% | +$19.9M |
|
341
General Dynamics
GD
$86.8B
| $69.9M | 0.04% |
289,864
-4,416
| -2% | -$1.07M |
|
342
Interpublic Group of Companies
IPG
$9.94B
| $69.6M | 0.04% |
1,964,608
-38,082
| -2% | -$1.35M |
|
343
Southwest Gas
SWX
$5.66B
| $69.5M | 0.04% |
887,589
+38,693
| +5% | +$3.03M |
|
344
Archer Daniels Midland
ADM
$30.2B
| $69.2M | 0.04% |
766,611
+4,965
| +0.7% | +$448K |
|
345
Wolfspeed
WOLF
$196M
| $69.2M | 0.04% |
607,538
+178,399
| +42% | +$20.3M |
|
346
Motorola Solutions
MSI
$79.8B
| $69.1M | 0.04% |
285,139
-33,817
| -11% | -$8.19M |
|
347
Occidental Petroleum
OXY
$45.2B
| $68.2M | 0.04% |
1,202,731
-50,590
| -4% | -$2.87M |
|
348
Emerson Electric
EMR
$74.6B
| $68.1M | 0.04% |
694,947
-66,068
| -9% | -$6.48M |
|
349
NXP Semiconductors
NXPI
$57.2B
| $68.1M | 0.04% |
368,075
-59,865
| -14% | -$11.1M |
|
350
Nasdaq
NDAQ
$53.6B
| $68M | 0.04% |
1,145,178
+242,856
| +27% | +$14.4M |
|