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 | |
|---|---|---|---|---|---|---|
426
Trinseo
TSE
$83.1M
| $34.7M | 0.04% |
584,461
+56,496
| +11% | +$3.35M |
|
427
APA Corp
APA
$8.11B
| $34.6M | 0.04% |
544,399
-3,338
| -0.6% | -$212K |
|
428
Raymond James Financial
RJF
$33.2B
| $34.5M | 0.04% |
498,750
+8,577
| +2% | +$594K |
|
|
VVC
429
DELISTED
Vectren Corporation
VVC
| $34.5M | 0.04% |
660,811
+17,452
| +3% | +$910K |
|
430
Lincoln Electric
LECO
$13.3B
| $34.5M | 0.04% |
449,409
-45,142
| -9% | -$3.46M |
|
|
AZPN
431
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $34.4M | 0.04% |
628,948
+17,202
| +3% | +$941K |
|
432
PPL Corp
PPL
$26.8B
| $34.3M | 0.04% |
1,008,566
-424
| -0% | -$14.4K |
|
|
PRXL
433
DELISTED
Parexel International Corp
PRXL
| $34.3M | 0.04% |
521,536
+9,181
| +2% | +$603K |
|
|
STJ
434
DELISTED
St Jude Medical
STJ
| $34.2M | 0.04% |
426,394
-25,936
| -6% | -$2.08M |
|
435
Applied Industrial Technologies
AIT
$9.87B
| $34.1M | 0.04% |
574,760
-135,130
| -19% | -$8.03M |
|
436
Analog Devices
ADI
$120B
| $34.1M | 0.04% |
469,582
+12,159
| +3% | +$883K |
|
437
Advanced Micro Devices
AMD
$263B
| $34.1M | 0.04% |
3,004,310
+159,699
| +6% | +$1.81M |
|
438
ResMed
RMD
$39.4B
| $34M | 0.04% |
548,472
-14,743
| -3% | -$915K |
|
439
Mine Safety
MSA
$6.62B
| $33.9M | 0.04% |
488,403
+12,906
| +3% | +$895K |
|
|
B
440
DELISTED
Barnes Group Inc.
B
| $33.8M | 0.04% |
713,777
+338,454
| +90% | +$16M |
|
441
Gartner
IT
$18.8B
| $33.6M | 0.04% |
332,925
+6,322
| +2% | +$639K |
|
442
TE Connectivity
TEL
$60.9B
| $33.6M | 0.04% |
485,565
-1,259
| -0.3% | -$87.2K |
|
|
TSS
443
DELISTED
Total System Services, Inc.
TSS
| $33.4M | 0.04% |
681,115
-84,259
| -11% | -$4.13M |
|
444
Central Pacific Financial
CPF
$835M
| $33.4M | 0.04% |
1,062,162
+84,821
| +9% | +$2.67M |
|
445
UFP Industries
UFPI
$5.76B
| $33.3M | 0.04% |
326,166
-63,094
| -16% | -$6.45M |
|
446
Freeport-McMoran
FCX
$66.3B
| $33.3M | 0.04% |
2,520,981
+706,386
| +39% | +$9.32M |
|
447
PACCAR
PCAR
$50.5B
| $33.2M | 0.04% |
519,833
-20,287
| -4% | -$1.3M |
|
448
FirstEnergy
FE
$25.1B
| $33.2M | 0.04% |
1,072,080
+439,399
| +69% | +$13.6M |
|
|
CSC
449
DELISTED
Computer Sciences
CSC
| $33.1M | 0.04% |
556,960
+10,016
| +2% | +$595K |
|
450
Owens Corning
OC
$12.4B
| $33M | 0.04% |
640,758
-907,047
| -59% | -$46.8M |
|