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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Markel Group
MKL
$24.8B
| $719M | 0.43% | 583,437 -25,071 | -4% | -$30.9M |
|
52
PayPal
PYPL
$67.1B
| $714M | 0.43% | 3,736,873 +23,026 | +0.6% | +$4.4M |
|
53
Berkshire Hathaway Class B
BRK.B
$1.09T
| $701M | 0.42% | 2,344,332 -102,985 | -4% | -$30.8M |
|
54
Pfizer
PFE
$141B
| $650M | 0.39% | 11,023,262 -1,546,449 | -12% | -$91.3M |
|
55
First Industrial Realty Trust
FR
$6.97B
| $641M | 0.38% | 9,705,520 +199,158 | +2% | +$13.2M |
|
56
Domino's
DPZ
$15.6B
| $640M | 0.38% | 1,141,745 +25,669 | +2% | +$14.4M |
|
57
Home Depot
HD
$405B
| $631M | 0.38% | 1,520,514 -52,946 | -3% | -$22M |
|
58
HEICO Class A
HEI.A
$34.1B
| $628M | 0.37% | 4,898,747 +1,028,421 | +27% | +$132M |
|
59
VeriSign
VRSN
$25.5B
| $626M | 0.37% | 2,486,415 -110,347 | -4% | -$27.8M |
|
60
Mettler-Toledo International
MTD
$26.8B
| $604M | 0.36% | 359,041 -12,876 | -3% | -$21.6M |
|
61
Idexx Laboratories
IDXX
$51.8B
| $602M | 0.36% | 917,023 -109,355 | -11% | -$71.8M |
|
62
Johnson & Johnson
JNJ
$427B
| $598M | 0.36% | 3,495,141 -234,114 | -6% | -$40M |
|
|
ANSS
63
DELISTED
Ansys
ANSS
| $591M | 0.35% | 1,483,377 -59,846 | -4% | -$23.9M |
|
64
CBRE Group
CBRE
$48.2B
| $583M | 0.35% | 5,395,620 -133,263 | -2% | -$14.4M |
|
65
Fastenal
FAST
$57B
| $580M | 0.35% | 9,123,335 -327,669 | -3% | -$20.8M |
|
66
Guidewire Software
GWRE
$18.3B
| $579M | 0.35% | 5,088,234 +17,904 | +0.4% | +$2.04M |
|
|
FRC
67
DELISTED
First Republic Bank
FRC
| $571M | 0.34% | 2,771,507 -149,271 | -5% | -$30.8M |
|
68
Vail Resorts
MTN
$6.09B
| $567M | 0.34% | 1,729,215 -23,791 | -1% | -$7.81M |
|
69
Brown & Brown
BRO
$32B
| $567M | 0.34% | 8,130,991 +102,269 | +1% | +$7.13M |
|
70
Brookfield Infrastructure Partners
BIP
$14.6B
| $563M | 0.34% | 9,253,402 +87,606 | +1% | +$5.33M |
|
71
Coca-Cola
KO
$297B
| $561M | 0.33% | 9,475,447 +169,622 | +2% | +$10M |
|
72
Verizon
VZ
$186B
| $553M | 0.33% | 10,637,067 +80,155 | +0.8% | +$4.17M |
|
73
Merck
MRK
$210B
| $541M | 0.32% | 7,064,788 -316,454 | -4% | -$24.3M |
|
74
Procter & Gamble
PG
$368B
| $540M | 0.32% | 3,301,726 -149,004 | -4% | -$24.4M |
|
75
Chevron
CVX
$324B
| $530M | 0.32% | 4,515,107 -338,231 | -7% | -$39.7M |
|