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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AvalonBay Communities
AVB
$26.9B
| $726M | 0.39% |
4,441,599
-55,448
|
|
||
52
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.13B
| $719M | 0.38% |
12,549,404
+814,741
|
|
||
53
CoStar Group
CSGP
$13.8B
| $714M | 0.38% |
17,696,192
+130,118
|
|
||
54
Bank of America
BAC
$382B
| $703M | 0.38% |
14,412,163
+483,564
|
|
||
55
Arthur J. Gallagher & Co
AJG
$55.5B
| $702M | 0.38% |
3,242,088
+409,145
|
|
||
56
Entegris
ENTG
$19.1B
| $690M | 0.37% |
5,885,239
+68,152
|
|
||
57
Procter & Gamble
PG
$341B
| $686M | 0.37% |
4,746,404
-113,366
|
|
||
58
Hyatt Hotels
H
$18.2B
| $679M | 0.36% |
4,721,425
+6,039
|
|
||
59
Digital Realty Trust
DLR
$65.6B
| $668M | 0.36% |
3,704,993
+14,446
|
|
||
60
TSMC
TSM
$2.15T
| $665M | 0.35% |
1,966,598
-112,656
|
|
||
61
Chevron
CVX
$373B
| $659M | 0.35% |
3,185,457
+288,589
|
|
||
62
AbbVie
ABBV
$401B
| $616M | 0.33% |
2,831,636
-36,970
|
|
||
63
Tyler Technologies
TYL
$12.8B
| $598M | 0.32% |
1,745,625
+291,564
|
|
||
64
Coca-Cola
KO
$342B
| $589M | 0.31% |
7,750,655
+121,026
|
|
||
65
Merck
MRK
$298B
| $567M | 0.3% |
4,709,942
-372,776
|
|
||
|
66
Brookfield Asset Management
BAM
$73.7B
| $566M | 0.3% |
12,735,547
+4,872,090
|
|
||
67
GE Aerospace
GE
$342B
| $554M | 0.3% |
1,952,283
+688,830
|
|
||
68
Danaher
DHR
$130B
| $546M | 0.29% |
2,880,858
-47,548
|
|
||
69
Micron Technology
MU
$974B
| $531M | 0.28% |
1,572,997
+326,369
|
|
||
70
American Homes 4 Rent
AMH
$12B
| $529M | 0.28% |
18,937,398
+3,126,434
|
|
||
71
Cadence Design Systems
CDNS
$104B
| $525M | 0.28% |
1,888,874
-324,229
|
|
||
72
Nice
NICE
$5.46B
| $505M | 0.27% |
4,578,940
+4,315,414
|
|
||
73
Morgan Stanley
MS
$334B
| $497M | 0.27% |
3,021,966
-127,363
|
|
||
74
Idexx Laboratories
IDXX
$44.3B
| $495M | 0.26% |
881,189
-87,757
|
|
||
75
Simon Property Group
SPG
$68.2B
| $484M | 0.26% |
2,595,216
-263,589
|
|