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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
KKR & Co
KKR
$124B
| $240M | 0.24% | 12,925,569 +10,265,357 | +386% | +$191M |
|
102
Progressive
PGR
$145B
| $239M | 0.24% | 5,429,427 +639,307 | +13% | +$28.2M |
|
103
Public Storage
PSA
$51.7B
| $238M | 0.24% | 1,143,644 -162,662 | -12% | -$33.9M |
|
104
3M
MMM
$82.8B
| $237M | 0.24% | 1,137,911 +254,913 | +29% | +$53.1M |
|
105
Copart
CPRT
$47.2B
| $236M | 0.24% | 7,417,734 +3,826,242 | +107% | +$122M |
|
106
Sun Communities
SUI
$15.9B
| $235M | 0.24% | 2,675,958 -260,566 | -9% | -$22.8M |
|
|
SFR
107
DELISTED
Starwood Waypoint Homes
SFR
| $223M | 0.22% | 6,494,215 +1,288,650 | +25% | +$44.2M |
|
108
Blackrock
BLK
$175B
| $223M | 0.22% | 527,380 +355,630 | +207% | +$150M |
|
109
SL Green Realty
SLG
$4.04B
| $222M | 0.22% | 2,101,672 -191,437 | -8% | -$20.3M |
|
110
Honeywell
HON
$139B
| $222M | 0.22% | 1,667,361 +556,556 | +50% | +$74.2M |
|
111
Abbott
ABT
$231B
| $222M | 0.22% | 4,557,426 +1,969,723 | +76% | +$95.7M |
|
112
IBM
IBM
$227B
| $219M | 0.22% | 1,420,908 +51,433 | +4% | +$7.91M |
|
|
DFS
113
DELISTED
Discover Financial Services
DFS
| $218M | 0.22% | 3,504,010 +2,912,742 | +493% | +$181M |
|
114
Altria Group
MO
$113B
| $217M | 0.22% | 2,910,525 -29,154 | -1% | -$2.17M |
|
115
Motorola Solutions
MSI
$78.7B
| $216M | 0.22% | 2,494,713 -17,478 | -0.7% | -$1.52M |
|
116
Hilton Worldwide
HLT
$64.9B
| $213M | 0.21% | 3,443,710 +329,412 | +11% | +$20.4M |
|
|
117
Amgen
AMGN
$155B
| $210M | 0.21% | 1,217,050 -419,906 | -26% | -$72.3M |
|
|
CELG
118
DELISTED
Celgene Corp
CELG
| $209M | 0.21% | 1,613,090 +14,097 | +0.9% | +$1.83M |
|
119
CVS Health
CVS
$92.8B
| $207M | 0.21% | 2,577,106 -31,562 | -1% | -$2.54M |
|
120
NextEra Energy, Inc.
NEE
$148B
| $207M | 0.21% | 1,479,209 +814,478 | +123% | +$114M |
|
121
Marathon Petroleum
MPC
$54.6B
| $207M | 0.21% | 3,947,936 +2,990,640 | +312% | +$156M |
|
122
Sunstone Hotel Investors
SHO
$1.8B
| $200M | 0.2% | 12,402,630 -309,278 | -2% | -$4.99M |
|
|
LSXMK
123
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $200M | 0.2% | 4,794,234 -1,488 | -0% | -$62K |
|
124
Costco
COST
$418B
| $195M | 0.2% | 1,221,685 +527,746 | +76% | +$84.4M |
|
125
McDonald's
MCD
$224B
| $195M | 0.2% | 1,272,860 +68,529 | +6% | +$10.5M |
|