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 | |
|---|---|---|---|---|---|---|
|
BCR
76
DELISTED
CR Bard Inc.
BCR
| $155M | 0.29% | 1,154,167 +31,053 | +3% | +$4.16M |
|
77
Intel
INTC
$107B
| $154M | 0.29% | 5,948,356 +171,050 | +3% | +$4.44M |
|
78
Copart
CPRT
$47.2B
| $154M | 0.29% | 4,207,316 +203,885 | +5% | +$7.47M |
|
79
Qualcomm
QCOM
$173B
| $153M | 0.29% | 2,063,206 -19,898 | -1% | -$1.48M |
|
80
Visa
V
$683B
| $149M | 0.28% | 668,465 -7,231 | -1% | -$1.61M |
|
81
CVS Health
CVS
$92.8B
| $148M | 0.28% | 2,066,163 +113,444 | +6% | +$8.12M |
|
|
ADT
82
DELISTED
ADT CORP
ADT
| $147M | 0.28% | 3,640,457 +116,885 | +3% | +$4.73M |
|
83
Fifth Third Bancorp
FITB
$30.3B
| $146M | 0.27% | 6,933,173 -869,214 | -11% | -$18.3M |
|
84
Becton Dickinson
BDX
$55.3B
| $146M | 0.27% | 1,319,608 -4,049 | -0.3% | -$447K |
|
85
Altria Group
MO
$113B
| $145M | 0.27% | 3,787,164 -3,006 | -0.1% | -$115K |
|
|
ARG
86
DELISTED
AIRGAS INC
ARG
| $144M | 0.27% | 1,284,908 +28,968 | +2% | +$3.24M |
|
87
Schlumberger
SLB
$55B
| $143M | 0.27% | 1,591,671 +2,359 | +0.1% | +$213K |
|
88
LyondellBasell Industries
LYB
$18.1B
| $143M | 0.27% | 1,784,664 -250,717 | -12% | -$20.1M |
|
89
Walt Disney
DIS
$213B
| $143M | 0.27% | 1,870,487 -24,682 | -1% | -$1.89M |
|
90
Ventas
VTR
$30.9B
| $143M | 0.27% | 2,491,316 +875,185 | +54% | +$50.1M |
|
91
M&T Bank
MTB
$31.5B
| $142M | 0.27% | 1,223,757 -67,598 | -5% | -$7.87M |
|
|
CIT
92
DELISTED
CIT Group Inc.
CIT
| $138M | 0.26% | 2,652,701 +47,412 | +2% | +$2.47M |
|
93
Fidelity National Financial
FNF
$16.3B
| $137M | 0.26% | 4,228,764 +236,291 | +6% | +$7.67M |
|
94
Ashland
ASH
$2.57B
| $135M | 0.25% | 1,393,556 +56,515 | +4% | +$5.48M |
|
|
AET
95
DELISTED
Aetna Inc
AET
| $134M | 0.25% | 1,956,349 +72,555 | +4% | +$4.98M |
|
96
AvalonBay Communities
AVB
$27.9B
| $132M | 0.25% | 1,117,091 +66,156 | +6% | +$7.82M |
|
|
BKW
97
DELISTED
BURGER KING WORLDWIDE
BKW
| $131M | 0.24% | 5,726,436 -40,206 | -0.7% | -$919K |
|
|
RTN
98
DELISTED
Raytheon Company
RTN
| $131M | 0.24% | 1,439,971 +1,081,068 | +301% | +$98.1M |
|
99
Openlane
KAR
$3.07B
| $130M | 0.24% | 4,400,980 +330,813 | +8% | +$9.78M |
|
100
Equity Residential
EQR
$25.3B
| $129M | 0.24% | 2,490,918 +114,311 | +5% | +$5.93M |
|