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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$787M |
| 2 |
Ross Stores
ROST
|
$229M |
| 3 |
Simon Property Group
SPG
|
$190M |
| 4 |
PX
Praxair Inc
PX
|
$171M |
| 5 |
Alibaba
BABA
|
$149M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
CarMax
KMX
$9.21B
| $550M | 0.59% | 8,771,122 -1,100,538 | -11% | -$69M |
|
27
Alexandria Real Estate Equities
ARE
$14.1B
| $546M | 0.58% | 4,736,644 +81,713 | +2% | +$9.42M |
|
28
Welltower
WELL
$113B
| $534M | 0.57% | 7,686,756 +162,623 | +2% | +$11.3M |
|
29
Restaurant Brands International
QSR
$20.8B
| $523M | 0.56% | 10,002,543 -606,532 | -6% | -$31.7M |
|
30
Exxon Mobil
XOM
$487B
| $523M | 0.56% | 7,662,654 -188,642 | -2% | -$12.9M |
|
31
Essex Property Trust
ESS
$17.4B
| $492M | 0.52% | 2,007,657 -191,671 | -9% | -$47M |
|
32
Chevron
CVX
$324B
| $466M | 0.5% | 4,280,433 -367,359 | -8% | -$40M |
|
33
Mastercard
MA
$538B
| $457M | 0.49% | 2,421,868 -53,871 | -2% | -$10.2M |
|
34
UnitedHealth
UNH
$281B
| $454M | 0.48% | 1,823,408 -23,361 | -1% | -$5.82M |
|
35
VeriSign
VRSN
$25.5B
| $443M | 0.47% | 2,989,417 -261,217 | -8% | -$38.7M |
|
36
Microchip Technology
MCHP
$35.1B
| $439M | 0.47% | 6,101,301 -82,992 | -1% | -$5.97M |
|
37
Invitation Homes
INVH
$19.2B
| $414M | 0.44% | 20,633,024 -2,095,935 | -9% | -$42.1M |
|
38
Walt Disney
DIS
$213B
| $413M | 0.44% | 3,768,260 +313,546 | +9% | +$34.4M |
|
39
American Tower
AMT
$95.5B
| $409M | 0.44% | 2,583,943 -496,742 | -16% | -$78.6M |
|
40
Procter & Gamble
PG
$368B
| $398M | 0.42% | 4,334,548 +16,319 | +0.4% | +$1.5M |
|
|
BKI
41
DELISTED
Black Knight, Inc. Common Stock
BKI
| $397M | 0.42% | 8,807,339 -183,604 | -2% | -$8.27M |
|
42
Coca-Cola
KO
$297B
| $391M | 0.42% | 8,257,670 +180,017 | +2% | +$8.52M |
|
43
Medtronic
MDT
$119B
| $389M | 0.41% | 4,277,887 -78,784 | -2% | -$7.17M |
|
44
Verisk Analytics
VRSK
$37.5B
| $388M | 0.41% | 3,558,405 -229,906 | -6% | -$25.1M |
|
|
FRC
45
DELISTED
First Republic Bank
FRC
| $383M | 0.41% | 4,404,109 +127,038 | +3% | +$11M |
|
46
Abbott
ABT
$231B
| $382M | 0.41% | 5,287,337 +126,874 | +2% | +$9.18M |
|
|
INFO
47
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $378M | 0.4% | 7,874,054 -288,092 | -4% | -$13.8M |
|
48
CBRE Group
CBRE
$48.2B
| $377M | 0.4% | 9,420,935 -375,678 | -4% | -$15M |
|
49
Cisco
CSCO
$274B
| $377M | 0.4% | 8,705,474 -742,146 | -8% | -$32.2M |
|
50
Home Depot
HD
$405B
| $368M | 0.39% | 2,144,348 +42,538 | +2% | +$7.31M |
|