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 |
Tesla
TSLA
|
$714M |
| 2 |
Liberty Broadband Class C
LBRDK
|
$328M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$300M |
| 4 |
NextEra Energy, Inc.
NEE
|
$284M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$215M |
Top Sells
| 1 |
Walt Disney
DIS
|
$365M |
| 2 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$266M |
| 3 |
Ventas
VTR
|
$236M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$154M |
| 5 |
RP
RealPage, Inc.
RP
|
$117M |
Sector Composition
| 1 | Technology | 19.28% |
| 2 | Financials | 15.11% |
| 3 | Real Estate | 14.76% |
| 4 | Consumer Discretionary | 12.04% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abbott
ABT
$231B
| $587M | 0.43% | 5,358,285 +87,328 | +2% | +$9.56M |
|
52
Merck
MRK
$210B
| $584M | 0.43% | 7,139,468 -47,159 | -0.7% | -$3.86M |
|
53
Idexx Laboratories
IDXX
$51.8B
| $569M | 0.42% | 1,137,784 -48,634 | -4% | -$24.3M |
|
|
STOR
54
DELISTED
STORE Capital Corporation
STOR
| $559M | 0.41% | 16,436,524 -1,843,586 | -10% | -$62.6M |
|
55
Live Nation Entertainment
LYV
$38.6B
| $546M | 0.4% | 7,435,521 -20,660 | -0.3% | -$1.52M |
|
56
Sun Communities
SUI
$15.9B
| $544M | 0.4% | 3,582,420 +364,666 | +11% | +$55.4M |
|
57
Procter & Gamble
PG
$368B
| $527M | 0.39% | 3,784,950 -51,031 | -1% | -$7.1M |
|
|
FRC
58
DELISTED
First Republic Bank
FRC
| $527M | 0.39% | 3,584,096 -37,484 | -1% | -$5.51M |
|
59
Coca-Cola
KO
$297B
| $527M | 0.39% | 9,601,605 -177,520 | -2% | -$9.74M |
|
60
Nike
NKE
$114B
| $523M | 0.39% | 3,693,368 +319,232 | +9% | +$45.2M |
|
61
Gartner
IT
$19B
| $521M | 0.39% | 3,254,561 -88,176 | -3% | -$14.1M |
|
62
UnitedHealth
UNH
$281B
| $519M | 0.38% | 1,480,311 -12,769 | -0.9% | -$4.48M |
|
63
Deere & Co
DE
$129B
| $516M | 0.38% | 1,918,974 +69,569 | +4% | +$18.7M |
|
64
Vail Resorts
MTN
$6.09B
| $514M | 0.38% | 1,844,076 -18,064 | -1% | -$5.04M |
|
65
Charter Communications
CHTR
$36.3B
| $513M | 0.38% | 775,622 -58,546 | -7% | -$38.7M |
|
66
Starbucks
SBUX
$100B
| $503M | 0.37% | 4,704,820 -208,613 | -4% | -$22.3M |
|
|
67
Walt Disney
DIS
$213B
| $491M | 0.36% | 2,711,904 -2,016,277 | -43% | -$365M |
|
68
Restaurant Brands International
QSR
$20.8B
| $488M | 0.36% | 7,980,195 -81,129 | -1% | -$4.96M |
|
69
Comcast
CMCSA
$125B
| $484M | 0.36% | 9,241,837 +1,625,667 | +21% | +$85.2M |
|
70
Danaher
DHR
$147B
| $475M | 0.35% | 2,137,630 +111,995 | +6% | +$24.9M |
|
71
Aon
AON
$79.1B
| $473M | 0.35% | 2,240,982 +57,141 | +3% | +$12.1M |
|
72
Blackrock
BLK
$175B
| $472M | 0.35% | 653,638 +13,733 | +2% | +$9.91M |
|
73
Guidewire Software
GWRE
$18.3B
| $470M | 0.35% | 3,654,019 +170,291 | +5% | +$21.9M |
|
74
Medtronic
MDT
$119B
| $469M | 0.35% | 4,001,799 -338,518 | -8% | -$39.7M |
|
75
Mettler-Toledo International
MTD
$26.8B
| $464M | 0.34% | 406,944 -15,585 | -4% | -$17.8M |
|