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 |
Chevron
CVX
|
$121M |
| 2 |
Morgan Stanley
MS
|
$115M |
| 3 |
EOG Resources
EOG
|
$109M |
| 4 |
Kilroy Realty
KRC
|
$101M |
| 5 |
CVS Health
CVS
|
$98.4M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$134M |
| 2 |
Equity Residential
EQR
|
$115M |
| 3 |
Pfizer
PFE
|
$85.2M |
| 4 |
Murphy Oil
MUR
|
$75.8M |
| 5 |
Aflac
AFL
|
$75.4M |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
World Kinect Corp
WKC
$1.48B
| $28.3M | 0.04% |
617,121
-232,339
| -27% | -$10.7M |
|
527
WEC Energy
WEC
$34.7B
| $28.3M | 0.04% |
481,785
-7,744
| -2% | -$454K |
|
528
Illumina
ILMN
$15.7B
| $28.3M | 0.04% |
226,808
-3,712
| -2% | -$462K |
|
529
Regions Financial
RF
$24.1B
| $28.2M | 0.04% |
1,961,696
-36,030
| -2% | -$517K |
|
530
Jack Henry & Associates
JKHY
$11.8B
| $28.1M | 0.04% |
316,963
+47
| +0% | +$4.17K |
|
531
National Storage Affiliates Trust
NSA
$2.56B
| $28.1M | 0.04% |
1,272,764
+807,805
| +174% | +$17.8M |
|
|
TCF
532
DELISTED
TCF Financial Corporation Common Stock
TCF
| $28.1M | 0.04% |
518,071
+64,751
| +14% | +$3.51M |
|
533
Interpublic Group of Companies
IPG
$9.94B
| $28M | 0.04% |
1,194,005
-309,744
| -21% | -$7.25M |
|
534
Kellanova
K
$27.8B
| $27.9M | 0.04% |
403,450
-6,618
| -2% | -$458K |
|
535
United Bankshares
UBSI
$5.42B
| $27.8M | 0.04% |
601,597
+99,380
| +20% | +$4.6M |
|
536
T Rowe Price
TROW
$23.8B
| $27.8M | 0.04% |
369,592
-13,361
| -3% | -$1.01M |
|
537
Rockwell Automation
ROK
$38.2B
| $27.6M | 0.04% |
205,379
-2,806
| -1% | -$377K |
|
538
Molson Coors Class B
TAP
$9.96B
| $27.5M | 0.03% |
282,222
-1,015
| -0.4% | -$98.8K |
|
539
Ameriprise Financial
AMP
$46.1B
| $27.3M | 0.03% |
246,244
-8,984
| -4% | -$997K |
|
540
Huntsman Corp
HUN
$1.95B
| $27.3M | 0.03% |
1,428,390
-106,684
| -7% | -$2.04M |
|
|
RICE
541
DELISTED
Rice Energy Inc.
RICE
| $27.3M | 0.03% |
1,276,309
+858,509
| +205% | +$18.3M |
|
542
Equifax
EFX
$30.8B
| $27.2M | 0.03% |
230,181
-111,205
| -33% | -$13.1M |
|
543
Cencora
COR
$56.7B
| $27M | 0.03% |
345,316
+46,693
| +16% | +$3.65M |
|
544
Commerce Bancshares
CBSH
$8.08B
| $26.8M | 0.03% |
685,532
-1,975
| -0.3% | -$77.3K |
|
545
Targa Resources
TRGP
$34.9B
| $26.8M | 0.03% |
477,702
-94,393
| -16% | -$5.29M |
|
546
Vertex Pharmaceuticals
VRTX
$102B
| $26.8M | 0.03% |
363,460
-1,276
| -0.3% | -$94K |
|
|
COHR
547
DELISTED
Coherent Inc
COHR
| $26.7M | 0.03% |
194,406
+11,964
| +7% | +$1.64M |
|
548
Itron
ITRI
$5.51B
| $26.7M | 0.03% |
424,176
+25,776
| +6% | +$1.62M |
|
549
PVH
PVH
$4.22B
| $26.6M | 0.03% |
294,977
-156,848
| -35% | -$14.2M |
|
550
Ashland
ASH
$2.51B
| $26.6M | 0.03% |
497,720
+8,366
| +2% | +$447K |
|