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 |
Zoetis
ZTS
|
$182M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$175M |
| 3 |
Visa
V
|
$155M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$120M |
| 5 |
Cisco
CSCO
|
$114M |
Top Sells
| 1 |
Labcorp
LH
|
$127M |
| 2 |
DFS
Discover Financial Services
DFS
|
$96.7M |
| 3 |
Bank of America
BAC
|
$96.2M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
$91M |
| 5 |
Jones Lang LaSalle
JLL
|
$89.5M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.87% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$297B
| $209M | 0.31% | 5,149,389 +120,851 | +2% | +$4.9M |
|
77
Roper Technologies
ROP
$56.6B
| $205M | 0.31% | 1,194,015 +452,064 | +61% | +$77.8M |
|
78
Goldman Sachs
GS
$226B
| $205M | 0.31% | 1,091,339 -71,708 | -6% | -$13.5M |
|
|
BCR
79
DELISTED
CR Bard Inc.
BCR
| $205M | 0.3% | 1,222,563 +7,301 | +0.6% | +$1.22M |
|
|
80
Bank of America
BAC
$376B
| $205M | 0.3% | 13,290,010 -6,247,894 | -32% | -$96.2M |
|
|
81
Visa
V
$683B
| $202M | 0.3% | 3,084,433 +2,363,949 | +328% | +$155M |
|
82
Kroger
KR
$44.9B
| $198M | 0.3% | 2,586,980 -723,880 | -22% | -$55.5M |
|
83
Citigroup
C
$178B
| $197M | 0.29% | 3,831,849 +143,737 | +4% | +$7.41M |
|
84
IBM
IBM
$227B
| $196M | 0.29% | 1,221,274 +27,057 | +2% | +$4.34M |
|
85
Amazon
AMZN
$2.44T
| $195M | 0.29% | 525,299 +42,130 | +9% | +$15.7M |
|
86
Pebblebrook Hotel Trust
PEB
$1.32B
| $194M | 0.29% | 4,174,193 +368,546 | +10% | +$17.2M |
|
87
SBA Communications
SBAC
$22B
| $194M | 0.29% | 1,657,437 +418,320 | +34% | +$49M |
|
|
LVNTA
88
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $194M | 0.29% | 4,612,473 +497,705 | +12% | +$20.9M |
|
89
RTX Corp
RTX
$212B
| $190M | 0.28% | 1,624,689 -715,941 | -31% | -$83.9M |
|
90
Elevance Health
ELV
$71.8B
| $190M | 0.28% | 1,231,701 +67,217 | +6% | +$10.4M |
|
91
Enovis
ENOV
$1.77B
| $190M | 0.28% | 3,971,430 +577,699 | +17% | +$27.6M |
|
92
Becton Dickinson
BDX
$55.3B
| $189M | 0.28% | 1,318,283 +12,370 | +0.9% | +$1.78M |
|
93
Liberty Media Series C
FWONK
$25B
| $189M | 0.28% | 4,940,977 +94,327 | +2% | +$3.6M |
|
94
Motorola Solutions
MSI
$78.7B
| $189M | 0.28% | 2,829,891 -101,883 | -3% | -$6.79M |
|
95
CubeSmart
CUBE
$9.33B
| $188M | 0.28% | 7,790,611 +666,086 | +9% | +$16.1M |
|
|
MHFI
96
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $188M | 0.28% | 1,813,478 +27,916 | +2% | +$2.89M |
|
97
Federal Realty Investment Trust
FRT
$8.67B
| $187M | 0.28% | 1,271,330 +88,247 | +7% | +$13M |
|
98
Microchip Technology
MCHP
$35.1B
| $187M | 0.28% | 3,822,069 -181,212 | -5% | -$8.86M |
|
|
XEC
99
DELISTED
CIMAREX ENERGY CO
XEC
| $183M | 0.27% | 1,592,962 -49,551 | -3% | -$5.7M |
|
100
CBRE Group
CBRE
$48.2B
| $183M | 0.27% | 4,725,851 +480,040 | +11% | +$18.6M |
|