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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Chevron
CVX
$324B
| $329M | 0.28% | 4,569,398 -225,951 | -5% | -$16.3M |
|
102
Intel
INTC
$107B
| $317M | 0.27% | 6,130,808 -303,828 | -5% | -$15.7M |
|
103
Walmart
WMT
$774B
| $315M | 0.27% | 2,251,834 -171,587 | -7% | -$24M |
|
104
Martin Marietta Materials
MLM
$37.2B
| $315M | 0.26% | 1,336,861 -78,962 | -6% | -$18.6M |
|
105
Digital Realty Trust
DLR
$57.2B
| $313M | 0.26% | 2,132,678 +185,288 | +10% | +$27.2M |
|
106
AT&T
T
$209B
| $305M | 0.26% | 10,694,004 -600,806 | -5% | -$17.1M |
|
107
Motorola Solutions
MSI
$78.7B
| $300M | 0.25% | 1,910,135 -16,877 | -0.9% | -$2.65M |
|
108
PACCAR
PCAR
$52.5B
| $298M | 0.25% | 3,490,207 -41,511 | -1% | -$3.54M |
|
109
Bank of America
BAC
$376B
| $292M | 0.25% | 12,111,649 +21,145 | +0.2% | +$509K |
|
110
Cousins Properties
CUZ
$4.95B
| $279M | 0.23% | 9,750,569 +553,729 | +6% | +$15.8M |
|
111
Hasbro
HAS
$11.4B
| $278M | 0.23% | 3,361,000 -409,539 | -11% | -$33.9M |
|
112
Fidelity National Information Services
FIS
$36.5B
| $274M | 0.23% | 1,860,021 +42,362 | +2% | +$6.24M |
|
113
CubeSmart
CUBE
$9.33B
| $273M | 0.23% | 8,445,911 +116,881 | +1% | +$3.78M |
|
114
HEICO Class A
HEI.A
$34.1B
| $273M | 0.23% | 3,075,415 +85,318 | +3% | +$7.56M |
|
115
MSCI
MSCI
$43.9B
| $270M | 0.23% | 757,973 -29,447 | -4% | -$10.5M |
|
|
RP
116
DELISTED
RealPage, Inc.
RP
| $268M | 0.23% | 4,643,901 -35,299 | -0.8% | -$2.03M |
|
117
Terreno Realty
TRNO
$5.97B
| $267M | 0.23% | 4,882,725 -7,056 | -0.1% | -$386K |
|
|
GLIBA
118
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $266M | 0.22% | 3,247,677 -36,314 | -1% | -$2.98M |
|
119
Honeywell
HON
$139B
| $264M | 0.22% | 1,606,097 -44,788 | -3% | -$7.37M |
|
120
McDonald's
MCD
$224B
| $261M | 0.22% | 1,189,854 -64,796 | -5% | -$14.2M |
|
121
Becton Dickinson
BDX
$55.3B
| $260M | 0.22% | 1,115,651 -37,265 | -3% | -$8.67M |
|
|
122
Tyler Technologies
TYL
$24.4B
| $258M | 0.22% | 740,842 +393,772 | +113% | +$137M |
|
123
Cisco
CSCO
$274B
| $258M | 0.22% | 6,551,086 -748,858 | -10% | -$29.5M |
|
|
AIV
124
Aimco
AIV
$1.11B
| $256M | 0.22% | 7,604,711 +84,504 | +1% | +$2.85M |
|
125
VICI Properties
VICI
$36B
| $254M | 0.21% | 10,849,703 +158,542 | +1% | +$3.71M |
|