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 |
Alphabet (Google) Class A
GOOGL
|
$438M |
| 2 |
Equinix
EQIX
|
$402M |
| 3 |
Dollar Tree
DLTR
|
$251M |
| 4 |
PayPal
PYPL
|
$128M |
| 5 |
Synchrony
SYF
|
$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$433M |
| 2 |
Bausch Health
BHC
|
$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$202M |
| 4 |
HES
Hess
HES
|
$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Zoetis
ZTS
$69.3B
| $387M | 0.58% | 8,084,549 +824,462 | +11% | +$39.5M |
|
27
Boston Properties
BXP
$11.5B
| $385M | 0.57% | 3,017,523 +464,595 | +18% | +$59.3M |
|
28
Cisco
CSCO
$274B
| $378M | 0.56% | 13,926,799 +198,817 | +1% | +$5.4M |
|
|
GGP
29
DELISTED
GGP Inc.
GGP
| $357M | 0.53% | 13,104,310 +2,095,325 | +19% | +$57M |
|
30
CarMax
KMX
$9.21B
| $348M | 0.52% | 6,441,701 +1,405,507 | +28% | +$75.9M |
|
31
Roper Technologies
ROP
$56.6B
| $346M | 0.51% | 1,823,400 -8,603 | -0.5% | -$1.63M |
|
32
Moody's
MCO
$91.4B
| $336M | 0.5% | 3,344,322 +79,251 | +2% | +$7.95M |
|
33
Procter & Gamble
PG
$368B
| $328M | 0.49% | 4,128,071 +98,332 | +2% | +$7.81M |
|
34
TransDigm Group
TDG
$78.8B
| $327M | 0.49% | 1,431,385 +430,752 | +43% | +$98.4M |
|
35
AT&T
T
$209B
| $322M | 0.48% | 9,362,731 +444,228 | +5% | +$15.3M |
|
36
Crown Castle
CCI
$43.2B
| $321M | 0.48% | 3,710,032 +1,217,218 | +49% | +$105M |
|
37
Intel
INTC
$107B
| $306M | 0.45% | 8,880,084 +1,609,948 | +22% | +$55.5M |
|
38
Gilead Sciences
GILD
$140B
| $304M | 0.45% | 3,006,473 -221,331 | -7% | -$22.4M |
|
39
Air Products & Chemicals
APD
$65.5B
| $301M | 0.45% | 2,316,104 -374,736 | -14% | -$48.8M |
|
40
VeriSign
VRSN
$25.5B
| $301M | 0.45% | 3,448,621 -356,322 | -9% | -$31.1M |
|
41
Ross Stores
ROST
$48.1B
| $299M | 0.44% | 5,552,328 +1,060,771 | +24% | +$57.1M |
|
42
AutoZone
AZO
$70.2B
| $298M | 0.44% | 401,166 -23,932 | -6% | -$17.8M |
|
|
MHFI
43
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $287M | 0.43% | 2,913,685 +412,881 | +17% | +$40.7M |
|
44
Fidelity National Financial
FNF
$16.3B
| $286M | 0.43% | 8,250,117 +947,650 | +13% | +$32.9M |
|
45
Amgen
AMGN
$155B
| $285M | 0.42% | 1,757,197 +8,035 | +0.5% | +$1.3M |
|
46
CubeSmart
CUBE
$9.33B
| $284M | 0.42% | 9,280,251 +1,163,215 | +14% | +$35.6M |
|
|
47
Dollar Tree
DLTR
$22.8B
| $278M | 0.41% | 3,601,879 +3,253,252 | +933% | +$251M |
|
48
Home Depot
HD
$405B
| $277M | 0.41% | 2,096,762 -4,122 | -0.2% | -$545K |
|
49
Comcast
CMCSA
$125B
| $272M | 0.4% | 4,823,966 +503,976 | +12% | +$28.4M |
|
50
Philip Morris
PM
$260B
| $269M | 0.4% | 3,063,837 -283,865 | -8% | -$25M |
|