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 | +$505M | |
| 2 | +$485M | |
| 3 | +$388M | |
| 4 |
NVIDIA
NVDA
|
+$338M |
| 5 |
Live Nation Entertainment
LYV
|
+$288M |
Top Sells
| 1 | +$647M | |
| 2 | +$401M | |
| 3 | +$304M | |
| 4 |
Vail Resorts
MTN
|
+$235M |
| 5 |
UnitedHealth
UNH
|
+$208M |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Financials | 15.7% |
| 3 | Real Estate | 11.65% |
| 4 | Consumer Discretionary | 11.44% |
| 5 | Industrials | 10.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Rexford Industrial Realty
REXR
$9.66B
| $396M | 0.2% |
9,636,834
-499,171
|
|
||
102
NextEra Energy
NEE
$173B
| $386M | 0.19% |
5,110,078
-95,142
|
|
||
103
D.R. Horton
DHI
$47.3B
| $385M | 0.19% |
2,269,557
+252,878
|
|
||
104
Ametek
AME
$46.2B
| $384M | 0.19% |
2,043,029
+94,645
|
|
||
105
Salesforce
CRM
$237B
| $384M | 0.19% |
1,618,982
-65,468
|
|
||
106
Sabra Healthcare REIT
SBRA
$4.77B
| $383M | 0.19% |
20,521,454
-474,618
|
|
||
107
GE Aerospace
GE
$309B
| $379M | 0.19% |
1,258,443
-30,319
|
|
||
108
American Healthcare REIT
AHR
$9.03B
| $375M | 0.19% |
8,931,341
-857,418
|
|
||
109
Essex Property Trust
ESS
$16.7B
| $369M | 0.19% |
1,378,258
-34,248
|
|
||
110
Mettler-Toledo International
MTD
$29.1B
| $366M | 0.18% |
298,429
+8,360
|
|
||
111
Marathon Petroleum
MPC
$57.5B
| $364M | 0.18% |
1,886,848
-154,333
|
|
||
112
Cummins
CMI
$71.1B
| $363M | 0.18% |
858,404
-42,790
|
|
||
113
Cousins Properties
CUZ
$4.26B
| $361M | 0.18% |
12,470,297
-348,689
|
|
||
114
PNC Financial Services
PNC
$78.1B
| $359M | 0.18% |
1,784,891
-92,589
|
|
||
|
CCC
115
CCC Intelligent Solutions
CCC
$4.83B
| $349M | 0.18% |
38,305,155
+6,501,213
|
|
||
116
Chubb
CB
$116B
| $346M | 0.17% |
1,225,998
-25,506
|
|
||
117
Waste Connections
WCN
$44.4B
| $340M | 0.17% |
1,932,686
-17,251
|
|
||
118
Gaming and Leisure Properties
GLPI
$12.1B
| $337M | 0.17% |
7,239,559
-154,908
|
|
||
119
Deere & Co
DE
$130B
| $337M | 0.17% |
736,000
-117,723
|
|
||
120
EastGroup Properties
EGP
$9.64B
| $336M | 0.17% |
1,985,543
+602,253
|
|
||
121
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$1.49B
| $333M | 0.17% |
5,849,572
+64,391
|
|
||
122
Amphenol
APH
$171B
| $332M | 0.17% |
2,679,552
-61,340
|
|
||
123
Citigroup
C
$194B
| $326M | 0.16% |
3,213,694
-424,888
|
|
||
124
Ross Stores
ROST
$57.9B
| $323M | 0.16% |
2,120,152
+73,431
|
|
||
125
Cisco
CSCO
$306B
| $323M | 0.16% |
4,721,879
-48,455
|
|