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 | |
|---|---|---|---|---|---|---|
201
Mondelez International
MDLZ
$79.9B
| $73.6M | 0.14% |
2,086,022
-24,196
| -1% | -$854K |
|
202
Nike
NKE
$109B
| $73.2M | 0.14% |
1,862,246
+17,824
| +1% | +$701K |
|
|
Y
203
DELISTED
Alleghany Corporation
Y
| $72.2M | 0.13% |
180,593
+4,144
| +2% | +$1.66M |
|
204
Willis Towers Watson
WTW
$32.1B
| $71.6M | 0.13% |
603,328
+59,940
| +11% | +$7.11M |
|
|
TCO
205
DELISTED
Taubman Centers Inc.
TCO
| $71.5M | 0.13% |
1,119,363
+143,493
| +15% | +$9.17M |
|
206
SBA Communications
SBAC
$21.2B
| $71.1M | 0.13% |
791,663
+5,590
| +0.7% | +$502K |
|
207
MetLife
MET
$52.9B
| $70.7M | 0.13% |
1,472,082
+98,950
| +7% | +$4.76M |
|
|
TWX
208
DELISTED
Time Warner Inc
TWX
| $70.4M | 0.13% |
1,052,810
-14,663
| -1% | -$980K |
|
209
Colgate-Palmolive
CL
$68.8B
| $70.3M | 0.13% |
1,078,582
-31,471
| -3% | -$2.05M |
|
210
Oshkosh
OSK
$8.93B
| $70M | 0.13% |
1,389,032
+105,434
| +8% | +$5.31M |
|
211
Expeditors International
EXPD
$16.4B
| $69.1M | 0.13% |
1,560,726
+5,263
| +0.3% | +$233K |
|
212
Wendy's
WEN
$1.97B
| $68.7M | 0.13% |
7,877,285
+4,882,985
| +163% | +$42.6M |
|
213
Televisa
TV
$1.56B
| $68.2M | 0.13% |
2,255,413
+629,673
| +39% | +$19.1M |
|
|
MIC
214
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $68M | 0.13% |
1,249,004
+47,903
| +4% | +$2.61M |
|
|
YHOO
215
DELISTED
Yahoo Inc
YHOO
| $68M | 0.13% |
1,680,412
-520,465
| -24% | -$21M |
|
216
DuPont de Nemours
DD
$32.6B
| $67.8M | 0.13% |
756,632
+34,509
| +5% | +$3.09M |
|
217
Service Corp International
SCI
$10.9B
| $67.1M | 0.13% |
3,703,329
+5,773
| +0.2% | +$105K |
|
|
ASCMA
218
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $66.6M | 0.12% |
778,675
+23,119
| +3% | +$1.98M |
|
219
Caterpillar
CAT
$198B
| $66.6M | 0.12% |
733,423
+4,872
| +0.7% | +$442K |
|
220
HP
HPQ
$27.4B
| $66.5M | 0.12% |
5,233,769
+373,931
| +8% | +$4.75M |
|
221
Cigna
CI
$81.5B
| $66.4M | 0.12% |
758,684
+48,707
| +7% | +$4.26M |
|
222
CubeSmart
CUBE
$9.52B
| $66.1M | 0.12% |
4,146,648
+236,947
| +6% | +$3.78M |
|
223
Abbott
ABT
$231B
| $66M | 0.12% |
1,722,011
-120,405
| -7% | -$4.62M |
|
|
RAD
224
DELISTED
Rite Aid Corporation
RAD
| $65M | 0.12% |
642,220
+83,637
| +15% | +$8.46M |
|
|
COL
225
DELISTED
Rockwell Collins
COL
| $64.1M | 0.12% |
866,642
+677,200
| +357% | +$50.1M |
|