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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Marsh & McLennan
MMC
$100B
| $101M | 0.07% |
826,607
-84,788
| -9% | -$10.3M |
|
252
Cigna
CI
$81.5B
| $101M | 0.07% |
416,465
-51,605
| -11% | -$12.5M |
|
253
LCI Industries
LCII
$2.57B
| $101M | 0.07% |
759,816
-124,058
| -14% | -$16.4M |
|
254
Cognex
CGNX
$7.55B
| $100M | 0.07% |
1,205,159
+96,042
| +9% | +$7.97M |
|
255
Mondelez International
MDLZ
$79.9B
| $100M | 0.07% |
1,708,581
-126,171
| -7% | -$7.38M |
|
256
ConocoPhillips
COP
$116B
| $98.2M | 0.07% |
1,853,989
+205,533
| +12% | +$10.9M |
|
257
Darling Ingredients
DAR
$5.07B
| $97.2M | 0.07% |
1,320,413
+51,523
| +4% | +$3.79M |
|
258
Energizer
ENR
$1.96B
| $96.9M | 0.07% |
2,040,833
-113,194
| -5% | -$5.37M |
|
259
Ecolab
ECL
$77.6B
| $96.6M | 0.07% |
451,209
-21,928
| -5% | -$4.69M |
|
260
Gilead Sciences
GILD
$143B
| $96.5M | 0.07% |
1,493,756
-121,635
| -8% | -$7.86M |
|
261
Stryker
SYK
$150B
| $96M | 0.07% |
393,983
-39,441
| -9% | -$9.61M |
|
262
Cullen/Frost Bankers
CFR
$8.24B
| $95.9M | 0.07% |
882,147
-132,640
| -13% | -$14.4M |
|
263
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $94.9M | 0.07% |
1,088,667
+1,084,580
| +26,537% | +$94.6M |
|
|
XEC
264
DELISTED
CIMAREX ENERGY CO
XEC
| $93.9M | 0.07% |
1,580,714
-261,191
| -14% | -$15.5M |
|
265
General Motors
GM
$55.5B
| $93.6M | 0.07% |
1,629,156
+34,456
| +2% | +$1.98M |
|
266
Truist Financial
TFC
$60B
| $93.1M | 0.07% |
1,596,062
-111,256
| -7% | -$6.49M |
|
|
SIVB
267
DELISTED
SVB Financial Group
SIVB
| $93M | 0.07% |
188,458
+113,437
| +151% | +$56M |
|
|
AAT
268
American Assets Trust
AAT
$1.28B
| $92.9M | 0.07% |
2,864,636
+457,872
| +19% | +$14.9M |
|
269
Medical Properties Trust
MPW
$2.77B
| $89.9M | 0.06% |
4,224,926
+230,887
| +6% | +$4.91M |
|
270
Interpublic Group of Companies
IPG
$9.94B
| $89.1M | 0.06% |
3,050,012
-153,568
| -5% | -$4.48M |
|
271
US Bancorp
USB
$75.9B
| $88.5M | 0.06% |
1,599,470
-141,702
| -8% | -$7.84M |
|
|
BDN
272
Brandywine Realty Trust
BDN
$759M
| $88.2M | 0.06% |
6,829,894
+275,183
| +4% | +$3.55M |
|
273
HDFC Bank
HDB
$361B
| $87.9M | 0.06% |
1,130,854
-21,134
| -2% | -$1.64M |
|
274
Travel + Leisure Co
TNL
$4.08B
| $87.3M | 0.06% |
1,426,902
+1,172,743
| +461% | +$71.7M |
|
275
Colgate-Palmolive
CL
$68.8B
| $86.6M | 0.06% |
1,099,114
-97,752
| -8% | -$7.71M |
|