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 | |
|---|---|---|---|---|---|---|
176
Charles Schwab
SCHW
$174B
| $100M | 0.13% |
2,538,800
+135,582
| +6% | +$5.35M |
|
|
Y
177
DELISTED
Alleghany Corporation
Y
| $99.5M | 0.13% |
163,675
-1,786
| -1% | -$1.09M |
|
178
Fifth Third Bancorp
FITB
$30.3B
| $99.5M | 0.13% |
3,687,815
+1,601,344
| +77% | +$43.2M |
|
179
Nike
NKE
$114B
| $97.6M | 0.12% |
1,919,886
-25,161
| -1% | -$1.28M |
|
180
Waste Management
WM
$91.2B
| $97.3M | 0.12% |
1,372,090
-67,365
| -5% | -$4.78M |
|
181
TJX Companies
TJX
$152B
| $97.3M | 0.12% |
1,294,800
+24,053
| +2% | +$1.81M |
|
182
Public Service Enterprise Group
PEG
$41.1B
| $95.7M | 0.12% |
2,181,077
+1,427,732
| +190% | +$62.6M |
|
183
Biogen
BIIB
$19.4B
| $95.4M | 0.12% |
336,554
+3,325
| +1% | +$943K |
|
184
Lockheed Martin
LMT
$106B
| $94.3M | 0.12% |
377,322
-1,419
| -0.4% | -$355K |
|
185
Synopsys
SNPS
$112B
| $93.9M | 0.12% |
1,595,990
-72,278
| -4% | -$4.25M |
|
|
DD
186
DELISTED
Du Pont De Nemours E I
DD
| $93.7M | 0.12% |
1,276,241
-14,010
| -1% | -$1.03M |
|
187
Parker-Hannifin
PH
$96.2B
| $93.2M | 0.12% |
665,398
-4,649
| -0.7% | -$651K |
|
188
NVIDIA
NVDA
$4.24T
| $92.9M | 0.12% |
870,795
-82,001
| -9% | -$8.75M |
|
189
Lowe's Companies
LOW
$145B
| $92M | 0.12% |
1,293,010
-187,065
| -13% | -$13.3M |
|
190
Highwoods Properties
HIW
$3.41B
| $91.7M | 0.12% |
1,796,982
+984,624
| +121% | +$50.2M |
|
191
Charter Communications
CHTR
$36.3B
| $89.6M | 0.11% |
311,066
-9,679
| -3% | -$2.79M |
|
192
General Dynamics
GD
$87.3B
| $89.3M | 0.11% |
517,179
-8,272
| -2% | -$1.43M |
|
193
Host Hotels & Resorts
HST
$11.8B
| $89.3M | 0.11% |
4,737,818
+3,623,272
| +325% | +$68.3M |
|
194
Valero Energy
VLO
$47.2B
| $89M | 0.11% |
1,303,013
-77,432
| -6% | -$5.29M |
|
195
American International
AIG
$45.1B
| $88.7M | 0.11% |
1,358,124
-59,353
| -4% | -$3.88M |
|
|
LEXEA
196
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $88.6M | 0.11% |
+2,233,978
| New | +$88.6M |
|
197
ConocoPhillips
COP
$124B
| $86.4M | 0.11% |
1,723,629
-35,496
| -2% | -$1.78M |
|
198
Digital Realty Trust
DLR
$57.2B
| $86.1M | 0.11% |
876,235
+253,496
| +41% | +$24.9M |
|
199
Chubb
CB
$110B
| $85.9M | 0.11% |
649,932
-7,308
| -1% | -$966K |
|
200
Ingredion
INGR
$8.31B
| $85.8M | 0.11% |
686,400
-42,434
| -6% | -$5.3M |
|