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 |
Digital Realty Trust
DLR
|
$398M |
| 2 |
Brookfield Asset Management
BAM
|
$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
$250M |
| 4 |
Welltower
WELL
|
$222M |
| 5 |
Yum China
YUMC
|
$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
$368M |
| 2 |
Equinix
EQIX
|
$246M |
| 3 |
Brookfield
BN
|
$220M |
| 4 |
Guidewire Software
GWRE
|
$202M |
| 5 |
Lennar Class A
LEN
|
$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Colgate-Palmolive
CL
$68.8B
| $79.7M | 0.06% |
1,011,382
-22,774
| -2% | -$1.79M |
|
277
Nice
NICE
$8.67B
| $79M | 0.06% |
410,930
+19,977
| +5% | +$3.84M |
|
278
Sunstone Hotel Investors
SHO
$1.81B
| $78.5M | 0.06% |
8,129,830
-693,136
| -8% | -$6.7M |
|
279
Illinois Tool Works
ITW
$77.6B
| $78.4M | 0.06% |
355,913
-11,100
| -3% | -$2.45M |
|
280
Waste Management
WM
$88.6B
| $77.3M | 0.06% |
492,784
-13,365
| -3% | -$2.1M |
|
281
Humana
HUM
$37B
| $77.1M | 0.06% |
150,463
-804
| -0.5% | -$412K |
|
282
Motorola Solutions
MSI
$79.8B
| $76.9M | 0.06% |
298,498
+64,298
| +27% | +$16.6M |
|
283
Fiserv
FI
$73.4B
| $76.6M | 0.06% |
758,333
-40,473
| -5% | -$4.09M |
|
284
Assured Guaranty
AGO
$3.91B
| $75.7M | 0.06% |
1,215,468
-33,701
| -3% | -$2.1M |
|
285
Southwest Gas
SWX
$5.66B
| $75M | 0.06% |
1,212,638
-9,159
| -0.7% | -$567K |
|
286
Chart Industries
GTLS
$8.96B
| $74.9M | 0.06% |
649,853
+171,427
| +36% | +$19.8M |
|
287
Boston Scientific
BSX
$159B
| $74.8M | 0.06% |
1,615,803
-42,672
| -3% | -$1.97M |
|
288
Littelfuse
LFUS
$6.51B
| $74.7M | 0.06% |
339,384
-1,122
| -0.3% | -$247K |
|
289
CSX Corp
CSX
$60.6B
| $74.4M | 0.06% |
2,400,627
-108,486
| -4% | -$3.36M |
|
290
Nasdaq
NDAQ
$53.6B
| $74.2M | 0.06% |
1,208,775
-13,364
| -1% | -$820K |
|
291
Cadence Design Systems
CDNS
$95.6B
| $74M | 0.06% |
460,755
+60,169
| +15% | +$9.67M |
|
292
Enphase Energy
ENPH
$5.18B
| $73.8M | 0.06% |
278,424
+38,796
| +16% | +$10.3M |
|
293
Avery Dennison
AVY
$13.1B
| $73.8M | 0.06% |
407,543
-29,945
| -7% | -$5.42M |
|
294
Ingredion
INGR
$8.24B
| $73.4M | 0.06% |
749,786
-8,145
| -1% | -$798K |
|
295
MKS Inc. Common Stock
MKSI
$7.02B
| $73M | 0.06% |
861,511
-1,523
| -0.2% | -$129K |
|
296
Edwards Lifesciences
EW
$47.5B
| $72.8M | 0.05% |
975,899
-69,725
| -7% | -$5.2M |
|
297
Estee Lauder
EL
$32.1B
| $72.4M | 0.05% |
291,935
-9,804
| -3% | -$2.43M |
|
298
Hanover Insurance
THG
$6.35B
| $72.4M | 0.05% |
535,513
-32,882
| -6% | -$4.44M |
|
299
Manhattan Associates
MANH
$13B
| $72.3M | 0.05% |
595,887
+157,814
| +36% | +$19.2M |
|
300
Taylor Morrison
TMHC
$7.1B
| $72.3M | 0.05% |
2,382,442
-48,467
| -2% | -$1.47M |
|