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 | |
|---|---|---|---|---|---|---|
526
iShares Core S&P 500 ETF
IVV
$664B
| $15.9M | 0.04% |
+98,711
| New | +$15.9M |
|
527
Rockwell Automation
ROK
$38.2B
| $15.7M | 0.03% |
+189,113
| New | +$15.7M |
|
528
Analog Devices
ADI
$122B
| $15.7M | 0.03% |
+348,857
| New | +$15.7M |
|
529
A.O. Smith
AOS
$10.3B
| $15.7M | 0.03% |
+865,572
| New | +$15.7M |
|
530
Netflix
NFLX
$529B
| $15.6M | 0.03% |
+517,566
| New | +$15.6M |
|
531
Xerox
XRX
$493M
| $15.6M | 0.03% |
+652,121
| New | +$15.6M |
|
532
Mettler-Toledo International
MTD
$26.9B
| $15.5M | 0.03% |
+77,163
| New | +$15.5M |
|
533
Polaris
PII
$3.33B
| $15.5M | 0.03% |
+163,426
| New | +$15.5M |
|
534
Old Dominion Freight Line
ODFL
$31.7B
| $15.5M | 0.03% |
+1,119,048
| New | +$15.5M |
|
535
EQT Corp
EQT
$32.2B
| $15.5M | 0.03% |
+359,268
| New | +$15.5M |
|
536
Worthington Enterprises
WOR
$3.24B
| $15.5M | 0.03% |
+790,767
| New | +$15.5M |
|
537
Dollar Tree
DLTR
$20.6B
| $15.4M | 0.03% |
+303,723
| New | +$15.4M |
|
|
MDCO
538
DELISTED
Medicines Co
MDCO
| $15.4M | 0.03% |
+500,366
| New | +$15.4M |
|
539
UDR
UDR
$13B
| $15.3M | 0.03% |
+602,091
| New | +$15.3M |
|
540
Northern Trust
NTRS
$24.3B
| $15.3M | 0.03% |
+264,830
| New | +$15.3M |
|
541
Wolverine World Wide
WWW
$2.59B
| $15.3M | 0.03% |
+559,818
| New | +$15.3M |
|
|
WX
542
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
| $15.3M | 0.03% |
+727,763
| New | +$15.3M |
|
|
WNR
543
DELISTED
Western Refining Inc
WNR
| $15.3M | 0.03% |
+544,057
| New | +$15.3M |
|
544
Wabtec
WAB
$33B
| $15.3M | 0.03% |
+285,439
| New | +$15.3M |
|
545
Entegris
ENTG
$12.4B
| $15.2M | 0.03% |
+1,623,979
| New | +$15.2M |
|
546
Bath & Body Works
BBWI
$6.06B
| $15.2M | 0.03% |
+382,955
| New | +$15.2M |
|
547
Advance Auto Parts
AAP
$3.63B
| $15.2M | 0.03% |
+186,672
| New | +$15.2M |
|
548
Alliant Energy
LNT
$16.6B
| $15.1M | 0.03% |
+600,630
| New | +$15.1M |
|
|
RBS.PRS.CL
549
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $15.1M | 0.03% |
+693,026
| New | +$15.1M |
|
550
Edgewell Personal Care
EPC
$1.09B
| $15.1M | 0.03% |
+203,078
| New | +$15.1M |
|