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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Union Pacific
UNP
$133B
| $460M | 0.32% | 2,088,588 -32,451 | -2% | -$7.15M |
|
77
Medtronic
MDT
$119B
| $459M | 0.32% | 3,887,784 -114,015 | -3% | -$13.5M |
|
78
Moody's
MCO
$91.4B
| $457M | 0.32% | 1,531,794 -34,762 | -2% | -$10.4M |
|
79
Starbucks
SBUX
$100B
| $456M | 0.32% | 4,175,166 -529,654 | -11% | -$57.9M |
|
80
Mettler-Toledo International
MTD
$26.8B
| $453M | 0.32% | 392,121 -14,823 | -4% | -$17.1M |
|
81
Guidewire Software
GWRE
$18.3B
| $443M | 0.31% | 4,356,348 +702,329 | +19% | +$71.4M |
|
82
Charter Communications
CHTR
$36.3B
| $442M | 0.31% | 716,091 -59,531 | -8% | -$36.7M |
|
83
Arch Capital
ACGL
$34.2B
| $438M | 0.31% | 11,423,744 -195,613 | -2% | -$7.51M |
|
84
Healthcare Realty
HR
$6.11B
| $436M | 0.31% | 15,817,196 -813,504 | -5% | -$22.4M |
|
85
Domino's
DPZ
$15.6B
| $433M | 0.31% | 1,178,415 +149,584 | +15% | +$55M |
|
86
Lennar Class A
LEN
$34.5B
| $421M | 0.3% | 4,163,509 -199,953 | -5% | -$20.2M |
|
87
Air Products & Chemicals
APD
$65.5B
| $419M | 0.3% | 1,490,449 +1,396 | +0.1% | +$393K |
|
88
Fastenal
FAST
$57B
| $416M | 0.29% | 8,271,440 -134,474 | -2% | -$6.76M |
|
89
Pfizer
PFE
$141B
| $411M | 0.29% | 11,341,697 -549,449 | -5% | -$19.9M |
|
90
Parker-Hannifin
PH
$96.2B
| $410M | 0.29% | 1,300,899 +22,854 | +2% | +$7.21M |
|
91
Rexford Industrial Realty
REXR
$9.8B
| $409M | 0.29% | 8,117,345 +68,146 | +0.8% | +$3.43M |
|
92
Restaurant Brands International
QSR
$20.8B
| $408M | 0.29% | 6,283,180 -1,697,015 | -21% | -$110M |
|
93
Aon
AON
$79.1B
| $405M | 0.28% | 1,758,963 -482,019 | -22% | -$111M |
|
94
Brown & Brown
BRO
$32B
| $402M | 0.28% | 8,791,068 -58,502 | -0.7% | -$2.67M |
|
95
S&P Global
SPGI
$167B
| $400M | 0.28% | 1,133,926 +9,992 | +0.9% | +$3.53M |
|
96
Martin Marietta Materials
MLM
$37.2B
| $400M | 0.28% | 1,191,339 -129,545 | -10% | -$43.5M |
|
97
NVR
NVR
$22.4B
| $396M | 0.28% | 84,000 +2,561 | +3% | +$12.1M |
|
|
98
Agree Realty
ADC
$8.05B
| $387M | 0.27% | 5,745,678 +2,529,019 | +79% | +$170M |
|
99
HEICO Class A
HEI.A
$34.1B
| $385M | 0.27% | 3,390,265 +318,815 | +10% | +$36.2M |
|
100
TransUnion
TRU
$17.2B
| $384M | 0.27% | 4,266,103 -55,203 | -1% | -$4.97M |
|