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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
APC
501
DELISTED
Anadarko Petroleum
APC
| $36.5M | 0.04% |
804,932
+8,878
| +1% | +$403K |
|
|
VAR
502
DELISTED
Varian Medical Systems, Inc.
VAR
| $36.2M | 0.04% |
351,024
+202,058
| +136% | +$20.9M |
|
503
Rockwell Automation
ROK
$38.2B
| $36M | 0.04% |
222,056
+5,077
| +2% | +$822K |
|
|
ESL
504
DELISTED
Esterline Technologies
ESL
| $35.9M | 0.04% |
378,783
+257,500
| +212% | +$24.4M |
|
505
AB InBev
BUD
$118B
| $35.8M | 0.04% |
324,612
-2,299
| -0.7% | -$254K |
|
506
Cathay General Bancorp
CATY
$3.43B
| $35.8M | 0.04% |
943,654
+10,743
| +1% | +$408K |
|
507
Freeport-McMoran
FCX
$66.5B
| $35.7M | 0.04% |
2,974,527
+330,251
| +12% | +$3.97M |
|
|
BIVV
508
DELISTED
Bioverativ Inc. Common Stock
BIVV
| $35.6M | 0.04% |
592,383
+156,783
| +36% | +$9.43M |
|
509
Synchrony
SYF
$28.1B
| $35.6M | 0.04% |
1,195,160
-24,700
| -2% | -$737K |
|
510
Quest Diagnostics
DGX
$20.5B
| $35.6M | 0.04% |
320,246
+44,740
| +16% | +$4.97M |
|
511
Amphenol
APH
$135B
| $35.5M | 0.04% |
1,922,396
+24,820
| +1% | +$458K |
|
|
BHI
512
DELISTED
Baker Hughes
BHI
| $35.3M | 0.04% |
647,121
-3,557
| -0.5% | -$194K |
|
|
AAN.A
513
DELISTED
AARON'S INC CL-A
AAN.A
| $35.2M | 0.04% |
906,077
+626,128
| +224% | +$24.4M |
|
514
Archer Daniels Midland
ADM
$30.2B
| $35.2M | 0.04% |
851,703
+19,462
| +2% | +$805K |
|
515
Fulton Financial
FULT
$3.53B
| $35.1M | 0.04% |
1,849,069
+32,737
| +2% | +$622K |
|
516
COPT Defense Properties
CDP
$3.46B
| $35.1M | 0.04% |
1,002,722
-900,557
| -47% | -$31.5M |
|
|
RHT
517
DELISTED
Red Hat Inc
RHT
| $35.1M | 0.04% |
366,172
+89,567
| +32% | +$8.58M |
|
518
Jack Henry & Associates
JKHY
$11.8B
| $34.7M | 0.03% |
334,147
+11,366
| +4% | +$1.18M |
|
519
Devon Energy
DVN
$22.1B
| $34.5M | 0.03% |
1,078,348
-284,837
| -21% | -$9.11M |
|
520
Teledyne Technologies
TDY
$25.7B
| $34.3M | 0.03% |
268,662
+123,831
| +86% | +$15.8M |
|
521
Incyte
INCY
$16.9B
| $34.2M | 0.03% |
271,975
-5,169
| -2% | -$651K |
|
522
Best Buy
BBY
$16.1B
| $33.8M | 0.03% |
589,354
+128,050
| +28% | +$7.34M |
|
523
Newmont
NEM
$83.7B
| $33.7M | 0.03% |
1,040,284
+21,884
| +2% | +$709K |
|
|
KG
524
Kestrel Group, Ltd.
KG
$200M
| $33.5M | 0.03% |
150,801
+121,758
| +419% | +$27M |
|
|
RBS.PRL.CL
525
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $33.4M | 0.03% |
1,319,832
-10,114
| -0.8% | -$256K |
|