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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Walt Disney
DIS
$213B
| $289M | 0.29% | 2,723,151 +582,853 | +27% | +$61.9M |
|
77
PepsiCo
PEP
$204B
| $286M | 0.29% | 2,478,774 +248,697 | +11% | +$28.7M |
|
78
Boeing
BA
$177B
| $285M | 0.29% | 1,442,748 +561,343 | +64% | +$111M |
|
79
Sherwin-Williams
SHW
$91.2B
| $284M | 0.28% | 809,752 +46,800 | +6% | +$16.4M |
|
80
AutoZone
AZO
$70.2B
| $281M | 0.28% | 492,715 +7,900 | +2% | +$4.51M |
|
81
Citigroup
C
$178B
| $278M | 0.28% | 4,152,299 +205,298 | +5% | +$13.7M |
|
82
Gilead Sciences
GILD
$140B
| $277M | 0.28% | 3,909,105 +1,140,112 | +41% | +$80.7M |
|
83
EPR Properties
EPR
$4.13B
| $277M | 0.28% | 3,849,777 +718,310 | +23% | +$51.6M |
|
84
Crown Castle
CCI
$43.2B
| $277M | 0.28% | 2,761,436 +44,679 | +2% | +$4.48M |
|
85
Loews
L
$20.1B
| $274M | 0.28% | 5,861,864 -63,194 | -1% | -$2.96M |
|
86
Intuit
INTU
$186B
| $274M | 0.27% | 2,064,961 -14,222 | -0.7% | -$1.89M |
|
87
Principal Active High Yield ETF
YLD
$369M
| $273M | 0.27% | +6,547,100 | New | +$273M |
|
|
STOR
88
DELISTED
STORE Capital Corporation
STOR
| $273M | 0.27% | 12,138,830 +2,189,912 | +22% | +$49.2M |
|
89
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$922M
| $272M | 0.27% | +9,450,000 | New | +$272M |
|
90
Intel
INTC
$107B
| $267M | 0.27% | 7,928,202 -973,141 | -11% | -$32.8M |
|
91
Mastercard
MA
$538B
| $265M | 0.27% | 2,185,302 +27,576 | +1% | +$3.35M |
|
92
Starbucks
SBUX
$100B
| $261M | 0.26% | 4,476,324 +1,678,506 | +60% | +$97.9M |
|
93
Kilroy Realty
KRC
$4.92B
| $255M | 0.26% | 3,393,416 +11,693 | +0.3% | +$879K |
|
94
AbbVie
ABBV
$372B
| $255M | 0.26% | 3,512,232 -17,587 | -0.5% | -$1.28M |
|
95
Extra Space Storage
EXR
$30.5B
| $252M | 0.25% | 3,225,854 -92,282 | -3% | -$7.2M |
|
96
M&T Bank
MTB
$31.5B
| $251M | 0.25% | 1,550,688 +11,407 | +0.7% | +$1.85M |
|
97
Openlane
KAR
$3.07B
| $246M | 0.25% | 5,867,365 +918,735 | +19% | +$38.6M |
|
98
Autoliv
ALV
$9.53B
| $245M | 0.25% | 2,230,670 +2,010,970 | +915% | +$221M |
|
99
Hasbro
HAS
$11.4B
| $243M | 0.24% | 2,177,740 +1,648,675 | +312% | +$184M |
|
100
Union Pacific
UNP
$133B
| $241M | 0.24% | 2,210,528 +374,816 | +20% | +$40.8M |
|