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 | |
|---|---|---|---|---|---|---|
326
Four Corners Property Trust
FCPT
$2.73B
| $55.3M | 0.05% |
2,161,496
-175,787
| -8% | -$4.5M |
|
327
DuPont de Nemours
DD
$32.6B
| $55.2M | 0.05% |
995,264
-53,553
| -5% | -$2.97M |
|
328
American Electric Power
AEP
$57.5B
| $55M | 0.05% |
673,292
-101,453
| -13% | -$8.29M |
|
329
Republic Services
RSG
$71.2B
| $54.5M | 0.05% |
583,329
+1,519
| +0.3% | +$142K |
|
330
Raymond James Financial
RJF
$33.1B
| $54.2M | 0.05% |
1,118,333
+9,578
| +0.9% | +$465K |
|
331
McCormick & Company Non-Voting
MKC
$18.8B
| $53.6M | 0.05% |
552,612
-20,662
| -4% | -$2.01M |
|
332
Timken Company
TKR
$5.37B
| $53.2M | 0.04% |
981,050
+766,883
| +358% | +$41.6M |
|
333
Chipotle Mexican Grill
CMG
$53.2B
| $52.9M | 0.04% |
2,127,350
+44,750
| +2% | +$1.11M |
|
334
Electronic Arts
EA
$42B
| $52.7M | 0.04% |
403,779
-17,811
| -4% | -$2.32M |
|
335
Cognizant
CTSH
$34.8B
| $51.8M | 0.04% |
746,337
-27,399
| -4% | -$1.9M |
|
336
General Mills
GIS
$26.8B
| $51.8M | 0.04% |
839,654
-40,268
| -5% | -$2.48M |
|
337
TE Connectivity
TEL
$61.4B
| $51.6M | 0.04% |
528,336
-106,851
| -17% | -$10.4M |
|
|
AAT
338
American Assets Trust
AAT
$1.27B
| $51.6M | 0.04% |
2,141,384
+442,880
| +26% | +$10.7M |
|
339
Deckers Outdoor
DECK
$17.9B
| $51.2M | 0.04% |
1,395,636
+105,168
| +8% | +$3.86M |
|
340
eBay
EBAY
$42.5B
| $50.7M | 0.04% |
972,362
-181,055
| -16% | -$9.43M |
|
341
Crane NXT
CXT
$3.54B
| $50.6M | 0.04% |
2,908,777
-5,488
| -0.2% | -$95.6K |
|
342
General Motors
GM
$55.4B
| $50.5M | 0.04% |
1,706,591
-93,198
| -5% | -$2.76M |
|
343
L3Harris
LHX
$51.2B
| $49.8M | 0.04% |
292,997
-17,822
| -6% | -$3.03M |
|
344
TD Synnex
SNX
$12.4B
| $49.6M | 0.04% |
707,852
-15,834
| -2% | -$1.11M |
|
345
Huntington Ingalls Industries
HII
$10.6B
| $49.5M | 0.04% |
351,517
+55,447
| +19% | +$7.8M |
|
|
TWTR
346
DELISTED
Twitter, Inc.
TWTR
| $49.5M | 0.04% |
1,111,321
-56,337
| -5% | -$2.51M |
|
347
Cadence Design Systems
CDNS
$98.3B
| $49M | 0.04% |
459,813
-10,914
| -2% | -$1.16M |
|
348
Cannae Holdings
CNNE
$1.09B
| $48.9M | 0.04% |
1,311,987
+1,302,329
| +13,484% | +$48.5M |
|
349
Encompass Health
EHC
$12.7B
| $47.5M | 0.04% |
918,042
-16,739
| -2% | -$865K |
|
350
Dow Inc
DOW
$17B
| $47.5M | 0.04% |
1,008,519
-59,295
| -6% | -$2.79M |
|