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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$224M |
| 2 |
Cousins Properties
CUZ
|
$175M |
| 3 |
Americold
COLD
|
$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$138M |
| 5 |
Domino's
DPZ
|
$129M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$230M |
| 2 |
SBA Communications
SBAC
|
$180M |
| 3 |
HPP
Hudson Pacific Properties
HPP
|
$138M |
| 4 |
Hilton Grand Vacations
HGV
|
$111M |
| 5 |
Prologis
PLD
|
$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Starbucks
SBUX
$100B
| $286M | 0.26% | 3,417,558 -494,933 | -13% | -$41.5M |
|
102
Howard Hughes
HHH
$4.53B
| $284M | 0.26% | 2,291,833 +130,627 | +6% | +$16.2M |
|
103
Live Nation Entertainment
LYV
$38.6B
| $284M | 0.26% | 4,280,048 -319,873 | -7% | -$21.2M |
|
104
Aon
AON
$79.1B
| $283M | 0.25% | 1,469,046 -86,665 | -6% | -$16.7M |
|
105
McDonald's
MCD
$224B
| $279M | 0.25% | 1,345,350 -37,459 | -3% | -$7.78M |
|
106
Walmart
WMT
$774B
| $279M | 0.25% | 2,525,376 +286,673 | +13% | +$31.7M |
|
107
Linde
LIN
$224B
| $277M | 0.25% | 1,377,925 -7,709 | -0.6% | -$1.55M |
|
108
Accenture
ACN
$162B
| $276M | 0.25% | 1,495,190 +162,618 | +12% | +$30M |
|
|
DFS
109
DELISTED
Discover Financial Services
DFS
| $275M | 0.25% | 3,544,955 -139,690 | -4% | -$10.8M |
|
110
NextEra Energy, Inc.
NEE
$148B
| $272M | 0.24% | 1,325,721 -81,274 | -6% | -$16.6M |
|
111
Citigroup
C
$178B
| $270M | 0.24% | 3,857,934 +44,023 | +1% | +$3.08M |
|
112
Oracle
ORCL
$635B
| $262M | 0.24% | 4,594,410 -57,739 | -1% | -$3.29M |
|
113
Netflix
NFLX
$513B
| $252M | 0.23% | 685,790 +4,937 | +0.7% | +$1.81M |
|
114
Booking.com
BKNG
$181B
| $249M | 0.22% | 132,919 -2,261 | -2% | -$4.24M |
|
115
CubeSmart
CUBE
$9.33B
| $246M | 0.22% | 7,346,910 +121,504 | +2% | +$4.06M |
|
116
Blackrock
BLK
$175B
| $245M | 0.22% | 523,035 -4,437 | -0.8% | -$2.08M |
|
117
Becton Dickinson
BDX
$55.3B
| $244M | 0.22% | 967,137 +4,114 | +0.4% | +$1.04M |
|
118
3M
MMM
$82.8B
| $242M | 0.22% | 1,397,965 +137,142 | +11% | +$23.8M |
|
|
119
Cousins Properties
CUZ
$4.95B
| $242M | 0.22% | 6,685,242 +4,826,190 | +260% | +$175M |
|
120
Liberty Media Series C
FWONK
$25B
| $240M | 0.22% | 6,428,732 -14,018 | -0.2% | -$524K |
|
121
American Homes 4 Rent
AMH
$13.3B
| $239M | 0.21% | 9,830,499 +45,899 | +0.5% | +$1.12M |
|
122
Crown Castle
CCI
$43.2B
| $237M | 0.21% | 1,814,474 +20,026 | +1% | +$2.61M |
|
123
Public Storage
PSA
$51.7B
| $232M | 0.21% | 974,204 -13,553 | -1% | -$3.23M |
|
124
MSCI
MSCI
$43.9B
| $229M | 0.21% | 957,433 -44,716 | -4% | -$10.7M |
|
125
Marathon Petroleum
MPC
$54.6B
| $227M | 0.2% | 4,069,281 +554,265 | +16% | +$31M |
|