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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Morgan Stanley
MS
$240B
| $464M | 0.3% | 4,973,545 -178,834 | -3% | -$16.7M |
|
77
MSCI
MSCI
$43.9B
| $464M | 0.3% | 819,422 +57,342 | +8% | +$32.4M |
|
78
iShares Core S&P 500 ETF
IVV
$662B
| $455M | 0.29% | 952,897 -123 | -0% | -$58.7K |
|
79
Arch Capital
ACGL
$34.2B
| $454M | 0.29% | 6,106,628 -70,259 | -1% | -$5.22M |
|
80
Brookfield Asset Management
BAM
$97B
| $453M | 0.29% | 11,279,357 -464,892 | -4% | -$18.7M |
|
81
Comcast
CMCSA
$125B
| $447M | 0.29% | 10,202,096 -196,335 | -2% | -$8.61M |
|
82
S&P Global
SPGI
$167B
| $444M | 0.28% | 1,007,151 -59,463 | -6% | -$26.2M |
|
83
Gaming and Leisure Properties
GLPI
$13.6B
| $440M | 0.28% | 8,921,163 +150,055 | +2% | +$7.41M |
|
84
Salesforce
CRM
$245B
| $438M | 0.28% | 1,665,132 +102,886 | +7% | +$27.1M |
|
85
Idexx Laboratories
IDXX
$51.8B
| $434M | 0.28% | 781,368 -34,495 | -4% | -$19.1M |
|
86
Blackrock
BLK
$175B
| $433M | 0.28% | 533,112 -9,711 | -2% | -$7.88M |
|
87
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$922M
| $423M | 0.27% | 9,201,742 +2,947,405 | +47% | +$135M |
|
88
Agree Realty
ADC
$8.05B
| $419M | 0.27% | 6,660,665 +719,430 | +12% | +$45.3M |
|
89
Agilent Technologies
A
$35.7B
| $402M | 0.26% | 2,889,237 -559,191 | -16% | -$77.7M |
|
90
Charles Schwab
SCHW
$174B
| $400M | 0.26% | 5,812,350 +26,589 | +0.5% | +$1.83M |
|
91
Liberty Media Series C
FWONK
$25B
| $392M | 0.25% | 6,208,622 +1,241,411 | +25% | +$78.4M |
|
92
Zoetis
ZTS
$69.3B
| $390M | 0.25% | 1,975,997 -150,093 | -7% | -$29.6M |
|
93
Parker-Hannifin
PH
$96.2B
| $390M | 0.25% | 845,479 -32,561 | -4% | -$15M |
|
94
Vail Resorts
MTN
$6.09B
| $382M | 0.24% | 1,789,845 -5,609 | -0.3% | -$1.2M |
|
95
First Industrial Realty Trust
FR
$6.97B
| $379M | 0.24% | 7,201,386 -98,939 | -1% | -$5.21M |
|
96
Deere & Co
DE
$129B
| $378M | 0.24% | 944,856 -56,140 | -6% | -$22.4M |
|
97
Marathon Petroleum
MPC
$54.6B
| $371M | 0.24% | 2,503,421 -243,193 | -9% | -$36.1M |
|
98
NVR
NVR
$22.4B
| $366M | 0.23% | 52,260 -376 | -0.7% | -$2.63M |
|
99
PNC Financial Services
PNC
$81.7B
| $365M | 0.23% | 2,355,784 +99,468 | +4% | +$15.4M |
|
100
NextEra Energy, Inc.
NEE
$148B
| $359M | 0.23% | 5,905,784 +449,387 | +8% | +$27.3M |
|