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 | |
|---|---|---|---|---|---|---|
351
POSCO
PKX
$15.6B
| $26.3M | 0.06% |
+404,729
| New | +$26.3M |
|
|
DISCA
352
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $25.8M | 0.06% |
+334,208
| New | +$25.8M |
|
353
CME Group
CME
$96B
| $25.8M | 0.06% |
+339,574
| New | +$25.8M |
|
|
TGI
354
DELISTED
Triumph Group
TGI
| $25.8M | 0.06% |
+325,577
| New | +$25.8M |
|
|
SE
355
DELISTED
Spectra Energy Corp Wi
SE
| $25.7M | 0.06% |
+747,015
| New | +$25.7M |
|
|
CB
356
DELISTED
CHUBB CORPORATION
CB
| $25.6M | 0.06% |
+302,002
| New | +$25.6M |
|
357
KLA
KLAC
$112B
| $25.4M | 0.06% |
+455,735
| New | +$25.4M |
|
358
Westlake Corp
WLK
$11.3B
| $25.4M | 0.06% |
+263,446
| New | +$25.4M |
|
359
Centene
CNC
$14.5B
| $25.4M | 0.06% |
+483,925
| New | +$25.4M |
|
360
Archer Daniels Midland
ADM
$29.8B
| $25.3M | 0.06% |
+746,961
| New | +$25.3M |
|
361
Salesforce
CRM
$242B
| $25.3M | 0.06% |
+661,414
| New | +$25.3M |
|
362
T Rowe Price
TROW
$23.6B
| $25.2M | 0.06% |
+344,840
| New | +$25.2M |
|
363
Ametek
AME
$42.7B
| $25.2M | 0.06% |
+595,328
| New | +$25.2M |
|
364
American Electric Power
AEP
$59.4B
| $25.1M | 0.06% |
+560,648
| New | +$25.1M |
|
365
Adobe
ADBE
$147B
| $25.1M | 0.06% |
+549,849
| New | +$25.1M |
|
366
Prestige Consumer Healthcare
PBH
$3.35B
| $25M | 0.06% |
+857,868
| New | +$25M |
|
|
RTN
367
DELISTED
Raytheon Company
RTN
| $24.7M | 0.05% |
+373,535
| New | +$24.7M |
|
368
Aecom
ACM
$16.5B
| $24.5M | 0.05% |
+771,425
| New | +$24.5M |
|
|
BBT.PRG
369
DELISTED
BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series G Non-C
BBT.PRG
| $24.4M | 0.05% |
+1,068,481
| New | +$24.4M |
|
|
JAH
370
DELISTED
JARDEN CORPORATION
JAH
| $24.2M | 0.05% |
+553,791
| New | +$24.2M |
|
371
Tapestry
TPR
$21.4B
| $24.1M | 0.05% |
+422,828
| New | +$24.1M |
|
372
Cummins
CMI
$54.9B
| $23.9M | 0.05% |
+220,746
| New | +$23.9M |
|
373
Corning
GLW
$58.7B
| $23.8M | 0.05% |
+1,675,202
| New | +$23.8M |
|
374
Intuitive Surgical
ISRG
$170B
| $23.7M | 0.05% |
+46,821
| New | +$23.7M |
|
375
Valero Energy
VLO
$47.2B
| $23.5M | 0.05% |
+676,203
| New | +$23.5M |
|