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 |
Equity Residential
EQR
|
$255M |
| 2 |
Autodesk
ADSK
|
$107M |
| 3 |
WRK
WestRock Company
WRK
|
$93.8M |
| 4 |
DuPont de Nemours
DD
|
$91.5M |
| 5 |
Kroger
KR
|
$84.1M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$132M |
| 2 |
Camden Property Trust
CPT
|
$124M |
| 3 |
Adobe
ADBE
|
$116M |
| 4 |
Bausch Health
BHC
|
$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Merck
MRK
$210B
| $199M | 0.31% | 4,021,830 +152,587 | +4% | +$7.54M |
|
77
CBRE Group
CBRE
$48.2B
| $198M | 0.31% | 6,191,266 +1,119,936 | +22% | +$35.8M |
|
78
Crown Castle
CCI
$43.2B
| $197M | 0.31% | 2,492,814 +178,590 | +8% | +$14.1M |
|
79
Dollar General
DG
$23.9B
| $196M | 0.31% | 2,702,913 -363,966 | -12% | -$26.4M |
|
80
Verisk Analytics
VRSK
$37.5B
| $194M | 0.3% | 2,625,671 +460,333 | +21% | +$34M |
|
81
Kilroy Realty
KRC
$4.92B
| $194M | 0.3% | 2,977,818 -94,375 | -3% | -$6.15M |
|
82
General Dynamics
GD
$87.3B
| $193M | 0.3% | 1,398,605 +148,690 | +12% | +$20.5M |
|
83
Intuit
INTU
$186B
| $193M | 0.3% | 2,171,279 -214,120 | -9% | -$19M |
|
84
Mastercard
MA
$538B
| $192M | 0.3% | 2,130,220 +140,071 | +7% | +$12.6M |
|
85
American Tower
AMT
$95.5B
| $189M | 0.3% | 2,147,879 +77,260 | +4% | +$6.8M |
|
86
M&T Bank
MTB
$31.5B
| $189M | 0.3% | 1,548,948 +69,756 | +5% | +$8.51M |
|
87
Alexandria Real Estate Equities
ARE
$14.1B
| $189M | 0.3% | 2,230,639 +343,507 | +18% | +$29.1M |
|
|
LVNTA
88
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $189M | 0.3% | 4,675,633 +61,706 | +1% | +$2.49M |
|
89
Microchip Technology
MCHP
$35.1B
| $186M | 0.29% | 4,314,353 +191,410 | +5% | +$8.25M |
|
90
Liberty Media Series C
FWONK
$25B
| $186M | 0.29% | 5,388,561 +233,390 | +5% | +$8.04M |
|
|
MIC
91
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $182M | 0.29% | 2,436,448 +135,939 | +6% | +$10.1M |
|
92
IBM
IBM
$227B
| $182M | 0.29% | 1,254,380 +25,791 | +2% | +$3.74M |
|
93
Motorola Solutions
MSI
$78.7B
| $180M | 0.28% | 2,627,232 +77,151 | +3% | +$5.28M |
|
94
Federal Realty Investment Trust
FRT
$8.67B
| $179M | 0.28% | 1,315,124 +39,681 | +3% | +$5.41M |
|
95
Starbucks
SBUX
$100B
| $176M | 0.28% | 3,104,409 +173,271 | +6% | +$9.85M |
|
96
Becton Dickinson
BDX
$55.3B
| $176M | 0.28% | 1,329,430 +4,293 | +0.3% | +$570K |
|
97
Goldman Sachs
GS
$226B
| $176M | 0.28% | 1,012,617 -21,031 | -2% | -$3.65M |
|
98
EOG Resources
EOG
$68.2B
| $176M | 0.28% | 2,410,937 +3,871 | +0.2% | +$282K |
|
99
Cardinal Health
CAH
$35.5B
| $175M | 0.27% | 2,273,584 -253,581 | -10% | -$19.5M |
|
100
Openlane
KAR
$3.07B
| $175M | 0.27% | 4,918,503 -230,059 | -4% | -$8.17M |
|