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 | +$505M | |
| 2 | +$485M | |
| 3 | +$388M | |
| 4 |
NVIDIA
NVDA
|
+$338M |
| 5 |
Live Nation Entertainment
LYV
|
+$288M |
Top Sells
| 1 | +$647M | |
| 2 | +$401M | |
| 3 | +$304M | |
| 4 |
Vail Resorts
MTN
|
+$235M |
| 5 |
UnitedHealth
UNH
|
+$208M |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Financials | 15.7% |
| 3 | Real Estate | 11.65% |
| 4 | Consumer Discretionary | 11.44% |
| 5 | Industrials | 10.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Simon Property Group
SPG
$59.9B
| $532M | 0.27% |
2,837,284
-43,213
|
|
||
77
iShares Core S&P 500 ETF
IVV
$734B
| $532M | 0.27% |
794,964
-36,490
|
|
||
78
Abbott
ABT
$217B
| $526M | 0.27% |
3,923,501
-331,362
|
|
||
79
Healthpeak Properties
DOC
$12B
| $517M | 0.26% |
26,984,868
-883,593
|
|
||
80
Invitation Homes
INVH
$16.9B
| $512M | 0.26% |
17,446,124
-774,772
|
|
||
81
Coca-Cola
KO
$304B
| $501M | 0.25% |
7,548,407
-793,515
|
|
||
|
82
UnitedHealth
UNH
$301B
| $498M | 0.25% |
1,442,968
-603,613
|
|
||
83
NVR
NVR
$20.7B
| $485M | 0.24% |
60,307
+2,331
|
|
||
84
American Homes 4 Rent
AMH
$11.6B
| $484M | 0.24% |
14,550,247
-584,542
|
|
||
85
Air Products & Chemicals
APD
$58.3B
| $481M | 0.24% |
1,763,578
-203,879
|
|
||
86
Floor & Decor
FND
$7.09B
| $472M | 0.24% |
6,398,431
+2,015,999
|
|
||
87
Arch Capital
ACGL
$33.6B
| $467M | 0.24% |
5,148,391
-687,377
|
|
||
88
Chevron
CVX
$304B
| $453M | 0.23% |
2,915,108
+280,577
|
|
||
89
T-Mobile US
TMUS
$233B
| $443M | 0.22% |
1,852,078
+51,304
|
|
||
90
Lennar Class A
LEN
$32B
| $440M | 0.22% |
3,494,410
+129,800
|
|
||
91
Merck
MRK
$251B
| $437M | 0.22% |
5,209,360
-420,231
|
|
||
92
Equity Residential
EQR
$23.6B
| $436M | 0.22% |
6,739,250
-209,798
|
|
||
93
Blackrock
BLK
$168B
| $423M | 0.21% |
362,766
-23,836
|
|
||
94
Charles Schwab
SCHW
$169B
| $423M | 0.21% |
4,428,331
-1,886,493
|
|
||
95
Brookfield Asset Management
BAM
$85.7B
| $417M | 0.21% |
7,329,818
-376,627
|
|
||
96
Parker-Hannifin
PH
$111B
| $417M | 0.21% |
550,170
-52,786
|
|
||
97
Equity Lifestyle Properties
ELS
$12.1B
| $416M | 0.21% |
6,855,358
-180,907
|
|
||
98
Trane Technologies
TT
$90.6B
| $410M | 0.21% |
971,527
-51,814
|
|
||
99
W.R. Berkley
WRB
$26.9B
| $402M | 0.2% |
5,241,509
+242,546
|
|
||
100
Spotify
SPOT
$114B
| $399M | 0.2% |
571,474
+555,752
|
|