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 |
O'Reilly Automotive
ORLY
|
$2.09B |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$451M |
| 3 |
Meta Platforms (Facebook)
META
|
$357M |
| 4 |
Fastenal
FAST
|
$273M |
| 5 |
LPL Financial
LPLA
|
$209M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$877M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$629M |
| 3 |
Netflix
NFLX
|
$421M |
| 4 |
Progressive
PGR
|
$384M |
| 5 |
CarMax
KMX
|
$270M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Financials | 16.54% |
| 3 | Real Estate | 12.06% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Industrials | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Sabra Healthcare REIT
SBRA
$4.58B
| $387M | 0.2% | 20,996,072 -681,123 | -3% | -$12.6M |
|
102
Philip Morris
PM
$260B
| $387M | 0.2% | 2,122,447 +370,099 | +21% | +$67.4M |
|
103
Cousins Properties
CUZ
$4.95B
| $385M | 0.2% | 12,818,986 -501,259 | -4% | -$15.1M |
|
104
Chevron
CVX
$324B
| $377M | 0.2% | 2,634,531 +64,536 | +3% | +$9.24M |
|
105
Lennar Class A
LEN
$34.5B
| $372M | 0.2% | 3,364,610 +88,907 | +3% | +$9.83M |
|
106
W.R. Berkley
WRB
$27.2B
| $367M | 0.19% | 4,998,963 -23,076 | -0.5% | -$1.7M |
|
107
Waste Connections
WCN
$47.5B
| $364M | 0.19% | 1,949,937 -53,964 | -3% | -$10.1M |
|
108
Chubb
CB
$110B
| $363M | 0.19% | 1,251,504 -103,298 | -8% | -$29.9M |
|
109
NextEra Energy, Inc.
NEE
$148B
| $361M | 0.19% | 5,205,220 -372,120 | -7% | -$25.8M |
|
110
Rexford Industrial Realty
REXR
$9.8B
| $361M | 0.19% | 10,136,005 +362,528 | +4% | +$12.9M |
|
111
American Healthcare REIT
AHR
$7.21B
| $360M | 0.19% | 9,788,759 -2,584,950 | -21% | -$95M |
|
112
Zoetis
ZTS
$69.3B
| $356M | 0.19% | 2,282,016 -156,833 | -6% | -$24.5M |
|
113
SBA Communications
SBAC
$22B
| $355M | 0.19% | 1,512,461 -21,117 | -1% | -$4.96M |
|
114
Ametek
AME
$42.7B
| $353M | 0.19% | 1,948,384 +123,120 | +7% | +$22.3M |
|
115
PNC Financial Services
PNC
$81.7B
| $350M | 0.19% | 1,877,480 -59,015 | -3% | -$11M |
|
116
Verisk Analytics
VRSK
$37.5B
| $350M | 0.19% | 1,123,434 -2,295 | -0.2% | -$715K |
|
117
Gaming and Leisure Properties
GLPI
$13.6B
| $345M | 0.18% | 7,394,467 -219,198 | -3% | -$10.2M |
|
118
Mettler-Toledo International
MTD
$26.8B
| $341M | 0.18% | 290,069 +9,750 | +3% | +$11.5M |
|
119
Marathon Petroleum
MPC
$54.6B
| $339M | 0.18% | 2,041,181 +99,648 | +5% | +$16.6M |
|
120
Corteva
CTVA
$50.4B
| $334M | 0.18% | 4,482,209 +133,996 | +3% | +$9.99M |
|
121
Floor & Decor
FND
$8.82B
| $333M | 0.18% | 4,382,432 +1,359,260 | +45% | +$103M |
|
122
GE Aerospace
GE
$292B
| $332M | 0.18% | 1,288,762 +76,705 | +6% | +$19.7M |
|
123
ServiceNow
NOW
$190B
| $331M | 0.18% | 322,219 -446 | -0.1% | -$459K |
|
124
Cisco
CSCO
$274B
| $331M | 0.17% | 4,770,334 -176,716 | -4% | -$12.3M |
|
125
HCA Healthcare
HCA
$94.5B
| $329M | 0.17% | 859,753 -20,910 | -2% | -$8.01M |
|