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 |
Alphabet (Google) Class C
GOOG
|
$1.12B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.05B |
| 3 |
Tesla
TSLA
|
$610M |
| 4 |
Idexx Laboratories
IDXX
|
$197M |
| 5 |
Welltower
WELL
|
$143M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bank of America
BAC
$376B
| $405M | 0.32% | 13,418,982 -188,208 | -1% | -$5.68M |
|
77
Regency Centers
REG
$13.2B
| $399M | 0.32% | 7,416,040 +23,765 | +0.3% | +$1.28M |
|
78
Charles Schwab
SCHW
$174B
| $398M | 0.32% | 5,531,670 +546,288 | +11% | +$39.3M |
|
79
CBRE Group
CBRE
$48.2B
| $395M | 0.31% | 5,855,773 +55,529 | +1% | +$3.75M |
|
80
Fastenal
FAST
$57B
| $393M | 0.31% | 8,541,418 -442,038 | -5% | -$20.4M |
|
81
S&P Global
SPGI
$167B
| $393M | 0.31% | 1,285,943 +165,512 | +15% | +$50.5M |
|
|
82
Idexx Laboratories
IDXX
$51.8B
| $390M | 0.31% | 1,197,485 +604,651 | +102% | +$197M |
|
83
NextEra Energy, Inc.
NEE
$148B
| $389M | 0.31% | 4,966,052 -168,573 | -3% | -$13.2M |
|
84
Procter & Gamble
PG
$368B
| $388M | 0.31% | 3,071,007 -99,954 | -3% | -$12.6M |
|
85
Netflix
NFLX
$513B
| $382M | 0.3% | 1,622,946 +21,831 | +1% | +$5.14M |
|
86
Agilent Technologies
A
$35.7B
| $379M | 0.3% | 3,118,730 +2,799 | +0.1% | +$340K |
|
87
Home Depot
HD
$405B
| $378M | 0.3% | 1,368,892 -39,077 | -3% | -$10.8M |
|
88
Vail Resorts
MTN
$6.09B
| $371M | 0.29% | 1,718,793 -24,089 | -1% | -$5.19M |
|
89
Air Products & Chemicals
APD
$65.5B
| $368M | 0.29% | 1,580,134 +38,417 | +2% | +$8.94M |
|
90
Deere & Co
DE
$129B
| $360M | 0.29% | 1,078,852 -12,266 | -1% | -$4.1M |
|
91
Linde
LIN
$224B
| $354M | 0.28% | 1,314,432 +107,416 | +9% | +$29M |
|
92
Blackrock
BLK
$175B
| $338M | 0.27% | 613,791 +22,473 | +4% | +$12.4M |
|
|
AIRC
93
DELISTED
Apartment Income REIT Corp.
AIRC
| $334M | 0.27% | 8,658,266 -76,515 | -0.9% | -$2.95M |
|
94
Martin Marietta Materials
MLM
$37.2B
| $330M | 0.26% | 1,024,302 -864 | -0.1% | -$278K |
|
95
NVR
NVR
$22.4B
| $327M | 0.26% | 81,898 -3,155 | -4% | -$12.6M |
|
96
Zoetis
ZTS
$69.3B
| $323M | 0.26% | 2,177,933 +225,510 | +12% | +$33.4M |
|
97
Liberty Media Series C
FWONK
$25B
| $320M | 0.25% | 5,469,640 -19,842 | -0.4% | -$1.16M |
|
98
Salesforce
CRM
$245B
| $319M | 0.25% | 2,218,218 -268,353 | -11% | -$38.6M |
|
99
Medtronic
MDT
$119B
| $317M | 0.25% | 3,929,186 -29,171 | -0.7% | -$2.36M |
|
100
Gartner
IT
$19B
| $316M | 0.25% | 1,141,545 -6,258 | -0.5% | -$1.73M |
|