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 |
Zoetis
ZTS
|
$182M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$175M |
| 3 |
Visa
V
|
$155M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$120M |
| 5 |
Cisco
CSCO
|
$114M |
Top Sells
| 1 |
Labcorp
LH
|
$127M |
| 2 |
DFS
Discover Financial Services
DFS
|
$96.7M |
| 3 |
Bank of America
BAC
|
$96.2M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
$91M |
| 5 |
Jones Lang LaSalle
JLL
|
$89.5M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.87% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Tower
AMT
$95.5B
| $182M | 0.27% | 1,928,209 +1,208,930 | +168% | +$114M |
|
102
Ross Stores
ROST
$48.1B
| $181M | 0.27% | 1,720,378 -15,542 | -0.9% | -$1.64M |
|
103
M&T Bank
MTB
$31.5B
| $179M | 0.27% | 1,409,547 +43,476 | +3% | +$5.52M |
|
104
Camden Property Trust
CPT
$12B
| $179M | 0.27% | 2,290,947 +100,079 | +5% | +$7.82M |
|
105
General Dynamics
GD
$87.3B
| $179M | 0.27% | 1,315,335 +120,400 | +10% | +$16.3M |
|
106
Openlane
KAR
$3.07B
| $178M | 0.27% | 4,696,257 +39,543 | +0.8% | +$1.5M |
|
|
HES
107
DELISTED
Hess
HES
| $176M | 0.26% | 2,598,588 -273,328 | -10% | -$18.6M |
|
108
Fidelity National Financial
FNF
$16.3B
| $176M | 0.26% | 4,793,548 -118,239 | -2% | -$4.35M |
|
|
ARG
109
DELISTED
AIRGAS INC
ARG
| $174M | 0.26% | 1,641,965 +156,731 | +11% | +$16.6M |
|
|
MIC
110
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $172M | 0.26% | 2,095,650 +327,344 | +19% | +$26.9M |
|
111
Ashland
ASH
$2.57B
| $172M | 0.26% | 1,349,736 -181,737 | -12% | -$23.1M |
|
112
First Industrial Realty Trust
FR
$6.97B
| $171M | 0.25% | 7,956,094 +462,138 | +6% | +$9.9M |
|
113
Jefferies Financial Group
JEF
$13.4B
| $170M | 0.25% | 7,639,071 +154,769 | +2% | +$3.45M |
|
114
Brown & Brown
BRO
$32B
| $169M | 0.25% | 5,106,079 +140,234 | +3% | +$4.64M |
|
115
Archer Daniels Midland
ADM
$30.1B
| $166M | 0.25% | 3,501,506 +128,205 | +4% | +$6.08M |
|
116
CVS Health
CVS
$92.8B
| $166M | 0.25% | 1,604,039 +51,813 | +3% | +$5.35M |
|
117
Western Digital
WDC
$27.9B
| $163M | 0.24% | 1,794,294 -49,900 | -3% | -$4.54M |
|
118
Target
TGT
$43.6B
| $162M | 0.24% | 1,972,749 +1,187,207 | +151% | +$97.4M |
|
119
Danaher
DHR
$147B
| $160M | 0.24% | 1,879,343 -183,562 | -9% | -$15.6M |
|
120
KeyCorp
KEY
$21.2B
| $159M | 0.24% | 11,195,834 -1,118,726 | -9% | -$15.8M |
|
121
PPL Corp
PPL
$27B
| $158M | 0.24% | 4,693,627 -41,790 | -0.9% | -$1.41M |
|
|
STI
122
DELISTED
SunTrust Banks, Inc.
STI
| $158M | 0.24% | 3,838,585 +2,915,098 | +316% | +$120M |
|
123
American International
AIG
$45.1B
| $156M | 0.23% | 2,840,345 -754,136 | -21% | -$41.3M |
|
124
Public Service Enterprise Group
PEG
$41.1B
| $155M | 0.23% | 3,694,927 +668,111 | +22% | +$28M |
|
|
AET
125
DELISTED
Aetna Inc
AET
| $154M | 0.23% | 1,441,627 -70,343 | -5% | -$7.49M |
|