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 |
Cardinal Health
CAH
|
$109M |
| 2 |
Meta Platforms (Facebook)
META
|
$98.6M |
| 3 |
RTN
Raytheon Company
RTN
|
$98.1M |
| 4 |
Ambev
ABEV
|
$96.2M |
| 5 |
Marathon Petroleum
MPC
|
$84.6M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$134M |
| 2 |
Citigroup
C
|
$111M |
| 3 |
GE Aerospace
GE
|
$97M |
| 4 |
APC
Anadarko Petroleum
APC
|
$89.6M |
| 5 |
Whirlpool
WHR
|
$80.5M |
Sector Composition
| 1 | Financials | 16.92% |
| 2 | Technology | 11.34% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mohawk Industries
MHK
$8.24B
| $186M | 0.35% | 1,249,104 -180,855 | -13% | -$26.9M |
|
52
Charles Schwab
SCHW
$174B
| $185M | 0.35% | 7,112,944 +59,162 | +0.8% | +$1.54M |
|
53
Bank of America
BAC
$376B
| $184M | 0.34% | 11,810,732 -64,617 | -0.5% | -$1.01M |
|
54
Philip Morris
PM
$260B
| $183M | 0.34% | 2,102,407 +68,067 | +3% | +$5.93M |
|
55
Jefferies Financial Group
JEF
$13.4B
| $183M | 0.34% | 6,452,334 +191,968 | +3% | +$5.44M |
|
56
Labcorp
LH
$23.1B
| $181M | 0.34% | 1,984,773 -83,211 | -4% | -$7.6M |
|
57
Microchip Technology
MCHP
$35.1B
| $181M | 0.34% | 4,051,941 +126,041 | +3% | +$5.64M |
|
|
58
Citigroup
C
$178B
| $181M | 0.34% | 3,468,944 -2,121,507 | -38% | -$111M |
|
59
Intuit
INTU
$186B
| $180M | 0.34% | 2,360,196 +44,424 | +2% | +$3.39M |
|
60
Amazon
AMZN
$2.44T
| $178M | 0.33% | 445,860 +4,617 | +1% | +$1.84M |
|
61
Allstate
ALL
$53.6B
| $176M | 0.33% | 3,234,568 -94,192 | -3% | -$5.14M |
|
62
Boston Properties
BXP
$11.5B
| $175M | 0.33% | 1,740,917 -11,754 | -0.7% | -$1.18M |
|
63
Gentex
GNTX
$6.15B
| $174M | 0.33% | 5,281,604 -72,507 | -1% | -$2.39M |
|
64
Cisco
CSCO
$274B
| $171M | 0.32% | 7,624,388 -506,569 | -6% | -$11.4M |
|
65
Public Storage
PSA
$51.7B
| $169M | 0.31% | 1,120,452 +177,774 | +19% | +$26.8M |
|
66
Merck
MRK
$210B
| $167M | 0.31% | 3,343,004 -29,300 | -0.9% | -$1.47M |
|
67
Vornado Realty Trust
VNO
$7.3B
| $167M | 0.31% | 1,881,947 +73,675 | +4% | +$6.54M |
|
68
Dollar General
DG
$23.9B
| $165M | 0.31% | 2,733,934 +95,187 | +4% | +$5.74M |
|
|
TYC
69
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $164M | 0.31% | 3,984,576 -1,407,754 | -26% | -$57.8M |
|
|
DFS
70
DELISTED
Discover Financial Services
DFS
| $162M | 0.3% | 2,900,909 +527,153 | +22% | +$29.5M |
|
71
Lamar Advertising Co
LAMR
$12.9B
| $160M | 0.3% | 3,066,284 +9,694 | +0.3% | +$507K |
|
72
PepsiCo
PEP
$204B
| $159M | 0.3% | 1,922,014 -13,956 | -0.7% | -$1.16M |
|
73
Brown & Brown
BRO
$32B
| $159M | 0.3% | 5,050,227 +159,633 | +3% | +$5.01M |
|
74
Home Depot
HD
$405B
| $156M | 0.29% | 1,896,165 -261,314 | -12% | -$21.5M |
|
|
HES
75
DELISTED
Hess
HES
| $156M | 0.29% | 1,880,270 -898,130 | -32% | -$74.5M |
|