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 | |
|---|---|---|---|---|---|---|
176
KeyCorp
KEY
$20.8B
| $84.5M | 0.16% |
6,296,616
+5,162,724
| +455% | +$69.3M |
|
|
LVNTA
177
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $84.2M | 0.16% |
2,794,706
+88,551
| +3% | +$2.67M |
|
178
Healthpeak Properties
DOC
$12.8B
| $84M | 0.16% |
2,540,098
+555,016
| +28% | +$18.4M |
|
179
CoreCivic
CXW
$2.11B
| $83.8M | 0.16% |
2,611,842
-387,846
| -13% | -$12.4M |
|
|
MJN
180
DELISTED
Mead Johnson Nutrition Company
MJN
| $83.5M | 0.16% |
997,027
+25,300
| +3% | +$2.12M |
|
181
Booking.com
BKNG
$178B
| $83.1M | 0.16% |
71,509
+9,665
| +16% | +$11.2M |
|
182
American International
AIG
$43.9B
| $83.1M | 0.16% |
1,627,982
-794
| -0% | -$40.5K |
|
183
SITE Centers
SITC
$490M
| $82.6M | 0.15% |
4,169,194
+360,945
| +9% | +$7.15M |
|
|
TFCFA
184
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $81.3M | 0.15% |
2,311,503
-45,096
| -2% | -$1.59M |
|
185
Medtronic
MDT
$119B
| $80.7M | 0.15% |
1,405,530
+41,875
| +3% | +$2.4M |
|
186
Avery Dennison
AVY
$13.1B
| $79.9M | 0.15% |
1,592,228
+18,962
| +1% | +$952K |
|
187
Lincoln National
LNC
$7.98B
| $79.7M | 0.15% |
1,544,525
-422,350
| -21% | -$21.8M |
|
|
EMC
188
DELISTED
EMC CORPORATION
EMC
| $78.5M | 0.15% |
3,121,209
-1,096,907
| -26% | -$27.6M |
|
189
Viatris
VTRS
$12.2B
| $77.4M | 0.14% |
1,783,566
-864,908
| -33% | -$37.5M |
|
190
Best Buy
BBY
$16.1B
| $77.2M | 0.14% |
1,936,087
+122,861
| +7% | +$4.9M |
|
191
eBay
EBAY
$42.3B
| $76.9M | 0.14% |
3,328,068
-33,694
| -1% | -$778K |
|
|
SNDK
192
DELISTED
SANDISK CORP
SNDK
| $76.5M | 0.14% |
1,084,463
+49,433
| +5% | +$3.49M |
|
|
DD
193
DELISTED
Du Pont De Nemours E I
DD
| $75.5M | 0.14% |
1,224,122
-95,022
| -7% | -$5.86M |
|
194
Hartford Financial Services
HIG
$37B
| $75.3M | 0.14% |
2,078,532
+1,523,350
| +274% | +$55.2M |
|
|
DRE
195
DELISTED
Duke Realty Corp.
DRE
| $74.9M | 0.14% |
4,981,790
+538,374
| +12% | +$8.1M |
|
|
MON
196
DELISTED
Monsanto Co
MON
| $74.6M | 0.14% |
639,803
-324,698
| -34% | -$37.8M |
|
197
Kilroy Realty
KRC
$5.05B
| $74M | 0.14% |
1,475,454
+415,611
| +39% | +$20.9M |
|
198
Brookfield Infrastructure Partners
BIP
$14.1B
| $73.9M | 0.14% |
4,745,465
+225,333
| +5% | +$3.51M |
|
199
NiSource
NI
$19B
| $73.7M | 0.14% |
5,704,752
+132,429
| +2% | +$1.71M |
|
200
Arch Capital
ACGL
$34.1B
| $73.7M | 0.14% |
3,703,125
-29,037
| -0.8% | -$578K |
|