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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Comfort Systems
FIX
$65.1B
| $141M | 0.08% |
102,149
-1,940
|
|
||
227
Bristol-Myers Squibb
BMY
$114B
| $141M | 0.08% |
2,321,918
+119
|
|
||
228
Comcast
CMCSA
$84.3B
| $140M | 0.07% |
4,883,203
+47,015
|
|
||
229
Southern Company
SO
$103B
| $140M | 0.07% |
1,445,765
-23,405
|
|
||
230
WEC Energy
WEC
$36.3B
| $138M | 0.07% |
1,195,147
-89,985
|
|
||
231
National Health Investors
NHI
$3.36B
| $138M | 0.07% |
1,700,908
+32,902
|
|
||
232
Duke Energy
DUK
$95.2B
| $135M | 0.07% |
1,028,960
-17,583
|
|
||
233
CME Group
CME
$90.8B
| $134M | 0.07% |
454,856
+2,016
|
|
||
234
Applovin
APP
$192B
| $134M | 0.07% |
335,768
-1,881
|
|
||
|
CURB
235
Curbline Properties
CURB
$3.09B
| $133M | 0.07% |
5,176,015
+2,714,859
|
|
||
236
Brookfield Infrastructure
BIPC
$5.01B
| $133M | 0.07% |
3,364,069
-125,906
|
|
||
237
Adobe
ADBE
$99.9B
| $132M | 0.07% |
542,100
+5,949
|
|
||
238
Jones Lang LaSalle
JLL
$13.8B
| $131M | 0.07% |
429,418
+316,299
|
|
||
239
Williams Companies
WMB
$87.6B
| $130M | 0.07% |
1,792,711
-31,637
|
|
||
240
Capital One
COF
$113B
| $129M | 0.07% |
709,416
+977
|
|
||
241
Targa Resources
TRGP
$56.9B
| $129M | 0.07% |
515,295
-33,044
|
|
||
242
Altria Group
MO
$119B
| $129M | 0.07% |
1,952,375
+40,974
|
|
||
243
Kilroy Realty
KRC
$4.42B
| $129M | 0.07% |
4,562,243
-666,423
|
|
||
244
Modine Manufacturing
MOD
$14.5B
| $128M | 0.07% |
592,292
-171,389
|
|
||
245
W.R. Berkley
WRB
$25B
| $127M | 0.07% |
1,918,380
-789,472
|
|
||
246
Republic Services
RSG
$63.2B
| $127M | 0.07% |
577,867
+7,009
|
|
||
247
Dick's Sporting Goods
DKS
$19.1B
| $126M | 0.07% |
634,874
+131,797
|
|
||
248
Freeport-McMoran
FCX
$93B
| $124M | 0.07% |
2,109,513
+86,813
|
|
||
249
nVent Electric
NVT
$26.4B
| $123M | 0.07% |
1,036,401
-208,556
|
|
||
250
Corning
GLW
$162B
| $121M | 0.06% |
893,451
+10,591
|
|