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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Gilead Sciences
GILD
$140B
| $122M | 0.07% |
1,451,249
+59,181
| +4% | +$4.96M |
|
252
Chipotle Mexican Grill
CMG
$56.5B
| $121M | 0.07% |
2,095,508
+417,770
| +25% | +$24.1M |
|
253
Targa Resources
TRGP
$36.1B
| $121M | 0.07% |
814,296
+22,621
| +3% | +$3.35M |
|
254
iShares Global Infrastructure ETF
IGF
$8.05B
| $119M | 0.06% |
2,183,166
+1,845,625
| +547% | +$100M |
|
255
Brookfield Infrastructure
BIPC
$4.79B
| $119M | 0.06% |
2,733,554
-139,400
| -5% | -$6.05M |
|
256
InvenTrust Properties
IVT
$2.31B
| $117M | 0.06% |
4,117,296
+738,784
| +22% | +$21M |
|
257
Regal Rexnord
RRX
$9.91B
| $117M | 0.06% |
702,402
-11,777
| -2% | -$1.95M |
|
258
Mondelez International
MDLZ
$79.5B
| $115M | 0.06% |
1,567,067
+82,742
| +6% | +$6.1M |
|
259
Performance Food Group
PFGC
$15.9B
| $115M | 0.06% |
1,461,894
-82,428
| -5% | -$6.46M |
|
260
Fidelity National Information Services
FIS
$36.5B
| $115M | 0.06% |
1,367,211
-92,343
| -6% | -$7.73M |
|
261
Lazard
LAZ
$5.39B
| $113M | 0.06% |
2,250,049
+206,295
| +10% | +$10.4M |
|
262
Intel
INTC
$107B
| $113M | 0.06% |
4,827,123
+204,200
| +4% | +$4.79M |
|
263
United Parcel Service
UPS
$74.1B
| $113M | 0.06% |
829,280
+33,989
| +4% | +$4.63M |
|
264
Cigna
CI
$80.3B
| $112M | 0.06% |
323,911
+11,228
| +4% | +$3.89M |
|
265
Weyerhaeuser
WY
$18.7B
| $112M | 0.06% |
3,304,417
+8,024
| +0.2% | +$272K |
|
266
Vornado Realty Trust
VNO
$7.3B
| $111M | 0.06% |
2,820,958
+2,286,997
| +428% | +$90.1M |
|
267
Duke Energy
DUK
$95.3B
| $111M | 0.06% |
960,178
+37,453
| +4% | +$4.32M |
|
268
Keurig Dr Pepper
KDP
$39.5B
| $110M | 0.06% |
2,929,312
+672,664
| +30% | +$25.2M |
|
269
Graphic Packaging
GPK
$6.6B
| $107M | 0.06% |
3,615,539
-106,045
| -3% | -$3.14M |
|
270
Popular Inc
BPOP
$8.49B
| $106M | 0.06% |
1,054,849
+71,782
| +7% | +$7.2M |
|
271
Palantir
PLTR
$372B
| $106M | 0.06% |
2,839,680
+1,969,213
| +226% | +$73.3M |
|
272
Intercontinental Exchange
ICE
$101B
| $106M | 0.06% |
656,874
+23,638
| +4% | +$3.8M |
|
273
RadNet
RDNT
$5.52B
| $105M | 0.06% |
1,506,545
+118,501
| +9% | +$8.22M |
|
274
Verra Mobility
VRRM
$3.96B
| $104M | 0.06% |
3,756,352
+225,585
| +6% | +$6.27M |
|
275
Leidos
LDOS
$23.2B
| $104M | 0.06% |
640,567
+1,128
| +0.2% | +$184K |
|