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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Four Corners Property Trust
FCPT
$2.73B
| $49.2M | 0.04% |
1,830,623
+125,553
| +7% | +$3.37M |
|
427
Biogen
BIIB
$20.6B
| $49M | 0.04% |
176,377
+3,490
| +2% | +$970K |
|
428
Crane NXT
CXT
$3.51B
| $48.8M | 0.03% |
1,238,909
+72,951
| +6% | +$2.88M |
|
429
Graco
GGG
$14.2B
| $48.7M | 0.03% |
667,644
+3,141
| +0.5% | +$229K |
|
430
Ecolab
ECL
$77.6B
| $48.6M | 0.03% |
293,303
+1,989
| +0.7% | +$329K |
|
431
Consolidated Edison
ED
$35.4B
| $48.4M | 0.03% |
506,297
+9,122
| +2% | +$873K |
|
432
Essential Utilities
WTRG
$11B
| $48.4M | 0.03% |
1,108,453
+11,796
| +1% | +$515K |
|
|
SYNH
433
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $48.4M | 0.03% |
1,358,164
-113,794
| -8% | -$4.05M |
|
434
Dentsply Sirona
XRAY
$2.92B
| $48.3M | 0.03% |
1,229,394
+138,590
| +13% | +$5.44M |
|
435
Liberty Media Series A
FWONA
$22.6B
| $48.2M | 0.03% |
746,093
-1,470
| -0.2% | -$95K |
|
436
Insulet
PODD
$24.5B
| $48.2M | 0.03% |
151,002
+91,863
| +155% | +$29.3M |
|
437
Williams Companies
WMB
$69.9B
| $48M | 0.03% |
1,608,586
+45,401
| +3% | +$1.36M |
|
438
Wingstop
WING
$8.65B
| $48M | 0.03% |
261,265
+19,483
| +8% | +$3.58M |
|
439
ESAB
ESAB
$7.15B
| $47.9M | 0.03% |
811,384
-9,613
| -1% | -$568K |
|
440
Exelon
EXC
$43.9B
| $47.7M | 0.03% |
1,138,565
+17,487
| +2% | +$733K |
|
441
California Resources
CRC
$4.1B
| $47.7M | 0.03% |
1,238,057
-7,697
| -0.6% | -$296K |
|
442
Interactive Brokers
IBKR
$26.8B
| $47.7M | 0.03% |
2,309,068
+318,860
| +16% | +$6.58M |
|
443
Cathay General Bancorp
CATY
$3.43B
| $47.3M | 0.03% |
1,370,261
+104,923
| +8% | +$3.62M |
|
444
Sysco
SYY
$39.4B
| $47.2M | 0.03% |
610,597
-51,891
| -8% | -$4.01M |
|
445
Aflac
AFL
$57.2B
| $47.1M | 0.03% |
730,736
+6,596
| +0.9% | +$426K |
|
446
Janus Henderson
JHG
$6.91B
| $46.8M | 0.03% |
1,757,062
-10,097
| -0.6% | -$269K |
|
447
Credicorp
BAP
$20.7B
| $46.8M | 0.03% |
+353,268
| New | +$46.8M |
|
448
Travelers Companies
TRV
$62B
| $46.7M | 0.03% |
272,276
+707
| +0.3% | +$121K |
|
449
Carlisle Companies
CSL
$16.9B
| $46.6M | 0.03% |
206,320
+2,150
| +1% | +$486K |
|
450
Jabil
JBL
$22.5B
| $46.5M | 0.03% |
527,967
-3,293
| -0.6% | -$290K |
|