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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
VeriSign
VRSN
$25.5B
| $519M | 0.44% | 2,531,744 -56,770 | -2% | -$11.6M |
|
52
Essex Property Trust
ESS
$17.4B
| $502M | 0.42% | 2,499,084 +336,057 | +16% | +$67.5M |
|
|
STOR
53
DELISTED
STORE Capital Corporation
STOR
| $501M | 0.42% | 18,280,110 -532,079 | -3% | -$14.6M |
|
54
Coca-Cola
KO
$297B
| $483M | 0.41% | 9,779,125 -582,263 | -6% | -$28.7M |
|
55
Home Depot
HD
$405B
| $480M | 0.4% | 1,729,360 -104,035 | -6% | -$28.9M |
|
56
Idexx Laboratories
IDXX
$51.8B
| $466M | 0.39% | 1,186,418 -55,417 | -4% | -$21.8M |
|
57
UnitedHealth
UNH
$281B
| $465M | 0.39% | 1,493,080 -97,310 | -6% | -$30.3M |
|
58
Pfizer
PFE
$141B
| $464M | 0.39% | 12,654,206 -757,821 | -6% | -$27.8M |
|
59
Restaurant Brands International
QSR
$20.8B
| $464M | 0.39% | 8,061,324 -205,747 | -2% | -$11.8M |
|
60
CBRE Group
CBRE
$48.2B
| $459M | 0.39% | 9,762,263 -589,523 | -6% | -$27.7M |
|
61
Moody's
MCO
$91.4B
| $453M | 0.38% | 1,563,671 -22,348 | -1% | -$6.48M |
|
62
Sun Communities
SUI
$15.9B
| $452M | 0.38% | 3,217,754 +59,632 | +2% | +$8.38M |
|
63
Medtronic
MDT
$119B
| $451M | 0.38% | 4,340,317 -172,288 | -4% | -$17.9M |
|
64
Aon
AON
$79.1B
| $451M | 0.38% | 2,183,841 +659,262 | +43% | +$136M |
|
65
Domino's
DPZ
$15.6B
| $437M | 0.37% | 1,027,134 -20,970 | -2% | -$8.92M |
|
66
Danaher
DHR
$147B
| $436M | 0.37% | 2,025,635 +4,420 | +0.2% | +$952K |
|
67
Air Products & Chemicals
APD
$65.5B
| $434M | 0.37% | 1,458,387 -54,007 | -4% | -$16.1M |
|
68
Nike
NKE
$114B
| $424M | 0.36% | 3,374,136 -207,249 | -6% | -$26M |
|
|
69
Starbucks
SBUX
$100B
| $422M | 0.36% | 4,913,433 +1,628,046 | +50% | +$140M |
|
70
Gartner
IT
$19B
| $418M | 0.35% | 3,342,737 -223,774 | -6% | -$28M |
|
71
Verisk Analytics
VRSK
$37.5B
| $416M | 0.35% | 2,246,139 -86,160 | -4% | -$16M |
|
72
Union Pacific
UNP
$133B
| $416M | 0.35% | 2,111,206 -37,986 | -2% | -$7.48M |
|
73
Credit Acceptance
CACC
$5.78B
| $411M | 0.35% | 1,214,579 -17,221 | -1% | -$5.83M |
|
74
Deere & Co
DE
$129B
| $410M | 0.34% | 1,849,405 +18,554 | +1% | +$4.11M |
|
75
Brookfield Infrastructure Partners
BIP
$14.6B
| $409M | 0.34% | 8,579,479 -91,997 | -1% | -$4.38M |
|