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 | |
|---|---|---|---|---|---|---|
551
SEI Investments
SEIC
$10.8B
| $26.4M | 0.03% |
534,674
+13,390
| +3% | +$661K |
|
552
Terreno Realty
TRNO
$6.1B
| $26.3M | 0.03% |
923,011
+95,055
| +11% | +$2.71M |
|
553
Amdocs
DOX
$9.46B
| $26.3M | 0.03% |
451,365
-601,231
| -57% | -$35M |
|
554
Pebblebrook Hotel Trust
PEB
$1.4B
| $26.2M | 0.03% |
881,631
-2,382,483
| -73% | -$70.9M |
|
555
Adient
ADNT
$2B
| $26.2M | 0.03% |
+447,401
| New | +$26.2M |
|
556
NNN REIT
NNN
$8.18B
| $26.1M | 0.03% |
589,565
+9,258
| +2% | +$409K |
|
557
Eversource Energy
ES
$23.6B
| $26M | 0.03% |
471,605
-1,179
| -0.2% | -$65.1K |
|
558
Factset
FDS
$14B
| $26M | 0.03% |
159,347
-389,734
| -71% | -$63.7M |
|
|
SNI
559
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $25.9M | 0.03% |
363,200
-15,563
| -4% | -$1.11M |
|
560
Home BancShares
HOMB
$5.88B
| $25.9M | 0.03% |
931,417
+20,319
| +2% | +$564K |
|
561
Monster Beverage
MNST
$61B
| $25.8M | 0.03% |
1,163,382
-15,576
| -1% | -$345K |
|
562
Conagra Brands
CAG
$9.23B
| $25.7M | 0.03% |
649,382
-168,230
| -21% | -$6.65M |
|
|
AHL
563
DELISTED
ASPEN Insurance Holding Limited
AHL
| $25.7M | 0.03% |
466,892
+18,277
| +4% | +$1.01M |
|
564
VF Corp
VFC
$5.86B
| $25.7M | 0.03% |
510,815
-3,327
| -0.6% | -$167K |
|
565
Essential Utilities
WTRG
$11B
| $25.6M | 0.03% |
853,618
+170,175
| +25% | +$5.11M |
|
566
Arrow Electronics
ARW
$6.57B
| $25.6M | 0.03% |
359,340
-1,702
| -0.5% | -$121K |
|
567
W.R. Berkley
WRB
$27.3B
| $25.6M | 0.03% |
1,297,445
-15,940
| -1% | -$314K |
|
568
MGM Resorts International
MGM
$9.98B
| $25.4M | 0.03% |
881,616
+822,334
| +1,387% | +$23.7M |
|
569
Installed Building Products
IBP
$7.44B
| $25.3M | 0.03% |
612,288
+24,948
| +4% | +$1.03M |
|
570
Estee Lauder
EL
$32.1B
| $25.2M | 0.03% |
329,887
+11,834
| +4% | +$905K |
|
571
MKS Inc. Common Stock
MKSI
$7.02B
| $25.1M | 0.03% |
421,743
+22,667
| +6% | +$1.35M |
|
572
Viatris
VTRS
$12.2B
| $25M | 0.03% |
655,931
-10,767
| -2% | -$411K |
|
|
LVLT
573
DELISTED
Level 3 Communications Inc
LVLT
| $25M | 0.03% |
443,265
-4,622
| -1% | -$260K |
|
|
STL
574
DELISTED
Sterling Bancorp
STL
| $25M | 0.03% |
1,067,073
+80,366
| +8% | +$1.88M |
|
|
MSCC
575
DELISTED
Microsemi Corp
MSCC
| $24.9M | 0.03% |
462,182
+12,329
| +3% | +$665K |
|