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 | |
|---|---|---|---|---|---|---|
|
DHC
176
Diversified Healthcare Trust
DHC
$995M
| $74.3M | 0.15% |
3,211,991
-74,087
| -2% | -$1.71M |
|
177
Healthpeak Properties
DOC
$12.8B
| $74M | 0.15% |
1,985,082
-117,528
| -6% | -$4.38M |
|
178
HCA Healthcare
HCA
$98.5B
| $73.5M | 0.15% |
1,719,354
-524,835
| -23% | -$22.4M |
|
|
DD
179
DELISTED
Du Pont De Nemours E I
DD
| $73.4M | 0.15% |
1,319,144
-681
| -0.1% | -$37.9K |
|
|
YHOO
180
DELISTED
Yahoo Inc
YHOO
| $73M | 0.15% |
2,200,877
-1,493,080
| -40% | -$49.5M |
|
181
Medtronic
MDT
$119B
| $72.6M | 0.15% |
1,363,655
+24,719
| +2% | +$1.32M |
|
|
Y
182
DELISTED
Alleghany Corporation
Y
| $72.3M | 0.15% |
176,449
+6,163
| +4% | +$2.52M |
|
|
MJN
183
DELISTED
Mead Johnson Nutrition Company
MJN
| $72.2M | 0.15% |
971,727
+159,500
| +20% | +$11.8M |
|
184
Pebblebrook Hotel Trust
PEB
$1.4B
| $71.7M | 0.15% |
2,496,172
+237,611
| +11% | +$6.82M |
|
185
CubeSmart
CUBE
$9.52B
| $69.7M | 0.14% |
3,909,701
+91,374
| +2% | +$1.63M |
|
186
ManpowerGroup
MAN
$1.91B
| $69.5M | 0.14% |
955,905
+62,633
| +7% | +$4.56M |
|
187
Service Corp International
SCI
$10.9B
| $68.8M | 0.14% |
3,697,556
+2,460,834
| +199% | +$45.8M |
|
|
DRE
188
DELISTED
Duke Realty Corp.
DRE
| $68.6M | 0.14% |
4,443,416
+31,941
| +0.7% | +$493K |
|
189
Expeditors International
EXPD
$16.4B
| $68.5M | 0.14% |
1,555,463
+75,350
| +5% | +$3.32M |
|
190
Avery Dennison
AVY
$13.1B
| $68.5M | 0.14% |
1,573,266
+252,178
| +19% | +$11M |
|
191
Brookfield Infrastructure Partners
BIP
$14.1B
| $68.2M | 0.14% |
4,520,132
+512,107
| +13% | +$7.73M |
|
192
Best Buy
BBY
$16.1B
| $68M | 0.14% |
1,813,226
+1,521,079
| +521% | +$57M |
|
193
NiSource
NI
$19B
| $67.6M | 0.14% |
5,572,323
+4,666,362
| +515% | +$56.6M |
|
|
TWX
194
DELISTED
Time Warner Inc
TWX
| $67.4M | 0.14% |
1,067,473
-38,086
| -3% | -$2.4M |
|
195
Arch Capital
ACGL
$34.1B
| $67.3M | 0.14% |
3,732,162
-81,228
| -2% | -$1.47M |
|
196
Nike
NKE
$109B
| $67M | 0.14% |
1,844,422
+76,450
| +4% | +$2.78M |
|
|
BRE
197
DELISTED
BRE PROPERTIES INC CL A
BRE
| $66.6M | 0.14% |
1,312,236
+150,692
| +13% | +$7.65M |
|
198
POSCO
PKX
$15.5B
| $66.5M | 0.14% |
902,861
+498,132
| +123% | +$36.7M |
|
199
Mondelez International
MDLZ
$79.9B
| $66.3M | 0.14% |
2,110,218
+97,815
| +5% | +$3.07M |
|
200
Colgate-Palmolive
CL
$68.8B
| $65.8M | 0.14% |
1,110,053
+49,947
| +5% | +$2.96M |
|