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
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$324B
| $598M | 0.43% | 3,546,710 -33,253 | -0.9% | -$5.61M |
|
52
Live Nation Entertainment
LYV
$38.6B
| $590M | 0.42% | 7,108,633 +33,215 | +0.5% | +$2.76M |
|
53
Essex Property Trust
ESS
$17.4B
| $590M | 0.42% | 2,780,092 -18,610 | -0.7% | -$3.95M |
|
54
Procter & Gamble
PG
$368B
| $573M | 0.41% | 3,931,127 +426,667 | +12% | +$62.2M |
|
55
American Homes 4 Rent
AMH
$13.3B
| $571M | 0.41% | 16,934,168 +47,729 | +0.3% | +$1.61M |
|
56
SBA Communications
SBAC
$22B
| $561M | 0.4% | 2,801,806 +21,792 | +0.8% | +$4.36M |
|
57
Netflix
NFLX
$513B
| $559M | 0.4% | 1,480,831 -22,497 | -1% | -$8.49M |
|
58
Broadcom
AVGO
$1.4T
| $554M | 0.4% | 667,132 -10,764 | -2% | -$8.94M |
|
59
Union Pacific
UNP
$133B
| $546M | 0.39% | 2,680,183 -73,591 | -3% | -$15M |
|
60
Gartner
IT
$19B
| $538M | 0.39% | 1,565,046 +364,128 | +30% | +$125M |
|
61
Sun Communities
SUI
$15.9B
| $535M | 0.38% | 4,523,701 +84,767 | +2% | +$10M |
|
62
CBRE Group
CBRE
$48.2B
| $504M | 0.36% | 6,820,818 +894,521 | +15% | +$66.1M |
|
63
Arch Capital
ACGL
$34.2B
| $492M | 0.35% | 6,176,887 -38,781 | -0.6% | -$3.09M |
|
64
Tyler Technologies
TYL
$24.4B
| $490M | 0.35% | 1,268,954 +5,013 | +0.4% | +$1.94M |
|
65
VeriSign
VRSN
$25.5B
| $483M | 0.35% | 2,386,232 -18,972 | -0.8% | -$3.84M |
|
66
Johnson & Johnson
JNJ
$427B
| $483M | 0.35% | 3,102,435 -243,151 | -7% | -$37.9M |
|
67
Linde
LIN
$224B
| $481M | 0.35% | 1,290,756 +68,744 | +6% | +$25.6M |
|
68
Brookfield Infrastructure Partners
BIP
$14.6B
| $480M | 0.35% | 16,337,632 +1,714,740 | +12% | +$50.4M |
|
69
Coca-Cola
KO
$297B
| $473M | 0.34% | 8,451,928 +144,519 | +2% | +$8.09M |
|
70
Abbott
ABT
$231B
| $471M | 0.34% | 4,864,898 +202,590 | +4% | +$19.6M |
|
71
Comcast
CMCSA
$125B
| $461M | 0.33% | 10,398,431 -2,435,074 | -19% | -$108M |
|
72
Autodesk
ADSK
$67.3B
| $455M | 0.33% | 2,199,429 -153,401 | -7% | -$31.7M |
|
73
Regency Centers
REG
$13.2B
| $436M | 0.31% | 7,330,089 +90,051 | +1% | +$5.35M |
|
74
Fastenal
FAST
$57B
| $427M | 0.31% | 7,808,281 -51,600 | -0.7% | -$2.82M |
|
75
Morgan Stanley
MS
$240B
| $421M | 0.3% | 5,152,379 -138,047 | -3% | -$11.3M |
|