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
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Procter & Gamble
PG
$368B
| $492M | 0.31% | 3,220,154 -81,572 | -2% | -$12.5M |
|
77
Guidewire Software
GWRE
$18.3B
| $492M | 0.31% | 5,197,607 +109,373 | +2% | +$10.3M |
|
|
FRC
78
DELISTED
First Republic Bank
FRC
| $490M | 0.31% | 3,020,900 +249,393 | +9% | +$40.4M |
|
79
Cousins Properties
CUZ
$4.95B
| $475M | 0.3% | 11,800,756 +720,128 | +6% | +$29M |
|
80
PayPal
PYPL
$67.1B
| $470M | 0.3% | 4,061,499 +324,626 | +9% | +$37.5M |
|
81
NextEra Energy, Inc.
NEE
$148B
| $465M | 0.29% | 5,492,409 +305,133 | +6% | +$25.8M |
|
82
Idexx Laboratories
IDXX
$51.8B
| $464M | 0.29% | 848,997 -68,026 | -7% | -$37.2M |
|
83
Vail Resorts
MTN
$6.09B
| $463M | 0.29% | 1,780,720 +51,505 | +3% | +$13.4M |
|
|
AIRC
84
DELISTED
Apartment Income REIT Corp.
AIRC
| $459M | 0.29% | 8,585,979 +273,099 | +3% | +$14.6M |
|
85
Broadcom
AVGO
$1.4T
| $450M | 0.28% | 714,025 +29,762 | +4% | +$18.7M |
|
86
Medical Properties Trust
MPW
$2.7B
| $449M | 0.28% | 21,232,075 +409,146 | +2% | +$8.65M |
|
87
Medtronic
MDT
$119B
| $444M | 0.28% | 4,001,148 +82,692 | +2% | +$9.17M |
|
88
Home Depot
HD
$405B
| $443M | 0.28% | 1,478,714 -41,800 | -3% | -$12.5M |
|
|
STOR
89
DELISTED
STORE Capital Corporation
STOR
| $441M | 0.28% | 15,089,979 +445,292 | +3% | +$13M |
|
90
Regency Centers
REG
$13.2B
| $441M | 0.28% | 6,174,663 +402,879 | +7% | +$28.7M |
|
91
Exxon Mobil
XOM
$487B
| $440M | 0.28% | 5,325,504 -96,724 | -2% | -$7.99M |
|
92
Blackrock
BLK
$175B
| $438M | 0.28% | 572,584 -1,240 | -0.2% | -$948K |
|
93
Welltower
WELL
$113B
| $436M | 0.27% | 4,532,943 -39,060 | -0.9% | -$3.76M |
|
94
Dollar General
DG
$23.9B
| $432M | 0.27% | 1,940,240 +44,286 | +2% | +$9.86M |
|
95
Morgan Stanley
MS
$240B
| $429M | 0.27% | 4,903,391 +1,372,991 | +39% | +$120M |
|
96
Verisk Analytics
VRSK
$37.5B
| $419M | 0.26% | 1,953,816 -32,110 | -2% | -$6.89M |
|
97
TransUnion
TRU
$17.2B
| $417M | 0.26% | 4,038,566 +53,508 | +1% | +$5.53M |
|
98
Eli Lilly
LLY
$657B
| $411M | 0.26% | 1,436,527 -19,096 | -1% | -$5.47M |
|
99
Nike
NKE
$114B
| $408M | 0.26% | 3,030,131 +18,347 | +0.6% | +$2.47M |
|
100
Martin Marietta Materials
MLM
$37.2B
| $406M | 0.26% | 1,054,338 -712 | -0.1% | -$274K |
|