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 |
Alphabet (Google) Class C
GOOG
|
$1.12B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.05B |
| 3 |
Tesla
TSLA
|
$610M |
| 4 |
Idexx Laboratories
IDXX
|
$197M |
| 5 |
Welltower
WELL
|
$143M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$324B
| $540M | 0.43% | 3,756,828 -265,901 | -7% | -$38.2M |
|
52
Live Nation Entertainment
LYV
$38.6B
| $533M | 0.42% | 7,008,260 +128,137 | +2% | +$9.74M |
|
53
Meta Platforms (Facebook)
META
$1.86T
| $530M | 0.42% | 3,908,319 -1,258,638 | -24% | -$171M |
|
54
Pfizer
PFE
$141B
| $515M | 0.41% | 11,778,608 +3,751 | +0% | +$164K |
|
55
Brookfield Infrastructure Partners
BIP
$14.6B
| $513M | 0.41% | 14,302,302 -58,006 | -0.4% | -$2.08M |
|
56
CubeSmart
CUBE
$9.33B
| $505M | 0.4% | 12,610,651 +261,488 | +2% | +$10.5M |
|
57
Tyler Technologies
TYL
$24.4B
| $489M | 0.39% | 1,407,282 -56,752 | -4% | -$19.7M |
|
58
Abbott
ABT
$231B
| $484M | 0.38% | 5,004,610 -153,721 | -3% | -$14.9M |
|
59
NVIDIA
NVDA
$4.24T
| $477M | 0.38% | 3,929,373 +20,930 | +0.5% | +$2.54M |
|
60
VeriSign
VRSN
$25.5B
| $468M | 0.37% | 2,693,524 -17,736 | -0.7% | -$3.08M |
|
61
Equity Lifestyle Properties
ELS
$11.7B
| $464M | 0.37% | 7,385,032 +1,335,051 | +22% | +$83.9M |
|
|
BKI
62
DELISTED
Black Knight, Inc. Common Stock
BKI
| $461M | 0.37% | 7,115,398 -990,266 | -12% | -$64.1M |
|
63
Dollar General
DG
$23.9B
| $455M | 0.36% | 1,898,399 -174 | -0% | -$41.7K |
|
64
Exxon Mobil
XOM
$487B
| $452M | 0.36% | 5,173,114 -164,413 | -3% | -$14.4M |
|
65
Coca-Cola
KO
$297B
| $451M | 0.36% | 8,046,881 -234,853 | -3% | -$13.2M |
|
|
66
Welltower
WELL
$113B
| $440M | 0.35% | 6,845,508 +2,230,350 | +48% | +$143M |
|
67
First Industrial Realty Trust
FR
$6.97B
| $438M | 0.35% | 9,782,284 -52,313 | -0.5% | -$2.34M |
|
68
Domino's
DPZ
$15.6B
| $438M | 0.35% | 1,412,038 +12,407 | +0.9% | +$3.85M |
|
69
Verizon
VZ
$186B
| $437M | 0.35% | 11,508,195 +864,028 | +8% | +$32.8M |
|
70
Eli Lilly
LLY
$657B
| $432M | 0.34% | 1,335,417 +59,876 | +5% | +$19.4M |
|
71
Agree Realty
ADC
$8.05B
| $428M | 0.34% | 6,327,104 +137,517 | +2% | +$9.29M |
|
|
FRC
72
DELISTED
First Republic Bank
FRC
| $424M | 0.34% | 3,245,922 +141,102 | +5% | +$18.4M |
|
|
STOR
73
DELISTED
STORE Capital Corporation
STOR
| $421M | 0.33% | 13,426,000 -1,973,548 | -13% | -$61.8M |
|
74
Morgan Stanley
MS
$240B
| $420M | 0.33% | 5,310,191 +451,471 | +9% | +$35.7M |
|
75
Comcast
CMCSA
$125B
| $416M | 0.33% | 14,187,223 +1,126,175 | +9% | +$33M |
|