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 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 2 |
DaVita
DVA
|
$195M |
| 3 |
Crown Castle
CCI
|
$180M |
| 4 |
Wells Fargo
WFC
|
$164M |
| 5 |
NetEase
NTES
|
$121M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Blackrock
BLK
$175B
| $269M | 0.25% | 523,306 -404 | -0.1% | -$208K |
|
102
Sun Communities
SUI
$15.9B
| $266M | 0.24% | 2,867,271 -24,584 | -0.9% | -$2.28M |
|
103
M&T Bank
MTB
$31.5B
| $260M | 0.24% | 1,518,876 -12,280 | -0.8% | -$2.1M |
|
104
Oracle
ORCL
$635B
| $252M | 0.23% | 5,338,124 -1,373,606 | -20% | -$64.9M |
|
105
NextEra Energy, Inc.
NEE
$148B
| $248M | 0.23% | 1,590,077 -52,504 | -3% | -$8.2M |
|
106
Marathon Petroleum
MPC
$54.6B
| $248M | 0.23% | 3,762,449 -129,127 | -3% | -$8.52M |
|
107
Costco
COST
$418B
| $246M | 0.23% | 1,321,003 +345 | +0% | +$64.2K |
|
|
INXN
108
DELISTED
Interxion Holding N.V.
INXN
| $246M | 0.23% | 4,171,099 +300,424 | +8% | +$17.7M |
|
109
Extra Space Storage
EXR
$30.5B
| $243M | 0.22% | 2,780,926 -235,455 | -8% | -$20.6M |
|
110
EPR Properties
EPR
$4.13B
| $242M | 0.22% | 3,692,297 -53,589 | -1% | -$3.51M |
|
111
Liberty Broadband Class C
LBRDK
$8.73B
| $238M | 0.22% | 2,792,138 -794,831 | -22% | -$67.7M |
|
112
Allstate
ALL
$53.6B
| $235M | 0.22% | 2,241,639 +389,703 | +21% | +$40.8M |
|
113
GE Aerospace
GE
$292B
| $231M | 0.21% | 13,218,612 +478,609 | +4% | +$8.35M |
|
114
IBM
IBM
$227B
| $224M | 0.21% | 1,459,963 +109,594 | +8% | +$16.8M |
|
115
Liberty Media Series C
FWONK
$25B
| $221M | 0.2% | 6,469,444 +154,203 | +2% | +$5.27M |
|
116
McDonald's
MCD
$224B
| $220M | 0.2% | 1,276,242 +92,679 | +8% | +$16M |
|
|
117
Crown Castle
CCI
$43.2B
| $216M | 0.2% | 1,949,063 -1,625,673 | -45% | -$180M |
|
118
Autoliv
ALV
$9.53B
| $216M | 0.2% | 1,697,137 -452,838 | -21% | -$57.5M |
|
119
Live Nation Entertainment
LYV
$38.6B
| $213M | 0.2% | 5,008,700 -64,390 | -1% | -$2.74M |
|
|
XEC
120
DELISTED
CIMAREX ENERGY CO
XEC
| $212M | 0.19% | 1,734,108 +154,940 | +10% | +$18.9M |
|
121
Altria Group
MO
$113B
| $211M | 0.19% | 2,954,381 +179,239 | +6% | +$12.8M |
|
122
SL Green Realty
SLG
$4.04B
| $210M | 0.19% | 2,083,080 -91,711 | -4% | -$9.26M |
|
123
Becton Dickinson
BDX
$55.3B
| $210M | 0.19% | 980,286 +30,635 | +3% | +$6.56M |
|
124
CubeSmart
CUBE
$9.33B
| $207M | 0.19% | 7,153,805 -250,158 | -3% | -$7.23M |
|
125
Amgen
AMGN
$155B
| $204M | 0.19% | 1,171,811 -864 | -0.1% | -$150K |
|