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 | |
|---|---|---|---|---|---|---|
|
OCR
101
DELISTED
OMNICARE INC
OCR
| $128M | 0.24% | 2,125,500 +318,125 | +18% | +$19.2M |
|
102
Liberty Global Class A
LBTYA
$4B
| $128M | 0.24% | 1,438,166 +10,953 | +0.8% | +$975K |
|
103
Essex Property Trust
ESS
$17.4B
| $128M | 0.24% | 889,566 +78,043 | +10% | +$11.2M |
|
104
McDonald's
MCD
$224B
| $128M | 0.24% | 1,315,283 +2,525 | +0.2% | +$245K |
|
105
Progressive
PGR
$145B
| $126M | 0.23% | 4,604,159 +88,049 | +2% | +$2.4M |
|
106
First Industrial Realty Trust
FR
$6.97B
| $125M | 0.23% | 7,177,838 +257,848 | +4% | +$4.5M |
|
|
BEAM
107
DELISTED
BEAM INC COM STK (DE)
BEAM
| $123M | 0.23% | 1,804,610 +27,037 | +2% | +$1.84M |
|
108
CarMax
KMX
$9.21B
| $123M | 0.23% | 2,607,641 +237,799 | +10% | +$11.2M |
|
109
Mastercard
MA
$538B
| $122M | 0.23% | 146,561 +770 | +0.5% | +$643K |
|
110
Liberty Global Class C
LBTYK
$4.07B
| $122M | 0.23% | 1,452,038 +16,609 | +1% | +$1.4M |
|
111
Prudential Financial
PRU
$38.6B
| $119M | 0.22% | 1,285,535 +748,015 | +139% | +$69M |
|
112
RTX Corp
RTX
$212B
| $117M | 0.22% | 1,029,453 +5,420 | +0.5% | +$617K |
|
|
113
Marathon Petroleum
MPC
$54.6B
| $117M | 0.22% | 1,276,088 +922,488 | +261% | +$84.6M |
|
114
CBRE Group
CBRE
$48.2B
| $117M | 0.22% | 4,446,458 +113,901 | +3% | +$3M |
|
|
MHFI
115
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $117M | 0.22% | 1,494,448 -15,657 | -1% | -$1.22M |
|
116
Honeywell
HON
$139B
| $117M | 0.22% | 1,276,565 +91,523 | +8% | +$8.36M |
|
|
ESRX
117
DELISTED
Express Scripts Holding Company
ESRX
| $116M | 0.22% | 1,646,389 +5,253 | +0.3% | +$369K |
|
118
Norfolk Southern
NSC
$62.8B
| $115M | 0.22% | 1,240,906 +883,915 | +248% | +$82.1M |
|
119
Western Digital
WDC
$27.9B
| $114M | 0.21% | 1,356,907 +28,202 | +2% | +$2.37M |
|
|
120
Meta Platforms (Facebook)
META
$1.86T
| $113M | 0.21% | 2,065,415 +1,804,267 | +691% | +$98.6M |
|
121
W.W. Grainger
GWW
$48.5B
| $112M | 0.21% | 438,640 +11,715 | +3% | +$2.99M |
|
122
Martin Marietta Materials
MLM
$37.2B
| $112M | 0.21% | 1,118,037 +119,791 | +12% | +$12M |
|
123
Lowe's Companies
LOW
$145B
| $111M | 0.21% | 2,243,443 -195,768 | -8% | -$9.7M |
|
124
Dentsply Sirona
XRAY
$2.85B
| $111M | 0.21% | 2,285,969 +30,210 | +1% | +$1.46M |
|
125
HCA Healthcare
HCA
$94.5B
| $111M | 0.21% | 2,321,300 +601,946 | +35% | +$28.7M |
|