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 |
Hilton Worldwide
HLT
|
$323M |
| 2 |
FRC
First Republic Bank
FRC
|
$239M |
| 3 |
Mettler-Toledo International
MTD
|
$210M |
| 4 |
Baidu
BIDU
|
$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$183M |
Top Sells
| 1 |
Aon
AON
|
$326M |
| 2 |
Dollar Tree
DLTR
|
$319M |
| 3 |
Intuit
INTU
|
$280M |
| 4 |
Fidelity National Information Services
FIS
|
$206M |
| 5 |
Loews
L
|
$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
DuPont de Nemours
DD
$32.2B
| $317M | 0.29% | 4,801,859 +353,950 | +8% | +$23.3M |
|
77
Vulcan Materials
VMC
$38.5B
| $313M | 0.29% | 2,427,363 +410,622 | +20% | +$53M |
|
78
Progressive
PGR
$145B
| $313M | 0.29% | 5,289,165 +246,036 | +5% | +$14.6M |
|
79
Abbott
ABT
$231B
| $311M | 0.29% | 5,096,911 -43,104 | -0.8% | -$2.63M |
|
80
PepsiCo
PEP
$204B
| $309M | 0.28% | 2,839,086 +16,373 | +0.6% | +$1.78M |
|
81
Extra Space Storage
EXR
$30.5B
| $297M | 0.27% | 2,973,503 +126,354 | +4% | +$12.6M |
|
82
Booking.com
BKNG
$181B
| $294M | 0.27% | 145,036 +29,501 | +26% | +$59.8M |
|
83
Honeywell
HON
$139B
| $291M | 0.27% | 2,019,499 +6,904 | +0.3% | +$995K |
|
84
Crown Castle
CCI
$43.2B
| $290M | 0.27% | 2,692,288 +360,863 | +15% | +$38.9M |
|
85
Dentsply Sirona
XRAY
$2.85B
| $285M | 0.26% | 6,522,124 -336,635 | -5% | -$14.7M |
|
86
US Bancorp
USB
$76B
| $281M | 0.26% | 5,623,718 -148,584 | -3% | -$7.43M |
|
87
Citigroup
C
$178B
| $278M | 0.26% | 4,161,373 -5,927 | -0.1% | -$397K |
|
88
Sun Communities
SUI
$15.9B
| $278M | 0.26% | 2,843,500 -121,775 | -4% | -$11.9M |
|
89
Costco
COST
$418B
| $275M | 0.25% | 1,315,459 +567 | +0% | +$118K |
|
90
NextEra Energy, Inc.
NEE
$148B
| $274M | 0.25% | 1,643,045 +1,810 | +0.1% | +$302K |
|
91
Netflix
NFLX
$513B
| $270M | 0.25% | 688,744 +49,943 | +8% | +$19.5M |
|
92
Dollar General
DG
$23.9B
| $269M | 0.25% | 2,730,844 +851,956 | +45% | +$84M |
|
93
Comcast
CMCSA
$125B
| $266M | 0.24% | 8,116,060 -25,577 | -0.3% | -$839K |
|
94
3M
MMM
$82.8B
| $258M | 0.24% | 1,311,772 -15,328 | -1% | -$3.02M |
|
95
Brown & Brown
BRO
$32B
| $257M | 0.24% | 9,277,830 +1,781,931 | +24% | +$49.4M |
|
96
Mohawk Industries
MHK
$8.24B
| $257M | 0.24% | 1,198,350 -1,593 | -0.1% | -$341K |
|
|
DRE
97
DELISTED
Duke Realty Corp.
DRE
| $256M | 0.24% | 8,810,978 -808,269 | -8% | -$23.5M |
|
98
Chubb
CB
$110B
| $256M | 0.24% | 2,013,664 -4,787 | -0.2% | -$608K |
|
99
CubeSmart
CUBE
$9.33B
| $253M | 0.23% | 7,850,629 +915,596 | +13% | +$29.5M |
|
100
Enovis
ENOV
$1.77B
| $252M | 0.23% | 8,222,609 -24,449 | -0.3% | -$749K |
|