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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brown & Brown
BRO
|
$94.2M |
| 5 |
Brookfield
BN
|
$89.3M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
INFO
51
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $395M | 0.38% | 8,192,908 -24,298 | -0.3% | -$1.17M |
|
52
Merck
MRK
$210B
| $392M | 0.37% | 7,202,189 +209,459 | +3% | +$11.4M |
|
53
Dollar Tree
DLTR
$22.8B
| $391M | 0.37% | 4,115,126 +16,447 | +0.4% | +$1.56M |
|
54
Home Depot
HD
$405B
| $377M | 0.36% | 2,115,260 +45,429 | +2% | +$8.1M |
|
55
Brookfield Infrastructure Partners
BIP
$14.6B
| $377M | 0.36% | 9,053,134 +178,462 | +2% | +$7.43M |
|
56
Alibaba
BABA
$322B
| $373M | 0.36% | 2,032,528 -108,549 | -5% | -$19.9M |
|
57
PNC Financial Services
PNC
$81.7B
| $371M | 0.35% | 2,455,748 -36,516 | -1% | -$5.52M |
|
58
Wells Fargo
WFC
$263B
| $371M | 0.35% | 7,073,378 -514,139 | -7% | -$26.9M |
|
59
AT&T
T
$209B
| $366M | 0.35% | 10,261,777 -242,358 | -2% | -$8.64M |
|
60
Boeing
BA
$177B
| $362M | 0.35% | 1,103,317 -104,915 | -9% | -$34.4M |
|
61
Copart
CPRT
$47.2B
| $360M | 0.34% | 7,071,691 -41,820 | -0.6% | -$2.13M |
|
62
Fidelity National Information Services
FIS
$36.5B
| $358M | 0.34% | 3,719,947 -659,084 | -15% | -$63.5M |
|
63
Coca-Cola
KO
$297B
| $353M | 0.34% | 8,128,273 +648,091 | +9% | +$28.1M |
|
64
Procter & Gamble
PG
$368B
| $353M | 0.34% | 4,449,856 +16,480 | +0.4% | +$1.31M |
|
65
Dentsply Sirona
XRAY
$2.85B
| $345M | 0.33% | 6,858,759 -56,088 | -0.8% | -$2.82M |
|
66
Medtronic
MDT
$119B
| $340M | 0.33% | 4,241,820 +165,345 | +4% | +$13.3M |
|
67
Intuit
INTU
$186B
| $334M | 0.32% | 1,929,261 -28,632 | -1% | -$4.96M |
|
68
Union Pacific
UNP
$133B
| $328M | 0.31% | 2,439,928 +202,340 | +9% | +$27.2M |
|
69
Welltower
WELL
$113B
| $309M | 0.3% | 5,672,315 +249,294 | +5% | +$13.6M |
|
70
PepsiCo
PEP
$204B
| $308M | 0.29% | 2,822,713 +200,586 | +8% | +$21.9M |
|
71
Abbott
ABT
$231B
| $308M | 0.29% | 5,140,015 +211,233 | +4% | +$12.7M |
|
72
Progressive
PGR
$145B
| $307M | 0.29% | 5,043,129 +47,656 | +1% | +$2.9M |
|
|
AIV
73
Aimco
AIV
$1.11B
| $307M | 0.29% | 7,522,971 +213,744 | +3% | +$8.71M |
|
74
KKR & Co
KKR
$124B
| $295M | 0.28% | 14,541,128 +237,568 | +2% | +$4.82M |
|
75
Starbucks
SBUX
$100B
| $292M | 0.28% | 5,043,587 +312,720 | +7% | +$18.1M |
|