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 | |
|---|---|---|---|---|---|---|
|
MJN
201
DELISTED
Mead Johnson Nutrition Company
MJN
| $85.4M | 0.11% |
1,207,371
-346,561
| -22% | -$24.5M |
|
202
Lennar Class A
LEN
$34.5B
| $85.1M | 0.11% |
1,982,583
-35,597
| -2% | -$1.53M |
|
203
MetLife
MET
$54.1B
| $83M | 0.11% |
1,540,301
+2,475
| +0.2% | +$133K |
|
204
Colgate-Palmolive
CL
$67.9B
| $82.7M | 0.1% |
1,263,103
+433
| +0% | +$28.3K |
|
|
PACW
205
DELISTED
PacWest Bancorp
PACW
| $82.7M | 0.1% |
1,518,189
-276,682
| -15% | -$15.1M |
|
|
HDS
206
DELISTED
HD Supply Holdings, Inc.
HDS
| $82.5M | 0.1% |
1,941,476
-456,396
| -19% | -$19.4M |
|
207
Liberty Broadband Class A
LBRDA
$8.71B
| $82.3M | 0.1% |
1,136,103
-13,668
| -1% | -$990K |
|
|
SFR
208
DELISTED
Starwood Waypoint Homes
SFR
| $81.3M | 0.1% |
2,821,155
-146,906
| -5% | -$4.23M |
|
209
Johnson Controls International
JCI
$69.9B
| $80.4M | 0.1% |
1,951,338
+129,945
| +7% | +$5.35M |
|
210
Thermo Fisher Scientific
TMO
$186B
| $80.3M | 0.1% |
569,156
-8,907
| -2% | -$1.26M |
|
211
Packaging Corp of America
PKG
$19.6B
| $80M | 0.1% |
942,909
+126,290
| +15% | +$10.7M |
|
212
PNC Financial Services
PNC
$81.7B
| $79.8M | 0.1% |
682,690
-16,823
| -2% | -$1.97M |
|
213
American Express
AXP
$231B
| $79.2M | 0.1% |
1,069,663
-22,495
| -2% | -$1.67M |
|
214
Abbott
ABT
$231B
| $78.7M | 0.1% |
2,049,927
-593
| -0% | -$22.8K |
|
215
Kinder Morgan
KMI
$60B
| $78.4M | 0.1% |
3,783,455
+184,447
| +5% | +$3.82M |
|
216
NextEra Energy, Inc.
NEE
$148B
| $78M | 0.1% |
652,853
-1,380
| -0.2% | -$165K |
|
217
MDU Resources
MDU
$3.33B
| $77.3M | 0.1% |
2,685,316
+51,346
| +2% | +$1.48M |
|
218
Tanger
SKT
$3.87B
| $77M | 0.1% |
2,152,536
+548,822
| +34% | +$19.6M |
|
|
ESRX
219
DELISTED
Express Scripts Holding Company
ESRX
| $77M | 0.1% |
1,118,966
+131,497
| +13% | +$9.05M |
|
220
Netflix
NFLX
$513B
| $76.1M | 0.1% |
615,080
-1,741
| -0.3% | -$216K |
|
221
Occidental Petroleum
OXY
$46.9B
| $75.7M | 0.1% |
1,063,117
-3,951
| -0.4% | -$281K |
|
222
Caterpillar
CAT
$196B
| $75.4M | 0.1% |
813,099
+584
| +0.1% | +$54.2K |
|
|
BFS
223
Saul Centers
BFS
$833M
| $74.8M | 0.09% |
1,122,817
-40,847
| -4% | -$2.72M |
|
224
New Oriental
EDU
$7.85B
| $74.4M | 0.09% |
1,768,213
+654,602
| +59% | +$27.6M |
|
225
Duke Energy
DUK
$95.3B
| $74.2M | 0.09% |
956,128
-9,360
| -1% | -$727K |
|