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 |
Microsoft
MSFT
|
$146M |
| 2 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$143M |
| 3 |
American International
AIG
|
$104M |
| 4 |
Ross Stores
ROST
|
$103M |
| 5 |
Bank of America
BAC
|
$103M |
Top Sells
| 1 |
MCRS
MICROS SYSTEMS INC
MCRS
|
$131M |
| 2 |
Fidelity National Financial
FNF
|
$130M |
| 3 |
Walmart
WMT
|
$71.1M |
| 4 |
Williams Companies
WMB
|
$71.1M |
| 5 |
Public Service Enterprise Group
PEG
|
$70.2M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vornado Realty Trust
VNO
$7.3B
| $220M | 0.37% | 2,205,553 +150,029 | +7% | +$15M |
|
52
Kinder Morgan
KMI
$60B
| $220M | 0.37% | 5,737,277 +63,021 | +1% | +$2.42M |
|
53
LyondellBasell Industries
LYB
$18.1B
| $217M | 0.37% | 1,997,069 +450,756 | +29% | +$49M |
|
54
Cardinal Health
CAH
$35.5B
| $214M | 0.36% | 2,862,019 +85,368 | +3% | +$6.4M |
|
55
Home Depot
HD
$405B
| $214M | 0.36% | 2,333,495 +616,132 | +36% | +$56.5M |
|
|
56
Walmart
WMT
$774B
| $214M | 0.36% | 2,797,859 -929,504 | -25% | -$71.1M |
|
57
Goldman Sachs
GS
$226B
| $213M | 0.36% | 1,158,437 -125,467 | -10% | -$23M |
|
58
Meta Platforms (Facebook)
META
$1.86T
| $209M | 0.35% | 2,644,614 +378,109 | +17% | +$29.9M |
|
59
PepsiCo
PEP
$204B
| $206M | 0.35% | 2,217,339 +23,508 | +1% | +$2.19M |
|
60
AutoZone
AZO
$70.2B
| $206M | 0.35% | 403,778 +2,786 | +0.7% | +$1.42M |
|
61
Intuit
INTU
$186B
| $206M | 0.35% | 2,346,215 +15,506 | +0.7% | +$1.36M |
|
62
Public Storage
PSA
$51.7B
| $205M | 0.35% | 1,236,530 -18,290 | -1% | -$3.03M |
|
|
HES
63
DELISTED
Hess
HES
| $205M | 0.35% | 2,171,093 +139,744 | +7% | +$13.2M |
|
64
Extra Space Storage
EXR
$30.5B
| $205M | 0.35% | 3,967,383 +80,743 | +2% | +$4.16M |
|
65
Motorola Solutions
MSI
$78.7B
| $204M | 0.35% | 3,226,341 +71,102 | +2% | +$4.5M |
|
66
Charles Schwab
SCHW
$174B
| $203M | 0.34% | 6,903,956 -7,535 | -0.1% | -$221K |
|
67
Fidelity National Information Services
FIS
$36.5B
| $198M | 0.34% | 3,522,786 +57,983 | +2% | +$3.26M |
|
|
68
American International
AIG
$45.1B
| $193M | 0.33% | 3,575,771 +1,920,371 | +116% | +$104M |
|
69
Liberty Global Class C
LBTYK
$4.07B
| $191M | 0.32% | 4,651,737 +170,295 | +4% | +$6.98M |
|
|
MJN
70
DELISTED
Mead Johnson Nutrition Company
MJN
| $189M | 0.32% | 1,966,388 +34,122 | +2% | +$3.28M |
|
71
Welltower
WELL
$113B
| $186M | 0.32% | 2,976,384 +284,777 | +11% | +$17.8M |
|
72
Microchip Technology
MCHP
$35.1B
| $185M | 0.31% | 3,917,427 +89,484 | +2% | +$4.23M |
|
|
DRE
73
DELISTED
Duke Realty Corp.
DRE
| $185M | 0.31% | 10,769,516 +4,633,173 | +76% | +$79.6M |
|
74
VeriSign
VRSN
$25.5B
| $184M | 0.31% | 3,344,203 -357,315 | -10% | -$19.7M |
|
75
Archer Daniels Midland
ADM
$30.1B
| $182M | 0.31% | 3,568,199 +310,078 | +10% | +$15.8M |
|