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 | |
|---|---|---|---|---|---|---|
401
Vishay Intertechnology
VSH
$2.01B
| $37.4M | 0.05% |
2,305,552
+46,776
| +2% | +$758K |
|
402
L3Harris
LHX
$51.5B
| $37.2M | 0.05% |
363,424
+4,151
| +1% | +$425K |
|
403
Archer Daniels Midland
ADM
$29.8B
| $37.2M | 0.05% |
814,872
-9,751
| -1% | -$445K |
|
404
Alliant Energy
LNT
$16.6B
| $37.1M | 0.05% |
979,289
+3,495
| +0.4% | +$132K |
|
|
DF
405
DELISTED
Dean Foods Company
DF
| $37.1M | 0.05% |
1,702,490
+212,791
| +14% | +$4.63M |
|
406
ICICI Bank
IBN
$113B
| $36.9M | 0.05% |
4,926,268
+4,570,147
| +1,283% | +$34.2M |
|
407
Hasbro
HAS
$11.2B
| $36.8M | 0.05% |
473,318
-3,035
| -0.6% | -$236K |
|
408
Albemarle
ALB
$9.36B
| $36.8M | 0.05% |
427,300
+8,657
| +2% | +$745K |
|
409
Newmont
NEM
$83.3B
| $36.4M | 0.05% |
1,067,302
-17,620
| -2% | -$600K |
|
410
EastGroup Properties
EGP
$8.85B
| $36.3M | 0.05% |
492,145
+28,875
| +6% | +$2.13M |
|
411
Realty Income
O
$52.8B
| $36.3M | 0.05% |
631,613
-265,393
| -30% | -$15.3M |
|
412
Rexford Industrial Realty
REXR
$9.53B
| $36.1M | 0.05% |
1,555,858
+42,514
| +3% | +$986K |
|
413
PPG Industries
PPG
$24.7B
| $36M | 0.05% |
379,519
-38,774
| -9% | -$3.67M |
|
414
American Airlines Group
AAL
$8.84B
| $36M | 0.05% |
770,140
-23,967
| -3% | -$1.12M |
|
415
J.M. Smucker
SJM
$11.7B
| $35.8M | 0.05% |
279,508
-80,108
| -22% | -$10.3M |
|
416
Burlington
BURL
$18.2B
| $35.6M | 0.05% |
420,339
-17,104
| -4% | -$1.45M |
|
417
ABM Industries
ABM
$3.04B
| $35.6M | 0.05% |
872,040
+922
| +0.1% | +$37.7K |
|
418
Darden Restaurants
DRI
$24.3B
| $35.6M | 0.05% |
489,219
-86,914
| -15% | -$6.32M |
|
|
SIVB
419
DELISTED
SVB Financial Group
SIVB
| $35.5M | 0.05% |
206,981
+5,891
| +3% | +$1.01M |
|
420
OGE Energy
OGE
$8.97B
| $35.4M | 0.04% |
1,057,460
+70,006
| +7% | +$2.34M |
|
|
BRSL
421
Brightstar Lottery PLC
BRSL
$3.11B
| $35.1M | 0.04% |
1,374,506
+266,731
| +24% | +$6.81M |
|
422
Littelfuse
LFUS
$6.33B
| $35.1M | 0.04% |
230,991
-66,533
| -22% | -$10.1M |
|
423
Nucor
NUE
$33.6B
| $35M | 0.04% |
587,408
-772,552
| -57% | -$46M |
|
424
Micron Technology
MU
$133B
| $34.7M | 0.04% |
1,584,779
-17,387
| -1% | -$381K |
|
425
Snap-on
SNA
$16.9B
| $34.7M | 0.04% |
202,610
+912
| +0.5% | +$156K |
|