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 | +$505M | |
| 2 | +$485M | |
| 3 | +$388M | |
| 4 |
NVIDIA
NVDA
|
+$338M |
| 5 |
Live Nation Entertainment
LYV
|
+$288M |
Top Sells
| 1 | +$647M | |
| 2 | +$401M | |
| 3 | +$304M | |
| 4 |
Vail Resorts
MTN
|
+$235M |
| 5 |
UnitedHealth
UNH
|
+$208M |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Financials | 15.7% |
| 3 | Real Estate | 11.65% |
| 4 | Consumer Discretionary | 11.44% |
| 5 | Industrials | 10.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$398B
| $750M | 0.38% |
14,530,373
-165,508
|
|
||
|
PIEQ
52
Principal International Equity ETF
PIEQ
$1.17B
| $747M | 0.38% |
23,659,997
+135,331
|
|
||
53
Teck Resources
TECK
$22B
| $741M | 0.37% |
16,879,229
+4,474,637
|
|
||
54
Tyler Technologies
TYL
$20.1B
| $738M | 0.37% |
1,410,640
+144,612
|
|
||
55
Exxon Mobil
XOM
$495B
| $726M | 0.37% |
6,439,812
-194,828
|
|
||
56
VICI Properties
VICI
$29.9B
| $704M | 0.36% |
21,589,046
-844,429
|
|
||
57
Oracle
ORCL
$610B
| $687M | 0.35% |
2,441,969
+172,624
|
|
||
58
TSMC
TSM
$1.52T
| $673M | 0.34% |
2,408,411
-207,808
|
|
||
59
Hyatt Hotels
H
$14.8B
| $669M | 0.34% |
4,715,085
+843,121
|
|
||
60
AbbVie
ABBV
$405B
| $664M | 0.34% |
2,869,088
+220,950
|
|
||
61
Regency Centers
REG
$12.7B
| $661M | 0.33% |
9,071,300
-347,045
|
|
||
62
LPL Financial
LPLA
$29.4B
| $655M | 0.33% |
1,970,021
+373,077
|
|
||
63
Digital Realty Trust
DLR
$55.3B
| $641M | 0.32% |
3,708,714
-77,225
|
|
||
64
Danaher
DHR
$161B
| $633M | 0.32% |
3,194,827
+255,234
|
|
||
65
Johnson & Johnson
JNJ
$489B
| $627M | 0.32% |
3,381,807
-201,108
|
|
||
66
Walmart
WMT
$913B
| $627M | 0.32% |
6,080,740
-109,909
|
|
||
67
Fastenal
FAST
$48B
| $616M | 0.31% |
12,569,991
-517,695
|
|
||
68
Fair Isaac
FICO
$42.4B
| $605M | 0.31% |
404,105
+30,253
|
|
||
69
Palantir
PLTR
$421B
| $603M | 0.3% |
3,302,903
+916,488
|
|
||
70
Morgan Stanley
MS
$278B
| $580M | 0.29% |
3,647,827
-373,224
|
|
||
71
Linde
LIN
$188B
| $575M | 0.29% |
1,210,052
-43,123
|
|
||
72
Icon
ICLR
$14.2B
| $574M | 0.29% |
3,277,293
+2,886,755
|
|
||
73
Ares Management
ARES
$35.7B
| $565M | 0.29% |
3,534,773
+94,825
|
|
||
74
Entegris
ENTG
$13.4B
| $543M | 0.27% |
5,876,271
+540,755
|
|
||
75
Home Depot
HD
$351B
| $534M | 0.27% |
1,316,753
-272
|
|