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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Honeywell
HON
$139B
| $333M | 0.29% | 1,999,489 -20,010 | -1% | -$3.33M |
|
77
Brookfield Infrastructure Partners
BIP
$14.6B
| $327M | 0.29% | 8,200,892 -934,121 | -10% | -$37.3M |
|
78
PNC Financial Services
PNC
$81.7B
| $325M | 0.29% | 2,386,031 -12,677 | -0.5% | -$1.73M |
|
|
STOR
79
DELISTED
STORE Capital Corporation
STOR
| $320M | 0.28% | 11,522,665 +2,894,363 | +34% | +$80.4M |
|
80
PepsiCo
PEP
$204B
| $315M | 0.28% | 2,815,944 -23,142 | -0.8% | -$2.59M |
|
81
Progressive
PGR
$145B
| $310M | 0.27% | 4,368,420 -920,745 | -17% | -$65.4M |
|
82
Costco
COST
$418B
| $310M | 0.27% | 1,318,180 +2,721 | +0.2% | +$639K |
|
83
Salesforce
CRM
$245B
| $307M | 0.27% | 1,929,555 +92,983 | +5% | +$14.8M |
|
84
Arch Capital
ACGL
$34.2B
| $302M | 0.27% | 10,137,234 +1,087,071 | +12% | +$32.4M |
|
85
Vulcan Materials
VMC
$38.5B
| $302M | 0.27% | 2,713,235 +285,872 | +12% | +$31.8M |
|
86
Brown & Brown
BRO
$32B
| $301M | 0.26% | 10,163,723 +885,893 | +10% | +$26.2M |
|
87
Enovis
ENOV
$1.77B
| $298M | 0.26% | 8,270,816 +48,207 | +0.6% | +$1.74M |
|
88
Dollar General
DG
$23.9B
| $298M | 0.26% | 2,722,948 -7,896 | -0.3% | -$863K |
|
89
Citigroup
C
$178B
| $293M | 0.26% | 4,090,328 -71,045 | -2% | -$5.1M |
|
90
PayPal
PYPL
$67.1B
| $293M | 0.26% | 3,336,349 +1,646,228 | +97% | +$145M |
|
91
Booking.com
BKNG
$181B
| $292M | 0.26% | 147,205 +2,169 | +1% | +$4.3M |
|
92
Adobe
ADBE
$151B
| $291M | 0.26% | 1,078,449 +144,007 | +15% | +$38.9M |
|
93
Sun Communities
SUI
$15.9B
| $289M | 0.25% | 2,843,476 -24 | -0% | -$2.44K |
|
94
Comcast
CMCSA
$125B
| $288M | 0.25% | 8,146,915 +30,855 | +0.4% | +$1.09M |
|
95
Kilroy Realty
KRC
$4.92B
| $287M | 0.25% | 3,998,770 -301,930 | -7% | -$21.6M |
|
96
Mettler-Toledo International
MTD
$26.8B
| $286M | 0.25% | 470,310 +68,582 | +17% | +$41.8M |
|
97
Healthcare Realty
HR
$6.11B
| $286M | 0.25% | 10,732,762 +1,560,531 | +17% | +$41.6M |
|
98
US Bancorp
USB
$76B
| $276M | 0.24% | 5,232,392 -391,326 | -7% | -$20.7M |
|
99
3M
MMM
$82.8B
| $274M | 0.24% | 1,300,875 -10,897 | -0.8% | -$2.3M |
|
100
Openlane
KAR
$3.07B
| $271M | 0.24% | 4,536,360 +770,683 | +20% | +$46M |
|