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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Willis Towers Watson
WTW
|
$177M |
| 3 |
Public Storage
PSA
|
$177M |
| 4 |
Signet Jewelers
SIG
|
$144M |
| 5 |
Host Hotels & Resorts
HST
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Prologis
PLD
$106B
| $421M | 0.61% | 9,523,593 +372,369 | +4% | +$16.5M |
|
27
Cisco
CSCO
$274B
| $411M | 0.6% | 14,452,643 +525,844 | +4% | +$15M |
|
28
AT&T
T
$209B
| $410M | 0.59% | 10,456,923 +1,094,192 | +12% | +$42.9M |
|
29
Moody's
MCO
$91.4B
| $409M | 0.59% | 4,232,941 +888,619 | +27% | +$85.8M |
|
30
Amazon
AMZN
$2.44T
| $408M | 0.59% | 686,519 +57,349 | +9% | +$34M |
|
31
TransDigm Group
TDG
$78.8B
| $400M | 0.58% | 1,815,331 +383,946 | +27% | +$84.6M |
|
32
Boston Properties
BXP
$11.5B
| $389M | 0.56% | 3,062,906 +45,383 | +2% | +$5.77M |
|
33
CarMax
KMX
$9.21B
| $371M | 0.54% | 7,268,006 +826,305 | +13% | +$42.2M |
|
34
Crown Castle
CCI
$43.2B
| $360M | 0.52% | 4,166,625 +456,593 | +12% | +$39.5M |
|
|
GGP
35
DELISTED
GGP Inc.
GGP
| $358M | 0.52% | 12,037,464 -1,066,846 | -8% | -$31.7M |
|
36
Dollar Tree
DLTR
$22.8B
| $356M | 0.52% | 4,312,111 +710,232 | +20% | +$58.6M |
|
37
Roper Technologies
ROP
$56.6B
| $340M | 0.49% | 1,859,185 +35,785 | +2% | +$6.54M |
|
38
Procter & Gamble
PG
$368B
| $340M | 0.49% | 4,125,002 -3,069 | -0.1% | -$253K |
|
|
MHFI
39
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $325M | 0.47% | 3,284,055 +370,370 | +13% | +$36.7M |
|
40
Verizon
VZ
$186B
| $324M | 0.47% | 5,994,813 +408,343 | +7% | +$22.1M |
|
41
Gilead Sciences
GILD
$140B
| $324M | 0.47% | 3,521,954 +515,481 | +17% | +$47.4M |
|
42
Ross Stores
ROST
$48.1B
| $320M | 0.46% | 5,526,708 -25,620 | -0.5% | -$1.48M |
|
43
Intel
INTC
$107B
| $320M | 0.46% | 9,881,136 +1,001,052 | +11% | +$32.4M |
|
44
AutoZone
AZO
$70.2B
| $316M | 0.46% | 396,697 -4,469 | -1% | -$3.56M |
|
45
Fidelity National Financial
FNF
$16.3B
| $302M | 0.44% | 8,900,789 +650,672 | +8% | +$22.1M |
|
46
VeriSign
VRSN
$25.5B
| $294M | 0.43% | 3,316,618 -132,003 | -4% | -$11.7M |
|
47
Chevron
CVX
$324B
| $283M | 0.41% | 2,963,339 +244,833 | +9% | +$23.4M |
|
48
CubeSmart
CUBE
$9.33B
| $282M | 0.41% | 8,462,837 -817,414 | -9% | -$27.2M |
|
49
Air Products & Chemicals
APD
$65.5B
| $281M | 0.41% | 1,953,493 -362,611 | -16% | -$52.2M |
|
50
Verisk Analytics
VRSK
$37.5B
| $274M | 0.4% | 3,427,068 +154,234 | +5% | +$12.3M |
|