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 | |
|---|---|---|---|---|---|---|
101
LyondellBasell Industries
LYB
$18.1B
| $151M | 0.25% | 1,546,313 +219,560 | +17% | +$21.4M |
|
102
Exelon
EXC
$44.1B
| $150M | 0.25% | 4,119,403 +3,090,342 | +300% | +$113M |
|
103
Amazon
AMZN
$2.44T
| $149M | 0.25% | 457,635 +4,054 | +0.9% | +$1.32M |
|
|
ARG
104
DELISTED
AIRGAS INC
ARG
| $148M | 0.25% | 1,354,435 -4,707 | -0.3% | -$513K |
|
|
RTN
105
DELISTED
Raytheon Company
RTN
| $147M | 0.25% | 1,598,754 -37,430 | -2% | -$3.45M |
|
106
Mohawk Industries
MHK
$8.24B
| $147M | 0.25% | 1,059,061 +9,937 | +0.9% | +$1.37M |
|
107
Visa
V
$683B
| $146M | 0.25% | 692,400 -300 | -0% | -$63.2K |
|
108
Archer Daniels Midland
ADM
$30.1B
| $144M | 0.24% | 3,258,121 +2,424,408 | +291% | +$107M |
|
109
Openlane
KAR
$3.07B
| $143M | 0.24% | 4,474,348 +60,096 | +1% | +$1.92M |
|
110
Entergy
ETR
$39.3B
| $142M | 0.24% | 1,734,675 +1,412,157 | +438% | +$116M |
|
|
AIV
111
Aimco
AIV
$1.11B
| $139M | 0.23% | 4,318,932 +268,029 | +7% | +$8.65M |
|
112
Home Depot
HD
$405B
| $139M | 0.23% | 1,717,363 -111,280 | -6% | -$9.01M |
|
113
Camden Property Trust
CPT
$12B
| $137M | 0.23% | 1,929,712 +147,174 | +8% | +$10.5M |
|
114
KeyCorp
KEY
$21.2B
| $137M | 0.23% | 9,580,443 +1,729,309 | +22% | +$24.8M |
|
115
EPR Properties
EPR
$4.13B
| $136M | 0.23% | 2,437,761 +143,400 | +6% | +$8.01M |
|
|
MHFI
116
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $136M | 0.23% | 1,632,606 +110,822 | +7% | +$9.2M |
|
117
CBRE Group
CBRE
$48.2B
| $134M | 0.23% | 4,179,449 -185,787 | -4% | -$5.95M |
|
118
Kilroy Realty
KRC
$4.92B
| $134M | 0.23% | 2,148,143 +286,096 | +15% | +$17.8M |
|
119
Progressive
PGR
$145B
| $131M | 0.22% | 5,176,765 -217,503 | -4% | -$5.52M |
|
120
First Industrial Realty Trust
FR
$6.97B
| $131M | 0.22% | 6,959,095 +229,896 | +3% | +$4.33M |
|
|
MCRS
121
DELISTED
MICROS SYSTEMS INC
MCRS
| $131M | 0.22% | 1,926,910 -35,924 | -2% | -$2.44M |
|
122
Fidelity National Financial
FNF
$16.3B
| $130M | 0.22% | 3,959,994 -486,158 | -11% | -$15.9M |
|
123
McDonald's
MCD
$224B
| $128M | 0.22% | 1,274,579 -59,744 | -4% | -$6.02M |
|
124
Federal Realty Investment Trust
FRT
$8.67B
| $126M | 0.21% | 1,046,121 +50,698 | +5% | +$6.13M |
|
125
Fastenal
FAST
$57B
| $125M | 0.21% | 2,526,493 +77,242 | +3% | +$3.82M |
|