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 |
iShares Core S&P 500 ETF
IVV
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Canadian Natural Resources
CNQ
$63.2B
| $138M | 0.08% |
4,468,492
+282,696
| +7% | +$8.72M |
|
227
Constellation Energy
CEG
$94.2B
| $138M | 0.08% |
614,691
+2,154
| +0.4% | +$482K |
|
228
Chart Industries
GTLS
$8.96B
| $137M | 0.07% |
719,723
-83,184
| -10% | -$15.9M |
|
229
Perimeter Solutions
PRM
$3.28B
| $137M | 0.07% |
10,694,289
+160,564
| +2% | +$2.05M |
|
230
Analog Devices
ADI
$122B
| $135M | 0.07% |
635,955
+30,359
| +5% | +$6.45M |
|
231
Omnicom Group
OMC
$15.4B
| $134M | 0.07% |
1,563,120
-124,433
| -7% | -$10.7M |
|
232
Gilead Sciences
GILD
$143B
| $134M | 0.07% |
1,454,658
+3,409
| +0.2% | +$315K |
|
233
Targa Resources
TRGP
$34.9B
| $133M | 0.07% |
746,489
-67,807
| -8% | -$12.1M |
|
234
InvenTrust Properties
IVT
$2.33B
| $131M | 0.07% |
4,362,639
+245,343
| +6% | +$7.39M |
|
235
Icon
ICLR
$13.6B
| $131M | 0.07% |
623,189
+32,116
| +5% | +$6.74M |
|
236
Lockheed Martin
LMT
$108B
| $130M | 0.07% |
268,465
-2,414
| -0.9% | -$1.17M |
|
237
Jefferies Financial Group
JEF
$13.1B
| $129M | 0.07% |
1,645,844
+47,141
| +3% | +$3.7M |
|
238
SAP
SAP
$313B
| $128M | 0.07% |
519,101
-92,471
| -15% | -$22.8M |
|
239
Synopsys
SNPS
$111B
| $126M | 0.07% |
259,257
+11,291
| +5% | +$5.48M |
|
240
Insmed
INSM
$30.7B
| $125M | 0.07% |
1,817,643
-54,247
| -3% | -$3.75M |
|
|
LINE
241
Lineage, Inc. Common Stock
LINE
$9.29B
| $125M | 0.07% |
2,130,791
-77,891
| -4% | -$4.56M |
|
242
Brookfield Infrastructure
BIPC
$4.75B
| $124M | 0.07% |
3,109,808
+376,254
| +14% | +$15.1M |
|
243
Nike
NKE
$109B
| $122M | 0.07% |
1,606,470
-243,336
| -13% | -$18.4M |
|
244
Equitable Holdings
EQH
$16B
| $121M | 0.07% |
2,554,890
+159,320
| +7% | +$7.52M |
|
245
Realty Income
O
$54.2B
| $118M | 0.06% |
2,208,528
+17,789
| +0.8% | +$950K |
|
246
Ryan Specialty Holdings
RYAN
$6.96B
| $118M | 0.06% |
1,833,209
+981,505
| +115% | +$63M |
|
247
Brookfield Renewable
BEPC
$5.96B
| $116M | 0.06% |
4,179,668
-32,914
| -0.8% | -$910K |
|
248
Medtronic
MDT
$119B
| $115M | 0.06% |
1,442,595
-1,167,322
| -45% | -$93.2M |
|
249
Veralto
VLTO
$26.2B
| $115M | 0.06% |
1,129,919
+7,021
| +0.6% | +$715K |
|
250
National Health Investors
NHI
$3.72B
| $114M | 0.06% |
1,648,499
+82,825
| +5% | +$5.74M |
|