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 |
Apple
AAPL
|
$768M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$266M |
| 3 |
Aon
AON
|
$237M |
| 4 |
EOG Resources
EOG
|
$197M |
| 5 |
Intel
INTC
|
$146M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
$122M |
| 3 |
Norfolk Southern
NSC
|
$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
$100M |
| 5 |
Gentex
GNTX
|
$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Goldman Sachs
GS
$226B
| $215M | 0.36% | 1,283,904 -104,954 | -8% | -$17.6M |
|
52
Ventas
VTR
$30.9B
| $212M | 0.36% | 3,306,745 +386,266 | +13% | +$24.8M |
|
53
Motorola Solutions
MSI
$78.7B
| $210M | 0.35% | 3,155,239 -164,211 | -5% | -$10.9M |
|
54
AvalonBay Communities
AVB
$27.9B
| $207M | 0.35% | 1,455,760 +183,896 | +14% | +$26.1M |
|
55
Extra Space Storage
EXR
$30.5B
| $207M | 0.35% | 3,886,640 +203,357 | +6% | +$10.8M |
|
56
Philip Morris
PM
$260B
| $207M | 0.35% | 2,453,604 +401,852 | +20% | +$33.9M |
|
57
Kinder Morgan
KMI
$60B
| $206M | 0.35% | 5,674,256 +62,349 | +1% | +$2.26M |
|
58
Coca-Cola
KO
$297B
| $202M | 0.34% | 4,760,477 +35,670 | +0.8% | +$1.51M |
|
|
HES
59
DELISTED
Hess
HES
| $201M | 0.34% | 2,031,349 +136,948 | +7% | +$13.5M |
|
60
Public Service Enterprise Group
PEG
$41.1B
| $198M | 0.33% | 4,861,519 +1,072,256 | +28% | +$43.7M |
|
61
PepsiCo
PEP
$204B
| $196M | 0.33% | 2,193,831 -397,046 | -15% | -$35.5M |
|
62
Citigroup
C
$178B
| $194M | 0.33% | 4,111,996 +697,951 | +20% | +$32.9M |
|
63
Cardinal Health
CAH
$35.5B
| $190M | 0.32% | 2,776,651 -182,433 | -6% | -$12.5M |
|
64
Schlumberger
SLB
$55B
| $190M | 0.32% | 1,611,852 +5,479 | +0.3% | +$646K |
|
65
Fidelity National Information Services
FIS
$36.5B
| $190M | 0.32% | 3,464,803 -121,446 | -3% | -$6.65M |
|
66
Liberty Global Class C
LBTYK
$4.07B
| $190M | 0.32% | 4,481,442 +90,606 | +2% | +$3.83M |
|
67
Intuit
INTU
$186B
| $188M | 0.32% | 2,330,709 -48,611 | -2% | -$3.91M |
|
68
Microchip Technology
MCHP
$35.1B
| $187M | 0.31% | 3,827,943 -368,835 | -9% | -$18M |
|
69
Charles Schwab
SCHW
$174B
| $186M | 0.31% | 6,911,491 +596,553 | +9% | +$16.1M |
|
70
Bank of America
BAC
$376B
| $183M | 0.31% | 11,934,098 +48,238 | +0.4% | +$741K |
|
71
VeriSign
VRSN
$25.5B
| $181M | 0.3% | 3,701,518 -536,957 | -13% | -$26.2M |
|
|
MJN
72
DELISTED
Mead Johnson Nutrition Company
MJN
| $180M | 0.3% | 1,932,266 +162,964 | +9% | +$15.2M |
|
73
Labcorp
LH
$23.1B
| $177M | 0.3% | 1,727,349 -36,585 | -2% | -$3.75M |
|
74
CVS Health
CVS
$92.8B
| $175M | 0.29% | 2,323,525 +733,588 | +46% | +$55.3M |
|
75
Danaher
DHR
$147B
| $170M | 0.29% | 2,165,190 +1,074,111 | +98% | +$84.6M |
|