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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Medtronic
MDT
$119B
| $429M | 0.38% | 4,356,671 -64,500 | -1% | -$6.34M |
|
52
AT&T
T
$209B
| $414M | 0.37% | 12,339,887 +105,844 | +0.9% | +$3.55M |
|
53
EPR Properties
EPR
$4.13B
| $413M | 0.36% | 6,039,696 -75,553 | -1% | -$5.17M |
|
54
Aon
AON
$79.1B
| $412M | 0.36% | 2,680,672 -1,023,018 | -28% | -$157M |
|
|
55
Moody's
MCO
$91.4B
| $412M | 0.36% | 2,463,704 -1,809,600 | -42% | -$303M |
|
|
FRC
56
DELISTED
First Republic Bank
FRC
| $411M | 0.36% | 4,277,071 +455,047 | +12% | +$43.7M |
|
57
Boeing
BA
$177B
| $407M | 0.36% | 1,094,427 -8,445 | -0.8% | -$3.14M |
|
58
TransUnion
TRU
$17.2B
| $405M | 0.36% | 5,509,563 +1,044,183 | +23% | +$76.8M |
|
59
Walt Disney
DIS
$213B
| $404M | 0.36% | 3,454,714 +94,855 | +3% | +$11.1M |
|
60
Regency Centers
REG
$13.2B
| $389M | 0.34% | 6,020,472 +222,741 | +4% | +$14.4M |
|
61
Abbott
ABT
$231B
| $379M | 0.33% | 5,160,463 +63,552 | +1% | +$4.66M |
|
62
Martin Marietta Materials
MLM
$37.2B
| $374M | 0.33% | 2,054,024 -56,276 | -3% | -$10.2M |
|
63
Alibaba
BABA
$322B
| $374M | 0.33% | 2,267,221 +139,611 | +7% | +$23M |
|
64
Coca-Cola
KO
$297B
| $373M | 0.33% | 8,077,653 -87,226 | -1% | -$4.03M |
|
65
Wells Fargo
WFC
$263B
| $372M | 0.33% | 7,080,662 -260,273 | -4% | -$13.7M |
|
66
Union Pacific
UNP
$133B
| $370M | 0.33% | 2,274,810 -118,380 | -5% | -$19.3M |
|
67
Copart
CPRT
$47.2B
| $369M | 0.33% | 7,164,731 +683,693 | +11% | +$35.2M |
|
68
Procter & Gamble
PG
$368B
| $359M | 0.32% | 4,318,229 -44,173 | -1% | -$3.68M |
|
69
Intel
INTC
$107B
| $355M | 0.31% | 7,499,928 -864,552 | -10% | -$40.9M |
|
|
70
Ross Stores
ROST
$48.1B
| $355M | 0.31% | 3,577,691 -2,541,655 | -42% | -$252M |
|
71
Hasbro
HAS
$11.4B
| $353M | 0.31% | 3,356,686 -108,909 | -3% | -$11.4M |
|
|
ANSS
72
DELISTED
Ansys
ANSS
| $348M | 0.31% | 1,863,899 +1,051,922 | +130% | +$196M |
|
|
AIV
73
Aimco
AIV
$1.11B
| $347M | 0.31% | 7,852,733 -110,994 | -1% | -$4.9M |
|
74
DuPont de Nemours
DD
$32.2B
| $337M | 0.3% | 5,244,350 +442,491 | +9% | +$28.5M |
|
75
NVIDIA
NVDA
$4.24T
| $333M | 0.29% | 1,186,248 +169,579 | +17% | +$47.7M |
|