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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Comcast
CMCSA
$125B
| $442M | 0.26% | 8,777,123 -147,254 | -2% | -$7.41M |
|
102
Regency Centers
REG
$13.2B
| $434M | 0.26% | 5,771,784 -20,904 | -0.4% | -$1.57M |
|
103
Air Products & Chemicals
APD
$65.5B
| $433M | 0.26% | 1,427,903 +4,428 | +0.3% | +$1.34M |
|
104
Kilroy Realty
KRC
$4.92B
| $431M | 0.26% | 6,489,461 +215,712 | +3% | +$14.3M |
|
105
Charter Communications
CHTR
$36.3B
| $428M | 0.26% | 652,656 -17,772 | -3% | -$11.7M |
|
106
Union Pacific
UNP
$133B
| $411M | 0.25% | 1,633,684 -19,751 | -1% | -$4.97M |
|
107
Agree Realty
ADC
$8.05B
| $410M | 0.25% | 5,762,579 +155,270 | +3% | +$11.1M |
|
108
Terreno Realty
TRNO
$5.97B
| $406M | 0.24% | 4,811,092 +119,871 | +3% | +$10.1M |
|
109
Gartner
IT
$19B
| $406M | 0.24% | 1,220,310 -124,181 | -9% | -$41.3M |
|
110
Medtronic
MDT
$119B
| $406M | 0.24% | 3,918,456 +39,625 | +1% | +$4.1M |
|
111
Digital Realty Trust
DLR
$57.2B
| $404M | 0.24% | 2,287,756 +95,545 | +4% | +$16.9M |
|
112
Equity Lifestyle Properties
ELS
$11.7B
| $403M | 0.24% | 4,601,447 +11,419 | +0.2% | +$999K |
|
113
Eli Lilly
LLY
$657B
| $402M | 0.24% | 1,455,623 +28,315 | +2% | +$7.82M |
|
114
MSCI
MSCI
$43.9B
| $401M | 0.24% | 654,107 -17,350 | -3% | -$10.6M |
|
115
Deere & Co
DE
$129B
| $399M | 0.24% | 1,164,176 -5,485 | -0.5% | -$1.88M |
|
116
Fidelity National Financial
FNF
$16.3B
| $394M | 0.24% | 7,598,241 -183,960 | -2% | -$9.53M |
|
117
Welltower
WELL
$113B
| $392M | 0.23% | 4,572,003 -1,251,273 | -21% | -$107M |
|
118
Moody's
MCO
$91.4B
| $385M | 0.23% | 989,284 -61,526 | -6% | -$24M |
|
119
Accenture
ACN
$162B
| $382M | 0.23% | 922,144 -46,708 | -5% | -$19.4M |
|
120
Walt Disney
DIS
$213B
| $372M | 0.22% | 2,400,899 -35,382 | -1% | -$5.48M |
|
121
PNC Financial Services
PNC
$81.7B
| $371M | 0.22% | 1,852,236 -76,741 | -4% | -$15.4M |
|
|
HR
122
DELISTED
Healthcare Realty Trust Incorporated
HR
| $371M | 0.22% | 11,715,612 +1,614,865 | +16% | +$51.1M |
|
123
PepsiCo
PEP
$204B
| $361M | 0.22% | 2,076,411 -123,297 | -6% | -$21.4M |
|
124
Cisco
CSCO
$274B
| $360M | 0.21% | 5,681,455 -400,695 | -7% | -$25.4M |
|
125
Linde
LIN
$224B
| $350M | 0.21% | 1,014,364 -21,717 | -2% | -$7.49M |
|