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 |
Brookfield
BN
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SBA Communications
SBAC
$22B
| $644M | 0.44% | 2,780,014 +38,564 | +1% | +$8.94M |
|
52
American Homes 4 Rent
AMH
$13.3B
| $599M | 0.41% | 16,886,439 -68,761 | -0.4% | -$2.44M |
|
53
Broadcom
AVGO
$1.4T
| $588M | 0.4% | 677,896 -16,061 | -2% | -$13.9M |
|
54
Eli Lilly
LLY
$657B
| $581M | 0.4% | 1,239,817 -12,227 | -1% | -$5.73M |
|
55
Sun Communities
SUI
$15.9B
| $579M | 0.4% | 4,438,934 -53,352 | -1% | -$6.96M |
|
56
Union Pacific
UNP
$133B
| $563M | 0.39% | 2,753,774 -155,364 | -5% | -$31.8M |
|
57
Chevron
CVX
$324B
| $563M | 0.39% | 3,579,963 -60,116 | -2% | -$9.46M |
|
58
Johnson & Johnson
JNJ
$427B
| $554M | 0.38% | 3,345,586 -46,782 | -1% | -$7.74M |
|
59
Domino's
DPZ
$15.6B
| $551M | 0.38% | 1,635,924 -21,648 | -1% | -$7.3M |
|
60
VeriSign
VRSN
$25.5B
| $544M | 0.37% | 2,405,204 -62,636 | -3% | -$14.2M |
|
61
Exxon Mobil
XOM
$487B
| $536M | 0.37% | 4,999,878 -98,674 | -2% | -$10.6M |
|
62
Brookfield Infrastructure Partners
BIP
$14.6B
| $534M | 0.36% | 14,622,892 -12,296 | -0.1% | -$449K |
|
63
Comcast
CMCSA
$125B
| $533M | 0.36% | 12,833,505 -757,751 | -6% | -$31.5M |
|
64
Procter & Gamble
PG
$368B
| $532M | 0.36% | 3,504,460 +543,022 | +18% | +$82.4M |
|
65
Tyler Technologies
TYL
$24.4B
| $526M | 0.36% | 1,263,941 -25,663 | -2% | -$10.7M |
|
66
Abbott
ABT
$231B
| $508M | 0.35% | 4,662,308 -307,827 | -6% | -$33.6M |
|
67
Coca-Cola
KO
$297B
| $500M | 0.34% | 8,307,409 +96,839 | +1% | +$5.83M |
|
68
First Industrial Realty Trust
FR
$6.97B
| $498M | 0.34% | 9,465,926 -90,163 | -0.9% | -$4.75M |
|
69
Equity Lifestyle Properties
ELS
$11.7B
| $486M | 0.33% | 7,269,693 +85,284 | +1% | +$5.7M |
|
70
Autodesk
ADSK
$67.3B
| $481M | 0.33% | 2,352,830 -156,135 | -6% | -$31.9M |
|
71
CBRE Group
CBRE
$48.2B
| $478M | 0.33% | 5,926,297 +226,861 | +4% | +$18.3M |
|
72
S&P Global
SPGI
$167B
| $476M | 0.33% | 1,186,545 -73,279 | -6% | -$29.4M |
|
73
Linde
LIN
$224B
| $466M | 0.32% | 1,222,012 -75,516 | -6% | -$28.8M |
|
74
Arch Capital
ACGL
$34.2B
| $465M | 0.32% | 6,215,668 -154,915 | -2% | -$11.6M |
|
75
Fastenal
FAST
$57B
| $464M | 0.32% | 7,859,881 -200,535 | -2% | -$11.8M |
|