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
Top Sells
| 1 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 2 |
DaVita
DVA
|
$195M |
| 3 |
Crown Castle
CCI
|
$180M |
| 4 |
Wells Fargo
WFC
|
$164M |
| 5 |
NetEase
NTES
|
$121M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$368B
| $407M | 0.38% | 4,433,376 +95,386 | +2% | +$8.76M |
|
52
UnitedHealth
UNH
$281B
| $403M | 0.37% | 1,826,238 +225,714 | +14% | +$49.8M |
|
53
Brookfield Infrastructure Partners
BIP
$14.6B
| $398M | 0.37% | 8,874,672 +123,235 | +1% | +$5.52M |
|
54
Merck
MRK
$210B
| $393M | 0.36% | 6,992,730 +140,538 | +2% | +$7.91M |
|
55
VeriSign
VRSN
$25.5B
| $393M | 0.36% | 3,436,362 -21,263 | -0.6% | -$2.43M |
|
56
Comcast
CMCSA
$125B
| $393M | 0.36% | 9,805,203 +121,139 | +1% | +$4.85M |
|
57
Home Depot
HD
$405B
| $392M | 0.36% | 2,069,831 +55,415 | +3% | +$10.5M |
|
58
Verisk Analytics
VRSK
$37.5B
| $383M | 0.35% | 3,994,698 -47,042 | -1% | -$4.52M |
|
59
Mastercard
MA
$538B
| $373M | 0.34% | 2,463,926 +224,323 | +10% | +$34M |
|
|
INFO
60
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $371M | 0.34% | 8,217,206 +22,645 | +0.3% | +$1.02M |
|
61
Alibaba
BABA
$322B
| $369M | 0.34% | 2,141,077 -272,459 | -11% | -$47M |
|
62
Gartner
IT
$19B
| $360M | 0.33% | 2,926,970 +2,016,985 | +222% | +$248M |
|
63
PNC Financial Services
PNC
$81.7B
| $360M | 0.33% | 2,492,264 +129,746 | +5% | +$18.7M |
|
64
Boeing
BA
$177B
| $356M | 0.33% | 1,208,232 -115,181 | -9% | -$34M |
|
65
Hilton Worldwide
HLT
$64.9B
| $356M | 0.33% | 4,454,164 +10,555 | +0.2% | +$843K |
|
66
Intel
INTC
$107B
| $355M | 0.33% | 7,687,348 +647,225 | +9% | +$29.9M |
|
67
Welltower
WELL
$113B
| $346M | 0.32% | 5,423,021 +380,085 | +8% | +$24.2M |
|
68
Coca-Cola
KO
$297B
| $343M | 0.32% | 7,480,182 +540,283 | +8% | +$24.8M |
|
69
DuPont de Nemours
DD
$32.2B
| $335M | 0.31% | 4,698,893 +83,429 | +2% | +$5.94M |
|
70
Regency Centers
REG
$13.2B
| $332M | 0.31% | 4,796,138 -360,745 | -7% | -$25M |
|
71
US Bancorp
USB
$76B
| $331M | 0.31% | 6,186,305 +315,504 | +5% | +$16.9M |
|
72
Mohawk Industries
MHK
$8.24B
| $330M | 0.3% | 1,196,450 -5,968 | -0.5% | -$1.65M |
|
73
Medtronic
MDT
$119B
| $329M | 0.3% | 4,076,475 +192,008 | +5% | +$15.5M |
|
74
Enovis
ENOV
$1.77B
| $328M | 0.3% | 8,279,887 -98,686 | -1% | -$3.91M |
|
75
Liberty Global Class C
LBTYK
$4.07B
| $326M | 0.3% | 9,624,555 -913,314 | -9% | -$30.9M |
|