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 |
Cardinal Health
CAH
|
$109M |
| 2 |
Meta Platforms (Facebook)
META
|
$98.6M |
| 3 |
RTN
Raytheon Company
RTN
|
$98.1M |
| 4 |
Ambev
ABEV
|
$96.2M |
| 5 |
Marathon Petroleum
MPC
|
$84.6M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$134M |
| 2 |
Citigroup
C
|
$111M |
| 3 |
GE Aerospace
GE
|
$97M |
| 4 |
APC
Anadarko Petroleum
APC
|
$89.6M |
| 5 |
Whirlpool
WHR
|
$80.5M |
Sector Composition
| 1 | Financials | 16.92% |
| 2 | Technology | 11.34% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
IBM
IBM
$227B
| $248M | 0.46% | 1,324,092 -49,673 | -4% | -$9.32M |
|
27
EOG Resources
EOG
$68.2B
| $248M | 0.46% | 1,476,429 -12,284 | -0.8% | -$2.06M |
|
28
VeriSign
VRSN
$25.5B
| $248M | 0.46% | 4,142,404 +74,489 | +2% | +$4.45M |
|
29
Williams Companies
WMB
$70.7B
| $244M | 0.45% | 6,318,481 -670,172 | -10% | -$25.8M |
|
30
Crown Castle
CCI
$43.2B
| $241M | 0.45% | 3,287,264 +597,988 | +22% | +$43.9M |
|
|
QVCGA
31
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $239M | 0.45% | 8,131,402 +206,995 | +3% | +$6.08M |
|
32
Prologis
PLD
$106B
| $237M | 0.44% | 6,411,633 +19,759 | +0.3% | +$730K |
|
33
Goldman Sachs
GS
$226B
| $229M | 0.43% | 1,294,087 -18,956 | -1% | -$3.36M |
|
34
Bausch Health
BHC
$2.74B
| $226M | 0.42% | 1,926,544 +39,439 | +2% | +$4.63M |
|
35
AbbVie
ABBV
$372B
| $219M | 0.41% | 4,142,613 -381,115 | -8% | -$20.1M |
|
36
Motorola Solutions
MSI
$78.7B
| $216M | 0.4% | 3,202,086 +83,034 | +3% | +$5.6M |
|
37
Boeing
BA
$177B
| $204M | 0.38% | 1,497,881 +58,020 | +4% | +$7.92M |
|
38
Oracle
ORCL
$635B
| $201M | 0.37% | 5,247,868 +701,237 | +15% | +$26.8M |
|
39
Moody's
MCO
$91.4B
| $200M | 0.37% | 2,547,663 +141,968 | +6% | +$11.1M |
|
40
Coca-Cola
KO
$297B
| $196M | 0.37% | 4,746,537 +12,744 | +0.3% | +$526K |
|
|
DISCK
41
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $194M | 0.36% | 2,319,083 +16,572 | +0.7% | +$1.39M |
|
|
XEC
42
DELISTED
CIMAREX ENERGY CO
XEC
| $194M | 0.36% | 1,847,862 -315,576 | -15% | -$33.1M |
|
43
Extra Space Storage
EXR
$30.5B
| $194M | 0.36% | 4,600,647 +349,525 | +8% | +$14.7M |
|
44
SL Green Realty
SLG
$4.04B
| $193M | 0.36% | 2,088,291 +347,041 | +20% | +$32.1M |
|
45
Kinder Morgan
KMI
$60B
| $192M | 0.36% | 5,319,725 +215,688 | +4% | +$7.76M |
|
46
Verizon
VZ
$186B
| $191M | 0.36% | 3,893,336 +121,020 | +3% | +$5.95M |
|
47
AutoZone
AZO
$70.2B
| $189M | 0.35% | 396,244 +14,535 | +4% | +$6.95M |
|
48
Host Hotels & Resorts
HST
$11.8B
| $189M | 0.35% | 9,717,532 +1,027,492 | +12% | +$20M |
|
49
Fidelity National Information Services
FIS
$36.5B
| $188M | 0.35% | 3,497,654 +81,300 | +2% | +$4.36M |
|
|
50
Cardinal Health
CAH
$35.5B
| $187M | 0.35% | 2,791,837 +1,634,908 | +141% | +$109M |
|