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 | |
|---|---|---|---|---|---|---|
|
POLY
451
DELISTED
Plantronics, Inc.
POLY
| $33M | 0.04% |
602,448
+30,439
| +5% | +$1.67M |
|
|
CTB
452
DELISTED
Cooper Tire & Rubber Co.
CTB
| $32.9M | 0.04% |
847,142
+47,676
| +6% | +$1.85M |
|
453
KBR
KBR
$6.44B
| $32.8M | 0.04% |
1,963,770
+390,890
| +25% | +$6.52M |
|
454
United Airlines
UAL
$34.4B
| $32.7M | 0.04% |
449,267
-6,782
| -1% | -$494K |
|
|
IBKC
455
DELISTED
IBERIABANK Corp
IBKC
| $32.6M | 0.04% |
389,121
-55,186
| -12% | -$4.62M |
|
456
Newell Brands
NWL
$2.64B
| $32.5M | 0.04% |
728,767
-16,346
| -2% | -$730K |
|
457
Take-Two Interactive
TTWO
$44.1B
| $32.4M | 0.04% |
657,699
+12,590
| +2% | +$621K |
|
458
UGI
UGI
$7.3B
| $32.2M | 0.04% |
698,682
+9,638
| +1% | +$444K |
|
|
LHO
459
DELISTED
LaSalle Hotel Properties
LHO
| $32.2M | 0.04% |
1,056,024
+25,999
| +3% | +$792K |
|
460
Coherent
COHR
$13.8B
| $32.2M | 0.04% |
1,084,700
+67,252
| +7% | +$1.99M |
|
461
HDFC Bank
HDB
$181B
| $32.1M | 0.04% |
529,717
+11,506
| +2% | +$698K |
|
|
ANSS
462
DELISTED
Ansys
ANSS
| $32.1M | 0.04% |
347,382
-1,195
| -0.3% | -$111K |
|
463
Donaldson
DCI
$9.28B
| $32.1M | 0.04% |
763,265
+8,445
| +1% | +$355K |
|
|
WR
464
DELISTED
Westar Energy Inc
WR
| $32.1M | 0.04% |
569,517
+9,671
| +2% | +$545K |
|
465
Corning
GLW
$59.4B
| $32.1M | 0.04% |
1,321,598
-119,558
| -8% | -$2.9M |
|
|
RBS.PRL.CL
466
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $32M | 0.04% |
1,346,551
-311,500
| -19% | -$7.41M |
|
467
HCA Healthcare
HCA
$95.4B
| $32M | 0.04% |
432,741
-14,425
| -3% | -$1.07M |
|
468
Western Digital
WDC
$29.8B
| $32M | 0.04% |
470,452
+30,190
| +7% | +$2.05M |
|
|
TCF
469
DELISTED
TCF Financial Corporation
TCF
| $31.9M | 0.04% |
1,628,716
+144,372
| +10% | +$2.83M |
|
|
SBNY
470
DELISTED
Signature Bank
SBNY
| $31.9M | 0.04% |
212,401
+2,551
| +1% | +$383K |
|
471
TSMC
TSM
$1.2T
| $31.8M | 0.04% |
1,106,318
-134,961
| -11% | -$3.88M |
|
472
Vail Resorts
MTN
$5.91B
| $31.8M | 0.04% |
197,011
+16,869
| +9% | +$2.72M |
|
473
Williams Companies
WMB
$70.5B
| $31.7M | 0.04% |
1,019,100
-2,373
| -0.2% | -$73.9K |
|
474
Amphenol
APH
$135B
| $31.7M | 0.04% |
472,049
-12,328
| -3% | -$828K |
|
475
Lincoln National
LNC
$8.21B
| $31.6M | 0.04% |
477,351
+99,867
| +26% | +$6.62M |
|