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 |
Air Products & Chemicals
APD
|
$203M |
| 2 |
Liberty Global Class C
LBTYK
|
$120M |
| 3 |
Pfizer
PFE
|
$117M |
| 4 |
Mastercard
MA
|
$114M |
| 5 |
Johnson & Johnson
JNJ
|
$94.3M |
Top Sells
| 1 |
Allstate
ALL
|
$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$120M |
| 3 |
ADT
ADT CORP
ADT
|
$102M |
| 4 |
Service Corp International
SCI
|
$63.6M |
| 5 |
Everest Group
EG
|
$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Welltower
WELL
$113B
| $141M | 0.25% | 2,358,473 +703,775 | +43% | +$41.9M |
|
102
Norfolk Southern
NSC
$62.8B
| $140M | 0.25% | 1,443,077 +202,171 | +16% | +$19.6M |
|
103
Fidelity National Financial
FNF
$16.3B
| $140M | 0.25% | 4,446,152 +217,388 | +5% | +$6.83M |
|
104
Kroger
KR
$44.9B
| $139M | 0.25% | 3,186,494 +593,929 | +23% | +$25.9M |
|
105
Regions Financial
RF
$24.4B
| $139M | 0.25% | 12,478,813 +2,395,720 | +24% | +$26.6M |
|
106
CarMax
KMX
$9.21B
| $134M | 0.24% | 2,871,945 +264,304 | +10% | +$12.4M |
|
107
Openlane
KAR
$3.07B
| $134M | 0.24% | 4,414,252 +13,272 | +0.3% | +$403K |
|
108
Cisco
CSCO
$274B
| $131M | 0.23% | 5,842,069 -1,782,319 | -23% | -$39.9M |
|
109
McDonald's
MCD
$224B
| $131M | 0.23% | 1,334,323 +19,040 | +1% | +$1.87M |
|
110
Progressive
PGR
$145B
| $131M | 0.23% | 5,394,268 +790,109 | +17% | +$19.1M |
|
111
First Industrial Realty Trust
FR
$6.97B
| $130M | 0.23% | 6,729,199 -448,639 | -6% | -$8.67M |
|
|
112
Mastercard
MA
$538B
| $125M | 0.22% | 1,677,260 +1,530,699 | +1,044% | +$114M |
|
113
Lincoln National
LNC
$8.14B
| $123M | 0.22% | 2,426,965 +882,440 | +57% | +$44.7M |
|
|
OA
114
DELISTED
Orbital ATK, Inc.
OA
| $123M | 0.22% | 863,216 -20,985 | -2% | -$2.98M |
|
115
EPR Properties
EPR
$4.13B
| $122M | 0.22% | 2,294,361 +286,852 | +14% | +$15.3M |
|
|
AIV
116
Aimco
AIV
$1.11B
| $122M | 0.22% | 4,050,903 +121,094 | +3% | +$3.66M |
|
|
BRE
117
DELISTED
BRE PROPERTIES INC CL A
BRE
| $122M | 0.22% | 1,940,525 +264,485 | +16% | +$16.6M |
|
118
RTX Corp
RTX
$212B
| $122M | 0.22% | 1,040,784 +11,331 | +1% | +$1.32M |
|
119
Wynn Resorts
WYNN
$13.2B
| $121M | 0.22% | 546,644 +49,527 | +10% | +$11M |
|
|
WDR
120
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $121M | 0.22% | 1,644,452 +218,089 | +15% | +$16.1M |
|
121
Fastenal
FAST
$57B
| $121M | 0.22% | 2,449,251 +426,764 | +21% | +$21M |
|
122
Camden Property Trust
CPT
$12B
| $120M | 0.21% | 1,782,538 +196,905 | +12% | +$13.3M |
|
123
CBRE Group
CBRE
$48.2B
| $120M | 0.21% | 4,365,236 -81,222 | -2% | -$2.23M |
|
124
CVS Health
CVS
$92.8B
| $119M | 0.21% | 1,589,937 -476,226 | -23% | -$35.7M |
|
125
Gentex
GNTX
$6.15B
| $119M | 0.21% | 3,773,382 -1,508,222 | -29% | -$47.6M |
|