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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Gartner
IT
$19B
| $697M | 0.44% | 1,544,699 -20,347 | -1% | -$9.18M |
|
52
Essex Property Trust
ESS
$17.4B
| $675M | 0.43% | 2,723,811 -56,281 | -2% | -$14M |
|
53
Live Nation Entertainment
LYV
$38.6B
| $667M | 0.43% | 7,125,841 +17,208 | +0.2% | +$1.61M |
|
54
Union Pacific
UNP
$133B
| $660M | 0.42% | 2,685,866 +5,683 | +0.2% | +$1.4M |
|
55
Merck
MRK
$210B
| $644M | 0.41% | 5,911,682 +20,018 | +0.3% | +$2.18M |
|
56
CBRE Group
CBRE
$48.2B
| $639M | 0.41% | 6,867,581 +46,763 | +0.7% | +$4.35M |
|
57
Brookfield Infrastructure Partners
BIP
$14.6B
| $628M | 0.4% | 19,951,240 +3,613,608 | +22% | +$114M |
|
58
American Homes 4 Rent
AMH
$13.3B
| $612M | 0.39% | 17,007,767 +73,599 | +0.4% | +$2.65M |
|
59
Sun Communities
SUI
$15.9B
| $611M | 0.39% | 4,569,401 +45,700 | +1% | +$6.11M |
|
|
60
Moody's
MCO
$91.4B
| $606M | 0.39% | 1,551,167 -430,650 | -22% | -$168M |
|
61
Procter & Gamble
PG
$368B
| $603M | 0.38% | 4,117,573 +186,446 | +5% | +$27.3M |
|
62
Exxon Mobil
XOM
$487B
| $547M | 0.35% | 5,472,768 +199,374 | +4% | +$19.9M |
|
63
Linde
LIN
$224B
| $547M | 0.35% | 1,331,319 +40,563 | +3% | +$16.7M |
|
64
Tyler Technologies
TYL
$24.4B
| $530M | 0.34% | 1,268,230 -724 | -0.1% | -$303K |
|
65
Autodesk
ADSK
$67.3B
| $528M | 0.34% | 2,169,743 -29,686 | -1% | -$7.23M |
|
66
Abbott
ABT
$231B
| $522M | 0.33% | 4,743,910 -120,988 | -2% | -$13.3M |
|
67
Chevron
CVX
$324B
| $512M | 0.33% | 3,435,518 -111,192 | -3% | -$16.6M |
|
68
Bank of America
BAC
$376B
| $512M | 0.33% | 15,214,872 +570,126 | +4% | +$19.2M |
|
69
Coca-Cola
KO
$297B
| $499M | 0.32% | 8,474,974 +23,046 | +0.3% | +$1.36M |
|
70
Fastenal
FAST
$57B
| $496M | 0.32% | 7,654,315 -153,966 | -2% | -$9.97M |
|
71
Regency Centers
REG
$13.2B
| $493M | 0.31% | 7,354,991 +24,902 | +0.3% | +$1.67M |
|
72
Johnson & Johnson
JNJ
$427B
| $492M | 0.31% | 3,139,566 +37,131 | +1% | +$5.82M |
|
73
VeriSign
VRSN
$25.5B
| $489M | 0.31% | 2,374,995 -11,237 | -0.5% | -$2.31M |
|
74
Martin Marietta Materials
MLM
$37.2B
| $478M | 0.31% | 959,052 -2,593 | -0.3% | -$1.29M |
|
75
Home Depot
HD
$405B
| $474M | 0.3% | 1,368,430 -6,800 | -0.5% | -$2.36M |
|