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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
TAL Education Group
TAL
|
$135M |
| 3 |
DuPont de Nemours
DD
|
$135M |
| 4 |
Healthpeak Properties
DOC
|
$98.5M |
| 5 |
Gartner
IT
|
$95.1M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
SVU
SUPERVALU Inc.
SVU
|
$111M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Starbucks
SBUX
$100B
| $242M | 0.24% | 4,512,079 +35,755 | +0.8% | +$1.92M |
|
102
Extra Space Storage
EXR
$30.5B
| $241M | 0.23% | 3,016,381 -209,473 | -6% | -$16.7M |
|
103
NextEra Energy, Inc.
NEE
$148B
| $241M | 0.23% | 1,642,581 +163,372 | +11% | +$23.9M |
|
104
Liberty Media Series C
FWONK
$25B
| $241M | 0.23% | 6,315,241 +1,655,730 | +36% | +$63.1M |
|
105
Union Pacific
UNP
$133B
| $239M | 0.23% | 2,064,905 -145,623 | -7% | -$16.9M |
|
106
Openlane
KAR
$3.07B
| $237M | 0.23% | 4,967,326 -900,039 | -15% | -$43M |
|
107
Abbott
ABT
$231B
| $237M | 0.23% | 4,441,849 -115,577 | -3% | -$6.17M |
|
108
Honeywell
HON
$139B
| $235M | 0.23% | 1,657,225 -10,136 | -0.6% | -$1.44M |
|
109
Blackrock
BLK
$175B
| $234M | 0.23% | 523,710 -3,670 | -0.7% | -$1.64M |
|
110
3M
MMM
$82.8B
| $229M | 0.22% | 1,089,610 -48,301 | -4% | -$10.1M |
|
111
Hasbro
HAS
$11.4B
| $226M | 0.22% | 2,315,308 +137,568 | +6% | +$13.4M |
|
|
DFS
112
DELISTED
Discover Financial Services
DFS
| $226M | 0.22% | 3,503,078 -932 | -0% | -$60.1K |
|
|
CELG
113
DELISTED
Celgene Corp
CELG
| $223M | 0.22% | 1,530,760 -82,330 | -5% | -$12M |
|
114
Live Nation Entertainment
LYV
$38.6B
| $221M | 0.21% | 5,073,090 -127,306 | -2% | -$5.54M |
|
115
SL Green Realty
SLG
$4.04B
| $220M | 0.21% | 2,174,791 +73,119 | +3% | +$7.41M |
|
116
Amgen
AMGN
$155B
| $219M | 0.21% | 1,172,675 -44,375 | -4% | -$8.27M |
|
117
Public Storage
PSA
$51.7B
| $218M | 0.21% | 1,019,903 -123,741 | -11% | -$26.5M |
|
118
Marathon Petroleum
MPC
$54.6B
| $218M | 0.21% | 3,891,576 -56,360 | -1% | -$3.16M |
|
119
Costco
COST
$418B
| $217M | 0.21% | 1,320,658 +98,973 | +8% | +$16.3M |
|
120
Motorola Solutions
MSI
$78.7B
| $211M | 0.2% | 2,484,152 -10,561 | -0.4% | -$896K |
|
121
Boston Properties
BXP
$11.5B
| $206M | 0.2% | 1,678,510 -834,866 | -33% | -$103M |
|
122
Sunstone Hotel Investors
SHO
$1.8B
| $206M | 0.2% | 12,833,817 +431,187 | +3% | +$6.93M |
|
|
HPP
123
Hudson Pacific Properties
HPP
$1.07B
| $205M | 0.2% | 6,125,974 +734,232 | +14% | +$24.6M |
|
|
LVNTA
124
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $202M | 0.2% | 3,504,695 +83,971 | +2% | +$4.83M |
|
|
INXN
125
DELISTED
Interxion Holding N.V.
INXN
| $197M | 0.19% | 3,870,675 +253,658 | +7% | +$12.9M |
|