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 | |
|---|---|---|---|---|---|---|
126
ManpowerGroup
MAN
$1.91B
| $111M | 0.21% |
1,289,746
+333,841
| +35% | +$28.7M |
|
127
American Express
AXP
$230B
| $110M | 0.21% |
1,213,546
+10,750
| +0.9% | +$975K |
|
|
MCRS
128
DELISTED
MICROS SYSTEMS INC
MCRS
| $109M | 0.2% |
1,903,002
+78,425
| +4% | +$4.5M |
|
129
3M
MMM
$82.8B
| $108M | 0.2% |
924,885
-6,877
| -0.7% | -$806K |
|
130
Valero Energy
VLO
$48.3B
| $108M | 0.2% |
2,148,420
+1,535,361
| +250% | +$77.4M |
|
|
OA
131
DELISTED
Orbital ATK, Inc.
OA
| $108M | 0.2% |
884,201
+54,445
| +7% | +$6.62M |
|
|
CELG
132
DELISTED
Celgene Corp
CELG
| $107M | 0.2% |
1,272,062
-300,588
| -19% | -$25.4M |
|
133
McKesson
MCK
$86B
| $107M | 0.2% |
661,525
+31,811
| +5% | +$5.13M |
|
134
Amgen
AMGN
$151B
| $106M | 0.2% |
927,610
+14,022
| +2% | +$1.6M |
|
135
Union Pacific
UNP
$132B
| $106M | 0.2% |
1,257,718
-24,056
| -2% | -$2.02M |
|
136
Ford
F
$46.5B
| $105M | 0.2% |
6,805,267
-237,651
| -3% | -$3.67M |
|
137
LPL Financial
LPLA
$28.8B
| $104M | 0.19% |
2,205,988
-24,578
| -1% | -$1.16M |
|
138
Bristol-Myers Squibb
BMY
$95B
| $103M | 0.19% |
1,945,101
+7,263
| +0.4% | +$386K |
|
139
Kroger
KR
$44.9B
| $102M | 0.19% |
5,185,130
+669,076
| +15% | +$13.2M |
|
140
Kimberly-Clark
KMB
$42.9B
| $102M | 0.19% |
1,022,693
-138,894
| -12% | -$13.9M |
|
141
White Mountains Insurance
WTM
$4.64B
| $102M | 0.19% |
169,767
+3,784
| +2% | +$2.28M |
|
142
Gen Digital
GEN
$18.2B
| $102M | 0.19% |
4,336,004
-56,540
| -1% | -$1.33M |
|
|
FCE.A
143
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $102M | 0.19% |
5,332,939
+51,342
| +1% | +$981K |
|
|
AIV
144
Aimco
AIV
$1.11B
| $102M | 0.19% |
29,500,307
+3,358,612
| +13% | +$11.6M |
|
145
SLM Corp
SLM
$6.62B
| $100M | 0.19% |
10,697,426
+235,570
| +2% | +$2.21M |
|
146
Everest Group
EG
$14.5B
| $99.8M | 0.19% |
640,399
+75,864
| +13% | +$11.8M |
|
147
Regions Financial
RF
$24.4B
| $99.7M | 0.19% |
10,083,093
-1,967,082
| -16% | -$19.5M |
|
148
Biogen
BIIB
$20.5B
| $99.3M | 0.19% |
354,874
-62,514
| -15% | -$17.5M |
|
149
Accenture
ACN
$158B
| $99.3M | 0.19% |
1,207,306
-108,010
| -8% | -$8.88M |
|
150
EPR Properties
EPR
$4.05B
| $98.7M | 0.18% |
2,007,509
+160,716
| +9% | +$7.9M |
|