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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brown & Brown
BRO
|
$94.2M |
| 5 |
Brookfield
BN
|
$89.3M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Extra Space Storage
EXR
$30.5B
| $249M | 0.24% | 2,847,149 +66,223 | +2% | +$5.79M |
|
102
Costco
COST
$418B
| $248M | 0.24% | 1,314,892 -6,111 | -0.5% | -$1.15M |
|
103
Autoliv
ALV
$9.53B
| $246M | 0.23% | 1,684,078 -13,059 | -0.8% | -$1.91M |
|
104
Booking.com
BKNG
$181B
| $240M | 0.23% | 115,535 -1,673 | -1% | -$3.48M |
|
105
Liberty Broadband Class C
LBRDK
$8.73B
| $238M | 0.23% | 2,771,873 -20,265 | -0.7% | -$1.74M |
|
|
DFS
106
DELISTED
Discover Financial Services
DFS
| $237M | 0.23% | 3,290,616 -419,680 | -11% | -$30.2M |
|
107
Walmart
WMT
$774B
| $237M | 0.23% | 2,659,556 -431,441 | -14% | -$38.4M |
|
108
NVIDIA
NVDA
$4.24T
| $232M | 0.22% | 1,003,742 +53,672 | +6% | +$12.4M |
|
|
INXN
109
DELISTED
Interxion Holding N.V.
INXN
| $232M | 0.22% | 3,741,571 -429,528 | -10% | -$26.7M |
|
110
Vulcan Materials
VMC
$38.5B
| $230M | 0.22% | 2,016,741 +526,595 | +35% | +$60.1M |
|
111
Oracle
ORCL
$635B
| $227M | 0.22% | 4,962,308 -375,816 | -7% | -$17.2M |
|
112
IBM
IBM
$227B
| $224M | 0.21% | 1,458,381 -1,582 | -0.1% | -$243K |
|
113
Gilead Sciences
GILD
$140B
| $222M | 0.21% | 2,945,595 +148,398 | +5% | +$11.2M |
|
114
TransUnion
TRU
$17.2B
| $215M | 0.21% | 3,781,747 +379,228 | +11% | +$21.5M |
|
115
M&T Bank
MTB
$31.5B
| $214M | 0.2% | 1,161,653 -357,223 | -24% | -$65.9M |
|
116
McDonald's
MCD
$224B
| $214M | 0.2% | 1,367,530 +91,288 | +7% | +$14.3M |
|
117
Arch Capital
ACGL
$34.2B
| $214M | 0.2% | 2,497,872 +463,341 | +23% | +$39.7M |
|
118
Live Nation Entertainment
LYV
$38.6B
| $207M | 0.2% | 4,913,489 -95,211 | -2% | -$4.01M |
|
119
Lennar Class A
LEN
$34.5B
| $205M | 0.2% | 3,474,313 +624,990 | +22% | +$36.8M |
|
120
Becton Dickinson
BDX
$55.3B
| $205M | 0.2% | 944,720 -35,566 | -4% | -$7.71M |
|
121
Amgen
AMGN
$155B
| $202M | 0.19% | 1,187,759 +15,948 | +1% | +$2.72M |
|
122
Liberty Media Series C
FWONK
$25B
| $201M | 0.19% | 6,516,650 +47,206 | +0.7% | +$1.46M |
|
123
Public Storage
PSA
$51.7B
| $198M | 0.19% | 985,884 +20,722 | +2% | +$4.15M |
|
124
Allstate
ALL
$53.6B
| $197M | 0.19% | 2,075,644 -165,995 | -7% | -$15.7M |
|
125
SL Green Realty
SLG
$4.04B
| $196M | 0.19% | 2,027,340 -55,740 | -3% | -$5.4M |
|