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 |
Aon
AON
|
$237M |
| 2 |
Intel
INTC
|
$146M |
| 3 |
RTX Corp
RTX
|
$142M |
| 4 |
Adobe
ADBE
|
$116M |
| 5 |
Entergy
ETR
|
$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
$122M |
| 3 |
Norfolk Southern
NSC
|
$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
$100M |
| 5 |
Gentex
GNTX
|
$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Macy's
M
$4.32B
| $92.8M | 0.16% |
1,599,538
+771,226
| +93% | +$44.7M |
|
177
UnitedHealth
UNH
$277B
| $92.2M | 0.16% |
1,128,185
-590
| -0.1% | -$48.2K |
|
178
Starbucks
SBUX
$99.1B
| $91.8M | 0.15% |
2,371,618
+61,416
| +3% | +$2.38M |
|
179
Ambev
ABEV
$33.7B
| $90.5M | 0.15% |
12,855,600
-199,928
| -2% | -$1.41M |
|
180
American International
AIG
$45.2B
| $90.4M | 0.15% |
1,655,400
-144,450
| -8% | -$7.88M |
|
181
US Bancorp
USB
$75.7B
| $89.4M | 0.15% |
2,064,044
-81,255
| -4% | -$3.52M |
|
182
Quanta Services
PWR
$55.9B
| $89.2M | 0.15% |
2,579,466
+1,256,791
| +95% | +$43.5M |
|
|
WRI
183
DELISTED
Weingarten Realty Investors
WRI
| $88.8M | 0.15% |
2,705,549
-477,936
| -15% | -$15.7M |
|
184
Willis Towers Watson
WTW
$32B
| $88.5M | 0.15% |
771,262
+139,025
| +22% | +$15.9M |
|
185
Lear
LEA
$5.79B
| $87.6M | 0.15% |
980,741
+121,875
| +14% | +$10.9M |
|
|
COL
186
DELISTED
Rockwell Collins
COL
| $87.2M | 0.15% |
1,115,526
+35,965
| +3% | +$2.81M |
|
187
Elevance Health
ELV
$70B
| $86.6M | 0.15% |
805,147
+419,109
| +109% | +$45.1M |
|
|
CELG
188
DELISTED
Celgene Corp
CELG
| $85.3M | 0.14% |
993,746
-475,278
| -32% | -$40.8M |
|
|
EMC
189
DELISTED
EMC CORPORATION
EMC
| $85.2M | 0.14% |
3,235,615
-258,117
| -7% | -$6.8M |
|
190
ManpowerGroup
MAN
$1.87B
| $83.2M | 0.14% |
980,064
-308,665
| -24% | -$26.2M |
|
191
General Motors
GM
$55.2B
| $82.9M | 0.14% |
2,282,857
+811,978
| +55% | +$29.5M |
|
|
WDR
192
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $82M | 0.14% |
1,309,520
-334,932
| -20% | -$21M |
|
|
MIC
193
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $81.9M | 0.14% |
1,313,220
+23,955
| +2% | +$1.49M |
|
194
Mondelez International
MDLZ
$79.2B
| $81.9M | 0.14% |
2,177,288
+18,491
| +0.9% | +$695K |
|
195
HCA Healthcare
HCA
$95.6B
| $81.3M | 0.14% |
1,441,640
+7,647
| +0.5% | +$431K |
|
|
TFCFA
196
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $81.3M | 0.14% |
2,311,541
-10,585
| -0.5% | -$372K |
|
197
Booking.com
BKNG
$180B
| $81.2M | 0.14% |
67,537
-11,134
| -14% | -$13.4M |
|
|
MON
198
DELISTED
Monsanto Co
MON
| $81M | 0.14% |
649,264
+10,906
| +2% | +$1.36M |
|
199
Howard Hughes
HHH
$4.53B
| $80.9M | 0.14% |
537,482
+2,038
| +0.4% | +$307K |
|
|
Y
200
DELISTED
Alleghany Corporation
Y
| $80.8M | 0.14% |
184,380
-100
| -0.1% | -$43.8K |
|