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 |
iShares MBS ETF
MBB
|
$250M |
| 2 |
Host Hotels & Resorts
HST
|
$201M |
| 3 |
Wayfair
W
|
$173M |
| 4 |
AerCap
AER
|
$120M |
| 5 |
Fastenal
FAST
|
$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$182M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
Scotiabank
BNS
|
$129M |
| 5 |
Applied Materials
AMAT
|
$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
NextEra Energy, Inc.
NEE
$148B
| $309M | 0.27% | 1,326,986 +1,265 | +0.1% | +$295K |
|
102
Danaher
DHR
$147B
| $302M | 0.27% | 2,092,691 +76,658 | +4% | +$11.1M |
|
103
Walmart
WMT
$774B
| $297M | 0.26% | 2,498,328 -27,048 | -1% | -$3.21M |
|
104
Howard Hughes
HHH
$4.53B
| $296M | 0.26% | 2,284,437 -7,396 | -0.3% | -$959K |
|
105
WIX.com
WIX
$7.85B
| $290M | 0.26% | 2,487,197 -46,914 | -2% | -$5.48M |
|
106
Aon
AON
$79.1B
| $289M | 0.25% | 1,491,075 +22,029 | +1% | +$4.26M |
|
107
McDonald's
MCD
$224B
| $284M | 0.25% | 1,320,759 -24,591 | -2% | -$5.28M |
|
108
Live Nation Entertainment
LYV
$38.6B
| $278M | 0.25% | 4,196,752 -83,296 | -2% | -$5.53M |
|
|
RP
109
DELISTED
RealPage, Inc.
RP
| $275M | 0.24% | 4,368,335 +604,858 | +16% | +$38M |
|
|
110
Fastenal
FAST
$57B
| $270M | 0.24% | 8,262,188 +3,171,770 | +62% | +$104M |
|
|
DFS
111
DELISTED
Discover Financial Services
DFS
| $269M | 0.24% | 3,317,058 -227,897 | -6% | -$18.5M |
|
112
Liberty Media Series C
FWONK
$25B
| $268M | 0.24% | 6,437,314 +8,582 | +0.1% | +$357K |
|
113
Starbucks
SBUX
$100B
| $266M | 0.23% | 3,005,260 -412,298 | -12% | -$36.5M |
|
114
Linde
LIN
$224B
| $265M | 0.23% | 1,365,577 -12,348 | -0.9% | -$2.39M |
|
115
Booking.com
BKNG
$181B
| $264M | 0.23% | 134,282 +1,363 | +1% | +$2.68M |
|
116
Citigroup
C
$178B
| $257M | 0.23% | 3,720,436 -137,498 | -4% | -$9.5M |
|
117
CubeSmart
CUBE
$9.33B
| $252M | 0.22% | 7,226,749 -120,161 | -2% | -$4.19M |
|
|
118
iShares MBS ETF
MBB
$41B
| $251M | 0.22% | 2,313,474 +2,311,350 | +108,821% | +$250M |
|
119
Marathon Petroleum
MPC
$54.6B
| $246M | 0.22% | 4,050,917 -18,364 | -0.5% | -$1.12M |
|
120
Lennar Class A
LEN
$34.5B
| $239M | 0.21% | 4,288,114 +145,441 | +4% | +$8.12M |
|
121
Digital Realty Trust
DLR
$57.2B
| $238M | 0.21% | 1,833,698 +303,047 | +20% | +$39.3M |
|
122
Blackrock
BLK
$175B
| $237M | 0.21% | 532,295 +9,260 | +2% | +$4.13M |
|
123
Public Storage
PSA
$51.7B
| $236M | 0.21% | 962,813 -11,391 | -1% | -$2.79M |
|
|
DRE
124
DELISTED
Duke Realty Corp.
DRE
| $235M | 0.21% | 6,904,599 -68,043 | -1% | -$2.31M |
|
|
CONE
125
DELISTED
CyrusOne Inc Common Stock
CONE
| $234M | 0.21% | 2,959,595 -224,331 | -7% | -$17.7M |
|