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 |
Copart
CPRT
|
$674M |
| 2 |
Digital Realty Trust
DLR
|
$398M |
| 3 |
Brookfield Asset Management
BAM
|
$357M |
| 4 |
Gaming and Leisure Properties
GLPI
|
$250M |
| 5 |
Welltower
WELL
|
$222M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
$368M |
| 2 |
Equinix
EQIX
|
$246M |
| 3 |
Guidewire Software
GWRE
|
$202M |
| 4 |
Lennar Class A
LEN
|
$150M |
| 5 |
Liberty Broadband Class C
LBRDK
|
$142M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.79% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Intuit
INTU
$186B
| $588M | 0.44% | 1,510,998 +39,185 | +3% | +$15.3M |
|
52
NVIDIA
NVDA
$4.24T
| $570M | 0.43% | 3,899,907 -29,466 | -0.7% | -$4.31M |
|
53
Domino's
DPZ
$15.6B
| $557M | 0.42% | 1,608,101 +196,063 | +14% | +$67.9M |
|
54
Exxon Mobil
XOM
$487B
| $555M | 0.42% | 5,028,314 -144,800 | -3% | -$16M |
|
55
Abbott
ABT
$231B
| $539M | 0.41% | 4,913,139 -91,471 | -2% | -$10M |
|
56
Autodesk
ADSK
$67.3B
| $534M | 0.4% | 2,858,235 -239,872 | -8% | -$44.8M |
|
57
VeriSign
VRSN
$25.5B
| $526M | 0.4% | 2,560,311 -133,213 | -5% | -$27.4M |
|
58
CubeSmart
CUBE
$9.33B
| $520M | 0.39% | 12,925,308 +314,657 | +2% | +$12.7M |
|
59
Coca-Cola
KO
$297B
| $520M | 0.39% | 8,172,388 +125,507 | +2% | +$7.98M |
|
60
American Homes 4 Rent
AMH
$13.3B
| $513M | 0.39% | 17,021,455 -786,693 | -4% | -$23.7M |
|
61
Agilent Technologies
A
$35.7B
| $500M | 0.38% | 3,341,738 +223,008 | +7% | +$33.4M |
|
62
Live Nation Entertainment
LYV
$38.6B
| $500M | 0.38% | 7,165,661 +157,401 | +2% | +$11M |
|
63
Air Products & Chemicals
APD
$65.5B
| $482M | 0.36% | 1,562,653 -17,481 | -1% | -$5.39M |
|
64
Eli Lilly
LLY
$657B
| $477M | 0.36% | 1,304,692 -30,725 | -2% | -$11.2M |
|
65
Comcast
CMCSA
$125B
| $476M | 0.36% | 13,623,823 -563,400 | -4% | -$19.7M |
|
66
Home Depot
HD
$405B
| $475M | 0.36% | 1,504,940 +136,048 | +10% | +$43M |
|
67
Charles Schwab
SCHW
$174B
| $473M | 0.36% | 5,682,681 +151,011 | +3% | +$12.6M |
|
68
Dollar General
DG
$23.9B
| $472M | 0.36% | 1,915,454 +17,055 | +0.9% | +$4.2M |
|
69
Netflix
NFLX
$513B
| $466M | 0.35% | 1,581,777 -41,169 | -3% | -$12.1M |
|
70
Bank of America
BAC
$376B
| $465M | 0.35% | 14,040,646 +621,664 | +5% | +$20.6M |
|
71
Equity Lifestyle Properties
ELS
$11.7B
| $465M | 0.35% | 7,193,681 -191,351 | -3% | -$12.4M |
|
72
First Industrial Realty Trust
FR
$6.97B
| $463M | 0.35% | 9,593,971 -188,313 | -2% | -$9.09M |
|
73
Deere & Co
DE
$129B
| $451M | 0.34% | 1,052,661 -26,191 | -2% | -$11.2M |
|
74
Verizon
VZ
$186B
| $449M | 0.34% | 11,407,037 -101,158 | -0.9% | -$3.99M |
|
75
Morgan Stanley
MS
$240B
| $448M | 0.34% | 5,272,155 -38,036 | -0.7% | -$3.23M |
|