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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Marathon Petroleum
MPC
$54.6B
| $416M | 0.3% | 2,746,614 +36,987 | +1% | +$5.6M |
|
77
Home Depot
HD
$405B
| $416M | 0.3% | 1,375,230 -7,060 | -0.5% | -$2.13M |
|
78
iShares Core S&P 500 ETF
IVV
$662B
| $409M | 0.29% | 953,020 +21,872 | +2% | +$9.39M |
|
79
Bank of America
BAC
$376B
| $401M | 0.29% | 14,644,746 -6,496 | -0% | -$178K |
|
80
Gaming and Leisure Properties
GLPI
$13.6B
| $400M | 0.29% | 8,771,108 +1,188,397 | +16% | +$54.1M |
|
81
Vail Resorts
MTN
$6.09B
| $398M | 0.29% | 1,795,454 +131,170 | +8% | +$29.1M |
|
82
Martin Marietta Materials
MLM
$37.2B
| $395M | 0.28% | 961,645 -17,090 | -2% | -$7.02M |
|
83
Pfizer
PFE
$141B
| $393M | 0.28% | 11,835,961 -72,872 | -0.6% | -$2.42M |
|
84
Brookfield Asset Management
BAM
$97B
| $392M | 0.28% | 11,744,249 -138,981 | -1% | -$4.64M |
|
|
85
MSCI
MSCI
$43.9B
| $391M | 0.28% | 762,080 +284,513 | +60% | +$146M |
|
86
S&P Global
SPGI
$167B
| $390M | 0.28% | 1,066,614 -119,931 | -10% | -$43.8M |
|
87
Agilent Technologies
A
$35.7B
| $386M | 0.28% | 3,448,428 -50,279 | -1% | -$5.62M |
|
88
Deere & Co
DE
$129B
| $378M | 0.27% | 1,000,996 +3,703 | +0.4% | +$1.4M |
|
89
Zoetis
ZTS
$69.3B
| $370M | 0.27% | 2,126,090 +10,153 | +0.5% | +$1.77M |
|
90
Idexx Laboratories
IDXX
$51.8B
| $357M | 0.26% | 815,863 +11,315 | +1% | +$4.95M |
|
91
Blackrock
BLK
$175B
| $351M | 0.25% | 542,823 -16,258 | -3% | -$10.5M |
|
92
First Industrial Realty Trust
FR
$6.97B
| $347M | 0.25% | 7,300,325 -2,165,601 | -23% | -$103M |
|
93
Parker-Hannifin
PH
$96.2B
| $342M | 0.25% | 878,040 -29,771 | -3% | -$11.6M |
|
94
Verisk Analytics
VRSK
$37.5B
| $341M | 0.25% | 1,443,082 -2,095 | -0.1% | -$495K |
|
95
AbbVie
ABBV
$372B
| $337M | 0.24% | 2,263,307 -17,692 | -0.8% | -$2.64M |
|
96
EOG Resources
EOG
$68.2B
| $333M | 0.24% | 2,630,917 -38,425 | -1% | -$4.87M |
|
97
Agree Realty
ADC
$8.05B
| $328M | 0.24% | 5,941,235 +25,723 | +0.4% | +$1.42M |
|
98
Charles Schwab
SCHW
$174B
| $318M | 0.23% | 5,785,761 -65,000 | -1% | -$3.57M |
|
99
Salesforce
CRM
$245B
| $317M | 0.23% | 1,562,246 -3,981 | -0.3% | -$807K |
|
100
Air Products & Chemicals
APD
$65.5B
| $315M | 0.23% | 1,110,005 -399,352 | -26% | -$113M |
|