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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Restaurant Brands International
QSR
$20.8B
| $629M | 0.55% | 10,609,075 -186,324 | -2% | -$11M |
|
27
Alexandria Real Estate Equities
ARE
$14.1B
| $586M | 0.52% | 4,654,931 +220,402 | +5% | +$27.7M |
|
28
Chevron
CVX
$324B
| $568M | 0.5% | 4,647,792 -64,435 | -1% | -$7.88M |
|
29
Mastercard
MA
$538B
| $551M | 0.49% | 2,475,739 -58,385 | -2% | -$13M |
|
30
Essex Property Trust
ESS
$17.4B
| $543M | 0.48% | 2,199,328 -65,569 | -3% | -$16.2M |
|
31
Merck
MRK
$210B
| $521M | 0.46% | 7,347,336 -186,436 | -2% | -$13.2M |
|
32
Invitation Homes
INVH
$19.2B
| $521M | 0.46% | 22,728,959 -714,293 | -3% | -$16.4M |
|
33
VeriSign
VRSN
$25.5B
| $520M | 0.46% | 3,250,634 -119,897 | -4% | -$19.2M |
|
34
Verizon
VZ
$186B
| $517M | 0.46% | 9,683,267 -49,726 | -0.5% | -$2.65M |
|
35
UnitedHealth
UNH
$281B
| $491M | 0.43% | 1,846,769 -12,549 | -0.7% | -$3.34M |
|
36
Microchip Technology
MCHP
$35.1B
| $488M | 0.43% | 6,184,293 +276,315 | +5% | +$21.8M |
|
37
Welltower
WELL
$113B
| $484M | 0.43% | 7,524,133 +980,800 | +15% | +$63.1M |
|
|
38
Autodesk
ADSK
$67.3B
| $481M | 0.42% | 3,081,328 -1,070,819 | -26% | -$167M |
|
39
S&P Global
SPGI
$167B
| $476M | 0.42% | 2,433,862 -795,606 | -25% | -$155M |
|
|
BKI
40
DELISTED
Black Knight, Inc. Common Stock
BKI
| $467M | 0.41% | 8,990,943 +221,667 | +3% | +$11.5M |
|
41
Cisco
CSCO
$274B
| $460M | 0.41% | 9,447,620 -731,453 | -7% | -$35.6M |
|
42
Roper Technologies
ROP
$56.6B
| $459M | 0.4% | 1,549,586 -221,003 | -12% | -$65.5M |
|
43
Verisk Analytics
VRSK
$37.5B
| $457M | 0.4% | 3,788,311 -27,610 | -0.7% | -$3.33M |
|
44
Bank of America
BAC
$376B
| $449M | 0.4% | 15,257,864 -57,109 | -0.4% | -$1.68M |
|
45
Air Products & Chemicals
APD
$65.5B
| $449M | 0.4% | 2,689,844 -775,294 | -22% | -$130M |
|
46
American Tower
AMT
$95.5B
| $448M | 0.39% | 3,080,685 -543,656 | -15% | -$79M |
|
47
KKR & Co
KKR
$124B
| $447M | 0.39% | 16,396,377 +616,261 | +4% | +$16.8M |
|
|
INFO
48
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $440M | 0.39% | 8,162,146 +12,912 | +0.2% | +$697K |
|
49
Home Depot
HD
$405B
| $435M | 0.38% | 2,101,810 -4,515 | -0.2% | -$935K |
|
50
CBRE Group
CBRE
$48.2B
| $432M | 0.38% | 9,796,613 +84,876 | +0.9% | +$3.74M |
|