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 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 2 |
DaVita
DVA
|
$195M |
| 3 |
Crown Castle
CCI
|
$180M |
| 4 |
Wells Fargo
WFC
|
$164M |
| 5 |
NetEase
NTES
|
$121M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
CarMax
KMX
$9.21B
| $594M | 0.55% | 9,256,240 -62,953 | -0.7% | -$4.04M |
|
27
Ross Stores
ROST
$48.1B
| $570M | 0.53% | 7,106,027 -226,725 | -3% | -$18.2M |
|
28
Restaurant Brands International
QSR
$20.8B
| $565M | 0.52% | 9,192,997 +645,845 | +8% | +$39.7M |
|
29
Pfizer
PFE
$141B
| $543M | 0.5% | 14,985,868 +183,810 | +1% | +$6.66M |
|
30
Essex Property Trust
ESS
$17.4B
| $540M | 0.5% | 2,237,717 -90,448 | -4% | -$21.8M |
|
31
Bank of America
BAC
$376B
| $530M | 0.49% | 17,941,769 -1,024,205 | -5% | -$30.2M |
|
32
S&P Global
SPGI
$167B
| $520M | 0.48% | 3,067,780 -54,562 | -2% | -$9.24M |
|
33
AvalonBay Communities
AVB
$27.9B
| $510M | 0.47% | 2,860,090 -71,980 | -2% | -$12.8M |
|
34
Invitation Homes
INVH
$19.2B
| $497M | 0.46% | 21,104,543 +13,107,278 | +164% | +$309M |
|
35
Microchip Technology
MCHP
$35.1B
| $491M | 0.45% | 5,592,579 +41,607 | +0.7% | +$3.66M |
|
36
Roper Technologies
ROP
$56.6B
| $489M | 0.45% | 1,886,909 -44,936 | -2% | -$11.6M |
|
37
Verizon
VZ
$186B
| $485M | 0.45% | 9,161,548 +521,905 | +6% | +$27.6M |
|
|
38
Wells Fargo
WFC
$263B
| $460M | 0.42% | 7,587,517 -2,709,610 | -26% | -$164M |
|
39
Alexandria Real Estate Equities
ARE
$14.1B
| $457M | 0.42% | 3,502,631 +26,933 | +0.8% | +$3.52M |
|
40
American Tower
AMT
$95.5B
| $456M | 0.42% | 3,192,922 +28,324 | +0.9% | +$4.04M |
|
41
Dentsply Sirona
XRAY
$2.85B
| $455M | 0.42% | 6,914,847 +4,077 | +0.1% | +$268K |
|
42
Visa
V
$683B
| $447M | 0.41% | 3,921,420 +185,762 | +5% | +$21.2M |
|
43
Dollar Tree
DLTR
$22.8B
| $440M | 0.41% | 4,098,679 -60,451 | -1% | -$6.49M |
|
44
Autodesk
ADSK
$67.3B
| $436M | 0.4% | 4,157,093 -134,938 | -3% | -$14.1M |
|
45
Sherwin-Williams
SHW
$91.2B
| $433M | 0.4% | 1,056,623 -682 | -0.1% | -$280K |
|
46
Cisco
CSCO
$274B
| $429M | 0.39% | 11,195,481 -790,551 | -7% | -$30.3M |
|
47
CBRE Group
CBRE
$48.2B
| $423M | 0.39% | 9,776,903 -448,491 | -4% | -$19.4M |
|
48
Martin Marietta Materials
MLM
$37.2B
| $422M | 0.39% | 1,909,639 +248,887 | +15% | +$55M |
|
49
Fidelity National Information Services
FIS
$36.5B
| $412M | 0.38% | 4,379,031 -24,268 | -0.6% | -$2.28M |
|
50
AT&T
T
$209B
| $408M | 0.38% | 10,504,135 -411,798 | -4% | -$16M |
|