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 |
Exxon Mobil
XOM
|
$592M |
| 2 |
Simon Property Group
SPG
|
$512M |
| 3 |
Apple
AAPL
|
$484M |
| 4 |
JPMorgan Chase
JPM
|
$466M |
| 5 |
Wells Fargo
WFC
|
$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HOT
501
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $16.8M | 0.04% |
+265,251
| New | +$16.8M |
|
|
BEAV
502
DELISTED
B/E Aerospace Inc
BEAV
| $16.7M | 0.04% |
+365,954
| New | +$16.7M |
|
503
Maximus
MMS
$4.97B
| $16.7M | 0.04% |
+447,914
| New | +$16.7M |
|
504
Bankunited
BKU
$2.93B
| $16.7M | 0.04% |
+640,969
| New | +$16.7M |
|
505
Harley-Davidson
HOG
$3.67B
| $16.7M | 0.04% |
+303,788
| New | +$16.7M |
|
506
Eversource Energy
ES
$23.6B
| $16.6M | 0.04% |
+396,112
| New | +$16.6M |
|
507
Nucor
NUE
$33.8B
| $16.6M | 0.04% |
+384,206
| New | +$16.6M |
|
508
Carnival Corp
CCL
$42.8B
| $16.6M | 0.04% |
+484,958
| New | +$16.6M |
|
509
Roper Technologies
ROP
$55.8B
| $16.6M | 0.04% |
+133,340
| New | +$16.6M |
|
510
Intercontinental Exchange
ICE
$99.8B
| $16.5M | 0.04% |
+463,020
| New | +$16.5M |
|
511
ResMed
RMD
$40.6B
| $16.4M | 0.04% |
+364,166
| New | +$16.4M |
|
512
Genuine Parts
GPC
$19.4B
| $16.4M | 0.04% |
+209,625
| New | +$16.4M |
|
|
TRW
513
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $16.3M | 0.04% |
+245,691
| New | +$16.3M |
|
514
Humana
HUM
$37B
| $16.3M | 0.04% |
+193,162
| New | +$16.3M |
|
|
SWN
515
DELISTED
Southwestern Energy Company
SWN
| $16.3M | 0.04% |
+445,530
| New | +$16.3M |
|
516
Viasat
VSAT
$3.98B
| $16.3M | 0.04% |
+227,637
| New | +$16.3M |
|
517
Brunswick
BC
$4.35B
| $16.3M | 0.04% |
+508,865
| New | +$16.3M |
|
518
Mid-America Apartment Communities
MAA
$17B
| $16.2M | 0.04% |
+239,615
| New | +$16.2M |
|
519
OGE Energy
OGE
$8.89B
| $16.2M | 0.04% |
+476,002
| New | +$16.2M |
|
|
BCS.PRC
520
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
| $16.2M | 0.04% |
+642,604
| New | +$16.2M |
|
521
Teledyne Technologies
TDY
$25.7B
| $16.2M | 0.04% |
+208,903
| New | +$16.2M |
|
522
Amphenol
APH
$135B
| $16.1M | 0.04% |
+1,654,672
| New | +$16.1M |
|
523
Fortune Brands Innovations
FBIN
$7.3B
| $16.1M | 0.04% |
+486,878
| New | +$16.1M |
|
524
Range Resources
RRC
$8.27B
| $16M | 0.04% |
+207,460
| New | +$16M |
|
525
Skechers
SKX
$9.5B
| $16M | 0.04% |
+1,994,253
| New | +$16M |
|