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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Brown & Brown
BRO
$32B
| $384M | 0.32% | 9,718,842 -10,235 | -0.1% | -$404K |
|
77
EPR Properties
EPR
$4.13B
| $375M | 0.31% | 5,306,579 +112,329 | +2% | +$7.93M |
|
|
AIV
78
Aimco
AIV
$1.11B
| $375M | 0.31% | 7,254,897 -774,745 | -10% | -$40M |
|
79
PNC Financial Services
PNC
$81.7B
| $370M | 0.31% | 2,319,600 -18,427 | -0.8% | -$2.94M |
|
80
Mettler-Toledo International
MTD
$26.8B
| $362M | 0.3% | 455,922 -7,300 | -2% | -$5.79M |
|
81
Cousins Properties
CUZ
$4.95B
| $361M | 0.3% | 8,758,590 -536,604 | -6% | -$22.1M |
|
82
Air Products & Chemicals
APD
$65.5B
| $358M | 0.3% | 1,524,082 -277,001 | -15% | -$65.1M |
|
|
INXN
83
DELISTED
Interxion Holding N.V.
INXN
| $358M | 0.3% | 4,267,278 +635 | +0% | +$53.2K |
|
84
Moody's
MCO
$91.4B
| $352M | 0.29% | 1,482,106 -172,418 | -10% | -$40.9M |
|
85
Comcast
CMCSA
$125B
| $352M | 0.29% | 7,822,959 -379,857 | -5% | -$17.1M |
|
86
PepsiCo
PEP
$204B
| $351M | 0.29% | 2,570,259 -87,600 | -3% | -$12M |
|
|
87
Charter Communications
CHTR
$36.3B
| $349M | 0.29% | 720,425 +373,083 | +107% | +$181M |
|
88
Kilroy Realty
KRC
$4.92B
| $348M | 0.29% | 4,151,844 +13,460 | +0.3% | +$1.13M |
|
89
Extra Space Storage
EXR
$30.5B
| $341M | 0.28% | 3,232,808 +121,544 | +4% | +$12.8M |
|
90
Liberty Broadband Class C
LBRDK
$8.73B
| $340M | 0.28% | 2,700,677 +961,177 | +55% | +$121M |
|
91
Cisco
CSCO
$274B
| $337M | 0.28% | 7,027,399 -541,944 | -7% | -$26M |
|
92
US Bancorp
USB
$76B
| $330M | 0.28% | 5,570,472 -25,674 | -0.5% | -$1.52M |
|
93
Fastenal
FAST
$57B
| $328M | 0.27% | 8,883,541 +621,353 | +8% | +$23M |
|
94
Union Pacific
UNP
$133B
| $327M | 0.27% | 1,808,989 -150,116 | -8% | -$27.1M |
|
95
Honeywell
HON
$139B
| $326M | 0.27% | 1,844,404 -149,118 | -7% | -$26.4M |
|
96
Wells Fargo
WFC
$263B
| $321M | 0.27% | 5,968,944 -368,399 | -6% | -$19.8M |
|
97
Brookfield Infrastructure Partners
BIP
$14.6B
| $321M | 0.27% | 6,420,775 -259,123 | -4% | -$13M |
|
98
WIX.com
WIX
$7.85B
| $317M | 0.26% | 2,588,995 +101,798 | +4% | +$12.5M |
|
99
Healthpeak Properties
DOC
$12.5B
| $317M | 0.26% | 9,183,830 +3,705,122 | +68% | +$128M |
|
|
100
Intuit
INTU
$186B
| $315M | 0.26% | 1,203,409 +801,809 | +200% | +$210M |
|