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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
VeriSign
VRSN
$25.5B
| $611M | 0.43% | 3,076,269 +52,942 | +2% | +$10.5M |
|
52
Netflix
NFLX
$513B
| $574M | 0.4% | 1,101,083 -2,577 | -0.2% | -$1.34M |
|
|
FRC
53
DELISTED
First Republic Bank
FRC
| $558M | 0.39% | 3,347,304 -236,792 | -7% | -$39.5M |
|
54
Idexx Laboratories
IDXX
$51.8B
| $547M | 0.38% | 1,117,224 -20,560 | -2% | -$10.1M |
|
|
ANSS
55
DELISTED
Ansys
ANSS
| $546M | 0.38% | 1,607,434 -45,883 | -3% | -$15.6M |
|
56
Vail Resorts
MTN
$6.09B
| $535M | 0.38% | 1,832,665 -11,411 | -0.6% | -$3.33M |
|
57
Merck
MRK
$210B
| $521M | 0.37% | 6,763,066 -376,402 | -5% | -$29M |
|
58
Gartner
IT
$19B
| $521M | 0.37% | 2,852,547 -402,014 | -12% | -$73.4M |
|
59
Bank of America
BAC
$376B
| $520M | 0.37% | 13,449,909 -1,037,089 | -7% | -$40.1M |
|
60
UnitedHealth
UNH
$281B
| $520M | 0.37% | 1,398,182 -82,129 | -6% | -$30.6M |
|
61
Coca-Cola
KO
$297B
| $502M | 0.35% | 9,521,607 -79,998 | -0.8% | -$4.22M |
|
|
STOR
62
DELISTED
STORE Capital Corporation
STOR
| $500M | 0.35% | 14,929,356 -1,507,168 | -9% | -$50.5M |
|
63
Home Depot
HD
$405B
| $497M | 0.35% | 1,627,471 -90,785 | -5% | -$27.7M |
|
|
64
Deere & Co
DE
$129B
| $486M | 0.34% | 1,299,478 -619,496 | -32% | -$232M |
|
65
Blackrock
BLK
$175B
| $485M | 0.34% | 642,878 -10,760 | -2% | -$8.11M |
|
|
INFO
66
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $484M | 0.34% | 5,002,168 -37,562 | -0.7% | -$3.64M |
|
67
Comcast
CMCSA
$125B
| $484M | 0.34% | 8,942,076 -299,761 | -3% | -$16.2M |
|
68
Extra Space Storage
EXR
$30.5B
| $480M | 0.34% | 3,620,656 +117,726 | +3% | +$15.6M |
|
|
69
Tyler Technologies
TYL
$24.4B
| $478M | 0.34% | 1,126,651 +375,633 | +50% | +$159M |
|
70
Brookfield Infrastructure Partners
BIP
$14.6B
| $477M | 0.34% | 8,948,825 +428,141 | +5% | +$22.8M |
|
71
Procter & Gamble
PG
$368B
| $476M | 0.34% | 3,516,453 -268,497 | -7% | -$36.4M |
|
72
Chevron
CVX
$324B
| $474M | 0.33% | 4,523,563 +30,987 | +0.7% | +$3.25M |
|
73
Nike
NKE
$114B
| $473M | 0.33% | 3,561,555 -131,813 | -4% | -$17.5M |
|
74
Danaher
DHR
$147B
| $467M | 0.33% | 2,077,021 -60,609 | -3% | -$13.6M |
|
75
Walt Disney
DIS
$213B
| $467M | 0.33% | 2,529,742 -182,162 | -7% | -$33.6M |
|