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 |
Chevron
CVX
|
$121M |
| 2 |
Morgan Stanley
MS
|
$115M |
| 3 |
EOG Resources
EOG
|
$109M |
| 4 |
Kilroy Realty
KRC
|
$101M |
| 5 |
CVS Health
CVS
|
$98.4M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$134M |
| 2 |
Equity Residential
EQR
|
$115M |
| 3 |
Pfizer
PFE
|
$85.2M |
| 4 |
Murphy Oil
MUR
|
$75.8M |
| 5 |
Aflac
AFL
|
$75.4M |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Kilroy Realty
KRC
$4.92B
| $242M | 0.31% | 3,300,676 +1,381,573 | +72% | +$101M |
|
77
Microchip Technology
MCHP
$35.1B
| $240M | 0.3% | 3,738,064 -666,043 | -15% | -$42.7M |
|
78
Intuit
INTU
$186B
| $239M | 0.3% | 2,085,837 -2,774 | -0.1% | -$318K |
|
79
Crown Castle
CCI
$43.2B
| $237M | 0.3% | 2,727,034 -19,817 | -0.7% | -$1.72M |
|
80
Amgen
AMGN
$155B
| $232M | 0.29% | 1,589,730 -217,548 | -12% | -$31.8M |
|
81
Coca-Cola
KO
$297B
| $230M | 0.29% | 5,547,271 -23,463 | -0.4% | -$973K |
|
82
PepsiCo
PEP
$204B
| $224M | 0.28% | 2,142,940 -40,122 | -2% | -$4.2M |
|
83
IBM
IBM
$227B
| $224M | 0.28% | 1,347,788 -16,033 | -1% | -$2.66M |
|
|
STOR
84
DELISTED
STORE Capital Corporation
STOR
| $224M | 0.28% | 9,049,637 +1,658,540 | +22% | +$41M |
|
85
Mastercard
MA
$538B
| $222M | 0.28% | 2,149,392 +91,323 | +4% | +$9.43M |
|
86
Walt Disney
DIS
$213B
| $221M | 0.28% | 2,121,210 -32,067 | -1% | -$3.34M |
|
87
Sun Communities
SUI
$15.9B
| $217M | 0.28% | 2,832,523 +343,114 | +14% | +$26.3M |
|
|
STI
88
DELISTED
SunTrust Banks, Inc.
STI
| $214M | 0.27% | 3,899,026 -1,044,447 | -21% | -$57.3M |
|
89
AbbVie
ABBV
$372B
| $212M | 0.27% | 3,383,915 -86,852 | -3% | -$5.44M |
|
90
Motorola Solutions
MSI
$78.7B
| $208M | 0.26% | 2,510,759 -67,862 | -3% | -$5.63M |
|
|
EQY
91
DELISTED
Equity One
EQY
| $208M | 0.26% | 6,774,100 -86,433 | -1% | -$2.65M |
|
92
Copart
CPRT
$47.2B
| $203M | 0.26% | 3,662,681 -17,752 | -0.5% | -$984K |
|
93
Openlane
KAR
$3.07B
| $202M | 0.26% | 4,747,795 -97,194 | -2% | -$4.14M |
|
|
94
Morgan Stanley
MS
$240B
| $202M | 0.26% | 4,780,329 +2,713,075 | +131% | +$115M |
|
|
MIC
95
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $201M | 0.25% | 2,460,096 +5,177 | +0.2% | +$423K |
|
96
EPR Properties
EPR
$4.13B
| $200M | 0.25% | 2,782,083 -95,942 | -3% | -$6.89M |
|
97
Philip Morris
PM
$260B
| $199M | 0.25% | 2,171,590 -637,577 | -23% | -$58.3M |
|
98
Altria Group
MO
$113B
| $197M | 0.25% | 2,909,102 -690,726 | -19% | -$46.7M |
|
99
DuPont de Nemours
DD
$32.2B
| $196M | 0.25% | 3,422,869 -235,779 | -6% | -$13.5M |
|
100
CubeSmart
CUBE
$9.33B
| $195M | 0.25% | 7,285,710 +73,976 | +1% | +$1.98M |
|