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 | |
|---|---|---|---|---|---|---|
26
Procter & Gamble
PG
$368B
| $244M | 0.5% | 3,229,117 -175,962 | -5% | -$13.3M |
|
27
Prologis
PLD
$106B
| $240M | 0.5% | 6,391,874 -41,500 | -0.6% | -$1.56M |
|
28
Markel Group
MKL
$24.8B
| $237M | 0.49% | 456,876 +38,164 | +9% | +$19.8M |
|
|
GGP
29
DELISTED
GGP Inc.
GGP
| $220M | 0.46% | 11,419,529 +137,179 | +1% | +$2.65M |
|
|
HES
30
DELISTED
Hess
HES
| $215M | 0.44% | 2,778,400 +633,339 | +30% | +$49M |
|
|
XEC
31
DELISTED
CIMAREX ENERGY CO
XEC
| $209M | 0.43% | 2,163,438 +338,391 | +19% | +$32.6M |
|
32
Gilead Sciences
GILD
$140B
| $208M | 0.43% | 3,310,317 +760,018 | +30% | +$47.8M |
|
33
Goldman Sachs
GS
$226B
| $208M | 0.43% | 1,313,043 -19,900 | -1% | -$3.15M |
|
34
VeriSign
VRSN
$25.5B
| $207M | 0.43% | 4,067,915 +250,418 | +7% | +$12.7M |
|
35
Labcorp
LH
$23.1B
| $205M | 0.42% | 2,067,984 -10,444 | -0.5% | -$1.04M |
|
36
AbbVie
ABBV
$372B
| $202M | 0.42% | 4,523,728 +43,225 | +1% | +$1.93M |
|
37
Bausch Health
BHC
$2.74B
| $197M | 0.41% | 1,887,105 +142,052 | +8% | +$14.8M |
|
38
Crown Castle
CCI
$43.2B
| $196M | 0.41% | 2,689,276 +661,556 | +33% | +$48.3M |
|
39
Extra Space Storage
EXR
$30.5B
| $194M | 0.4% | 4,251,122 +490,197 | +13% | +$22.4M |
|
40
Eli Lilly
LLY
$657B
| $190M | 0.39% | 3,783,992 +363,807 | +11% | +$18.3M |
|
41
Cisco
CSCO
$274B
| $190M | 0.39% | 8,130,957 +382,168 | +5% | +$8.95M |
|
|
TYC
42
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $189M | 0.39% | 5,392,330 -514,047 | -9% | -$18M |
|
43
Boston Properties
BXP
$11.5B
| $187M | 0.39% | 1,752,671 -170,670 | -9% | -$18.2M |
|
44
Mohawk Industries
MHK
$8.24B
| $186M | 0.38% | 1,429,959 +39,571 | +3% | +$5.15M |
|
|
QVCGA
45
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $186M | 0.38% | 7,924,407 -105,482 | -1% | -$2.48M |
|
46
Motorola Solutions
MSI
$78.7B
| $185M | 0.38% | 3,119,052 +187,536 | +6% | +$11.1M |
|
47
Kinder Morgan
KMI
$60B
| $182M | 0.38% | 5,104,037 +402,954 | +9% | +$14.3M |
|
|
DISCK
48
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $180M | 0.37% | 2,302,511 -191,969 | -8% | -$15M |
|
49
Coca-Cola
KO
$297B
| $179M | 0.37% | 4,733,793 +132,318 | +3% | +$5.01M |
|
50
Philip Morris
PM
$260B
| $176M | 0.36% | 2,034,340 -323,347 | -14% | -$28M |
|