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 |
ConocoPhillips
COP
|
$123M |
| 2 |
Citigroup
C
|
$101M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$78.9M |
| 4 |
GE Aerospace
GE
|
$75.8M |
| 5 |
Boeing
BA
|
$72.6M |
Top Sells
| 1 |
Amgen
AMGN
|
$118M |
| 2 |
Marsh & McLennan
MMC
|
$80M |
| 3 |
CF Industries
CF
|
$78M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
$77.1M |
| 5 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
$76.7M |
Sector Composition
| 1 | Financials | 16.46% |
| 2 | Technology | 11.1% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lamar Advertising Co
LAMR
$12.9B
| $144M | 0.3% | 3,056,590 +180,290 | +6% | +$8.48M |
|
|
ADT
77
DELISTED
ADT CORP
ADT
| $143M | 0.3% | 3,523,572 -316,697 | -8% | -$12.9M |
|
78
Fifth Third Bancorp
FITB
$30.3B
| $141M | 0.29% | 7,802,387 +379,188 | +5% | +$6.84M |
|
79
Schlumberger
SLB
$55B
| $140M | 0.29% | 1,589,312 +15,538 | +1% | +$1.37M |
|
80
Qualcomm
QCOM
$173B
| $140M | 0.29% | 2,083,104 +10,102 | +0.5% | +$680K |
|
81
Amazon
AMZN
$2.44T
| $138M | 0.28% | 441,243 +12,537 | +3% | +$3.92M |
|
82
Gentex
GNTX
$6.15B
| $137M | 0.28% | 5,354,111 +493,212 | +10% | +$12.6M |
|
83
AvalonBay Communities
AVB
$27.9B
| $134M | 0.28% | 1,050,935 +47,486 | +5% | +$6.03M |
|
|
ARG
84
DELISTED
AIRGAS INC
ARG
| $133M | 0.28% | 1,255,940 +72,332 | +6% | +$7.67M |
|
85
Intel
INTC
$107B
| $132M | 0.27% | 5,777,306 -961,934 | -14% | -$22M |
|
86
Becton Dickinson
BDX
$55.3B
| $132M | 0.27% | 1,323,657 -2,637 | -0.2% | -$264K |
|
87
Altria Group
MO
$113B
| $130M | 0.27% | 3,790,170 +221,626 | +6% | +$7.61M |
|
|
BCR
88
DELISTED
CR Bard Inc.
BCR
| $129M | 0.27% | 1,123,114 +58,168 | +5% | +$6.7M |
|
89
Visa
V
$683B
| $129M | 0.27% | 675,696 +65,722 | +11% | +$12.6M |
|
90
Equity Residential
EQR
$25.3B
| $127M | 0.26% | 2,376,607 -127,254 | -5% | -$6.82M |
|
91
Copart
CPRT
$47.2B
| $127M | 0.26% | 4,003,431 +428,858 | +12% | +$13.6M |
|
|
CIT
92
DELISTED
CIT Group Inc.
CIT
| $127M | 0.26% | 2,605,289 +120,737 | +5% | +$5.89M |
|
93
McDonald's
MCD
$224B
| $126M | 0.26% | 1,312,758 +135,823 | +12% | +$13.1M |
|
94
Ashland
ASH
$2.57B
| $124M | 0.26% | 1,337,041 +98,353 | +8% | +$9.1M |
|
95
Progressive
PGR
$145B
| $123M | 0.25% | 4,516,110 +225,674 | +5% | +$6.15M |
|
96
Walt Disney
DIS
$213B
| $122M | 0.25% | 1,895,169 -176,394 | -9% | -$11.4M |
|
|
CELG
97
DELISTED
Celgene Corp
CELG
| $121M | 0.25% | 786,325 -71,083 | -8% | -$10.9M |
|
|
AET
98
DELISTED
Aetna Inc
AET
| $121M | 0.25% | 1,883,794 +717,605 | +62% | +$45.9M |
|
|
DFS
99
DELISTED
Discover Financial Services
DFS
| $120M | 0.25% | 2,373,756 -187,448 | -7% | -$9.47M |
|
100
Essex Property Trust
ESS
$17.4B
| $120M | 0.25% | 811,523 +107,814 | +15% | +$15.9M |
|