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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$297B
| $236M | 0.31% | 5,570,734 +15,969 | +0.3% | +$676K |
|
77
UnitedHealth
UNH
$281B
| $232M | 0.31% | 1,657,111 +38,017 | +2% | +$5.32M |
|
78
Intuit
INTU
$186B
| $230M | 0.3% | 2,088,611 +31,357 | +2% | +$3.45M |
|
79
Citigroup
C
$178B
| $228M | 0.3% | 4,827,330 -178,805 | -4% | -$8.44M |
|
80
Altria Group
MO
$113B
| $228M | 0.3% | 3,599,828 -249,074 | -6% | -$15.7M |
|
81
EPR Properties
EPR
$4.13B
| $227M | 0.3% | 2,878,025 +193,130 | +7% | +$15.2M |
|
82
AbbVie
ABBV
$372B
| $219M | 0.29% | 3,470,767 +44,361 | +1% | +$2.8M |
|
|
STOR
83
DELISTED
STORE Capital Corporation
STOR
| $218M | 0.29% | 7,391,097 +548,571 | +8% | +$16.2M |
|
84
IBM
IBM
$227B
| $217M | 0.29% | 1,363,821 -1,213 | -0.1% | -$193K |
|
|
STI
85
DELISTED
SunTrust Banks, Inc.
STI
| $217M | 0.28% | 4,943,473 +879,094 | +22% | +$38.5M |
|
86
Alibaba
BABA
$322B
| $214M | 0.28% | 2,019,761 +636,009 | +46% | +$67.3M |
|
|
LVNTA
87
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $212M | 0.28% | 5,327,246 +192,433 | +4% | +$7.67M |
|
88
Extra Space Storage
EXR
$30.5B
| $212M | 0.28% | 2,666,891 +148,930 | +6% | +$11.8M |
|
|
EQY
89
DELISTED
Equity One
EQY
| $210M | 0.28% | 6,860,533 -497,516 | -7% | -$15.2M |
|
90
Mastercard
MA
$538B
| $209M | 0.28% | 2,058,069 -19,070 | -0.9% | -$1.94M |
|
91
Openlane
KAR
$3.07B
| $209M | 0.28% | 4,844,989 +137,692 | +3% | +$5.94M |
|
|
MIC
92
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $204M | 0.27% | 2,454,919 +53,321 | +2% | +$4.44M |
|
93
Regency Centers
REG
$13.2B
| $202M | 0.27% | 2,602,267 +269,615 | +12% | +$20.9M |
|
|
DHC
94
Diversified Healthcare Trust
DHC
$920M
| $201M | 0.26% | 8,836,162 +3,141,920 | +55% | +$71.4M |
|
95
Walt Disney
DIS
$213B
| $200M | 0.26% | 2,153,277 +25,403 | +1% | +$2.36M |
|
|
SRC
96
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $199M | 0.26% | 14,912,472 +1,426,707 | +11% | +$19M |
|
97
Copart
CPRT
$47.2B
| $197M | 0.26% | 3,680,433 +95,287 | +3% | +$5.1M |
|
98
Motorola Solutions
MSI
$78.7B
| $197M | 0.26% | 2,578,621 +78,156 | +3% | +$5.96M |
|
99
CubeSmart
CUBE
$9.33B
| $197M | 0.26% | 7,211,734 -823,448 | -10% | -$22.4M |
|
100
Sun Communities
SUI
$15.9B
| $195M | 0.26% | 2,489,409 +190,995 | +8% | +$15M |
|