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 |
iShares MBS ETF
MBB
|
$250M |
| 2 |
Host Hotels & Resorts
HST
|
$201M |
| 3 |
Wayfair
W
|
$173M |
| 4 |
AerCap
AER
|
$120M |
| 5 |
Fastenal
FAST
|
$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$182M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
Scotiabank
BNS
|
$129M |
| 5 |
Applied Materials
AMAT
|
$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
51
DELISTED
Ansys
ANSS
| $450M | 0.4% | 2,033,445 -18,811 | -0.9% | -$4.16M |
|
52
Healthcare Realty
HR
$6.11B
| $448M | 0.4% | 15,262,563 +2,966,552 | +24% | +$87.2M |
|
53
Home Depot
HD
$405B
| $439M | 0.39% | 1,890,282 -36,943 | -2% | -$8.57M |
|
54
Roper Technologies
ROP
$56.6B
| $437M | 0.39% | 1,226,014 +22,618 | +2% | +$8.07M |
|
55
Medtronic
MDT
$119B
| $436M | 0.38% | 4,014,117 -250,591 | -6% | -$27.2M |
|
56
Autodesk
ADSK
$67.3B
| $436M | 0.38% | 2,950,090 +156,938 | +6% | +$23.2M |
|
57
AT&T
T
$209B
| $432M | 0.38% | 11,409,625 +11,808 | +0.1% | +$447K |
|
58
TransUnion
TRU
$17.2B
| $431M | 0.38% | 5,314,999 -177,320 | -3% | -$14.4M |
|
59
Regency Centers
REG
$13.2B
| $425M | 0.37% | 6,118,718 -153,477 | -2% | -$10.7M |
|
60
Sun Communities
SUI
$15.9B
| $422M | 0.37% | 2,845,220 -163,259 | -5% | -$24.2M |
|
61
PayPal
PYPL
$67.1B
| $421M | 0.37% | 4,064,503 -34,251 | -0.8% | -$3.55M |
|
|
AIV
62
Aimco
AIV
$1.11B
| $419M | 0.37% | 8,029,642 -276,243 | -3% | -$14.4M |
|
63
Hasbro
HAS
$11.4B
| $417M | 0.37% | 3,511,242 -15,164 | -0.4% | -$1.8M |
|
64
Arch Capital
ACGL
$34.2B
| $413M | 0.36% | 9,840,274 -61,269 | -0.6% | -$2.57M |
|
65
Costco
COST
$418B
| $411M | 0.36% | 1,424,962 +11,135 | +0.8% | +$3.21M |
|
66
Adobe
ADBE
$151B
| $409M | 0.36% | 1,482,053 +27,482 | +2% | +$7.59M |
|
67
Boston Properties
BXP
$11.5B
| $405M | 0.36% | 3,124,303 -84,838 | -3% | -$11M |
|
68
Abbott
ABT
$231B
| $402M | 0.35% | 4,799,026 -264,344 | -5% | -$22.1M |
|
69
Air Products & Chemicals
APD
$65.5B
| $400M | 0.35% | 1,801,083 -183,362 | -9% | -$40.7M |
|
70
EPR Properties
EPR
$4.13B
| $399M | 0.35% | 5,194,250 +40,514 | +0.8% | +$3.11M |
|
71
Bank of America
BAC
$376B
| $382M | 0.34% | 13,094,829 -797,941 | -6% | -$23.3M |
|
72
Vail Resorts
MTN
$6.09B
| $377M | 0.33% | 1,656,820 +65,710 | +4% | +$15M |
|
73
Boeing
BA
$177B
| $377M | 0.33% | 990,251 +3,505 | +0.4% | +$1.33M |
|
74
Cisco
CSCO
$274B
| $374M | 0.33% | 7,569,343 -144,934 | -2% | -$7.16M |
|
75
Comcast
CMCSA
$125B
| $370M | 0.33% | 8,202,816 -282,124 | -3% | -$12.7M |
|