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 | +$676M | |
| 2 | +$336M | |
| 3 | +$266M | |
| 4 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$252M |
| 5 |
NVIDIA
NVDA
|
+$233M |
Top Sells
| 1 | +$512M | |
| 2 | +$420M | |
| 3 | +$411M | |
| 4 |
Equity Residential
EQR
|
+$363M |
| 5 |
Hilton Worldwide
HLT
|
+$303M |
Sector Composition
| 1 | Technology | 21.22% |
| 2 | Financials | 15.21% |
| 3 | Real Estate | 11.21% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Industrials | 10.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
NextEra Energy
NEE
$192B
| $389M | 0.2% |
4,845,206
-264,872
|
|
||
102
Equity Lifestyle Properties
ELS
$13.1B
| $386M | 0.2% |
6,368,593
-486,765
|
|
||
103
Blackrock
BLK
$149B
| $383M | 0.2% |
358,087
-4,679
|
|
||
104
Ross Stores
ROST
$68.6B
| $378M | 0.19% |
2,097,959
-22,193
|
|
||
105
CRH
CRH
$71.3B
| $377M | 0.19% |
3,021,734
+752,463
|
|
||
106
Salesforce
CRM
$183B
| $376M | 0.19% |
1,418,467
-200,515
|
|
||
107
Cisco
CSCO
$301B
| $375M | 0.19% |
4,873,274
+151,395
|
|
||
108
Spotify
SPOT
$112B
| $375M | 0.19% |
645,196
+73,722
|
|
||
109
Trane Technologies
TT
$94.6B
| $374M | 0.19% |
959,982
-11,545
|
|
||
110
Thermo Fisher Scientific
TMO
$189B
| $372M | 0.19% |
641,610
+70,109
|
|
||
111
Amphenol
APH
$167B
| $372M | 0.19% |
2,750,490
+70,938
|
|
||
112
T-Mobile US
TMUS
$240B
| $364M | 0.19% |
1,792,104
-59,974
|
|
||
113
Deere & Co
DE
$162B
| $360M | 0.18% |
774,076
+38,076
|
|
||
114
Cummins
CMI
$76B
| $357M | 0.18% |
698,778
-159,626
|
|
||
115
Micron Technology
MU
$438B
| $356M | 0.18% |
1,246,628
+41,744
|
|
||
116
Iron Mountain
IRM
$31.7B
| $349M | 0.18% |
4,207,596
+1,680,438
|
|
||
117
Lennar Class A
LEN
$24.7B
| $349M | 0.18% |
3,393,230
-101,180
|
|
||
118
Gaming and Leisure Properties
GLPI
$13.9B
| $347M | 0.18% |
7,764,876
+525,317
|
|
||
119
TJX Companies
TJX
$176B
| $342M | 0.17% |
2,225,527
+65,399
|
|
||
120
American Healthcare REIT
AHR
$9.3B
| $339M | 0.17% |
7,194,467
-1,736,874
|
|
||
121
Lam Research
LRCX
$264B
| $337M | 0.17% |
1,970,770
-168,179
|
|
||
122
Cousins Properties
CUZ
$3.87B
| $332M | 0.17% |
12,890,208
+419,911
|
|
||
123
Waters Corp
WAT
$30B
| $331M | 0.17% |
870,969
+1,792
|
|
||
124
Wells Fargo
WFC
$243B
| $326M | 0.17% |
3,497,737
+587
|
|
||
125
PACCAR
PCAR
$63.5B
| $325M | 0.17% |
2,968,288
+130,568
|
|