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 |
Dentsply Sirona
XRAY
|
$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$162M |
| 3 |
Regency Centers
REG
|
$148M |
| 4 |
Comcast
CMCSA
|
$135M |
| 5 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$111M |
Top Sells
| 1 |
Zoetis
ZTS
|
$438M |
| 2 |
EQY
Equity One
EQY
|
$208M |
| 3 |
Hilton Worldwide
HLT
|
$204M |
| 4 |
MJN
Mead Johnson Nutrition Company
MJN
|
$82.7M |
| 5 |
SL Green Realty
SLG
|
$62M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Oracle
ORCL
$635B
| $197M | 0.24% | 4,412,704 -139,219 | -3% | -$6.21M |
|
102
Sunstone Hotel Investors
SHO
$1.8B
| $195M | 0.23% | 12,711,908 +596,757 | +5% | +$9.15M |
|
103
DaVita
DVA
$9.85B
| $195M | 0.23% | 2,864,251 +28,527 | +1% | +$1.94M |
|
104
Union Pacific
UNP
$133B
| $194M | 0.23% | 1,835,712 +529,315 | +41% | +$56.1M |
|
105
Morgan Stanley
MS
$240B
| $190M | 0.23% | 4,438,498 -341,831 | -7% | -$14.6M |
|
106
CubeSmart
CUBE
$9.33B
| $189M | 0.23% | 7,273,711 -11,999 | -0.2% | -$312K |
|
107
Danaher
DHR
$147B
| $188M | 0.23% | 2,201,448 +610,774 | +38% | +$52.2M |
|
108
Gilead Sciences
GILD
$140B
| $188M | 0.23% | 2,768,993 -623,067 | -18% | -$42.3M |
|
109
Progressive
PGR
$145B
| $188M | 0.23% | 4,790,120 +435,569 | +10% | +$17.1M |
|
|
LSXMK
110
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $186M | 0.22% | 4,795,722 -53,324 | -1% | -$2.07M |
|
|
111
Hilton Worldwide
HLT
$64.9B
| $182M | 0.22% | 3,114,298 -3,487,164 | -53% | -$204M |
|
112
Elevance Health
ELV
$71.8B
| $180M | 0.22% | 1,087,769 -23,035 | -2% | -$3.81M |
|
|
STI
113
DELISTED
SunTrust Banks, Inc.
STI
| $179M | 0.22% | 3,241,764 -657,262 | -17% | -$36.3M |
|
|
SFR
114
DELISTED
Starwood Waypoint Homes
SFR
| $176M | 0.21% | 5,205,565 +2,384,410 | +85% | +$80.8M |
|
|
DOC
115
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $175M | 0.21% | 8,823,978 +130,962 | +2% | +$2.6M |
|
116
EOG Resources
EOG
$68.2B
| $174M | 0.21% | 1,786,006 -68,443 | -4% | -$6.68M |
|
117
Arch Capital
ACGL
$34.2B
| $172M | 0.21% | 1,819,732 +12,071 | +0.7% | +$1.14M |
|
118
3M
MMM
$82.8B
| $169M | 0.2% | 882,998 +11,827 | +1% | +$2.26M |
|
119
CenterPoint Energy
CNP
$24.6B
| $164M | 0.2% | 5,943,866 +436,634 | +8% | +$12M |
|
120
Starbucks
SBUX
$100B
| $163M | 0.2% | 2,797,818 -167,966 | -6% | -$9.81M |
|
|
HPP
121
Hudson Pacific Properties
HPP
$1.07B
| $163M | 0.2% | 4,708,482 +4,690,126 | +25,551% | +$162M |
|
|
SRC
122
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $162M | 0.19% | 15,968,716 +120,915 | +0.8% | +$1.23M |
|
123
Brown & Brown
BRO
$32B
| $161M | 0.19% | 3,867,508 -13,586 | -0.4% | -$567K |
|
|
FCE.A
124
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $160M | 0.19% | 7,332,046 -16,136 | -0.2% | -$351K |
|
125
Prudential Financial
PRU
$38.6B
| $159M | 0.19% | 1,494,682 -125,608 | -8% | -$13.4M |
|