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 |
iShares Core S&P 500 ETF
IVV
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fair Isaac
FICO
$36.5B
| $727M | 0.4% | 365,012 -7,570 | -2% | -$15.1M |
|
52
Exxon Mobil
XOM
$487B
| $716M | 0.39% | 6,652,866 -56,336 | -0.8% | -$6.06M |
|
53
Domino's
DPZ
$15.6B
| $708M | 0.39% | 1,687,863 +21,705 | +1% | +$9.11M |
|
54
VICI Properties
VICI
$36B
| $707M | 0.39% | 24,202,538 +130,659 | +0.5% | +$3.82M |
|
55
CarMax
KMX
$9.21B
| $702M | 0.38% | 8,591,297 +282,519 | +3% | +$23.1M |
|
56
Digital Realty Trust
DLR
$57.2B
| $700M | 0.38% | 3,950,237 +79,322 | +2% | +$14.1M |
|
57
Danaher
DHR
$147B
| $683M | 0.37% | 2,977,046 -79,930 | -3% | -$18.3M |
|
58
Regency Centers
REG
$13.2B
| $679M | 0.37% | 9,182,664 +366,427 | +4% | +$27.1M |
|
59
Cadence Design Systems
CDNS
$95.5B
| $672M | 0.37% | 2,237,569 +216,075 | +11% | +$64.9M |
|
60
Bank of America
BAC
$376B
| $651M | 0.35% | 14,807,802 -607,828 | -4% | -$26.7M |
|
61
Merck
MRK
$210B
| $647M | 0.35% | 6,502,635 +146,685 | +2% | +$14.6M |
|
62
Thermo Fisher Scientific
TMO
$186B
| $633M | 0.35% | 1,216,915 -30,923 | -2% | -$16.1M |
|
63
Veeva Systems
VEEV
$44B
| $623M | 0.34% | 2,964,025 +784,741 | +36% | +$165M |
|
64
Invitation Homes
INVH
$19.2B
| $622M | 0.34% | 19,460,248 -591,408 | -3% | -$18.9M |
|
65
American Homes 4 Rent
AMH
$13.3B
| $598M | 0.33% | 15,987,142 +1,015,351 | +7% | +$38M |
|
|
66
Arthur J. Gallagher & Co
AJG
$77.6B
| $569M | 0.31% | 2,003,237 +1,117,441 | +126% | +$317M |
|
67
Home Depot
HD
$405B
| $568M | 0.31% | 1,459,361 -11,862 | -0.8% | -$4.61M |
|
68
Ares Management
ARES
$39.3B
| $567M | 0.31% | 3,201,863 +352,126 | +12% | +$62.3M |
|
69
Equity Residential
EQR
$25.3B
| $567M | 0.31% | 7,897,863 +152,248 | +2% | +$10.9M |
|
70
Salesforce
CRM
$245B
| $564M | 0.31% | 1,687,444 +105,358 | +7% | +$35.2M |
|
71
Walmart
WMT
$774B
| $552M | 0.3% | 6,104,945 -130,559 | -2% | -$11.8M |
|
72
Morgan Stanley
MS
$240B
| $533M | 0.29% | 4,237,185 -474,620 | -10% | -$59.7M |
|
73
Linde
LIN
$224B
| $526M | 0.29% | 1,255,549 -14,136 | -1% | -$5.92M |
|
74
Autodesk
ADSK
$67.3B
| $521M | 0.28% | 1,763,761 -428,584 | -20% | -$127M |
|
75
Yum China
YUMC
$16.4B
| $501M | 0.27% | 10,397,321 +2,531,518 | +32% | +$122M |
|