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 |
Air Products & Chemicals
APD
|
+$203M |
| 2 |
Pfizer
PFE
|
+$117M |
| 3 |
Johnson & Johnson
JNJ
|
+$94.3M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.6M |
| 5 |
Patterson-UTI
PTEN
|
+$68.8M |
Top Sells
| 1 |
Allstate
ALL
|
+$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$120M |
| 3 |
ADT
ADT CORP
ADT
|
+$102M |
| 4 |
Service Corp International
SCI
|
+$63.6M |
| 5 |
Everest Group
EG
|
+$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NBL
351
DELISTED
Noble Energy, Inc.
NBL
| $33.2M | 0.06% |
467,409
-14,827
| -3% | -$1.05M |
|
352
American Electric Power
AEP
$57.9B
| $33.2M | 0.06% |
655,369
+106,434
| +19% | +$5.39M |
|
353
Corning
GLW
$64.2B
| $32.8M | 0.06% |
1,576,927
-33,156
| -2% | -$690K |
|
354
Aflac
AFL
$57.3B
| $32.7M | 0.06% |
1,037,208
-10,008
| -1% | -$315K |
|
355
Truist Financial
TFC
$58.2B
| $32.2M | 0.06% |
801,197
+18,692
| +2% | +$751K |
|
|
FMER
356
DELISTED
FIRSTMERIT CORP
FMER
| $32.1M | 0.06% |
1,543,097
-183,224
| -11% | -$3.82M |
|
357
Ryanair
RYAAY
$31.2B
| $31.9M | 0.06% |
1,321,842
-265,207
| -17% | -$6.4M |
|
358
iShares Core S&P 500 ETF
IVV
$670B
| $31.9M | 0.06% |
169,476
+2,060
| +1% | +$388K |
|
|
LLL
359
DELISTED
L3 Technologies, Inc.
LLL
| $31.9M | 0.06% |
269,672
+9,749
| +4% | +$1.15M |
|
360
Marsh & McLennan
MMC
$97.7B
| $31.7M | 0.06% |
643,448
-382
| -0.1% | -$18.8K |
|
361
Cummins
CMI
$55.8B
| $31.6M | 0.06% |
211,929
+2,131
| +1% | +$317K |
|
362
Hanesbrands
HBI
$2.21B
| $31.6M | 0.06% |
1,650,520
-257,536
| -13% | -$4.92M |
|
363
LiveRamp
RAMP
$1.74B
| $31.4M | 0.06% |
913,060
+6,073
| +0.7% | +$209K |
|
364
Applied Materials
AMAT
$130B
| $31.3M | 0.06% |
1,534,132
+21,734
| +1% | +$444K |
|
365
International Paper
IP
$24.5B
| $30.8M | 0.06% |
719,540
-251,413
| -26% | -$10.8M |
|
|
BEAM
366
DELISTED
BEAM INC COM STK (DE)
BEAM
| $30.7M | 0.05% |
368,858
-1,435,752
| -80% | -$120M |
|
367
NETSCOUT
NTCT
$1.8B
| $30.1M | 0.05% |
800,873
-2,158
| -0.3% | -$81.1K |
|
368
Korn Ferry
KFY
$3.81B
| $30.1M | 0.05% |
1,010,826
-6,435
| -0.6% | -$192K |
|
369
Keurig Dr Pepper
KDP
$37.3B
| $29.9M | 0.05% |
548,417
+128,368
| +31% | +$6.99M |
|
370
Regeneron Pharmaceuticals
REGN
$58.9B
| $29.8M | 0.05% |
99,265
+2,189
| +2% | +$657K |
|
|
TW
371
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $29.6M | 0.05% |
259,304
+7,275
| +3% | +$830K |
|
372
Cigna
CI
$80.7B
| $29.5M | 0.05% |
352,151
-406,533
| -54% | -$34M |
|
|
GAS
373
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
| $29.4M | 0.05% |
600,252
-542,281
| -47% | -$26.6M |
|
374
VF Corp
VFC
$5.85B
| $29.4M | 0.05% |
503,883
+2,568
| +0.5% | +$150K |
|
375
PACCAR
PCAR
$51.8B
| $29.1M | 0.05% |
647,334
-30,887
| -5% | -$1.39M |
|