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 | +$676M | |
| 2 | +$336M | |
| 3 | +$266M | |
| 4 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$252M |
| 5 |
NVIDIA
NVDA
|
+$233M |
Top Sells
| 1 | +$512M | |
| 2 | +$420M | |
| 3 | +$411M | |
| 4 |
Equity Residential
EQR
|
+$363M |
| 5 |
Hilton Worldwide
HLT
|
+$303M |
Sector Composition
| 1 | Technology | 21.22% |
| 2 | Financials | 15.21% |
| 3 | Real Estate | 11.21% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Industrials | 10.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Entegris
ENTG
$17.8B
| $490M | 0.25% |
5,817,087
-59,184
|
|
||
77
Oracle
ORCL
$436B
| $481M | 0.25% |
2,468,648
+26,679
|
|
||
78
Sabra Healthcare REIT
SBRA
$5.2B
| $473M | 0.24% |
24,953,351
+4,431,897
|
|
||
79
Invitation Homes
INVH
$15.8B
| $468M | 0.24% |
16,852,130
-593,994
|
|
||
80
Fastenal
FAST
$53.7B
| $464M | 0.24% |
11,569,456
-1,000,535
|
|
||
81
Home Depot
HD
$352B
| $455M | 0.23% |
1,322,047
+5,294
|
|
||
82
UnitedHealth
UNH
$259B
| $453M | 0.23% |
1,370,914
-72,054
|
|
||
83
Abbott
ABT
$196B
| $452M | 0.23% |
3,607,816
-315,685
|
|
||
84
Rexford Industrial Realty
REXR
$8.27B
| $446M | 0.23% |
11,518,739
+1,881,905
|
|
||
85
Chevron
CVX
$375B
| $442M | 0.23% |
2,896,868
-18,240
|
|
||
86
Essex Property Trust
ESS
$16.5B
| $440M | 0.22% |
1,679,607
+301,349
|
|
||
87
Linde
LIN
$224B
| $436M | 0.22% |
1,021,888
-188,164
|
|
||
88
Arch Capital
ACGL
$34B
| $434M | 0.22% |
4,528,160
-620,231
|
|
||
89
NVR
NVR
$19.2B
| $431M | 0.22% |
59,036
-1,271
|
|
||
90
Parker-Hannifin
PH
$118B
| $430M | 0.22% |
488,930
-61,240
|
|
||
91
Healthpeak Properties
DOC
$12.1B
| $429M | 0.22% |
26,681,771
-303,097
|
|
||
92
Ametek
AME
$51.5B
| $418M | 0.21% |
2,037,583
-5,446
|
|
||
93
Brookfield Asset Management
BAM
$74.1B
| $412M | 0.21% |
7,863,457
+533,639
|
|
||
94
EastGroup Properties
EGP
$10.1B
| $410M | 0.21% |
2,303,804
+318,261
|
|
||
95
Chubb
CB
$127B
| $408M | 0.21% |
1,308,788
+82,790
|
|
||
96
Air Products & Chemicals
APD
$61.1B
| $401M | 0.2% |
1,622,309
-141,269
|
|
||
97
Mettler-Toledo International
MTD
$25.4B
| $394M | 0.2% |
282,653
-15,776
|
|
||
98
Floor & Decor
FND
$6.45B
| $391M | 0.2% |
6,421,067
+22,636
|
|
||
99
Advanced Micro Devices
AMD
$330B
| $390M | 0.2% |
1,820,652
+54,470
|
|
||
100
GE Aerospace
GE
$338B
| $389M | 0.2% |
1,263,453
+5,010
|
|