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 | |
|---|---|---|---|---|---|---|
201
Medtronic
MDT
$118B
| $80.3M | 0.14% |
1,259,973
-79,966
| -6% | -$5.1M |
|
202
Jones Lang LaSalle
JLL
$14.2B
| $79.3M | 0.13% |
627,443
+32,607
| +5% | +$4.12M |
|
|
DD
203
DELISTED
Du Pont De Nemours E I
DD
| $79.2M | 0.13% |
1,274,243
-11,357
| -0.9% | -$706K |
|
204
Caterpillar
CAT
$194B
| $79.2M | 0.13% |
728,477
-17,104
| -2% | -$1.86M |
|
205
Ford
F
$46.2B
| $78M | 0.13% |
4,525,922
-32,842
| -0.7% | -$566K |
|
|
BEE
206
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $77.9M | 0.13% |
6,656,290
+2,540,629
| +62% | +$29.7M |
|
|
WLL
207
DELISTED
Whiting Petroleum Corporation
WLL
| $77M | 0.13% |
3,199
+744
| +30% | +$17.9M |
|
208
Halliburton
HAL
$18.4B
| $76.5M | 0.13% |
1,077,842
+3,610
| +0.3% | +$256K |
|
209
Colgate-Palmolive
CL
$67.7B
| $75.6M | 0.13% |
1,108,539
-7,251
| -0.6% | -$494K |
|
|
DST
210
DELISTED
DST Systems Inc.
DST
| $75.3M | 0.13% |
1,633,532
+480,680
| +42% | +$22.2M |
|
211
Emerson Electric
EMR
$72.9B
| $75.2M | 0.13% |
1,132,655
+17,074
| +2% | +$1.13M |
|
212
DTE Energy
DTE
$28.1B
| $75M | 0.13% |
1,131,368
-457,563
| -29% | -$30.3M |
|
213
Oshkosh
OSK
$8.77B
| $74.9M | 0.13% |
1,349,392
+102,150
| +8% | +$5.67M |
|
214
Johnson Controls International
JCI
$68.9B
| $74.5M | 0.13% |
1,425,412
+373,544
| +36% | +$19.5M |
|
215
Lowe's Companies
LOW
$146B
| $74.1M | 0.12% |
1,544,740
-31,936
| -2% | -$1.53M |
|
216
MSCI
MSCI
$42.7B
| $73.1M | 0.12% |
1,594,093
+258,044
| +19% | +$11.8M |
|
217
Nike
NKE
$110B
| $72.7M | 0.12% |
1,875,274
-5,750
| -0.3% | -$223K |
|
218
Factset
FDS
$14B
| $72.3M | 0.12% |
601,132
+5,779
| +1% | +$695K |
|
219
TransDigm Group
TDG
$72B
| $71.9M | 0.12% |
429,775
+425,050
| +8,996% | +$71.1M |
|
220
Robert Half
RHI
$3.78B
| $71.8M | 0.12% |
1,503,773
+70,407
| +5% | +$3.36M |
|
|
AGN
221
DELISTED
Allergan plc
AGN
| $71.2M | 0.12% |
319,316
+309,282
| +3,082% | +$69M |
|
222
MetLife
MET
$53.6B
| $71M | 0.12% |
1,433,517
+21,183
| +1% | +$1.05M |
|
|
TWX
223
DELISTED
Time Warner Inc
TWX
| $70.9M | 0.12% |
1,009,771
-37,652
| -4% | -$2.65M |
|
224
Abbott
ABT
$230B
| $70.6M | 0.12% |
1,726,656
-15,903
| -0.9% | -$650K |
|
225
eBay
EBAY
$41.2B
| $70.4M | 0.12% |
3,340,646
-34,334
| -1% | -$723K |
|