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 |
Brookfield
BN
|
$564M |
| 2 |
TransDigm Group
TDG
|
$406M |
| 3 |
Welltower
WELL
|
$262M |
| 4 |
Camden Property Trust
CPT
|
$199M |
| 5 |
Autodesk
ADSK
|
$198M |
Top Sells
| 1 |
Alibaba
BABA
|
$419M |
| 2 |
Digital Realty Trust
DLR
|
$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
$207M |
| 4 |
iShares MBS ETF
MBB
|
$192M |
| 5 |
Americold
COLD
|
$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CONE
76
DELISTED
CyrusOne Inc Common Stock
CONE
| $370M | 0.33% | 5,087,198 +2,658,586 | +109% | +$193M |
|
77
Brown & Brown
BRO
$32B
| $370M | 0.33% | 9,078,540 -100,369 | -1% | -$4.09M |
|
78
Liberty Broadband Class C
LBRDK
$8.73B
| $366M | 0.32% | 2,950,177 +121,103 | +4% | +$15M |
|
79
NextEra Energy, Inc.
NEE
$148B
| $366M | 0.32% | 1,522,652 +242,871 | +19% | +$58.3M |
|
80
Air Products & Chemicals
APD
$65.5B
| $365M | 0.32% | 1,512,394 +43,210 | +3% | +$10.4M |
|
81
Union Pacific
UNP
$133B
| $363M | 0.32% | 2,149,192 +321,039 | +18% | +$54.3M |
|
82
Mettler-Toledo International
MTD
$26.8B
| $358M | 0.32% | 444,804 -10,894 | -2% | -$8.78M |
|
83
S&P Global
SPGI
$167B
| $358M | 0.32% | 1,087,047 -65,179 | -6% | -$21.5M |
|
84
Danaher
DHR
$147B
| $357M | 0.31% | 2,021,215 +41,571 | +2% | +$7.35M |
|
85
Brookfield Infrastructure Partners
BIP
$14.6B
| $356M | 0.31% | 8,671,476 +1,755,668 | +25% | +$72.2M |
|
86
Netflix
NFLX
$513B
| $351M | 0.31% | 772,181 +96,410 | +14% | +$43.9M |
|
87
Nike
NKE
$114B
| $351M | 0.31% | 3,581,385 +841,840 | +31% | +$82.5M |
|
88
PepsiCo
PEP
$204B
| $346M | 0.3% | 2,616,328 +26,809 | +1% | +$3.55M |
|
89
Exxon Mobil
XOM
$487B
| $345M | 0.3% | 7,707,243 +649,907 | +9% | +$29.1M |
|
90
Vail Resorts
MTN
$6.09B
| $343M | 0.3% | 1,882,946 +169,219 | +10% | +$30.8M |
|
91
Rexford Industrial Realty
REXR
$9.8B
| $343M | 0.3% | 8,271,412 +3,277,018 | +66% | +$136M |
|
92
AT&T
T
$209B
| $341M | 0.3% | 11,294,810 +411,034 | +4% | +$12.4M |
|
93
Arch Capital
ACGL
$34.2B
| $341M | 0.3% | 11,896,797 +1,185,367 | +11% | +$34M |
|
94
Cisco
CSCO
$274B
| $340M | 0.3% | 7,299,944 +377,232 | +5% | +$17.6M |
|
95
Linde
LIN
$224B
| $335M | 0.29% | 1,577,130 +131,134 | +9% | +$27.8M |
|
96
Live Nation Entertainment
LYV
$38.6B
| $328M | 0.29% | 7,398,762 +3,338,596 | +82% | +$148M |
|
97
Progressive
PGR
$145B
| $326M | 0.29% | 4,075,486 -130,543 | -3% | -$10.5M |
|
98
Extra Space Storage
EXR
$30.5B
| $313M | 0.28% | 3,389,190 -79,516 | -2% | -$7.34M |
|
99
Comcast
CMCSA
$125B
| $311M | 0.27% | 7,990,288 +393,133 | +5% | +$15.3M |
|
|
RP
100
DELISTED
RealPage, Inc.
RP
| $304M | 0.27% | 4,679,200 +193,485 | +4% | +$12.6M |
|