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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Restaurant Brands International
QSR
$20.8B
| $528M | 0.53% | 8,445,609 +81,256 | +1% | +$5.08M |
|
27
Merck
MRK
$210B
| $514M | 0.51% | 8,012,726 +2,304,142 | +40% | +$148M |
|
28
Air Products & Chemicals
APD
$65.5B
| $507M | 0.51% | 3,541,101 +419,593 | +13% | +$60M |
|
29
Pfizer
PFE
$141B
| $491M | 0.49% | 14,615,268 +4,664,868 | +47% | +$157M |
|
30
Welltower
WELL
$113B
| $491M | 0.49% | 6,554,573 +62,933 | +1% | +$4.71M |
|
31
Microchip Technology
MCHP
$35.1B
| $484M | 0.49% | 6,276,677 +2,507,707 | +67% | +$194M |
|
32
Bank of America
BAC
$376B
| $467M | 0.47% | 19,234,880 -640,094 | -3% | -$15.5M |
|
33
S&P Global
SPGI
$167B
| $464M | 0.46% | 3,177,554 -14,832 | -0.5% | -$2.17M |
|
34
Roper Technologies
ROP
$56.6B
| $450M | 0.45% | 1,944,790 +57,035 | +3% | +$13.2M |
|
35
Autodesk
ADSK
$67.3B
| $433M | 0.43% | 4,296,685 -291,632 | -6% | -$29.4M |
|
|
GDVD
36
DELISTED
Principal Active Global Dividend Income ETF
GDVD
| $429M | 0.43% | +16,800,000 | New | +$429M |
|
37
Dentsply Sirona
XRAY
$2.85B
| $420M | 0.42% | 6,474,432 +1,181,547 | +22% | +$76.6M |
|
38
Cisco
CSCO
$274B
| $405M | 0.41% | 12,943,764 +331,210 | +3% | +$10.4M |
|
39
Verizon
VZ
$186B
| $403M | 0.4% | 9,014,846 +3,107,054 | +53% | +$139M |
|
40
American Tower
AMT
$95.5B
| $397M | 0.4% | 2,997,688 +158,938 | +6% | +$21M |
|
41
Procter & Gamble
PG
$368B
| $396M | 0.4% | 4,542,171 +437,424 | +11% | +$38.1M |
|
42
Comcast
CMCSA
$125B
| $395M | 0.4% | 10,152,832 +2,922,929 | +40% | +$114M |
|
43
GE Aerospace
GE
$292B
| $389M | 0.39% | 14,389,885 +1,421,266 | +11% | +$38.4M |
|
44
O'Reilly Automotive
ORLY
$88B
| $388M | 0.39% | 1,773,493 +226,450 | +15% | +$49.5M |
|
45
CBRE Group
CBRE
$48.2B
| $385M | 0.39% | 10,568,915 +575,408 | +6% | +$20.9M |
|
46
AT&T
T
$209B
| $381M | 0.38% | 10,097,410 +119,434 | +1% | +$4.51M |
|
47
Fidelity National Information Services
FIS
$36.5B
| $380M | 0.38% | 4,444,315 +766,221 | +21% | +$65.4M |
|
48
Ross Stores
ROST
$48.1B
| $374M | 0.38% | 6,482,963 +327,310 | +5% | +$18.9M |
|
49
Alexandria Real Estate Equities
ARE
$14.1B
| $366M | 0.37% | 3,034,982 +494,964 | +19% | +$59.6M |
|
50
Enovis
ENOV
$1.77B
| $353M | 0.35% | 8,956,040 +95,361 | +1% | +$3.75M |
|