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 |
ConocoPhillips
COP
|
+$123M |
| 2 |
Citigroup
C
|
+$101M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$78.9M |
| 4 |
GE Aerospace
GE
|
+$75.8M |
| 5 |
Boeing
BA
|
+$72.6M |
Top Sells
| 1 |
Amgen
AMGN
|
+$118M |
| 2 |
Marsh & McLennan
MMC
|
+$80M |
| 3 |
CF Industries
CF
|
+$78M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$77.1M |
| 5 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$76.7M |
Sector Composition
| 1 | Financials | 16.46% |
| 2 | Technology | 11.1% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
PG&E
PCG
$32.9B
| $20.3M | 0.04% |
496,940
+3,027
| +0.6% | +$124K |
|
452
A.O. Smith
AOS
$10.1B
| $20.3M | 0.04% |
899,704
+34,132
| +4% | +$771K |
|
453
Parker-Hannifin
PH
$95.7B
| $20.3M | 0.04% |
186,427
-6,410
| -3% | -$697K |
|
|
VEDL
454
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $20.2M | 0.04% |
1,795,338
-1,100,926
| -38% | -$12.4M |
|
455
Zimmer Biomet
ZBH
$20.6B
| $20.1M | 0.04% |
251,706
-5,527
| -2% | -$441K |
|
456
Consolidated Edison
ED
$35B
| $19.9M | 0.04% |
361,424
-12,675
| -3% | -$699K |
|
457
Xerox
XRX
$468M
| $19.8M | 0.04% |
729,242
+77,121
| +12% | +$2.09M |
|
458
Red Robin
RRGB
$110M
| $19.8M | 0.04% |
278,063
-228,645
| -45% | -$16.3M |
|
459
Blackbaud
BLKB
$3.33B
| $19.7M | 0.04% |
505,344
+250,523
| +98% | +$9.78M |
|
460
Ingredion
INGR
$8.16B
| $19.7M | 0.04% |
297,519
+108,137
| +57% | +$7.16M |
|
461
Rockwell Automation
ROK
$38.6B
| $19.7M | 0.04% |
183,998
-5,115
| -3% | -$547K |
|
462
ABM Industries
ABM
$2.81B
| $19.6M | 0.04% |
737,959
+14,928
| +2% | +$397K |
|
|
WX
463
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
| $19.6M | 0.04% |
715,690
-12,073
| -2% | -$331K |
|
464
Align Technology
ALGN
$9.85B
| $19.6M | 0.04% |
407,414
+3,356
| +0.8% | +$161K |
|
|
CONN
465
DELISTED
Conn's Inc.
CONN
| $19.5M | 0.04% |
389,204
-718
| -0.2% | -$35.9K |
|
466
ResMed
RMD
$40.9B
| $19.3M | 0.04% |
364,740
+574
| +0.2% | +$30.3K |
|
|
KOG
467
DELISTED
KODIAK OIL & GAS CORP
KOG
| $19.2M | 0.04% |
1,590,955
-5,640
| -0.4% | -$68K |
|
468
Mattel
MAT
$5.91B
| $19.1M | 0.04% |
457,216
-7,614
| -2% | -$319K |
|
469
CACI
CACI
$10.5B
| $19.1M | 0.04% |
276,368
+5,096
| +2% | +$352K |
|
470
Bath & Body Works
BBWI
$5.82B
| $19.1M | 0.04% |
386,513
+3,558
| +0.9% | +$176K |
|
471
Entergy
ETR
$38.8B
| $19M | 0.04% |
602,826
+26,154
| +5% | +$826K |
|
472
Harley-Davidson
HOG
$3.77B
| $19M | 0.04% |
296,155
-7,633
| -3% | -$490K |
|
473
Murphy Oil
MUR
$3.56B
| $19M | 0.04% |
314,811
-97,721
| -24% | -$5.89M |
|
474
Realty Income
O
$54.4B
| $19M | 0.04% |
492,904
+1,955
| +0.4% | +$75.3K |
|
|
ESV
475
DELISTED
Ensco Rowan plc
ESV
| $18.9M | 0.04% |
87,706
-46,436
| -35% | -$9.98M |
|