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 |
Chevron
CVX
|
$121M |
| 2 |
Morgan Stanley
MS
|
$115M |
| 3 |
EOG Resources
EOG
|
$109M |
| 4 |
Kilroy Realty
KRC
|
$101M |
| 5 |
CVS Health
CVS
|
$98.4M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$134M |
| 2 |
Equity Residential
EQR
|
$115M |
| 3 |
Pfizer
PFE
|
$85.2M |
| 4 |
Murphy Oil
MUR
|
$75.8M |
| 5 |
Aflac
AFL
|
$75.4M |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
First Industrial Realty Trust
FR
$6.97B
| $121M | 0.15% | 4,300,255 -518,832 | -11% | -$14.6M |
|
152
Norfolk Southern
NSC
$62.8B
| $120M | 0.15% | 1,106,619 +695,426 | +169% | +$75.2M |
|
|
TWX
153
DELISTED
Time Warner Inc
TWX
| $119M | 0.15% | 1,237,076 +119,495 | +11% | +$11.5M |
|
154
Mondelez International
MDLZ
$79.5B
| $119M | 0.15% | 2,692,642 +59,845 | +2% | +$2.65M |
|
|
EDR
155
DELISTED
Education Realty Trust Inc
EDR
| $118M | 0.15% | 2,787,170 -85,429 | -3% | -$3.61M |
|
156
Howard Hughes
HHH
$4.53B
| $117M | 0.15% | 1,028,765 +31,660 | +3% | +$3.61M |
|
|
INFO
157
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $115M | 0.15% | 3,257,127 +2,078,013 | +176% | +$73.6M |
|
158
US Bancorp
USB
$76B
| $115M | 0.15% | 2,240,526 -17,070 | -0.8% | -$877K |
|
159
United Parcel Service
UPS
$74.1B
| $114M | 0.14% | 994,614 -18,813 | -2% | -$2.16M |
|
160
Texas Instruments
TXN
$184B
| $113M | 0.14% | 1,553,800 -18,251 | -1% | -$1.33M |
|
161
Dollar General
DG
$23.9B
| $112M | 0.14% | 1,516,520 -75,615 | -5% | -$5.6M |
|
162
CSX Corp
CSX
$60.6B
| $112M | 0.14% | 3,114,463 +1,789,893 | +135% | +$64.3M |
|
|
AGN
163
DELISTED
Allergan plc
AGN
| $112M | 0.14% | 532,687 -30,290 | -5% | -$6.36M |
|
164
Stanley Black & Decker
SWK
$11.5B
| $112M | 0.14% | 973,195 -79,820 | -8% | -$9.15M |
|
165
Fastenal
FAST
$57B
| $110M | 0.14% | 2,351,272 +234,128 | +11% | +$11M |
|
166
Sensata Technologies
ST
$4.74B
| $108M | 0.14% | 2,760,980 +71,826 | +3% | +$2.8M |
|
167
Booking.com
BKNG
$181B
| $106M | 0.14% | 72,616 -877 | -1% | -$1.29M |
|
168
Costco
COST
$418B
| $106M | 0.13% | 662,078 -9,146 | -1% | -$1.46M |
|
|
BHI
169
DELISTED
Baker Hughes
BHI
| $104M | 0.13% | 1,598,022 +955,678 | +149% | +$62.1M |
|
170
Kroger
KR
$44.9B
| $103M | 0.13% | 2,987,449 +708,556 | +31% | +$24.5M |
|
171
Eli Lilly
LLY
$657B
| $103M | 0.13% | 1,400,470 -49,872 | -3% | -$3.67M |
|
|
WBA
172
DELISTED
Walgreens Boots Alliance
WBA
| $102M | 0.13% | 1,233,511 +7,052 | +0.6% | +$584K |
|
|
AET
173
DELISTED
Aetna Inc
AET
| $101M | 0.13% | 816,884 -44,656 | -5% | -$5.54M |
|
174
Travelers Companies
TRV
$61.1B
| $101M | 0.13% | 823,441 -606,547 | -42% | -$74.3M |
|
175
Broadcom
AVGO
$1.4T
| $101M | 0.13% | 568,686 -452 | -0.1% | -$79.9K |
|