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 | |
|---|---|---|---|---|---|---|
701
Ameren
AEE
$27.2B
| $19.8M | 0.03% |
377,096
-1,118
| -0.3% | -$58.6K |
|
702
Dentsply Sirona
XRAY
$2.92B
| $19.8M | 0.03% |
342,548
-3,771
| -1% | -$218K |
|
703
Republic Services
RSG
$71.7B
| $19.8M | 0.03% |
346,631
-15,428
| -4% | -$880K |
|
|
WRK
704
DELISTED
WestRock Company
WRK
| $19.7M | 0.03% |
387,973
+10,903
| +3% | +$554K |
|
705
Webster Financial
WBS
$10.3B
| $19.7M | 0.03% |
362,537
+6,005
| +2% | +$326K |
|
|
LOGM
706
DELISTED
LogMein, Inc.
LOGM
| $19.5M | 0.02% |
202,207
+13,114
| +7% | +$1.27M |
|
707
W.W. Grainger
GWW
$47.5B
| $19.5M | 0.02% |
83,963
-2,636
| -3% | -$612K |
|
|
JBTM
708
JBT Marel Corporation
JBTM
$7.35B
| $19.4M | 0.02% |
226,231
+10,256
| +5% | +$881K |
|
709
Mueller Industries
MLI
$10.8B
| $19.4M | 0.02% |
973,036
+112,816
| +13% | +$2.25M |
|
710
Integra LifeSciences
IART
$1.25B
| $19.4M | 0.02% |
452,680
+3,698
| +0.8% | +$159K |
|
711
Thor Industries
THO
$5.94B
| $19.4M | 0.02% |
194,017
+1,104
| +0.6% | +$110K |
|
|
TFCF
712
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $19.4M | 0.02% |
711,290
+1,607
| +0.2% | +$43.8K |
|
|
DNKN
713
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $19.3M | 0.02% |
368,499
+2,560
| +0.7% | +$134K |
|
714
Cal-Maine
CALM
$5.52B
| $19.3M | 0.02% |
436,796
-8,288
| -2% | -$366K |
|
715
Invesco
IVZ
$9.81B
| $19.3M | 0.02% |
635,171
+15,353
| +2% | +$466K |
|
716
Neogen
NEOG
$1.25B
| $19.2M | 0.02% |
777,112
+27,605
| +4% | +$683K |
|
|
RHT
717
DELISTED
Red Hat Inc
RHT
| $19.2M | 0.02% |
275,575
-7,270
| -3% | -$507K |
|
718
Oshkosh
OSK
$8.93B
| $19.1M | 0.02% |
296,334
+7,484
| +3% | +$484K |
|
719
H.B. Fuller
FUL
$3.37B
| $19.1M | 0.02% |
396,029
+16,773
| +4% | +$810K |
|
720
Henry Schein
HSIC
$8.42B
| $19.1M | 0.02% |
320,864
-10,470
| -3% | -$623K |
|
721
National Fuel Gas
NFG
$7.82B
| $19.1M | 0.02% |
336,763
+5,946
| +2% | +$337K |
|
722
Washington Trust Bancorp
WASH
$574M
| $19.1M | 0.02% |
340,308
+8,354
| +3% | +$468K |
|
723
Franklin Resources
BEN
$13B
| $19.1M | 0.02% |
481,322
-10,136
| -2% | -$401K |
|
724
Tyler Technologies
TYL
$24.2B
| $19M | 0.02% |
133,373
+2,862
| +2% | +$409K |
|
|
EV
725
DELISTED
Eaton Vance Corp.
EV
| $19M | 0.02% |
454,026
+4,490
| +1% | +$188K |
|