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 | |
|---|---|---|---|---|---|---|
|
TEN
576
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $14.3M | 0.03% |
+316,254
| New | +$14.3M |
|
577
IDEX
IEX
$12.4B
| $14.3M | 0.03% |
+265,845
| New | +$14.3M |
|
578
Lincoln Electric
LECO
$13.4B
| $14.3M | 0.03% |
+249,646
| New | +$14.3M |
|
579
Ralph Lauren
RL
$18.7B
| $14.2M | 0.03% |
+81,708
| New | +$14.2M |
|
|
KOG
580
DELISTED
KODIAK OIL & GAS CORP
KOG
| $14.2M | 0.03% |
+1,596,595
| New | +$14.2M |
|
|
PNY
581
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $14.2M | 0.03% |
+419,577
| New | +$14.2M |
|
582
Coca-Cola Europacific Partners
CCEP
$40.9B
| $14.1M | 0.03% |
+401,143
| New | +$14.1M |
|
583
BorgWarner
BWA
$9.61B
| $14.1M | 0.03% |
+371,876
| New | +$14.1M |
|
584
Cooper Companies
COO
$13.7B
| $13.9M | 0.03% |
+466,196
| New | +$13.9M |
|
585
Avient
AVNT
$3.47B
| $13.8M | 0.03% |
+557,061
| New | +$13.8M |
|
|
KSU
586
DELISTED
Kansas City Southern
KSU
| $13.8M | 0.03% |
+129,896
| New | +$13.8M |
|
587
Kilroy Realty
KRC
$5.05B
| $13.7M | 0.03% |
+259,291
| New | +$13.7M |
|
588
Pool Corp
POOL
$12.5B
| $13.7M | 0.03% |
+262,274
| New | +$13.7M |
|
|
VAL
589
DELISTED
Valspar
VAL
| $13.7M | 0.03% |
+212,352
| New | +$13.7M |
|
|
SIAL
590
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $13.7M | 0.03% |
+169,909
| New | +$13.7M |
|
591
The GEO Group
GEO
$2.93B
| $13.6M | 0.03% |
+602,819
| New | +$13.6M |
|
592
West Pharmaceutical
WST
$18.2B
| $13.6M | 0.03% |
+388,118
| New | +$13.6M |
|
593
Albemarle
ALB
$9.65B
| $13.6M | 0.03% |
+218,748
| New | +$13.6M |
|
|
XLNX
594
DELISTED
Xilinx Inc
XLNX
| $13.6M | 0.03% |
+343,554
| New | +$13.6M |
|
595
Paychex
PAYX
$48.7B
| $13.6M | 0.03% |
+372,518
| New | +$13.6M |
|
596
Marriott International Class A Common Stock
MAR
$72.8B
| $13.6M | 0.03% |
+336,864
| New | +$13.6M |
|
597
Western Union
WU
$2.82B
| $13.6M | 0.03% |
+792,753
| New | +$13.6M |
|
|
ALTR
598
DELISTED
ALTERA CORP
ALTR
| $13.5M | 0.03% |
+410,141
| New | +$13.5M |
|
599
Enerpac Tool Group
EPAC
$2.29B
| $13.5M | 0.03% |
+408,219
| New | +$13.5M |
|
|
SPLS
600
DELISTED
Staples Inc
SPLS
| $13.4M | 0.03% |
+845,625
| New | +$13.4M |
|