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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
TAL Education Group
TAL
|
$135M |
| 3 |
DuPont de Nemours
DD
|
$135M |
| 4 |
Healthpeak Properties
DOC
|
$98.5M |
| 5 |
Gartner
IT
|
$95.1M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
SVU
SUPERVALU Inc.
SVU
|
$111M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Comcast
CMCSA
$125B
| $373M | 0.36% | 9,684,064 -468,768 | -5% | -$18M |
|
52
VeriSign
VRSN
$25.5B
| $368M | 0.36% | 3,457,625 +187,012 | +6% | +$19.9M |
|
|
INFO
53
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $361M | 0.35% | 8,194,561 +740,460 | +10% | +$32.6M |
|
54
Dollar Tree
DLTR
$22.8B
| $361M | 0.35% | 4,159,130 -641,057 | -13% | -$55.7M |
|
55
Crown Castle
CCI
$43.2B
| $357M | 0.35% | 3,574,736 +813,300 | +29% | +$81.3M |
|
56
Welltower
WELL
$113B
| $354M | 0.34% | 5,042,936 -1,511,637 | -23% | -$106M |
|
57
Citigroup
C
$178B
| $354M | 0.34% | 4,869,619 +717,320 | +17% | +$52.2M |
|
58
Enovis
ENOV
$1.77B
| $349M | 0.34% | 8,378,573 -577,467 | -6% | -$24M |
|
59
Liberty Global Class C
LBTYK
$4.07B
| $345M | 0.33% | 10,537,869 +385,521 | +4% | +$12.6M |
|
|
AIV
60
Aimco
AIV
$1.11B
| $343M | 0.33% | 7,819,386 +337,427 | +5% | +$14.8M |
|
61
Martin Marietta Materials
MLM
$37.2B
| $342M | 0.33% | 1,660,752 +282,189 | +20% | +$58.2M |
|
62
Liberty Broadband Class C
LBRDK
$8.73B
| $342M | 0.33% | 3,586,969 -173,253 | -5% | -$16.5M |
|
63
Boeing
BA
$177B
| $336M | 0.33% | 1,323,413 -119,335 | -8% | -$30.3M |
|
64
Verisk Analytics
VRSK
$37.5B
| $336M | 0.33% | 4,041,740 +47,683 | +1% | +$3.97M |
|
65
Home Depot
HD
$405B
| $329M | 0.32% | 2,014,416 -69,981 | -3% | -$11.4M |
|
66
Oracle
ORCL
$635B
| $325M | 0.31% | 6,711,730 +813,884 | +14% | +$39.4M |
|
67
Regency Centers
REG
$13.2B
| $320M | 0.31% | 5,156,883 +193,020 | +4% | +$12M |
|
|
68
DuPont de Nemours
DD
$32.2B
| $320M | 0.31% | 4,615,464 +1,945,565 | +73% | +$135M |
|
69
PNC Financial Services
PNC
$81.7B
| $318M | 0.31% | 2,362,518 -26,218 | -1% | -$3.53M |
|
70
Mastercard
MA
$538B
| $316M | 0.31% | 2,239,603 +54,301 | +2% | +$7.67M |
|
71
US Bancorp
USB
$76B
| $315M | 0.31% | 5,870,801 +34,244 | +0.6% | +$1.84M |
|
72
UnitedHealth
UNH
$281B
| $313M | 0.3% | 1,600,524 -83,550 | -5% | -$16.4M |
|
73
Coca-Cola
KO
$297B
| $312M | 0.3% | 6,939,899 -92,826 | -1% | -$4.18M |
|
74
Hilton Worldwide
HLT
$64.9B
| $309M | 0.3% | 4,443,609 +999,899 | +29% | +$69.4M |
|
75
GE Aerospace
GE
$292B
| $308M | 0.3% | 12,740,003 -1,649,882 | -11% | -$39.9M |
|