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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Blackrock
BLK
$175B
| $525M | 0.31% | 573,824 -8,648 | -1% | -$7.91M |
|
77
Bank of America
BAC
$376B
| $514M | 0.31% | 11,563,384 -1,244,597 | -10% | -$55.4M |
|
78
Etsy
ETSY
$5.25B
| $510M | 0.3% | 2,331,444 +329,322 | +16% | +$72M |
|
|
STOR
79
DELISTED
STORE Capital Corporation
STOR
| $503M | 0.3% | 14,644,687 +134,716 | +0.9% | +$4.63M |
|
80
VICI Properties
VICI
$36B
| $502M | 0.3% | 16,700,270 -233,243 | -1% | -$7.02M |
|
81
Nike
NKE
$114B
| $502M | 0.3% | 3,011,784 -346,873 | -10% | -$57.8M |
|
82
CubeSmart
CUBE
$9.33B
| $496M | 0.3% | 8,723,273 +569,064 | +7% | +$32.3M |
|
83
Medical Properties Trust
MPW
$2.7B
| $490M | 0.29% | 20,822,929 +379,862 | +2% | +$8.94M |
|
84
NVR
NVR
$22.4B
| $487M | 0.29% | 82,395 -1,123 | -1% | -$6.64M |
|
85
NextEra Energy, Inc.
NEE
$148B
| $484M | 0.29% | 5,187,276 +111,060 | +2% | +$10.4M |
|
86
Starbucks
SBUX
$100B
| $474M | 0.28% | 4,060,427 -16,464 | -0.4% | -$1.92M |
|
87
TransUnion
TRU
$17.2B
| $471M | 0.28% | 3,985,058 -98,599 | -2% | -$11.7M |
|
88
Progressive
PGR
$145B
| $470M | 0.28% | 4,599,480 +114,203 | +3% | +$11.7M |
|
89
WIX.com
WIX
$7.85B
| $468M | 0.28% | 2,936,353 -16,469 | -0.6% | -$2.63M |
|
90
Lennar Class A
LEN
$34.5B
| $466M | 0.28% | 4,052,274 -16,101 | -0.4% | -$1.85M |
|
91
Martin Marietta Materials
MLM
$37.2B
| $460M | 0.27% | 1,055,050 -41,386 | -4% | -$18.1M |
|
92
Principal Investment Grade Corporate Active ETF
IG
$121M
| $459M | 0.27% | +17,450,000 | New | +$459M |
|
93
Broadcom
AVGO
$1.4T
| $455M | 0.27% | 684,263 +29,984 | +5% | +$20M |
|
|
AIRC
94
DELISTED
Apartment Income REIT Corp.
AIRC
| $454M | 0.27% | 8,312,880 +129,813 | +2% | +$7.09M |
|
95
Verisk Analytics
VRSK
$37.5B
| $452M | 0.27% | 1,985,926 -72,544 | -4% | -$16.5M |
|
96
Healthcare Realty
HR
$6.11B
| $450M | 0.27% | 13,516,686 +1,832,247 | +16% | +$61.1M |
|
97
Intuitive Surgical
ISRG
$170B
| $449M | 0.27% | 1,220,148 +796,632 | +188% | +$293M |
|
98
Cousins Properties
CUZ
$4.95B
| $446M | 0.27% | 11,080,628 +416,096 | +4% | +$16.7M |
|
99
Dollar General
DG
$23.9B
| $446M | 0.27% | 1,895,954 -36,260 | -2% | -$8.52M |
|
100
Thermo Fisher Scientific
TMO
$186B
| $442M | 0.26% | 662,510 -32,518 | -5% | -$21.7M |
|