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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Roper Technologies
ROP
$56.6B
| $477M | 0.4% | 1,345,849 +119,835 | +10% | +$42.4M |
|
52
UnitedHealth
UNH
$281B
| $470M | 0.39% | 1,600,419 +31,915 | +2% | +$9.38M |
|
53
Alibaba
BABA
$322B
| $466M | 0.39% | 2,196,162 +118,906 | +6% | +$25.2M |
|
54
Healthcare Realty
HR
$6.11B
| $461M | 0.38% | 15,222,765 -39,798 | -0.3% | -$1.21M |
|
55
Medtronic
MDT
$119B
| $460M | 0.38% | 4,050,323 +36,206 | +0.9% | +$4.11M |
|
56
VeriSign
VRSN
$25.5B
| $458M | 0.38% | 2,374,560 -38,034 | -2% | -$7.33M |
|
57
Domino's
DPZ
$15.6B
| $450M | 0.37% | 1,530,605 +57,585 | +4% | +$16.9M |
|
58
Costco
COST
$418B
| $447M | 0.37% | 1,522,194 +97,232 | +7% | +$28.6M |
|
59
TransUnion
TRU
$17.2B
| $436M | 0.36% | 5,091,727 -223,272 | -4% | -$19.1M |
|
60
Sun Communities
SUI
$15.9B
| $432M | 0.36% | 2,878,147 +32,927 | +1% | +$4.94M |
|
61
AT&T
T
$209B
| $428M | 0.36% | 10,957,806 -451,819 | -4% | -$17.7M |
|
62
Boston Properties
BXP
$11.5B
| $426M | 0.36% | 3,091,431 -32,872 | -1% | -$4.53M |
|
63
PayPal
PYPL
$67.1B
| $423M | 0.35% | 3,907,718 -156,785 | -4% | -$17M |
|
64
Martin Marietta Materials
MLM
$37.2B
| $422M | 0.35% | 1,510,747 -177,631 | -11% | -$49.7M |
|
65
Arch Capital
ACGL
$34.2B
| $421M | 0.35% | 9,810,456 -29,818 | -0.3% | -$1.28M |
|
66
Verisk Analytics
VRSK
$37.5B
| $418M | 0.35% | 2,800,643 -79,530 | -3% | -$11.9M |
|
67
Abbott
ABT
$231B
| $417M | 0.35% | 4,801,681 +2,655 | +0.1% | +$231K |
|
68
Bank of America
BAC
$376B
| $415M | 0.35% | 11,784,383 -1,310,446 | -10% | -$46.2M |
|
69
Salesforce
CRM
$245B
| $411M | 0.34% | 2,529,369 +227,073 | +10% | +$36.9M |
|
70
Regency Centers
REG
$13.2B
| $406M | 0.34% | 6,430,036 +311,318 | +5% | +$19.6M |
|
71
Vail Resorts
MTN
$6.09B
| $404M | 0.34% | 1,684,984 +28,164 | +2% | +$6.75M |
|
72
Intel
INTC
$107B
| $400M | 0.33% | 6,680,908 -15,239 | -0.2% | -$912K |
|
73
Home Depot
HD
$405B
| $395M | 0.33% | 1,810,648 -79,634 | -4% | -$17.4M |
|
74
American Homes 4 Rent
AMH
$13.3B
| $387M | 0.32% | 14,750,363 +2,286,099 | +18% | +$59.9M |
|
75
Hasbro
HAS
$11.4B
| $386M | 0.32% | 3,651,959 +140,717 | +4% | +$14.9M |
|