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 |
Ventas
VTR
|
+$199M |
| 2 |
Starbucks
SBUX
|
+$140M |
| 3 |
Netflix
NFLX
|
+$138M |
| 4 |
Tyler Technologies
TYL
|
+$137M |
| 5 |
Aon
AON
|
+$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$434M |
| 2 |
Apple
AAPL
|
+$309M |
| 3 |
Healthpeak Properties
DOC
|
+$162M |
| 4 |
NXP Semiconductors
NXPI
|
+$138M |
| 5 |
Equinix
EQIX
|
+$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
New Oriental
EDU
$8.51B
| $78.4M | 0.07% |
524,411
-110,337
| -17% | -$16.5M |
|
277
Caesars Entertainment
CZR
$5.28B
| $78.4M | 0.07% |
1,397,854
+242,412
| +21% | +$13.6M |
|
278
M&T Bank
MTB
$31.1B
| $78.3M | 0.07% |
850,457
-70,736
| -8% | -$6.51M |
|
279
Fiserv
FI
$74.2B
| $78.3M | 0.07% |
759,693
-51,397
| -6% | -$5.3M |
|
280
Medical Properties Trust
MPW
$2.77B
| $77.9M | 0.07% |
4,418,916
-852,495
| -16% | -$15M |
|
281
Southern Company
SO
$100B
| $77.7M | 0.07% |
1,432,623
-93,236
| -6% | -$5.06M |
|
282
Illinois Tool Works
ITW
$77.7B
| $77.4M | 0.07% |
400,618
-25,175
| -6% | -$4.86M |
|
283
Intercontinental Exchange
ICE
$99.3B
| $77M | 0.06% |
769,787
-26,325
| -3% | -$2.63M |
|
284
Boston Scientific
BSX
$160B
| $74.1M | 0.06% |
1,938,892
-101,607
| -5% | -$3.88M |
|
285
GE Aerospace
GE
$293B
| $73.9M | 0.06% |
2,379,943
-128,731
| -5% | -$4M |
|
286
Huntsman Corp
HUN
$1.95B
| $73.4M | 0.06% |
3,306,885
-382,579
| -10% | -$8.5M |
|
287
Newmont
NEM
$83.4B
| $73M | 0.06% |
1,150,353
-66,342
| -5% | -$4.21M |
|
288
Amdocs
DOX
$9.44B
| $72.9M | 0.06% |
1,270,436
+54,512
| +4% | +$3.13M |
|
289
Global Payments
GPN
$21.2B
| $72.5M | 0.06% |
408,508
-21,323
| -5% | -$3.79M |
|
290
Allstate
ALL
$52.8B
| $71.9M | 0.06% |
763,377
-77,386
| -9% | -$7.29M |
|
291
Cognex
CGNX
$7.49B
| $71M | 0.06% |
1,090,160
-38,297
| -3% | -$2.49M |
|
292
Micron Technology
MU
$151B
| $70.8M | 0.06% |
1,506,803
-82,791
| -5% | -$3.89M |
|
293
Church & Dwight Co
CHD
$23.1B
| $70.4M | 0.06% |
750,792
-10,251
| -1% | -$961K |
|
294
Yeti Holdings
YETI
$2.9B
| $70.1M | 0.06% |
1,546,768
+222,070
| +17% | +$10.1M |
|
295
ServisFirst Bancshares
SFBS
$4.72B
| $69.8M | 0.06% |
2,052,039
+342,258
| +20% | +$11.6M |
|
296
Truist Financial
TFC
$58.4B
| $69.5M | 0.06% |
1,827,574
-1,966,067
| -52% | -$74.8M |
|
297
Cullen/Frost Bankers
CFR
$8.34B
| $69.3M | 0.06% |
1,083,730
-39,937
| -4% | -$2.55M |
|
298
Estee Lauder
EL
$32B
| $69.1M | 0.06% |
316,664
-20,618
| -6% | -$4.5M |
|
299
Allete
ALE
$3.68B
| $68.9M | 0.06% |
1,331,394
-96,201
| -7% | -$4.98M |
|
300
Kimberly-Clark
KMB
$43.5B
| $68.8M | 0.06% |
466,220
-25,398
| -5% | -$3.75M |
|