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 |
ConocoPhillips
COP
|
$123M |
| 2 |
Citigroup
C
|
$101M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$78.9M |
| 4 |
GE Aerospace
GE
|
$75.8M |
| 5 |
Boeing
BA
|
$72.6M |
Top Sells
| 1 |
Amgen
AMGN
|
$118M |
| 2 |
Marsh & McLennan
MMC
|
$80M |
| 3 |
CF Industries
CF
|
$78M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
$77.1M |
| 5 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
$76.7M |
Sector Composition
| 1 | Financials | 16.46% |
| 2 | Technology | 11.1% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Petrobras
PBR
$79.3B
| $88.4M | 0.18% |
5,709,794
+1,275,029
| +29% | +$19.8M |
|
152
Federal Realty Investment Trust
FRT
$8.66B
| $87.5M | 0.18% |
862,875
-22,680
| -3% | -$2.3M |
|
153
DTE Energy
DTE
$28.2B
| $86.8M | 0.18% |
1,545,362
-441,067
| -22% | -$24.8M |
|
154
Ecolab
ECL
$77.6B
| $86.7M | 0.18% |
878,375
+23,394
| +3% | +$2.31M |
|
155
LPL Financial
LPLA
$28.7B
| $85.5M | 0.18% |
2,230,566
+41,954
| +2% | +$1.61M |
|
156
Starbucks
SBUX
$98.9B
| $84.6M | 0.17% |
2,198,116
+373,610
| +20% | +$14.4M |
|
157
Western Digital
WDC
$31B
| $84.2M | 0.17% |
1,757,877
-292,277
| -14% | -$14M |
|
158
EchoStar
SATS
$19B
| $83.4M | 0.17% |
2,342,974
+83,961
| +4% | +$2.99M |
|
159
Lincoln National
LNC
$8.19B
| $82.6M | 0.17% |
1,966,875
+263,895
| +15% | +$11.1M |
|
|
CA
160
DELISTED
CA, Inc.
CA
| $82.5M | 0.17% |
2,781,003
+365,031
| +15% | +$10.8M |
|
161
Sensata Technologies
ST
$4.6B
| $82.5M | 0.17% |
2,154,659
+154,408
| +8% | +$5.91M |
|
162
Everest Group
EG
$14.6B
| $82.1M | 0.17% |
564,535
+410,578
| +267% | +$59.7M |
|
163
UnitedHealth
UNH
$280B
| $81.6M | 0.17% |
1,140,010
-12,073
| -1% | -$865K |
|
|
OA
164
DELISTED
Orbital ATK, Inc.
OA
| $81M | 0.17% |
829,756
+370,536
| +81% | +$36.1M |
|
165
McKesson
MCK
$86.5B
| $80.8M | 0.17% |
629,714
-37,236
| -6% | -$4.78M |
|
166
Live Nation Entertainment
LYV
$37.8B
| $79.3M | 0.16% |
4,272,445
+195,263
| +5% | +$3.62M |
|
167
American International
AIG
$45.1B
| $79.2M | 0.16% |
1,628,776
-27,251
| -2% | -$1.33M |
|
|
TFCFA
168
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $78.9M | 0.16% |
+2,356,599
| New | +$78.9M |
|
169
eBay
EBAY
$41.9B
| $78.9M | 0.16% |
3,361,762
+8,036
| +0.2% | +$189K |
|
170
US Bancorp
USB
$75.9B
| $78.6M | 0.16% |
2,147,699
-1,886,457
| -47% | -$69M |
|
171
United Parcel Service
UPS
$71.3B
| $78.1M | 0.16% |
854,339
+25,502
| +3% | +$2.33M |
|
172
Danaher
DHR
$140B
| $77.5M | 0.16% |
1,663,279
-16,413
| -1% | -$765K |
|
173
SITE Centers
SITC
$484M
| $77.1M | 0.16% |
3,808,249
-18,271
| -0.5% | -$370K |
|
|
WDR
174
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $76.3M | 0.16% |
1,481,385
+134,906
| +10% | +$6.94M |
|
175
Wynn Resorts
WYNN
$12.9B
| $75.9M | 0.16% |
480,560
-149,590
| -24% | -$23.6M |
|