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 |
Equity Residential
EQR
|
$255M |
| 2 |
Autodesk
ADSK
|
$107M |
| 3 |
WRK
WestRock Company
WRK
|
$93.8M |
| 4 |
DuPont de Nemours
DD
|
$91.5M |
| 5 |
Kroger
KR
|
$84.1M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$132M |
| 2 |
Camden Property Trust
CPT
|
$124M |
| 3 |
Adobe
ADBE
|
$116M |
| 4 |
Bausch Health
BHC
|
$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Ventas
VTR
$30.9B
| $312M | 0.49% | 5,572,205 -106,323 | -2% | -$5.96M |
|
27
AutoZone
AZO
$70.2B
| $308M | 0.48% | 425,098 -7,083 | -2% | -$5.13M |
|
28
Welltower
WELL
$113B
| $302M | 0.48% | 4,466,792 +126,131 | +3% | +$8.54M |
|
29
Boston Properties
BXP
$11.5B
| $302M | 0.47% | 2,552,928 +81,469 | +3% | +$9.65M |
|
30
Amazon
AMZN
$2.44T
| $301M | 0.47% | 587,273 +36,781 | +7% | +$18.8M |
|
31
Zoetis
ZTS
$69.3B
| $299M | 0.47% | 7,260,087 +771,865 | +12% | +$31.8M |
|
32
CarMax
KMX
$9.21B
| $299M | 0.47% | 5,036,194 +1,256,019 | +33% | +$74.5M |
|
33
AT&T
T
$209B
| $291M | 0.46% | 8,918,503 +1,477,393 | +20% | +$48.1M |
|
34
Procter & Gamble
PG
$368B
| $290M | 0.46% | 4,029,739 +79,326 | +2% | +$5.71M |
|
35
Roper Technologies
ROP
$56.6B
| $287M | 0.45% | 1,832,003 +345,746 | +23% | +$54.2M |
|
|
GGP
36
DELISTED
GGP Inc.
GGP
| $286M | 0.45% | 11,008,985 +400,592 | +4% | +$10.4M |
|
37
SL Green Realty
SLG
$4.04B
| $282M | 0.44% | 2,602,961 +48,852 | +2% | +$5.28M |
|
38
Meta Platforms (Facebook)
META
$1.86T
| $278M | 0.44% | 3,092,707 +220,144 | +8% | +$19.8M |
|
39
TJX Companies
TJX
$152B
| $274M | 0.43% | 3,830,535 -1,276,624 | -25% | -$91.2M |
|
40
VeriSign
VRSN
$25.5B
| $268M | 0.42% | 3,804,943 +167,227 | +5% | +$11.8M |
|
41
Philip Morris
PM
$260B
| $266M | 0.42% | 3,347,702 +117,232 | +4% | +$9.3M |
|
42
Fidelity National Financial
FNF
$16.3B
| $259M | 0.41% | 7,302,467 +1,406,657 | +24% | +$49.9M |
|
|
AIV
43
Aimco
AIV
$1.11B
| $258M | 0.4% | 6,960,032 +780,602 | +13% | +$28.9M |
|
44
Citigroup
C
$178B
| $250M | 0.39% | 5,035,338 +218,089 | +5% | +$10.8M |
|
45
Fidelity National Information Services
FIS
$36.5B
| $249M | 0.39% | 3,712,992 +24,462 | +0.7% | +$1.64M |
|
46
Liberty Global Class C
LBTYK
$4.07B
| $247M | 0.39% | 6,021,235 +237,221 | +4% | +$9.73M |
|
47
Martin Marietta Materials
MLM
$37.2B
| $247M | 0.39% | 1,623,666 -14,892 | -0.9% | -$2.26M |
|
48
Comcast
CMCSA
$125B
| $246M | 0.39% | 4,319,990 -579,236 | -12% | -$32.9M |
|
49
Home Depot
HD
$405B
| $243M | 0.38% | 2,100,884 +133,643 | +7% | +$15.4M |
|
50
Amgen
AMGN
$155B
| $242M | 0.38% | 1,749,162 +51,626 | +3% | +$7.14M |
|