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 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
MKS Inc. Common Stock
MKSI
$6.94B
| $124M | 0.07% |
722,096
+12,668
| +2% | +$2.17M |
|
227
Micron Technology
MU
$133B
| $123M | 0.07% |
1,319,105
-38,487
| -3% | -$3.59M |
|
228
ConocoPhillips
COP
$124B
| $123M | 0.07% |
1,698,613
-93,491
| -5% | -$6.75M |
|
229
Kennedy-Wilson Holdings
KW
$1.21B
| $122M | 0.07% |
5,160,312
-1,276,957
| -20% | -$30.3M |
|
230
Edwards Lifesciences
EW
$47.8B
| $122M | 0.07% |
942,407
-28,341
| -3% | -$3.67M |
|
231
3M
MMM
$82.8B
| $122M | 0.07% |
686,235
-19,437
| -3% | -$3.45M |
|
232
GE Aerospace
GE
$292B
| $122M | 0.07% |
1,289,827
-29,137
| -2% | -$2.75M |
|
233
TJX Companies
TJX
$152B
| $122M | 0.07% |
1,604,386
+99,557
| +7% | +$7.56M |
|
234
Nordson
NDSN
$12.6B
| $121M | 0.07% |
476,769
-37,389
| -7% | -$9.49M |
|
235
Booking.com
BKNG
$181B
| $120M | 0.07% |
49,932
-1,203
| -2% | -$2.89M |
|
236
Analog Devices
ADI
$124B
| $119M | 0.07% |
675,004
-15,792
| -2% | -$2.78M |
|
237
Brunswick
BC
$4.15B
| $118M | 0.07% |
1,178,248
-125,144
| -10% | -$12.5M |
|
238
Lockheed Martin
LMT
$106B
| $117M | 0.07% |
330,056
-9,492
| -3% | -$3.37M |
|
239
East-West Bancorp
EWBC
$14.5B
| $115M | 0.07% |
1,468,826
-57,168
| -4% | -$4.49M |
|
240
InvenTrust Properties
IVT
$2.31B
| $115M | 0.07% |
+4,217,266
| New | +$115M |
|
241
Tractor Supply
TSCO
$32.7B
| $114M | 0.07% |
478,120
-4,740
| -1% | -$1.13M |
|
242
Sempra
SRE
$53.9B
| $113M | 0.07% |
857,858
-51,357
| -6% | -$6.79M |
|
243
Enovis
ENOV
$1.77B
| $113M | 0.07% |
2,464,234
-43,115
| -2% | -$1.98M |
|
244
SAP
SAP
$317B
| $113M | 0.07% |
807,735
-3,524
| -0.4% | -$494K |
|
245
Enterprise Products Partners
EPD
$69.6B
| $113M | 0.07% |
5,131,783
-535,113
| -9% | -$11.8M |
|
246
Synopsys
SNPS
$112B
| $112M | 0.07% |
304,561
-11,428
| -4% | -$4.21M |
|
247
Avery Dennison
AVY
$13.4B
| $110M | 0.07% |
511,407
-74,211
| -13% | -$16M |
|
248
CONMED
CNMD
$1.68B
| $109M | 0.07% |
776,989
-18,818
| -2% | -$2.64M |
|
249
Moderna
MRNA
$9.37B
| $109M | 0.07% |
429,090
-8,293
| -2% | -$2.11M |
|
250
Mondelez International
MDLZ
$79.5B
| $109M | 0.06% |
1,639,590
-41,791
| -2% | -$2.77M |
|