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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
TSMC
TSM
$1.25T
| $133M | 0.13% |
3,807,524
+2,838,422
| +293% | +$99.2M |
|
202
Everest Group
EG
$14.3B
| $132M | 0.13% |
520,007
-145,995
| -22% | -$37.2M |
|
203
RTX Corp
RTX
$210B
| $132M | 0.13% |
1,720,032
+33,084
| +2% | +$2.54M |
|
204
Goldman Sachs
GS
$224B
| $132M | 0.13% |
594,947
+66,333
| +13% | +$14.7M |
|
205
Annaly Capital Management
NLY
$14.1B
| $130M | 0.13% |
2,697,325
+2,532,645
| +1,538% | +$122M |
|
206
Jefferies Financial Group
JEF
$13.1B
| $129M | 0.13% |
5,521,255
-477,296
| -8% | -$11.2M |
|
207
Eli Lilly
LLY
$654B
| $129M | 0.13% |
1,569,495
+146,037
| +10% | +$12M |
|
208
Kimberly-Clark
KMB
$42.8B
| $128M | 0.13% |
987,533
+467,559
| +90% | +$60.4M |
|
209
DigitalBridge
DBRG
$2.04B
| $127M | 0.13% |
2,255,668
+1,464,388
| +185% | +$82.5M |
|
210
Teleflex
TFX
$5.76B
| $127M | 0.13% |
610,398
+294,935
| +93% | +$61.3M |
|
211
Qualcomm
QCOM
$172B
| $126M | 0.13% |
2,289,686
+156,005
| +7% | +$8.61M |
|
212
Norfolk Southern
NSC
$62.2B
| $126M | 0.13% |
1,037,852
-200,718
| -16% | -$24.4M |
|
213
Huntsman Corp
HUN
$1.94B
| $124M | 0.12% |
4,809,158
+2,615,454
| +119% | +$67.6M |
|
|
SRC
214
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $124M | 0.12% |
3,720,603
+159,579
| +4% | +$5.3M |
|
215
First Industrial Realty Trust
FR
$6.89B
| $123M | 0.12% |
4,298,943
+75,723
| +2% | +$2.17M |
|
|
LEXEA
216
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $123M | 0.12% |
2,269,274
+12,302
| +0.5% | +$665K |
|
217
Applied Materials
AMAT
$128B
| $122M | 0.12% |
2,957,280
+1,220,407
| +70% | +$50.4M |
|
|
RDS.B
218
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $122M | 0.12% |
+2,242,065
| New | +$122M |
|
219
Ingredion
INGR
$8.22B
| $122M | 0.12% |
1,022,045
+234,875
| +30% | +$28M |
|
220
VF Corp
VFC
$5.78B
| $121M | 0.12% |
2,238,548
+1,718,121
| +330% | +$93.2M |
|
221
Sensata Technologies
ST
$4.64B
| $121M | 0.12% |
2,825,610
+41,071
| +1% | +$1.75M |
|
222
Texas Instruments
TXN
$170B
| $118M | 0.12% |
1,531,513
-35,211
| -2% | -$2.71M |
|
223
Exelon
EXC
$43.7B
| $117M | 0.12% |
4,561,756
-1,484,121
| -25% | -$38.2M |
|
224
Scotiabank
BNS
$78.8B
| $117M | 0.12% |
+1,950,725
| New | +$117M |
|
225
Vornado Realty Trust
VNO
$7.84B
| $116M | 0.12% |
1,527,607
+12,364
| +0.8% | +$939K |
|