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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$224M |
| 2 |
Cousins Properties
CUZ
|
$175M |
| 3 |
Americold
COLD
|
$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$138M |
| 5 |
Domino's
DPZ
|
$129M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$230M |
| 2 |
SBA Communications
SBAC
|
$180M |
| 3 |
HPP
Hudson Pacific Properties
HPP
|
$138M |
| 4 |
Hilton Grand Vacations
HGV
|
$111M |
| 5 |
Prologis
PLD
|
$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FRC
51
DELISTED
First Republic Bank
FRC
| $433M | 0.39% | 4,438,425 +55,228 | +1% | +$5.39M |
|
52
Adobe
ADBE
$151B
| $429M | 0.39% | 1,454,571 +195,142 | +15% | +$57.5M |
|
53
Abbott
ABT
$231B
| $426M | 0.38% | 5,063,370 -24,058 | -0.5% | -$2.02M |
|
54
Cisco
CSCO
$274B
| $422M | 0.38% | 7,714,277 -549,117 | -7% | -$30.1M |
|
|
ANSS
55
DELISTED
Ansys
ANSS
| $420M | 0.38% | 2,052,256 -31,779 | -2% | -$6.51M |
|
56
Regency Centers
REG
$13.2B
| $419M | 0.38% | 6,272,195 +94,074 | +2% | +$6.28M |
|
|
AIV
57
Aimco
AIV
$1.11B
| $416M | 0.37% | 8,305,885 +101,191 | +1% | +$5.07M |
|
58
Medtronic
MDT
$119B
| $415M | 0.37% | 4,264,708 +11,170 | +0.3% | +$1.09M |
|
59
Boston Properties
BXP
$11.5B
| $414M | 0.37% | 3,209,141 +150,967 | +5% | +$19.5M |
|
|
STOR
60
DELISTED
STORE Capital Corporation
STOR
| $413M | 0.37% | 12,456,651 +1,199,093 | +11% | +$39.8M |
|
61
Coca-Cola
KO
$297B
| $407M | 0.37% | 7,991,535 -263,924 | -3% | -$13.4M |
|
62
TransUnion
TRU
$17.2B
| $404M | 0.36% | 5,492,319 -164,528 | -3% | -$12.1M |
|
63
Bank of America
BAC
$376B
| $403M | 0.36% | 13,892,770 -222,450 | -2% | -$6.45M |
|
64
Home Depot
HD
$405B
| $401M | 0.36% | 1,927,225 -109,831 | -5% | -$22.8M |
|
65
Mettler-Toledo International
MTD
$26.8B
| $398M | 0.36% | 474,202 +412 | +0.1% | +$346K |
|
66
Martin Marietta Materials
MLM
$37.2B
| $390M | 0.35% | 1,693,040 -45,091 | -3% | -$10.4M |
|
67
UnitedHealth
UNH
$281B
| $389M | 0.35% | 1,594,132 -197,434 | -11% | -$48.2M |
|
68
Sun Communities
SUI
$15.9B
| $386M | 0.35% | 3,008,479 +26,553 | +0.9% | +$3.4M |
|
69
EPR Properties
EPR
$4.13B
| $384M | 0.35% | 5,153,736 -31,437 | -0.6% | -$2.34M |
|
70
AT&T
T
$209B
| $382M | 0.34% | 11,397,817 -12,098 | -0.1% | -$405K |
|
71
S&P Global
SPGI
$167B
| $375M | 0.34% | 1,645,804 -88,266 | -5% | -$20.1M |
|
72
Costco
COST
$418B
| $374M | 0.34% | 1,413,827 +9,033 | +0.6% | +$2.39M |
|
73
Hasbro
HAS
$11.4B
| $373M | 0.34% | 3,526,406 -144,519 | -4% | -$15.3M |
|
|
74
Domino's
DPZ
$15.6B
| $372M | 0.33% | 1,337,173 +463,314 | +53% | +$129M |
|
75
Alibaba
BABA
$322B
| $372M | 0.33% | 2,194,533 -111,098 | -5% | -$18.8M |
|