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 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 2 |
DaVita
DVA
|
$195M |
| 3 |
Crown Castle
CCI
|
$180M |
| 4 |
Wells Fargo
WFC
|
$164M |
| 5 |
NetEase
NTES
|
$121M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$922M
| $325M | 0.3% | 10,250,000 +800,000 | +8% | +$25.4M |
|
|
AIV
77
Aimco
AIV
$1.11B
| $319M | 0.29% | 7,309,227 -510,159 | -7% | -$22.3M |
|
78
Chubb
CB
$110B
| $315M | 0.29% | 2,156,910 +8,433 | +0.4% | +$1.23M |
|
79
PepsiCo
PEP
$204B
| $314M | 0.29% | 2,622,127 +246,658 | +10% | +$29.6M |
|
80
Intuit
INTU
$186B
| $309M | 0.28% | 1,957,893 -89,553 | -4% | -$14.1M |
|
81
Copart
CPRT
$47.2B
| $307M | 0.28% | 7,113,511 -191,234 | -3% | -$8.26M |
|
82
Citigroup
C
$178B
| $306M | 0.28% | 4,113,681 -755,938 | -16% | -$56.2M |
|
83
Walmart
WMT
$774B
| $305M | 0.28% | 3,090,997 -669,275 | -18% | -$66.1M |
|
|
STOR
84
DELISTED
STORE Capital Corporation
STOR
| $304M | 0.28% | 11,659,299 -360,640 | -3% | -$9.39M |
|
85
KKR & Co
KKR
$124B
| $301M | 0.28% | 14,303,560 +659,713 | +5% | +$13.9M |
|
86
Union Pacific
UNP
$133B
| $300M | 0.28% | 2,237,588 +172,683 | +8% | +$23.2M |
|
87
Philip Morris
PM
$260B
| $296M | 0.27% | 2,801,437 +117,935 | +4% | +$12.5M |
|
88
Walt Disney
DIS
$213B
| $294M | 0.27% | 2,739,156 -48,699 | -2% | -$5.24M |
|
89
Hasbro
HAS
$11.4B
| $294M | 0.27% | 3,230,473 +915,165 | +40% | +$83.2M |
|
90
Kilroy Realty
KRC
$4.92B
| $290M | 0.27% | 3,879,824 -116,585 | -3% | -$8.7M |
|
91
AbbVie
ABBV
$372B
| $287M | 0.26% | 2,962,685 -346,721 | -10% | -$33.5M |
|
|
DFS
92
DELISTED
Discover Financial Services
DFS
| $285M | 0.26% | 3,710,296 +207,218 | +6% | +$15.9M |
|
93
3M
MMM
$82.8B
| $282M | 0.26% | 1,196,573 +106,963 | +10% | +$25.2M |
|
94
Progressive
PGR
$145B
| $281M | 0.26% | 4,995,473 -45,999 | -0.9% | -$2.59M |
|
95
Abbott
ABT
$231B
| $281M | 0.26% | 4,928,782 +486,933 | +11% | +$27.8M |
|
|
DRE
96
DELISTED
Duke Realty Corp.
DRE
| $281M | 0.26% | 10,329,413 +1,005,182 | +11% | +$27.4M |
|
97
Loews
L
$20.1B
| $281M | 0.26% | 5,612,273 -137,181 | -2% | -$6.86M |
|
98
Honeywell
HON
$139B
| $279M | 0.26% | 1,820,462 +163,237 | +10% | +$25M |
|
99
Principal Active High Yield ETF
YLD
$369M
| $272M | 0.25% | 6,597,100 +50,000 | +0.8% | +$2.06M |
|
100
Starbucks
SBUX
$100B
| $272M | 0.25% | 4,730,867 +218,788 | +5% | +$12.6M |
|