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 | |
|---|---|---|---|---|---|---|
701
AMC Networks
AMCX
$343M
| $11.1M | 0.02% |
+169,699
| New | +$11.1M |
|
702
H&R Block
HRB
$6.97B
| $11.1M | 0.02% |
+399,242
| New | +$11.1M |
|
|
FNGN
703
DELISTED
Financial Engines, Inc.
FNGN
| $11M | 0.02% |
+241,741
| New | +$11M |
|
|
PCL
704
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $11M | 0.02% |
+235,559
| New | +$11M |
|
|
FMER
705
DELISTED
FIRSTMERIT CORP
FMER
| $11M | 0.02% |
+548,017
| New | +$11M |
|
706
Abercrombie & Fitch
ANF
$4.48B
| $10.9M | 0.02% |
+241,419
| New | +$10.9M |
|
|
RAX
707
DELISTED
Rackspace Hosting Inc
RAX
| $10.9M | 0.02% |
+288,180
| New | +$10.9M |
|
|
UIL
708
DELISTED
UIL HOLDINGS
UIL
| $10.9M | 0.02% |
+285,299
| New | +$10.9M |
|
709
Edwards Lifesciences
EW
$46.9B
| $10.9M | 0.02% |
+973,416
| New | +$10.9M |
|
710
Masco
MAS
$15.4B
| $10.9M | 0.02% |
+635,315
| New | +$10.9M |
|
711
Waste Connections
WCN
$45.7B
| $10.9M | 0.02% |
+396,599
| New | +$10.9M |
|
712
W.R. Berkley
WRB
$27.5B
| $10.9M | 0.02% |
+898,445
| New | +$10.9M |
|
713
Akamai
AKAM
$11.2B
| $10.9M | 0.02% |
+255,362
| New | +$10.9M |
|
714
McCormick & Company Non-Voting
MKC
$18.8B
| $10.9M | 0.02% |
+308,604
| New | +$10.9M |
|
|
SRCL
715
DELISTED
Stericycle Inc
SRCL
| $10.8M | 0.02% |
+97,959
| New | +$10.8M |
|
|
PETM
716
DELISTED
PETSMART INC
PETM
| $10.8M | 0.02% |
+161,250
| New | +$10.8M |
|
717
Alcoa
AA
$8.1B
| $10.8M | 0.02% |
+574,079
| New | +$10.8M |
|
718
Autodesk
ADSK
$69.3B
| $10.8M | 0.02% |
+317,372
| New | +$10.8M |
|
719
Hanmi Financial
HAFC
$757M
| $10.8M | 0.02% |
+609,490
| New | +$10.8M |
|
|
RHT
720
DELISTED
Red Hat Inc
RHT
| $10.8M | 0.02% |
+225,226
| New | +$10.8M |
|
|
CVD
721
DELISTED
COVANCE INC.
CVD
| $10.8M | 0.02% |
+141,380
| New | +$10.8M |
|
722
Skyworks Solutions
SWKS
$11.2B
| $10.7M | 0.02% |
+489,680
| New | +$10.7M |
|
|
JNPR
723
DELISTED
Juniper Networks
JNPR
| $10.7M | 0.02% |
+554,655
| New | +$10.7M |
|
|
VAR
724
DELISTED
Varian Medical Systems, Inc.
VAR
| $10.7M | 0.02% |
+181,081
| New | +$10.7M |
|
725
United Rentals
URI
$62.4B
| $10.7M | 0.02% |
+213,848
| New | +$10.7M |
|