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 |
Alphabet (Google) Class A
GOOGL
|
$438M |
| 2 |
Equinix
EQIX
|
$402M |
| 3 |
Dollar Tree
DLTR
|
$251M |
| 4 |
PayPal
PYPL
|
$128M |
| 5 |
Synchrony
SYF
|
$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$433M |
| 2 |
Bausch Health
BHC
|
$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$202M |
| 4 |
HES
Hess
HES
|
$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alexandria Real Estate Equities
ARE
$14.1B
| $209M | 0.31% | 2,312,584 +81,945 | +4% | +$7.4M |
|
77
Intuit
INTU
$186B
| $208M | 0.31% | 2,158,546 -12,733 | -0.6% | -$1.23M |
|
|
MJN
78
DELISTED
Mead Johnson Nutrition Company
MJN
| $208M | 0.31% | 2,628,245 -431,240 | -14% | -$34M |
|
79
Cardinal Health
CAH
$35.5B
| $205M | 0.3% | 2,292,025 +18,441 | +0.8% | +$1.65M |
|
80
Liberty Media Series C
FWONK
$25B
| $203M | 0.3% | 5,330,556 -58,005 | -1% | -$2.21M |
|
81
Becton Dickinson
BDX
$55.3B
| $203M | 0.3% | 1,315,377 -14,053 | -1% | -$2.17M |
|
82
Microchip Technology
MCHP
$35.1B
| $202M | 0.3% | 4,337,627 +23,274 | +0.5% | +$1.08M |
|
83
CBRE Group
CBRE
$48.2B
| $202M | 0.3% | 5,830,961 -360,305 | -6% | -$12.5M |
|
84
Federal Realty Investment Trust
FRT
$8.67B
| $199M | 0.3% | 1,364,046 +48,922 | +4% | +$7.15M |
|
85
Mastercard
MA
$538B
| $198M | 0.29% | 2,035,198 -95,022 | -4% | -$9.25M |
|
86
General Dynamics
GD
$87.3B
| $198M | 0.29% | 1,438,810 +40,205 | +3% | +$5.52M |
|
87
M&T Bank
MTB
$31.5B
| $194M | 0.29% | 1,598,188 +49,240 | +3% | +$5.97M |
|
88
DuPont de Nemours
DD
$32.2B
| $193M | 0.29% | 3,749,870 -3,496 | -0.1% | -$180K |
|
89
Everest Group
EG
$14.3B
| $193M | 0.29% | 1,053,448 +198,485 | +23% | +$36.3M |
|
90
Signet Jewelers
SIG
$3.62B
| $188M | 0.28% | 1,523,647 -41,745 | -3% | -$5.16M |
|
|
91
PayPal
PYPL
$67.1B
| $187M | 0.28% | 5,161,633 +3,522,424 | +215% | +$128M |
|
92
Starbucks
SBUX
$100B
| $184M | 0.27% | 3,068,740 -35,669 | -1% | -$2.14M |
|
93
Kroger
KR
$44.9B
| $184M | 0.27% | 4,387,272 -326,088 | -7% | -$13.6M |
|
94
Boeing
BA
$177B
| $181M | 0.27% | 1,250,030 +292,086 | +30% | +$42.2M |
|
95
UnitedHealth
UNH
$281B
| $181M | 0.27% | 1,535,326 -333,632 | -18% | -$39.2M |
|
|
DRE
96
DELISTED
Duke Realty Corp.
DRE
| $179M | 0.27% | 8,520,356 -2,169,766 | -20% | -$45.6M |
|
97
Openlane
KAR
$3.07B
| $178M | 0.26% | 4,813,598 -104,905 | -2% | -$3.88M |
|
98
IBM
IBM
$227B
| $177M | 0.26% | 1,286,044 +31,664 | +3% | +$4.36M |
|
99
Motorola Solutions
MSI
$78.7B
| $176M | 0.26% | 2,575,796 -51,436 | -2% | -$3.52M |
|
100
Martin Marietta Materials
MLM
$37.2B
| $176M | 0.26% | 1,289,241 -334,425 | -21% | -$45.7M |
|