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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core S&P 500 ETF
IVV
$662B
| $528M | 0.29% | 916,070 -5,045 | -0.5% | -$2.91M |
|
77
NVR
NVR
$22.4B
| $510M | 0.28% | 51,989 -276 | -0.5% | -$2.71M |
|
78
Walmart
WMT
$774B
| $504M | 0.27% | 6,235,504 +809,352 | +15% | +$65.4M |
|
79
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$922M
| $499M | 0.27% | 9,617,320 +37,369 | +0.4% | +$1.94M |
|
80
Parker-Hannifin
PH
$96.2B
| $496M | 0.27% | 785,297 +1,347 | +0.2% | +$851K |
|
81
Abbott
ABT
$231B
| $496M | 0.27% | 4,347,616 -342,696 | -7% | -$39.1M |
|
82
NextEra Energy, Inc.
NEE
$148B
| $492M | 0.27% | 5,817,078 -283,270 | -5% | -$23.9M |
|
83
AbbVie
ABBV
$372B
| $491M | 0.27% | 2,487,363 +273,078 | +12% | +$53.9M |
|
84
Morgan Stanley
MS
$240B
| $491M | 0.27% | 4,711,805 +36,120 | +0.8% | +$3.77M |
|
85
Trane Technologies
TT
$92.5B
| $479M | 0.26% | 1,232,041 -4,419 | -0.4% | -$1.72M |
|
86
Zoetis
ZTS
$69.3B
| $464M | 0.25% | 2,377,403 +351,372 | +17% | +$68.7M |
|
87
Fastenal
FAST
$57B
| $464M | 0.25% | 6,497,100 -303,807 | -4% | -$21.7M |
|
|
88
Veeva Systems
VEEV
$44B
| $457M | 0.25% | 2,179,284 +1,267,061 | +139% | +$266M |
|
89
Ares Management
ARES
$39.3B
| $444M | 0.24% | 2,849,737 +678,549 | +31% | +$106M |
|
90
Salesforce
CRM
$245B
| $433M | 0.24% | 1,582,086 -79,186 | -5% | -$21.7M |
|
91
Charles Schwab
SCHW
$174B
| $433M | 0.24% | 6,673,901 +38,201 | +0.6% | +$2.48M |
|
92
Chevron
CVX
$324B
| $430M | 0.24% | 2,923,106 -207,877 | -7% | -$30.6M |
|
93
Americold
COLD
$4.11B
| $425M | 0.23% | 15,025,221 -275,581 | -2% | -$7.79M |
|
94
Blackrock
BLK
$175B
| $423M | 0.23% | 445,212 -40,439 | -8% | -$38.4M |
|
95
PNC Financial Services
PNC
$81.7B
| $421M | 0.23% | 2,275,472 +22,271 | +1% | +$4.12M |
|
96
Essex Property Trust
ESS
$17.4B
| $421M | 0.23% | 1,423,513 -309,641 | -18% | -$91.5M |
|
97
Brookfield Asset Management
BAM
$97B
| $419M | 0.23% | 8,867,458 +24,409 | +0.3% | +$1.15M |
|
98
Moody's
MCO
$91.4B
| $416M | 0.23% | 877,596 -397,747 | -31% | -$189M |
|
99
Advanced Micro Devices
AMD
$264B
| $416M | 0.23% | 2,537,968 +588,595 | +30% | +$96.6M |
|
100
Gaming and Leisure Properties
GLPI
$13.6B
| $413M | 0.23% | 8,026,857 -464,249 | -5% | -$23.9M |
|