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 |
Brookfield
BN
|
$264M |
| 2 |
Signet Jewelers
SIG
|
$185M |
| 3 |
Alexandria Real Estate Equities
ARE
|
$136M |
| 4 |
Public Storage
PSA
|
$133M |
| 5 |
SBA Communications
SBAC
|
$99.5M |
Top Sells
| 1 |
Williams Companies
WMB
|
$220M |
| 2 |
Extra Space Storage
EXR
|
$143M |
| 3 |
Vornado Realty Trust
VNO
|
$141M |
| 4 |
Kinder Morgan
KMI
|
$136M |
| 5 |
Charles Schwab
SCHW
|
$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Enovis
ENOV
$1.77B
| $209M | 0.31% | 4,538,642 +567,212 | +14% | +$26.2M |
|
|
BCR
77
DELISTED
CR Bard Inc.
BCR
| $208M | 0.31% | 1,219,623 -2,940 | -0.2% | -$502K |
|
78
Oracle
ORCL
$635B
| $207M | 0.31% | 5,125,754 -721,654 | -12% | -$29.1M |
|
79
Kilroy Realty
KRC
$4.92B
| $206M | 0.31% | 3,072,193 +77,228 | +3% | +$5.19M |
|
80
Coca-Cola
KO
$297B
| $204M | 0.3% | 5,211,523 +62,134 | +1% | +$2.44M |
|
81
IBM
IBM
$227B
| $200M | 0.3% | 1,228,589 +7,315 | +0.6% | +$1.19M |
|
82
Elevance Health
ELV
$71.8B
| $196M | 0.29% | 1,196,234 -35,467 | -3% | -$5.82M |
|
83
Microchip Technology
MCHP
$35.1B
| $196M | 0.29% | 4,122,943 +300,874 | +8% | +$14.3M |
|
|
MHFI
84
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $195M | 0.29% | 1,940,300 +126,822 | +7% | +$12.7M |
|
85
Adobe
ADBE
$151B
| $195M | 0.29% | 2,401,848 -693,620 | -22% | -$56.2M |
|
86
American Tower
AMT
$95.5B
| $193M | 0.29% | 2,070,619 +142,410 | +7% | +$13.3M |
|
87
Openlane
KAR
$3.07B
| $193M | 0.29% | 5,148,562 +452,305 | +10% | +$16.9M |
|
88
Host Hotels & Resorts
HST
$11.8B
| $191M | 0.29% | 9,641,838 -1,652,189 | -15% | -$32.8M |
|
|
MIC
89
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $190M | 0.28% | 2,300,509 +204,859 | +10% | +$16.9M |
|
90
Becton Dickinson
BDX
$55.3B
| $188M | 0.28% | 1,325,137 +6,854 | +0.5% | +$971K |
|
91
CBRE Group
CBRE
$48.2B
| $188M | 0.28% | 5,071,330 +345,479 | +7% | +$12.8M |
|
92
Jefferies Financial Group
JEF
$13.4B
| $187M | 0.28% | 7,686,575 +47,504 | +0.6% | +$1.15M |
|
93
Mastercard
MA
$538B
| $186M | 0.28% | 1,990,149 +226,645 | +13% | +$21.2M |
|
94
Crown Castle
CCI
$43.2B
| $186M | 0.28% | 2,314,224 -710,574 | -23% | -$57.1M |
|
95
Liberty Media Series C
FWONK
$25B
| $185M | 0.28% | 5,155,171 +214,194 | +4% | +$7.69M |
|
96
M&T Bank
MTB
$31.5B
| $185M | 0.28% | 1,479,192 +69,645 | +5% | +$8.7M |
|
|
DRE
97
DELISTED
Duke Realty Corp.
DRE
| $183M | 0.27% | 9,832,008 -2,091,240 | -18% | -$38.8M |
|
|
LVNTA
98
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $181M | 0.27% | 4,613,927 +1,454 | +0% | +$57.1K |
|
99
CubeSmart
CUBE
$9.33B
| $181M | 0.27% | 7,820,389 +29,778 | +0.4% | +$690K |
|
|
ARG
100
DELISTED
AIRGAS INC
ARG
| $180M | 0.27% | 1,698,831 +56,866 | +3% | +$6.02M |
|