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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
KKR & Co
KKR
$124B
| $538M | 0.6% | 22,907,200 +1,317,628 | +6% | +$30.9M |
|
27
Merck
MRK
$210B
| $535M | 0.59% | 6,959,536 -82,383 | -1% | -$6.34M |
|
|
28
Digital Realty Trust
DLR
$57.2B
| $517M | 0.57% | 3,722,407 +1,840,208 | +98% | +$256M |
|
29
Adobe
ADBE
$151B
| $509M | 0.56% | 1,600,264 +95,275 | +6% | +$30.3M |
|
30
Essex Property Trust
ESS
$17.4B
| $504M | 0.56% | 2,290,651 +130,160 | +6% | +$28.7M |
|
31
Vulcan Materials
VMC
$38.5B
| $504M | 0.56% | 4,664,961 +567,111 | +14% | +$61.3M |
|
32
Copart
CPRT
$47.2B
| $494M | 0.55% | 7,210,551 +578,632 | +9% | +$39.6M |
|
33
Roper Technologies
ROP
$56.6B
| $487M | 0.54% | 1,563,073 +217,224 | +16% | +$67.7M |
|
34
VeriSign
VRSN
$25.5B
| $474M | 0.52% | 2,629,515 +254,955 | +11% | +$45.9M |
|
35
Autodesk
ADSK
$67.3B
| $465M | 0.51% | 2,976,037 +36,463 | +1% | +$5.69M |
|
36
CarMax
KMX
$9.21B
| $458M | 0.51% | 8,501,861 +680,460 | +9% | +$36.6M |
|
37
Walt Disney
DIS
$213B
| $444M | 0.49% | 4,598,658 +263,508 | +6% | +$25.5M |
|
38
Costco
COST
$418B
| $444M | 0.49% | 1,556,938 +34,744 | +2% | +$9.91M |
|
39
Procter & Gamble
PG
$368B
| $429M | 0.47% | 3,899,359 +45,053 | +1% | +$4.96M |
|
|
FRC
40
DELISTED
First Republic Bank
FRC
| $427M | 0.47% | 5,194,338 -186,693 | -3% | -$15.4M |
|
41
Alibaba
BABA
$322B
| $426M | 0.47% | 2,189,994 -6,168 | -0.3% | -$1.2M |
|
42
PayPal
PYPL
$67.1B
| $425M | 0.47% | 4,437,884 +530,166 | +14% | +$50.8M |
|
43
Domino's
DPZ
$15.6B
| $423M | 0.47% | 1,306,601 -224,004 | -15% | -$72.6M |
|
44
Fidelity National Financial
FNF
$16.3B
| $423M | 0.47% | 17,011,169 -1,079,889 | -6% | -$26.9M |
|
45
Pfizer
PFE
$141B
| $419M | 0.46% | 12,824,634 -30,912 | -0.2% | -$1.01M |
|
|
ANSS
46
DELISTED
Ansys
ANSS
| $416M | 0.46% | 1,791,463 -163,908 | -8% | -$38.1M |
|
47
American Homes 4 Rent
AMH
$13.3B
| $409M | 0.45% | 17,637,113 +2,886,750 | +20% | +$67M |
|
48
Coca-Cola
KO
$297B
| $406M | 0.45% | 9,184,688 +246,726 | +3% | +$10.9M |
|
49
Microchip Technology
MCHP
$35.1B
| $402M | 0.44% | 5,925,466 +173,949 | +3% | +$11.8M |
|
50
UnitedHealth
UNH
$281B
| $396M | 0.44% | 1,586,649 -13,770 | -0.9% | -$3.43M |
|