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 |
ConocoPhillips
COP
|
$123M |
| 2 |
Citigroup
C
|
$101M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$78.9M |
| 4 |
GE Aerospace
GE
|
$75.8M |
| 5 |
Boeing
BA
|
$72.6M |
Top Sells
| 1 |
Amgen
AMGN
|
$118M |
| 2 |
Marsh & McLennan
MMC
|
$80M |
| 3 |
CF Industries
CF
|
$78M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
$77.1M |
| 5 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
$76.7M |
Sector Composition
| 1 | Financials | 16.46% |
| 2 | Technology | 11.1% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
Angi Inc
ANGI
$786M
| – | – | -11,795 | Closed | -$313K |
|
2352
Aptiv
APTV
$17.3B
| – | – | -11,131 | Closed | -$564K |
|
2353
Banco Bradesco
BBD
$32.9B
| – | – | -10,462 | Closed | -$136K |
|
2354
Berkshire Hills Bancorp
BHLB
$1.21B
| – | – | -7,501 | Closed | -$208K |
|
2355
Builders FirstSource
BLDR
$15.3B
| – | – | -23,225 | Closed | -$139K |
|
2356
Popular Inc
BPOP
$8.49B
| – | – | -34,071 | Closed | -$1.03M |
|