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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$787M |
| 2 |
Ross Stores
ROST
|
$229M |
| 3 |
Simon Property Group
SPG
|
$190M |
| 4 |
PX
Praxair Inc
PX
|
$171M |
| 5 |
Alibaba
BABA
|
$149M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
WIX.com
WIX
$7.85B
| $227M | 0.24% | 2,513,121 +1,021,273 | +68% | +$92.3M |
|
|
DFS
102
DELISTED
Discover Financial Services
DFS
| $222M | 0.24% | 3,765,063 +502,539 | +15% | +$29.6M |
|
103
AbbVie
ABBV
$372B
| $222M | 0.24% | 2,407,998 -272,938 | -10% | -$25.2M |
|
104
Amgen
AMGN
$155B
| $220M | 0.23% | 1,128,539 -103,985 | -8% | -$20.2M |
|
105
Becton Dickinson
BDX
$55.3B
| $218M | 0.23% | 969,622 +42,081 | +5% | +$9.48M |
|
106
Vail Resorts
MTN
$6.09B
| $218M | 0.23% | 1,033,345 +114,407 | +12% | +$24.1M |
|
|
107
Linde
LIN
$224B
| $216M | 0.23% | +1,382,859 | New | +$216M |
|
108
Walmart
WMT
$774B
| $210M | 0.22% | 2,257,588 -296,008 | -12% | -$27.6M |
|
109
Blackrock
BLK
$175B
| $208M | 0.22% | 529,358 +51,893 | +11% | +$20.4M |
|
110
Oracle
ORCL
$635B
| $208M | 0.22% | 4,599,147 +219,680 | +5% | +$9.92M |
|
111
Citigroup
C
$178B
| $206M | 0.22% | 3,962,234 -128,094 | -3% | -$6.67M |
|
112
Openlane
KAR
$3.07B
| $204M | 0.22% | 4,274,345 -262,015 | -6% | -$12.5M |
|
113
Marathon Petroleum
MPC
$54.6B
| $202M | 0.22% | 3,419,282 +183,467 | +6% | +$10.8M |
|
114
Eli Lilly
LLY
$657B
| $201M | 0.21% | 1,734,994 +255,461 | +17% | +$29.6M |
|
115
Liberty Media Series C
FWONK
$25B
| $199M | 0.21% | 6,476,631 -284,496 | -4% | -$8.73M |
|
116
Danaher
DHR
$147B
| $196M | 0.21% | 1,905,237 -396,253 | -17% | -$40.9M |
|
117
Philip Morris
PM
$260B
| $194M | 0.21% | 2,908,561 +56,324 | +2% | +$3.76M |
|
118
Boston Properties
BXP
$11.5B
| $194M | 0.21% | 1,722,728 -38,757 | -2% | -$4.36M |
|
119
Public Storage
PSA
$51.7B
| $193M | 0.21% | 952,509 -23,027 | -2% | -$4.66M |
|
120
Crown Castle
CCI
$43.2B
| $192M | 0.21% | 1,772,040 -658,843 | -27% | -$71.6M |
|
121
CubeSmart
CUBE
$9.33B
| $191M | 0.2% | 6,665,511 -435,809 | -6% | -$12.5M |
|
122
Accenture
ACN
$162B
| $190M | 0.2% | 1,350,512 +22,279 | +2% | +$3.14M |
|
|
INXN
123
DELISTED
Interxion Holding N.V.
INXN
| $189M | 0.2% | 3,480,992 +351,460 | +11% | +$19M |
|
124
Netflix
NFLX
$513B
| $184M | 0.2% | 686,260 -7,025 | -1% | -$1.88M |
|
125
Howard Hughes
HHH
$4.53B
| $181M | 0.19% | 1,851,660 +199,136 | +12% | +$19.4M |
|