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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Costco
COST
$418B
| $616M | 0.4% | 1,371,582 -21,270 | -2% | -$9.56M |
|
52
Guidewire Software
GWRE
$18.3B
| $603M | 0.39% | 5,070,330 +308,579 | +6% | +$36.7M |
|
53
Johnson & Johnson
JNJ
$427B
| $602M | 0.39% | 3,729,255 -108,658 | -3% | -$17.5M |
|
54
Vail Resorts
MTN
$6.09B
| $586M | 0.38% | 1,753,006 +2,559 | +0.1% | +$855K |
|
55
WIX.com
WIX
$7.85B
| $579M | 0.38% | 2,952,822 +223,822 | +8% | +$43.9M |
|
56
Verizon
VZ
$186B
| $570M | 0.37% | 10,556,912 +179,122 | +2% | +$9.67M |
|
|
FRC
57
DELISTED
First Republic Bank
FRC
| $563M | 0.37% | 2,920,778 -132,747 | -4% | -$25.6M |
|
58
Merck
MRK
$210B
| $554M | 0.36% | 7,381,242 +154,016 | +2% | +$11.6M |
|
59
Bank of America
BAC
$376B
| $544M | 0.35% | 12,807,981 +51,294 | +0.4% | +$2.18M |
|
60
Pfizer
PFE
$141B
| $541M | 0.35% | 12,569,711 +801,981 | +7% | +$34.5M |
|
61
CBRE Group
CBRE
$48.2B
| $538M | 0.35% | 5,528,883 -234,883 | -4% | -$22.9M |
|
62
Rexford Industrial Realty
REXR
$9.8B
| $532M | 0.35% | 9,381,356 +410,943 | +5% | +$23.3M |
|
63
VeriSign
VRSN
$25.5B
| $532M | 0.35% | 2,596,762 -142,736 | -5% | -$29.3M |
|
64
Domino's
DPZ
$15.6B
| $532M | 0.35% | 1,116,076 -55,414 | -5% | -$26.4M |
|
|
ANSS
65
DELISTED
Ansys
ANSS
| $525M | 0.34% | 1,543,223 -46,754 | -3% | -$15.9M |
|
66
Home Depot
HD
$405B
| $517M | 0.34% | 1,573,460 +1,573 | +0.1% | +$516K |
|
67
Brookfield Infrastructure Partners
BIP
$14.6B
| $514M | 0.34% | 9,165,796 +202,882 | +2% | +$11.4M |
|
68
Mettler-Toledo International
MTD
$26.8B
| $512M | 0.33% | 371,917 -11,592 | -3% | -$16M |
|
69
Comcast
CMCSA
$125B
| $499M | 0.33% | 8,924,377 +45,376 | +0.5% | +$2.54M |
|
70
First Industrial Realty Trust
FR
$6.97B
| $495M | 0.32% | 9,506,362 +234,329 | +3% | +$12.2M |
|
71
Chevron
CVX
$324B
| $492M | 0.32% | 4,853,338 +26,391 | +0.5% | +$2.68M |
|
72
Blackrock
BLK
$175B
| $488M | 0.32% | 582,472 -24,375 | -4% | -$20.4M |
|
73
Coca-Cola
KO
$297B
| $488M | 0.32% | 9,305,825 +3,898 | +0% | +$205K |
|
74
Nike
NKE
$114B
| $488M | 0.32% | 3,358,657 -115,715 | -3% | -$16.8M |
|
75
Charter Communications
CHTR
$36.3B
| $488M | 0.32% | 670,428 -20,806 | -3% | -$15.1M |
|