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 |
Brookfield
BN
|
$564M |
| 2 |
TransDigm Group
TDG
|
$406M |
| 3 |
Welltower
WELL
|
$262M |
| 4 |
Camden Property Trust
CPT
|
$199M |
| 5 |
Autodesk
ADSK
|
$198M |
Top Sells
| 1 |
Alibaba
BABA
|
$419M |
| 2 |
Digital Realty Trust
DLR
|
$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
$207M |
| 4 |
iShares MBS ETF
MBB
|
$192M |
| 5 |
Americold
COLD
|
$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Intuit
INTU
$186B
| $473M | 0.42% | 1,595,926 +188,481 | +13% | +$55.8M |
|
52
UnitedHealth
UNH
$281B
| $469M | 0.41% | 1,590,390 +3,741 | +0.2% | +$1.1M |
|
53
CBRE Group
CBRE
$48.2B
| $468M | 0.41% | 10,351,786 -57,108 | -0.5% | -$2.58M |
|
54
Charter Communications
CHTR
$36.3B
| $468M | 0.41% | 916,725 +142,733 | +18% | +$72.8M |
|
55
Coca-Cola
KO
$297B
| $463M | 0.41% | 10,361,388 +1,176,700 | +13% | +$52.6M |
|
56
Home Depot
HD
$405B
| $459M | 0.4% | 1,833,395 -3,566 | -0.2% | -$893K |
|
57
Restaurant Brands International
QSR
$20.8B
| $452M | 0.4% | 8,267,071 -1,100,011 | -12% | -$60.1M |
|
|
STOR
58
DELISTED
STORE Capital Corporation
STOR
| $448M | 0.39% | 18,812,189 +1,671,029 | +10% | +$39.8M |
|
59
Pfizer
PFE
$141B
| $439M | 0.39% | 13,412,027 +587,393 | +5% | +$19.2M |
|
60
Moody's
MCO
$91.4B
| $436M | 0.38% | 1,586,019 -47,369 | -3% | -$13M |
|
61
Gartner
IT
$19B
| $433M | 0.38% | 3,566,511 -39,990 | -1% | -$4.85M |
|
62
Sun Communities
SUI
$15.9B
| $428M | 0.38% | 3,158,122 +32,688 | +1% | +$4.44M |
|
63
Chevron
CVX
$324B
| $428M | 0.38% | 4,795,349 +190,480 | +4% | +$17M |
|
|
FRC
64
DELISTED
First Republic Bank
FRC
| $421M | 0.37% | 3,975,511 -1,218,827 | -23% | -$129M |
|
65
Medtronic
MDT
$119B
| $414M | 0.36% | 4,512,605 +241,391 | +6% | +$22.1M |
|
66
Idexx Laboratories
IDXX
$51.8B
| $410M | 0.36% | 1,241,835 -2,175 | -0.2% | -$718K |
|
67
TransUnion
TRU
$17.2B
| $398M | 0.35% | 4,571,956 -483,492 | -10% | -$42.1M |
|
68
Verisk Analytics
VRSK
$37.5B
| $397M | 0.35% | 2,332,299 -229,495 | -9% | -$39.1M |
|
|
INFO
69
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $392M | 0.35% | 5,190,416 -1,235,129 | -19% | -$93.3M |
|
70
Domino's
DPZ
$15.6B
| $387M | 0.34% | 1,048,104 -258,497 | -20% | -$95.5M |
|
71
Guidewire Software
GWRE
$18.3B
| $387M | 0.34% | 3,487,222 +1,533,149 | +78% | +$170M |
|
72
Intel
INTC
$107B
| $385M | 0.34% | 6,434,636 -262,509 | -4% | -$15.7M |
|
73
Healthcare Realty
HR
$6.11B
| $382M | 0.34% | 14,398,863 -612,899 | -4% | -$16.3M |
|
74
Fastenal
FAST
$57B
| $378M | 0.33% | 8,831,020 -469,440 | -5% | -$20.1M |
|
75
Blackrock
BLK
$175B
| $376M | 0.33% | 690,699 +148,192 | +27% | +$80.6M |
|