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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Sabra Healthcare REIT
SBRA
$4.66B
| $482M | 0.26% |
25,052,121
+98,770
|
|
||
77
Spotify
SPOT
$102B
| $480M | 0.26% |
989,667
+344,471
|
|
||
78
Caterpillar
CAT
$417B
| $472M | 0.25% |
666,306
+99,847
|
|
||
79
Moody's
MCO
$78.8B
| $472M | 0.25% |
1,081,807
+454,684
|
|
||
80
Iron Mountain
IRM
$37.1B
| $466M | 0.25% |
4,566,093
+358,497
|
|
||
81
Linde
LIN
$235B
| $452M | 0.24% |
912,087
-109,801
|
|
||
82
Fair Isaac
FICO
$26.4B
| $451M | 0.24% |
422,822
-35,263
|
|
||
83
HDFC Bank
HDB
$120B
| $447M | 0.24% |
17,977,844
+17,871,520
|
|
||
84
Home Depot
HD
$310B
| $441M | 0.24% |
1,339,800
+17,753
|
|
||
85
Ares Management
ARES
$28.3B
| $437M | 0.23% |
4,009,291
+169,598
|
|
||
86
EastGroup Properties
EGP
$10.7B
| $431M | 0.23% |
2,328,714
+24,910
|
|
||
87
NextEra Energy
NEE
$179B
| $428M | 0.23% |
4,609,761
-235,445
|
|
||
88
Chubb
CB
$127B
| $428M | 0.23% |
1,313,022
+4,234
|
|
||
|
SUNB
89
Sunbelt Rentals Holdings
SUNB
$32.8B
| $427M | 0.23% |
+6,610,971
|
|
||
90
Parker-Hannifin
PH
$111B
| $426M | 0.23% |
475,915
-13,015
|
|
||
91
Palantir
PLTR
$325B
| $418M | 0.22% |
2,857,609
-429,758
|
|
||
92
T-Mobile US
TMUS
$193B
| $414M | 0.22% |
1,971,069
+178,965
|
|
||
93
Roper Technologies
ROP
$33.5B
| $409M | 0.22% |
1,155,870
-1,192,656
|
|
||
94
Fastenal
FAST
$53.7B
| $406M | 0.22% |
8,746,516
-2,822,940
|
|
||
95
Essex Property Trust
ESS
$18.3B
| $404M | 0.22% |
1,668,036
-11,571
|
|
||
96
Equity Lifestyle Properties
ELS
$12.1B
| $402M | 0.21% |
6,435,365
+66,772
|
|
||
97
Lam Research
LRCX
$379B
| $393M | 0.21% |
1,839,740
-131,030
|
|
||
98
Trane Technologies
TT
$101B
| $393M | 0.21% |
943,056
-16,926
|
|
||
99
Deere & Co
DE
$157B
| $390M | 0.21% |
692,370
-81,706
|
|
||
100
NVR
NVR
$16.7B
| $384M | 0.21% |
58,245
-791
|
|