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 |
Microsoft
MSFT
|
$146M |
| 2 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$143M |
| 3 |
American International
AIG
|
$104M |
| 4 |
Ross Stores
ROST
|
$103M |
| 5 |
Bank of America
BAC
|
$103M |
Top Sells
| 1 |
MCRS
MICROS SYSTEMS INC
MCRS
|
$131M |
| 2 |
Fidelity National Financial
FNF
|
$130M |
| 3 |
Walmart
WMT
|
$71.1M |
| 4 |
Williams Companies
WMB
|
$71.1M |
| 5 |
Public Service Enterprise Group
PEG
|
$70.2M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
M&T Bank
MTB
$31.5B
| $156M | 0.26% | 1,262,102 +19,441 | +2% | +$2.4M |
|
102
CarMax
KMX
$9.21B
| $155M | 0.26% | 3,347,296 +244,498 | +8% | +$11.4M |
|
103
KeyCorp
KEY
$21.2B
| $154M | 0.26% | 11,573,897 +1,993,454 | +21% | +$26.6M |
|
104
Amazon
AMZN
$2.44T
| $151M | 0.26% | 468,350 +10,715 | +2% | +$3.45M |
|
|
RTN
105
DELISTED
Raytheon Company
RTN
| $151M | 0.26% | 1,482,785 -115,969 | -7% | -$11.8M |
|
106
Kilroy Realty
KRC
$4.92B
| $150M | 0.26% | 2,529,468 +381,325 | +18% | +$22.7M |
|
107
Visa
V
$683B
| $148M | 0.25% | 693,385 +985 | +0.1% | +$210K |
|
|
AIV
108
Aimco
AIV
$1.11B
| $147M | 0.25% | 4,619,269 +300,337 | +7% | +$9.56M |
|
|
MHFI
109
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $147M | 0.25% | 1,738,875 +106,269 | +7% | +$8.97M |
|
110
Mohawk Industries
MHK
$8.24B
| $147M | 0.25% | 1,089,002 +29,941 | +3% | +$4.04M |
|
111
Becton Dickinson
BDX
$55.3B
| $146M | 0.25% | 1,284,134 +2,125 | +0.2% | +$242K |
|
112
Camden Property Trust
CPT
$12B
| $142M | 0.24% | 2,069,671 +139,959 | +7% | +$9.59M |
|
113
Blackrock
BLK
$175B
| $140M | 0.24% | 426,432 +245,263 | +135% | +$80.5M |
|
114
CVS Health
CVS
$92.8B
| $138M | 0.23% | 1,735,934 -587,591 | -25% | -$46.8M |
|
115
Exelon
EXC
$44.1B
| $137M | 0.23% | 4,030,372 -89,031 | -2% | -$3.04M |
|
116
Southwest Airlines
LUV
$17.3B
| $137M | 0.23% | 4,051,240 +44,686 | +1% | +$1.51M |
|
117
Union Pacific
UNP
$133B
| $136M | 0.23% | 1,249,880 +5,651 | +0.5% | +$613K |
|
118
SBA Communications
SBAC
$22B
| $134M | 0.23% | 1,211,660 +32,068 | +3% | +$3.56M |
|
119
EPR Properties
EPR
$4.13B
| $134M | 0.23% | 2,634,808 +197,047 | +8% | +$9.99M |
|
120
Federal Realty Investment Trust
FRT
$8.67B
| $132M | 0.22% | 1,118,025 +71,904 | +7% | +$8.52M |
|
121
Pebblebrook Hotel Trust
PEB
$1.32B
| $132M | 0.22% | 3,539,229 +238,849 | +7% | +$8.92M |
|
122
Openlane
KAR
$3.07B
| $132M | 0.22% | 4,605,505 +131,157 | +3% | +$3.76M |
|
123
Progressive
PGR
$145B
| $132M | 0.22% | 5,207,444 +30,679 | +0.6% | +$776K |
|
|
124
Ross Stores
ROST
$48.1B
| $125M | 0.21% | 1,655,266 +1,363,711 | +468% | +$103M |
|
125
CBRE Group
CBRE
$48.2B
| $125M | 0.21% | 4,197,837 +18,388 | +0.4% | +$547K |
|