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 | |
|---|---|---|---|---|---|---|
76
Walt Disney
DIS
$213B
| $170M | 0.29% | 1,987,642 +94,405 | +5% | +$8.09M |
|
|
TYC
77
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $170M | 0.29% | 3,717,344 -25,999 | -0.7% | -$1.19M |
|
78
Jefferies Financial Group
JEF
$13.4B
| $169M | 0.28% | 6,460,358 +10,588 | +0.2% | +$278K |
|
79
Welltower
WELL
$113B
| $169M | 0.28% | 2,691,607 +333,134 | +14% | +$20.9M |
|
80
Martin Marietta Materials
MLM
$37.2B
| $166M | 0.28% | 1,256,781 +99,375 | +9% | +$13.1M |
|
81
Qualcomm
QCOM
$173B
| $166M | 0.28% | 2,090,630 +14,990 | +0.7% | +$1.19M |
|
|
BCR
82
DELISTED
CR Bard Inc.
BCR
| $163M | 0.27% | 1,141,503 -32,113 | -3% | -$4.59M |
|
83
Dollar General
DG
$23.9B
| $163M | 0.27% | 2,833,873 +8,073 | +0.3% | +$463K |
|
84
CarMax
KMX
$9.21B
| $161M | 0.27% | 3,102,798 +230,853 | +8% | +$12M |
|
85
Ashland
ASH
$2.57B
| $160M | 0.27% | 1,470,225 +24,493 | +2% | +$2.66M |
|
|
DFS
86
DELISTED
Discover Financial Services
DFS
| $160M | 0.27% | 2,575,411 -392,678 | -13% | -$24.3M |
|
87
Altria Group
MO
$113B
| $159M | 0.27% | 3,784,795 -239,467 | -6% | -$10M |
|
88
Kroger
KR
$44.9B
| $158M | 0.27% | 3,200,867 +14,373 | +0.5% | +$710K |
|
89
Brown & Brown
BRO
$32B
| $157M | 0.26% | 5,110,860 -66,149 | -1% | -$2.03M |
|
|
BKW
90
DELISTED
BURGER KING WORLDWIDE
BKW
| $156M | 0.26% | 5,741,708 -29,371 | -0.5% | -$799K |
|
91
Amgen
AMGN
$155B
| $156M | 0.26% | 1,319,886 +82,706 | +7% | +$9.79M |
|
92
Copart
CPRT
$47.2B
| $156M | 0.26% | 4,335,063 -32,811 | -0.8% | -$1.18M |
|
93
Adobe
ADBE
$151B
| $156M | 0.26% | 2,149,648 +1,608,959 | +298% | +$116M |
|
94
Western Digital
WDC
$27.9B
| $156M | 0.26% | 1,684,948 +64,319 | +4% | +$5.94M |
|
95
DuPont de Nemours
DD
$32.2B
| $154M | 0.26% | 3,000,333 +1,247,581 | +71% | +$64.2M |
|
96
Equity Residential
EQR
$25.3B
| $154M | 0.26% | 2,450,440 -131,160 | -5% | -$8.26M |
|
97
M&T Bank
MTB
$31.5B
| $154M | 0.26% | 1,242,661 -7,317 | -0.6% | -$908K |
|
98
Cisco
CSCO
$274B
| $153M | 0.26% | 6,154,803 +312,734 | +5% | +$7.77M |
|
99
Meta Platforms (Facebook)
META
$1.86T
| $153M | 0.26% | 2,266,505 -171,983 | -7% | -$11.6M |
|
100
Becton Dickinson
BDX
$55.3B
| $152M | 0.26% | 1,282,009 -33,451 | -3% | -$3.96M |
|