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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Verisk Analytics
VRSK
$37.5B
| $295M | 0.39% | 3,632,744 +122,703 | +3% | +$9.97M |
|
52
Fidelity National Information Services
FIS
$36.5B
| $295M | 0.39% | 3,828,623 +164,653 | +4% | +$12.7M |
|
53
Restaurant Brands International
QSR
$20.8B
| $293M | 0.39% | 6,583,247 +272,224 | +4% | +$12.1M |
|
54
Walmart
WMT
$774B
| $289M | 0.38% | 4,003,809 +491,732 | +14% | +$35.5M |
|
55
Public Storage
PSA
$51.7B
| $286M | 0.38% | 1,281,191 -207,614 | -14% | -$46.3M |
|
56
American Tower
AMT
$95.5B
| $284M | 0.37% | 2,501,547 +72,566 | +3% | +$8.22M |
|
57
Visa
V
$683B
| $283M | 0.37% | 3,420,142 +33,372 | +1% | +$2.76M |
|
|
58
Brookfield Infrastructure Partners
BIP
$14.6B
| $279M | 0.37% | 8,041,227 +3,046,215 | +61% | +$106M |
|
59
Liberty Broadband Class C
LBRDK
$8.73B
| $277M | 0.36% | 3,871,877 -76,374 | -2% | -$5.46M |
|
60
Alexandria Real Estate Equities
ARE
$14.1B
| $277M | 0.36% | 2,542,121 +381,614 | +18% | +$41.5M |
|
61
Microchip Technology
MCHP
$35.1B
| $274M | 0.36% | 4,404,107 -636 | -0% | -$39.5K |
|
62
Philip Morris
PM
$260B
| $273M | 0.36% | 2,809,167 -88,751 | -3% | -$8.63M |
|
|
BCR
63
DELISTED
CR Bard Inc.
BCR
| $272M | 0.36% | 1,212,144 +16,780 | +1% | +$3.76M |
|
64
Enovis
ENOV
$1.77B
| $270M | 0.36% | 8,601,610 +580,947 | +7% | +$18.3M |
|
65
Bank of America
BAC
$376B
| $270M | 0.35% | 17,225,940 +773,404 | +5% | +$12.1M |
|
|
66
Equity Residential
EQR
$25.3B
| $262M | 0.34% | 4,074,388 -2,060,969 | -34% | -$133M |
|
67
Gilead Sciences
GILD
$140B
| $261M | 0.34% | 3,301,529 +151,455 | +5% | +$12M |
|
|
AIV
68
Aimco
AIV
$1.11B
| $261M | 0.34% | 5,686,074 +598,668 | +12% | +$27.5M |
|
69
Crown Castle
CCI
$43.2B
| $259M | 0.34% | 2,746,851 +41,678 | +2% | +$3.93M |
|
70
VeriSign
VRSN
$25.5B
| $258M | 0.34% | 3,291,655 +76,331 | +2% | +$5.97M |
|
71
Loews
L
$20.1B
| $251M | 0.33% | 6,106,495 -106,545 | -2% | -$4.38M |
|
72
Comcast
CMCSA
$125B
| $250M | 0.33% | 3,772,875 -9,566 | -0.3% | -$635K |
|
73
Mohawk Industries
MHK
$8.24B
| $245M | 0.32% | 1,224,346 +34,837 | +3% | +$6.98M |
|
74
Home Depot
HD
$405B
| $243M | 0.32% | 1,891,156 +53,786 | +3% | +$6.92M |
|
75
PepsiCo
PEP
$204B
| $237M | 0.31% | 2,183,062 +78,732 | +4% | +$8.56M |
|