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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brown & Brown
BRO
|
$94.2M |
| 5 |
Brookfield
BN
|
$89.3M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
US Bancorp
USB
$76B
| $292M | 0.28% | 5,772,302 -414,003 | -7% | -$20.9M |
|
77
3M
MMM
$82.8B
| $291M | 0.28% | 1,327,100 +130,527 | +11% | +$28.7M |
|
78
Honeywell
HON
$139B
| $291M | 0.28% | 2,012,595 +192,133 | +11% | +$27.8M |
|
|
STOR
79
DELISTED
STORE Capital Corporation
STOR
| $289M | 0.28% | 11,628,711 -30,588 | -0.3% | -$759K |
|
80
Walt Disney
DIS
$213B
| $286M | 0.27% | 2,847,069 +107,913 | +4% | +$10.8M |
|
81
DuPont de Nemours
DD
$32.2B
| $283M | 0.27% | 4,447,909 -250,984 | -5% | -$16M |
|
82
Philip Morris
PM
$260B
| $283M | 0.27% | 2,849,402 +47,965 | +2% | +$4.77M |
|
83
EPR Properties
EPR
$4.13B
| $283M | 0.27% | 5,105,162 +1,412,865 | +38% | +$78.3M |
|
84
Liberty Global Class C
LBTYK
$4.07B
| $283M | 0.27% | 9,292,801 -331,754 | -3% | -$10.1M |
|
85
Citigroup
C
$178B
| $281M | 0.27% | 4,167,300 +53,619 | +1% | +$3.62M |
|
86
Mohawk Industries
MHK
$8.24B
| $279M | 0.27% | 1,199,943 +3,493 | +0.3% | +$811K |
|
87
Comcast
CMCSA
$125B
| $278M | 0.27% | 8,141,637 -1,663,566 | -17% | -$56.8M |
|
88
Kilroy Realty
KRC
$4.92B
| $278M | 0.27% | 3,915,763 +35,939 | +0.9% | +$2.55M |
|
89
Hasbro
HAS
$11.4B
| $278M | 0.27% | 3,292,366 +61,893 | +2% | +$5.22M |
|
90
Chubb
CB
$110B
| $276M | 0.26% | 2,018,451 -138,459 | -6% | -$18.9M |
|
91
AbbVie
ABBV
$372B
| $275M | 0.26% | 2,901,305 -61,380 | -2% | -$5.81M |
|
92
Sun Communities
SUI
$15.9B
| $271M | 0.26% | 2,965,275 +98,004 | +3% | +$8.95M |
|
93
Regency Centers
REG
$13.2B
| $269M | 0.26% | 4,554,656 -241,482 | -5% | -$14.2M |
|
94
NextEra Energy, Inc.
NEE
$148B
| $268M | 0.26% | 1,641,235 +51,158 | +3% | +$8.36M |
|
95
Enovis
ENOV
$1.77B
| $263M | 0.25% | 8,247,058 -32,829 | -0.4% | -$1.05M |
|
96
Marathon Petroleum
MPC
$54.6B
| $263M | 0.25% | 3,590,682 -171,767 | -5% | -$12.6M |
|
97
Blackrock
BLK
$175B
| $260M | 0.25% | 480,658 -42,648 | -8% | -$23.1M |
|
98
Crown Castle
CCI
$43.2B
| $256M | 0.24% | 2,331,425 +382,362 | +20% | +$41.9M |
|
|
DRE
99
DELISTED
Duke Realty Corp.
DRE
| $255M | 0.24% | 9,619,247 -710,166 | -7% | -$18.8M |
|
|
BKI
100
DELISTED
Black Knight, Inc. Common Stock
BKI
| $252M | 0.24% | 5,347,093 +1,605,148 | +43% | +$75.6M |
|