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
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Duke Energy
DUK
$93.8B
| $92.1M | 0.07% |
954,854
+14,055
| +1% | +$1.36M |
|
252
Altria Group
MO
$112B
| $92.1M | 0.07% |
2,063,034
+26,279
| +1% | +$1.17M |
|
253
Chipotle Mexican Grill
CMG
$55.1B
| $91.9M | 0.07% |
2,688,400
-426,150
| -14% | -$14.6M |
|
254
Cadence Design Systems
CDNS
$95.6B
| $91.8M | 0.07% |
437,161
-23,594
| -5% | -$4.96M |
|
255
Suncor Energy
SU
$48.5B
| $91.8M | 0.07% |
2,962,210
-62,569
| -2% | -$1.94M |
|
|
256
iShares MBS ETF
MBB
$41.3B
| $91.1M | 0.07% |
961,961
+956,759
| +18,392% | +$90.6M |
|
257
East-West Bancorp
EWBC
$14.8B
| $90.9M | 0.07% |
1,637,437
+155,175
| +10% | +$8.61M |
|
258
Taylor Morrison
TMHC
$7.1B
| $90.2M | 0.06% |
2,356,740
-25,702
| -1% | -$983K |
|
|
PDCE
259
DELISTED
PDC Energy, Inc.
PDCE
| $89.2M | 0.06% |
1,390,090
-49,481
| -3% | -$3.18M |
|
260
Cigna
CI
$81.5B
| $88.3M | 0.06% |
345,714
-1,841
| -0.5% | -$470K |
|
261
Perimeter Solutions
PRM
$3.28B
| $87.8M | 0.06% |
10,864,250
-97,049
| -0.9% | -$784K |
|
262
Keurig Dr Pepper
KDP
$38.9B
| $87.6M | 0.06% |
2,484,030
+77,267
| +3% | +$2.73M |
|
263
Monolithic Power Systems
MPWR
$41.5B
| $86.8M | 0.06% |
173,319
+33,929
| +24% | +$17M |
|
264
Illinois Tool Works
ITW
$77.6B
| $86.6M | 0.06% |
355,720
-193
| -0.1% | -$47K |
|
265
Commercial Metals
CMC
$6.63B
| $85.8M | 0.06% |
1,754,612
+20,239
| +1% | +$990K |
|
266
Nordson
NDSN
$12.6B
| $85.6M | 0.06% |
385,204
+86,335
| +29% | +$19.2M |
|
267
Republic Services
RSG
$71.7B
| $85.6M | 0.06% |
633,056
+9,412
| +2% | +$1.27M |
|
268
Williams-Sonoma
WSM
$24.7B
| $85.2M | 0.06% |
1,400,006
+378,388
| +37% | +$23M |
|
269
MYR Group
MYRG
$2.79B
| $84.9M | 0.06% |
673,778
+8,645
| +1% | +$1.09M |
|
|
UCB
270
United Community Banks, Inc.
UCB
$4.04B
| $84.3M | 0.06% |
2,996,695
-78,046
| -3% | -$2.19M |
|
271
Omnicom Group
OMC
$15.4B
| $83.9M | 0.06% |
889,441
+620,328
| +231% | +$58.5M |
|
272
DexCom
DXCM
$31.6B
| $83.9M | 0.06% |
722,225
-20,074
| -3% | -$2.33M |
|
273
Chart Industries
GTLS
$8.96B
| $83.7M | 0.06% |
667,137
+17,284
| +3% | +$2.17M |
|
274
WESCO International
WCC
$10.7B
| $83.4M | 0.06% |
539,839
+29,373
| +6% | +$4.54M |
|
275
Fiserv
FI
$73.4B
| $83M | 0.06% |
734,138
-24,195
| -3% | -$2.73M |
|