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 | |
|---|---|---|---|---|---|---|
351
American Electric Power
AEP
$58.7B
| $43M | 0.05% |
682,404
-10,019
| -1% | -$631K |
|
352
TAL Education Group
TAL
$6.37B
| $43M | 0.05% |
612,368
-155,133
| -20% | -$10.9M |
|
353
Idexx Laboratories
IDXX
$51.2B
| $42.9M | 0.05% |
365,531
+1,097
| +0.3% | +$129K |
|
354
A.O. Smith
AOS
$9.88B
| $42.8M | 0.05% |
904,949
+457,335
| +102% | +$21.7M |
|
|
DFS
355
DELISTED
Discover Financial Services
DFS
| $42.8M | 0.05% |
594,376
-15,941
| -3% | -$1.15M |
|
|
PXD
356
DELISTED
Pioneer Natural Resource Co.
PXD
| $42.8M | 0.05% |
237,583
-2,160
| -0.9% | -$389K |
|
357
EchoStar
SATS
$18.8B
| $42.7M | 0.05% |
830,129
-76,513
| -8% | -$3.93M |
|
358
Helmerich & Payne
HP
$2.1B
| $42.3M | 0.05% |
546,095
+260,267
| +91% | +$20.1M |
|
359
Boston Scientific
BSX
$158B
| $42.2M | 0.05% |
1,950,181
-72,309
| -4% | -$1.56M |
|
360
Marriott International Class A Common Stock
MAR
$71.8B
| $42.1M | 0.05% |
508,590
+11,238
| +2% | +$929K |
|
361
Encompass Health
EHC
$12.4B
| $42M | 0.05% |
1,019,078
+389,873
| +62% | +$16.1M |
|
362
Avery Dennison
AVY
$13.2B
| $42M | 0.05% |
598,445
+218,267
| +57% | +$15.3M |
|
|
SLCA
363
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $42M | 0.05% |
740,603
+118,941
| +19% | +$6.74M |
|
|
AFSI
364
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $41.9M | 0.05% |
1,531,191
+216,140
| +16% | +$5.92M |
|
365
International Paper
IP
$25.9B
| $41.8M | 0.05% |
787,739
-63,859
| -7% | -$3.39M |
|
366
HNI Corp
HNI
$2.05B
| $41.7M | 0.05% |
746,315
+46,241
| +7% | +$2.59M |
|
|
GWB
367
DELISTED
Great Western Bancorp, Inc.
GWB
| $41.7M | 0.05% |
956,293
-206,218
| -18% | -$8.99M |
|
368
Liberty Global Class A
LBTYA
$3.96B
| $41.5M | 0.05% |
1,357,620
-7,165
| -0.5% | -$219K |
|
369
Sysco
SYY
$38.5B
| $41.3M | 0.05% |
745,908
-24,456
| -3% | -$1.35M |
|
370
Marathon Petroleum
MPC
$54.6B
| $41.2M | 0.05% |
818,680
+5,273
| +0.6% | +$265K |
|
371
KKR & Co
KKR
$123B
| $41.2M | 0.05% |
2,675,827
-56,747
| -2% | -$873K |
|
|
372
Aflac
AFL
$56.5B
| $40.7M | 0.05% |
584,636
-1,083,760
| -65% | -$75.4M |
|
|
SE
373
DELISTED
Spectra Energy Corp Wi
SE
| $40.7M | 0.05% |
990,153
+571
| +0.1% | +$23.5K |
|
374
Regeneron Pharmaceuticals
REGN
$61B
| $40.5M | 0.05% |
110,292
-404
| -0.4% | -$148K |
|
375
Aecom
ACM
$16.5B
| $40.2M | 0.05% |
1,105,485
-16,576
| -1% | -$603K |
|