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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Willis Towers Watson
WTW
|
$177M |
| 3 |
Public Storage
PSA
|
$177M |
| 4 |
Signet Jewelers
SIG
|
$144M |
| 5 |
Host Hotels & Resorts
HST
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Microchip Technology
MCHP
$35.1B
| $213M | 0.31% | 4,426,676 +89,049 | +2% | +$4.29M |
|
77
DuPont de Nemours
DD
$32.2B
| $209M | 0.3% | 4,116,113 +366,243 | +10% | +$18.6M |
|
78
PayPal
PYPL
$67.1B
| $207M | 0.3% | 5,356,988 +195,355 | +4% | +$7.54M |
|
|
AIV
79
Aimco
AIV
$1.11B
| $206M | 0.3% | 4,925,607 -1,279,629 | -21% | -$53.5M |
|
|
QVCGA
80
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $206M | 0.3% | 8,138,701 -196,604 | -2% | -$4.96M |
|
81
Brookfield Infrastructure Partners
BIP
$14.6B
| $205M | 0.3% | 4,873,279 +636,167 | +15% | +$26.8M |
|
|
DRE
82
DELISTED
Duke Realty Corp.
DRE
| $202M | 0.29% | 8,974,488 +454,132 | +5% | +$10.2M |
|
83
Liberty Media Series C
FWONK
$25B
| $201M | 0.29% | 5,287,970 -42,586 | -0.8% | -$1.62M |
|
84
IBM
IBM
$227B
| $200M | 0.29% | 1,321,148 +35,104 | +3% | +$5.32M |
|
85
Becton Dickinson
BDX
$55.3B
| $199M | 0.29% | 1,311,895 -3,482 | -0.3% | -$529K |
|
86
Alexandria Real Estate Equities
ARE
$14.1B
| $198M | 0.29% | 2,182,924 -129,660 | -6% | -$11.8M |
|
87
UnitedHealth
UNH
$281B
| $198M | 0.29% | 1,537,790 +2,464 | +0.2% | +$318K |
|
88
Citigroup
C
$178B
| $198M | 0.29% | 4,743,886 -316,970 | -6% | -$13.2M |
|
89
AbbVie
ABBV
$372B
| $198M | 0.29% | 3,459,532 +956,194 | +38% | +$54.6M |
|
90
Target
TGT
$43.6B
| $195M | 0.28% | 2,371,904 +3,577 | +0.2% | +$294K |
|
91
Motorola Solutions
MSI
$78.7B
| $194M | 0.28% | 2,565,971 -9,825 | -0.4% | -$744K |
|
92
Liberty Broadband Class C
LBRDK
$8.73B
| $193M | 0.28% | 3,330,948 +74,866 | +2% | +$4.34M |
|
93
Enovis
ENOV
$1.77B
| $192M | 0.28% | 6,720,928 +74,462 | +1% | +$2.13M |
|
94
Brown & Brown
BRO
$32B
| $189M | 0.27% | 5,270,174 -26,419 | -0.5% | -$946K |
|
95
Mastercard
MA
$538B
| $188M | 0.27% | 1,989,333 -45,865 | -2% | -$4.33M |
|
96
Bank of America
BAC
$376B
| $188M | 0.27% | 13,879,078 -485,551 | -3% | -$6.56M |
|
97
McDonald's
MCD
$224B
| $187M | 0.27% | 1,488,915 +199,559 | +15% | +$25.1M |
|
|
LVNTA
98
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $185M | 0.27% | 4,732,737 -33,190 | -0.7% | -$1.3M |
|
99
Openlane
KAR
$3.07B
| $181M | 0.26% | 4,753,782 -59,816 | -1% | -$2.28M |
|
100
DaVita
DVA
$9.85B
| $179M | 0.26% | 2,435,081 +69,330 | +3% | +$5.09M |
|