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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Ametek
AME
$51.9B
| $381M | 0.2% |
1,778,484
-259,099
|
|
||
102
Cisco
CSCO
$479B
| $380M | 0.2% |
4,894,663
+21,389
|
|
||
103
Advanced Micro Devices
AMD
$760B
| $379M | 0.2% |
1,860,748
+40,096
|
|
||
104
Rexford Industrial Realty
REXR
$7.69B
| $375M | 0.2% |
11,470,763
-47,976
|
|
||
105
Marathon Petroleum
MPC
$76.5B
| $371M | 0.2% |
1,519,520
-134,952
|
|
||
106
UnitedHealth
UNH
$363B
| $368M | 0.2% |
1,359,317
-11,597
|
|
||
107
Icon
ICLR
$11.4B
| $366M | 0.2% |
3,311,771
+310,236
|
|
||
108
Amphenol
APH
$171B
| $366M | 0.2% |
2,896,337
+145,847
|
|
||
109
Abbott
ABT
$159B
| $359M | 0.19% |
3,499,503
-108,313
|
|
||
110
Ross Stores
ROST
$73.9B
| $353M | 0.19% |
1,631,393
-466,566
|
|
||
111
American Healthcare REIT
AHR
$9.82B
| $350M | 0.19% |
7,423,206
+228,739
|
|
||
112
Floor & Decor
FND
$5.12B
| $347M | 0.19% |
6,837,639
+416,572
|
|
||
113
Gaming and Leisure Properties
GLPI
$13.4B
| $345M | 0.18% |
7,771,951
+7,075
|
|
||
114
TJX Companies
TJX
$178B
| $344M | 0.18% |
2,151,733
-73,794
|
|
||
115
Cummins
CMI
$89.9B
| $343M | 0.18% |
637,233
-61,545
|
|
||
116
Agree Realty
ADC
$8.82B
| $341M | 0.18% |
4,526,088
+232,532
|
|
||
117
Invitation Homes
INVH
$17.8B
| $340M | 0.18% |
13,690,400
-3,161,730
|
|
||
118
GE Vernova
GEV
$251B
| $340M | 0.18% |
389,674
+14,613
|
|
||
119
Blackrock
BLK
$155B
| $340M | 0.18% |
353,663
-4,424
|
|
||
120
RTX Corp
RTX
$244B
| $337M | 0.18% |
1,744,607
+11,278
|
|
||
121
Applied Materials
AMAT
$360B
| $335M | 0.18% |
979,609
+5,841
|
|
||
122
PACCAR
PCAR
$61.4B
| $334M | 0.18% |
2,895,490
-72,798
|
|
||
123
Oracle
ORCL
$615B
| $318M | 0.17% |
2,158,816
-309,832
|
|
||
124
Arch Capital
ACGL
$31.9B
| $314M | 0.17% |
3,274,219
-1,253,941
|
|
||
125
PNC Financial Services
PNC
$91.7B
| $309M | 0.17% |
1,485,093
-46,094
|
|