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 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
VeriSign
VRSN
$25.5B
| $278M | 0.39% | 3,215,324 -101,294 | -3% | -$8.76M |
|
52
American Tower
AMT
$95.5B
| $276M | 0.39% | 2,428,981 +54,483 | +2% | +$6.19M |
|
|
53
Crown Castle
CCI
$43.2B
| $274M | 0.38% | 2,705,173 -1,461,452 | -35% | -$148M |
|
54
Merck
MRK
$210B
| $271M | 0.38% | 4,700,210 +399,230 | +9% | +$23M |
|
55
Fidelity National Information Services
FIS
$36.5B
| $270M | 0.38% | 3,663,970 -20,142 | -0.5% | -$1.48M |
|
56
Amgen
AMGN
$155B
| $269M | 0.38% | 1,767,448 -46,910 | -3% | -$7.14M |
|
57
Altria Group
MO
$113B
| $265M | 0.37% | 3,848,902 +211,395 | +6% | +$14.6M |
|
58
Gilead Sciences
GILD
$140B
| $263M | 0.37% | 3,150,074 -371,880 | -11% | -$31M |
|
59
Restaurant Brands International
QSR
$20.8B
| $263M | 0.37% | 6,311,023 -78,107 | -1% | -$3.25M |
|
60
Walmart
WMT
$774B
| $256M | 0.36% | 3,512,077 +98,695 | +3% | +$7.21M |
|
61
Loews
L
$20.1B
| $255M | 0.36% | 6,213,040 -108,407 | -2% | -$4.45M |
|
62
CBRE Group
CBRE
$48.2B
| $255M | 0.36% | 9,612,021 +643,550 | +7% | +$17M |
|
63
Coca-Cola
KO
$297B
| $252M | 0.35% | 5,554,765 +75,277 | +1% | +$3.41M |
|
64
Visa
V
$683B
| $251M | 0.35% | 3,386,770 +63,500 | +2% | +$4.71M |
|
65
CubeSmart
CUBE
$9.33B
| $248M | 0.35% | 8,035,182 -427,655 | -5% | -$13.2M |
|
66
Comcast
CMCSA
$125B
| $247M | 0.34% | 3,782,441 +118,067 | +3% | +$7.7M |
|
67
Liberty Global Class C
LBTYK
$4.07B
| $245M | 0.34% | 8,538,553 +1,830,443 | +27% | +$52.4M |
|
68
Autodesk
ADSK
$67.3B
| $239M | 0.33% | 4,421,352 +34,733 | +0.8% | +$1.88M |
|
69
Liberty Broadband Class C
LBRDK
$8.73B
| $237M | 0.33% | 3,948,251 +617,303 | +19% | +$37M |
|
|
EQY
70
DELISTED
Equity One
EQY
| $237M | 0.33% | 7,358,049 +1,478,695 | +25% | +$47.6M |
|
71
Home Depot
HD
$405B
| $235M | 0.33% | 1,837,370 -52,266 | -3% | -$6.67M |
|
72
Extra Space Storage
EXR
$30.5B
| $233M | 0.33% | 2,517,961 -396,385 | -14% | -$36.7M |
|
73
Intuit
INTU
$186B
| $230M | 0.32% | 2,057,254 -44,392 | -2% | -$4.95M |
|
74
UnitedHealth
UNH
$281B
| $229M | 0.32% | 1,619,094 +81,304 | +5% | +$11.5M |
|
75
Brookfield Infrastructure Partners
BIP
$14.6B
| $226M | 0.32% | 4,995,012 +121,733 | +2% | +$5.51M |
|