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 | |
|---|---|---|---|---|---|---|
76
Becton Dickinson
BDX
$55.3B
| $131M | 0.29% | +1,326,294 | New | +$131M |
|
77
Walt Disney
DIS
$213B
| $131M | 0.29% | +2,071,563 | New | +$131M |
|
78
Gilead Sciences
GILD
$140B
| $131M | 0.29% | +2,550,299 | New | +$131M |
|
79
ConocoPhillips
COP
$124B
| $127M | 0.28% | +2,104,193 | New | +$127M |
|
80
CVS Health
CVS
$92.8B
| $127M | 0.28% | +2,221,347 | New | +$127M |
|
81
Qualcomm
QCOM
$173B
| $127M | 0.28% | +2,073,002 | New | +$127M |
|
82
Altria Group
MO
$113B
| $125M | 0.28% | +3,568,544 | New | +$125M |
|
83
Lamar Advertising Co
LAMR
$12.9B
| $125M | 0.28% | +2,876,300 | New | +$125M |
|
84
Dollar General
DG
$23.9B
| $124M | 0.27% | +2,453,038 | New | +$124M |
|
|
DFS
85
DELISTED
Discover Financial Services
DFS
| $122M | 0.27% | +2,561,204 | New | +$122M |
|
86
Occidental Petroleum
OXY
$46.9B
| $121M | 0.27% | +1,350,950 | New | +$121M |
|
87
LyondellBasell Industries
LYB
$18.1B
| $120M | 0.27% | +1,815,238 | New | +$120M |
|
88
Amazon
AMZN
$2.44T
| $119M | 0.26% | +428,706 | New | +$119M |
|
|
XEC
89
DELISTED
CIMAREX ENERGY CO
XEC
| $119M | 0.26% | +1,825,047 | New | +$119M |
|
90
Ventas
VTR
$30.9B
| $117M | 0.26% | +1,688,965 | New | +$117M |
|
91
McDonald's
MCD
$224B
| $117M | 0.26% | +1,176,935 | New | +$117M |
|
92
CoreCivic
CXW
$2.17B
| $116M | 0.26% | +3,430,599 | New | +$116M |
|
|
CIT
93
DELISTED
CIT Group Inc.
CIT
| $116M | 0.26% | +2,484,552 | New | +$116M |
|
|
BCR
94
DELISTED
CR Bard Inc.
BCR
| $116M | 0.26% | +1,064,946 | New | +$116M |
|
95
DTE Energy
DTE
$28.4B
| $113M | 0.25% | +1,690,578 | New | +$113M |
|
|
ARG
96
DELISTED
AIRGAS INC
ARG
| $113M | 0.25% | +1,183,608 | New | +$113M |
|
97
Schlumberger
SLB
$55B
| $113M | 0.25% | +1,573,774 | New | +$113M |
|
98
Gentex
GNTX
$6.15B
| $112M | 0.25% | +4,860,899 | New | +$112M |
|
99
Essex Property Trust
ESS
$17.4B
| $112M | 0.25% | +703,709 | New | +$112M |
|
100
Visa
V
$683B
| $111M | 0.25% | +609,974 | New | +$111M |
|