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 |
Air Products & Chemicals
APD
|
$203M |
| 2 |
Liberty Global Class C
LBTYK
|
$120M |
| 3 |
Pfizer
PFE
|
$117M |
| 4 |
Mastercard
MA
|
$114M |
| 5 |
Johnson & Johnson
JNJ
|
$94.3M |
Top Sells
| 1 |
Allstate
ALL
|
$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$120M |
| 3 |
ADT
ADT CORP
ADT
|
$102M |
| 4 |
Service Corp International
SCI
|
$63.6M |
| 5 |
Everest Group
EG
|
$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Public Storage
PSA
$51.7B
| $193M | 0.34% | 1,145,829 +25,377 | +2% | +$4.28M |
|
52
Fidelity National Information Services
FIS
$36.5B
| $192M | 0.34% | 3,586,249 +88,595 | +3% | +$4.74M |
|
53
Vornado Realty Trust
VNO
$7.3B
| $190M | 0.34% | 1,931,762 +49,815 | +3% | +$4.91M |
|
54
Intuit
INTU
$186B
| $185M | 0.33% | 2,379,320 +19,124 | +0.8% | +$1.49M |
|
|
DISCK
55
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $183M | 0.33% | 2,373,363 +54,280 | +2% | +$4.18M |
|
56
Coca-Cola
KO
$297B
| $183M | 0.33% | 4,724,807 -21,730 | -0.5% | -$840K |
|
57
Kinder Morgan
KMI
$60B
| $182M | 0.33% | 5,611,907 +292,182 | +5% | +$9.49M |
|
58
Fifth Third Bancorp
FITB
$30.3B
| $181M | 0.32% | 7,875,137 +941,964 | +14% | +$21.6M |
|
59
Jefferies Financial Group
JEF
$13.4B
| $181M | 0.32% | 6,449,770 -2,564 | -0% | -$71.8K |
|
|
60
Liberty Global Class C
LBTYK
$4.07B
| $179M | 0.32% | 4,390,836 +2,938,798 | +202% | +$120M |
|
61
Extra Space Storage
EXR
$30.5B
| $179M | 0.32% | 3,683,283 -917,364 | -20% | -$44.5M |
|
62
Ventas
VTR
$30.9B
| $177M | 0.32% | 2,920,479 +429,163 | +17% | +$26M |
|
|
BCR
63
DELISTED
CR Bard Inc.
BCR
| $174M | 0.31% | 1,173,616 +19,449 | +2% | +$2.88M |
|
64
Labcorp
LH
$23.1B
| $173M | 0.31% | 1,763,934 -220,839 | -11% | -$21.7M |
|
|
DFS
65
DELISTED
Discover Financial Services
DFS
| $173M | 0.31% | 2,968,089 +67,180 | +2% | +$3.91M |
|
66
Charles Schwab
SCHW
$174B
| $173M | 0.31% | 6,314,938 -798,006 | -11% | -$21.8M |
|
67
Essex Property Trust
ESS
$17.4B
| $171M | 0.3% | 1,004,117 +114,551 | +13% | +$19.5M |
|
68
Philip Morris
PM
$260B
| $168M | 0.3% | 2,051,752 -50,655 | -2% | -$4.15M |
|
69
AvalonBay Communities
AVB
$27.9B
| $167M | 0.3% | 1,271,864 +154,773 | +14% | +$20.3M |
|
70
Qualcomm
QCOM
$173B
| $164M | 0.29% | 2,075,640 +12,434 | +0.6% | +$981K |
|
71
Citigroup
C
$178B
| $163M | 0.29% | 3,414,045 -54,899 | -2% | -$2.61M |
|
|
RTN
72
DELISTED
Raytheon Company
RTN
| $162M | 0.29% | 1,636,184 +196,213 | +14% | +$19.4M |
|
73
Brown & Brown
BRO
$32B
| $159M | 0.28% | 5,177,009 +126,782 | +3% | +$3.9M |
|
74
Copart
CPRT
$47.2B
| $159M | 0.28% | 4,367,874 +160,558 | +4% | +$5.84M |
|
|
TYC
75
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $159M | 0.28% | 3,743,343 -241,233 | -6% | -$10.2M |
|