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 |
TransDigm Group
TDG
|
$406M |
| 2 |
Welltower
WELL
|
$262M |
| 3 |
Camden Property Trust
CPT
|
$199M |
| 4 |
Autodesk
ADSK
|
$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
$193M |
Top Sells
| 1 |
Alibaba
BABA
|
$419M |
| 2 |
Digital Realty Trust
DLR
|
$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
$207M |
| 4 |
iShares MBS ETF
MBB
|
$192M |
| 5 |
Americold
COLD
|
$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Marsh & McLennan
MMC
$100B
| $105M | 0.09% |
976,583
+24,359
| +3% | +$2.62M |
|
227
Mondelez International
MDLZ
$79.9B
| $105M | 0.09% |
2,048,918
+66,043
| +3% | +$3.38M |
|
228
Sherwin-Williams
SHW
$92.9B
| $105M | 0.09% |
543,129
+44,076
| +9% | +$8.49M |
|
|
XYZ
229
Block, Inc.
XYZ
$45.7B
| $104M | 0.09% |
989,215
-9,137
| -0.9% | -$959K |
|
230
Weyerhaeuser
WY
$18.9B
| $103M | 0.09% |
4,608,122
+153,126
| +3% | +$3.44M |
|
231
TJX Companies
TJX
$155B
| $101M | 0.09% |
2,006,721
+34,745
| +2% | +$1.76M |
|
232
Park Hotels & Resorts
PK
$2.4B
| $101M | 0.09% |
10,254,496
+2,482,176
| +32% | +$24.5M |
|
233
Lincoln Electric
LECO
$13.5B
| $101M | 0.09% |
1,203,261
+78,377
| +7% | +$6.6M |
|
234
Cigna
CI
$81.5B
| $101M | 0.09% |
539,470
+3,896
| +0.7% | +$731K |
|
235
Intuitive Surgical
ISRG
$167B
| $100M | 0.09% |
528,183
+38,520
| +8% | +$7.32M |
|
236
Medical Properties Trust
MPW
$2.77B
| $99.1M | 0.09% |
5,271,411
-142,572
| -3% | -$2.68M |
|
237
Colgate-Palmolive
CL
$68.8B
| $99M | 0.09% |
1,351,114
+64,136
| +5% | +$4.7M |
|
238
Booking.com
BKNG
$178B
| $98.8M | 0.09% |
62,054
+2,551
| +4% | +$4.06M |
|
239
Teleflex
TFX
$5.78B
| $98.3M | 0.09% |
270,092
+36,926
| +16% | +$13.4M |
|
240
Caterpillar
CAT
$198B
| $98.2M | 0.09% |
776,115
+13,580
| +2% | +$1.72M |
|
241
Credicorp
BAP
$20.7B
| $98.1M | 0.09% |
734,023
+159,699
| +28% | +$21.3M |
|
242
Zoetis
ZTS
$67.9B
| $97.8M | 0.09% |
713,334
+38,400
| +6% | +$5.26M |
|
243
Ecolab
ECL
$77.6B
| $97.5M | 0.09% |
490,068
+25,761
| +6% | +$5.13M |
|
244
Dominion Energy
D
$49.7B
| $97.3M | 0.09% |
1,199,034
+69,543
| +6% | +$5.65M |
|
245
Elevance Health
ELV
$70.6B
| $97M | 0.09% |
368,902
+6,134
| +2% | +$1.61M |
|
246
Ingredion
INGR
$8.24B
| $96.4M | 0.08% |
1,161,376
-5,115
| -0.4% | -$425K |
|
247
Snap-on
SNA
$17.1B
| $96.4M | 0.08% |
695,616
+53,409
| +8% | +$7.4M |
|
248
Automatic Data Processing
ADP
$120B
| $96M | 0.08% |
644,796
-482,698
| -43% | -$71.9M |
|
249
M&T Bank
MTB
$31.2B
| $95.8M | 0.08% |
921,193
-5,901
| -0.6% | -$614K |
|
|
SUM
250
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $95.1M | 0.08% |
6,016,593
+185,685
| +3% | +$2.94M |
|