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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
Walmart
WMT
|
$222M |
| 4 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 5 |
Equinix
EQIX
|
$176M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core S&P 500 ETF
IVV
$662B
| $496M | 0.29% | 942,677 -10,220 | -1% | -$5.37M |
|
77
Marathon Petroleum
MPC
$54.6B
| $483M | 0.28% | 2,398,914 -104,507 | -4% | -$21.1M |
|
78
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$922M
| $473M | 0.28% | 9,537,282 +335,540 | +4% | +$16.6M |
|
79
Sun Communities
SUI
$15.9B
| $471M | 0.28% | 3,665,671 -903,730 | -20% | -$116M |
|
80
MSCI
MSCI
$43.9B
| $467M | 0.27% | 832,482 +13,060 | +2% | +$7.32M |
|
81
Brookfield Asset Management
BAM
$97B
| $463M | 0.27% | 11,021,200 -258,157 | -2% | -$10.8M |
|
82
Parker-Hannifin
PH
$96.2B
| $456M | 0.27% | 820,597 -24,882 | -3% | -$13.8M |
|
83
Charles Schwab
SCHW
$174B
| $456M | 0.27% | 6,297,189 +484,839 | +8% | +$35.1M |
|
84
Lennar Class A
LEN
$34.5B
| $453M | 0.27% | 2,636,554 +382,369 | +17% | +$65.8M |
|
85
Thermo Fisher Scientific
TMO
$186B
| $451M | 0.26% | 775,160 +166,547 | +27% | +$96.8M |
|
86
Fair Isaac
FICO
$36.5B
| $446M | 0.26% | 356,639 +82,699 | +30% | +$103M |
|
87
Blackrock
BLK
$175B
| $444M | 0.26% | 532,905 -207 | -0% | -$173K |
|
88
VeriSign
VRSN
$25.5B
| $441M | 0.26% | 2,327,226 -47,769 | -2% | -$9.05M |
|
89
Morgan Stanley
MS
$240B
| $440M | 0.26% | 4,669,089 -304,456 | -6% | -$28.7M |
|
90
NVR
NVR
$22.4B
| $425M | 0.25% | 52,451 +191 | +0.4% | +$1.55M |
|
91
Trane Technologies
TT
$92.5B
| $415M | 0.24% | 1,381,469 -40,191 | -3% | -$12.1M |
|
92
Idexx Laboratories
IDXX
$51.8B
| $412M | 0.24% | 762,968 -18,400 | -2% | -$9.93M |
|
93
Comcast
CMCSA
$125B
| $412M | 0.24% | 9,501,826 -700,270 | -7% | -$30.4M |
|
94
AbbVie
ABBV
$372B
| $410M | 0.24% | 2,254,177 -33,121 | -1% | -$6.03M |
|
95
Agilent Technologies
A
$35.7B
| $410M | 0.24% | 2,817,672 -71,565 | -2% | -$10.4M |
|
96
Liberty Media Series C
FWONK
$25B
| $408M | 0.24% | 6,226,828 +18,206 | +0.3% | +$1.19M |
|
97
Vail Resorts
MTN
$6.09B
| $403M | 0.24% | 1,807,277 +17,432 | +1% | +$3.88M |
|
98
Deere & Co
DE
$129B
| $399M | 0.23% | 971,626 +26,770 | +3% | +$11M |
|
99
Gaming and Leisure Properties
GLPI
$13.6B
| $398M | 0.23% | 8,649,410 -271,753 | -3% | -$12.5M |
|
100
Hyatt Hotels
H
$13.8B
| $396M | 0.23% | 2,482,440 +77,157 | +3% | +$12.3M |
|