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 | |
|---|---|---|---|---|---|---|
351
Exelon
EXC
$43.5B
| $47.3M | 0.04% |
1,852,698
-99,046
| -5% | -$2.53M |
|
|
LSXMA
352
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $46.8M | 0.04% |
1,918,542
-28,469
| -1% | -$694K |
|
353
Albany International
AIN
$1.82B
| $46.7M | 0.04% |
943,597
-8,744
| -0.9% | -$433K |
|
354
Centene
CNC
$15.3B
| $46.7M | 0.04% |
799,983
-46,727
| -6% | -$2.73M |
|
355
Tractor Supply
TSCO
$31.3B
| $46.6M | 0.04% |
1,626,780
+211,380
| +15% | +$6.06M |
|
356
Amphenol
APH
$143B
| $46.4M | 0.04% |
1,712,612
-96,156
| -5% | -$2.6M |
|
357
iShares Core S&P 500 ETF
IVV
$668B
| $46.2M | 0.04% |
137,544
+56,971
| +71% | +$19.1M |
|
358
Cummins
CMI
$54.8B
| $46.2M | 0.04% |
218,810
-17,819
| -8% | -$3.76M |
|
359
Cable One
CABO
$922M
| $45.7M | 0.04% |
24,263
+3,220
| +15% | +$6.07M |
|
360
Choice Hotels
CHH
$5.31B
| $45.7M | 0.04% |
531,989
-284,156
| -35% | -$24.4M |
|
361
Capital One
COF
$141B
| $45.6M | 0.04% |
634,046
-23,611
| -4% | -$1.7M |
|
362
General Dynamics
GD
$86.8B
| $45.5M | 0.04% |
328,548
-8,648
| -3% | -$1.2M |
|
363
HCA Healthcare
HCA
$97.8B
| $45.4M | 0.04% |
364,422
-25,217
| -6% | -$3.14M |
|
364
Essential Utilities
WTRG
$10.8B
| $45.3M | 0.04% |
1,126,368
+71,730
| +7% | +$2.89M |
|
365
Taylor Morrison
TMHC
$7.11B
| $45.3M | 0.04% |
1,841,681
+54,519
| +3% | +$1.34M |
|
366
Mercado Libre
MELI
$119B
| $44.9M | 0.04% |
41,464
-16,452
| -28% | -$17.8M |
|
367
American Water Works
AWK
$27.3B
| $44.8M | 0.04% |
309,546
-18,239
| -6% | -$2.64M |
|
|
TXNM
368
TXNM Energy, Inc.
TXNM
$5.98B
| $44.1M | 0.04% |
1,068,116
-44,412
| -4% | -$1.84M |
|
369
KLA
KLAC
$121B
| $44.1M | 0.04% |
227,704
-14,254
| -6% | -$2.76M |
|
370
Sysco
SYY
$39B
| $44.1M | 0.04% |
707,986
-43,165
| -6% | -$2.69M |
|
371
Agilent Technologies
A
$36.3B
| $44M | 0.04% |
435,757
-26,265
| -6% | -$2.65M |
|
|
MGP
372
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $43.7M | 0.04% |
1,560,706
+220,410
| +16% | +$6.17M |
|
373
Alliant Energy
LNT
$16.5B
| $43.6M | 0.04% |
844,294
+35,913
| +4% | +$1.85M |
|
374
Ameriprise Financial
AMP
$46.4B
| $43.5M | 0.04% |
282,581
-55,355
| -16% | -$8.53M |
|
375
Darling Ingredients
DAR
$4.94B
| $43.4M | 0.04% |
1,204,735
-218,102
| -15% | -$7.86M |
|