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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brown & Brown
BRO
|
$94.2M |
| 5 |
Brookfield
BN
|
$89.3M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Ross Stores
ROST
$48.1B
| $550M | 0.53% | 7,056,248 -49,779 | -0.7% | -$3.88M |
|
27
Chevron
CVX
$324B
| $542M | 0.52% | 4,754,089 -161,971 | -3% | -$18.5M |
|
28
Essex Property Trust
ESS
$17.4B
| $540M | 0.52% | 2,241,680 +3,963 | +0.2% | +$954K |
|
29
Pfizer
PFE
$141B
| $537M | 0.51% | 15,135,014 +149,146 | +1% | +$5.29M |
|
30
American Tower
AMT
$95.5B
| $523M | 0.5% | 3,595,781 +402,859 | +13% | +$58.6M |
|
31
Roper Technologies
ROP
$56.6B
| $521M | 0.5% | 1,855,449 -31,460 | -2% | -$8.83M |
|
32
Autodesk
ADSK
$67.3B
| $516M | 0.49% | 4,107,044 -50,049 | -1% | -$6.29M |
|
33
Microchip Technology
MCHP
$35.1B
| $513M | 0.49% | 5,616,587 +24,008 | +0.4% | +$2.19M |
|
34
AvalonBay Communities
AVB
$27.9B
| $509M | 0.49% | 3,092,546 +232,456 | +8% | +$38.2M |
|
35
Invitation Homes
INVH
$19.2B
| $507M | 0.48% | 22,203,550 +1,099,007 | +5% | +$25.1M |
|
36
Alexandria Real Estate Equities
ARE
$14.1B
| $505M | 0.48% | 4,046,501 +543,870 | +16% | +$67.9M |
|
37
Visa
V
$683B
| $502M | 0.48% | 4,197,728 +276,308 | +7% | +$33.1M |
|
38
Bank of America
BAC
$376B
| $478M | 0.46% | 15,930,361 -2,011,408 | -11% | -$60.3M |
|
39
Intel
INTC
$107B
| $471M | 0.45% | 9,052,102 +1,364,754 | +18% | +$71.1M |
|
40
Cisco
CSCO
$274B
| $463M | 0.44% | 10,795,629 -399,852 | -4% | -$17.1M |
|
41
CBRE Group
CBRE
$48.2B
| $460M | 0.44% | 9,751,855 -25,048 | -0.3% | -$1.18M |
|
42
Mastercard
MA
$538B
| $450M | 0.43% | 2,569,086 +105,160 | +4% | +$18.4M |
|
43
Sherwin-Williams
SHW
$91.2B
| $438M | 0.42% | 1,118,210 +61,587 | +6% | +$24.1M |
|
44
Hilton Worldwide
HLT
$64.9B
| $436M | 0.42% | 5,531,823 +1,077,659 | +24% | +$84.9M |
|
45
Verizon
VZ
$186B
| $428M | 0.41% | 8,946,008 -215,540 | -2% | -$10.3M |
|
46
Gartner
IT
$19B
| $422M | 0.4% | 3,589,077 +662,107 | +23% | +$77.9M |
|
47
UnitedHealth
UNH
$281B
| $416M | 0.4% | 1,945,624 +119,386 | +7% | +$25.5M |
|
48
Martin Marietta Materials
MLM
$37.2B
| $405M | 0.39% | 1,955,132 +45,493 | +2% | +$9.43M |
|
49
VeriSign
VRSN
$25.5B
| $401M | 0.38% | 3,384,576 -51,786 | -2% | -$6.14M |
|
50
Verisk Analytics
VRSK
$37.5B
| $401M | 0.38% | 3,851,853 -142,845 | -4% | -$14.9M |
|