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 |
Amazon
AMZN
|
$2.07B |
| 2 |
Microsoft
MSFT
|
$344M |
| 3 |
Moody's
MCO
|
$284M |
| 4 |
VICI Properties
VICI
|
$249M |
| 5 |
Progressive
PGR
|
$246M |
Top Sells
| 1 |
Salesforce
CRM
|
$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
$202M |
| 3 |
Healthcare Realty
HR
|
$179M |
| 4 |
Etsy
ETSY
|
$168M |
| 5 |
Charter Communications
CHTR
|
$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Broadcom
AVGO
$1.42T
| $342M | 0.25% |
703,241
-10,784
| -2% | -$5.24M |
|
102
EOG Resources
EOG
$66.7B
| $341M | 0.25% |
3,090,932
-168,820
| -5% | -$18.6M |
|
103
NVR
NVR
$22.7B
| $341M | 0.25% |
85,053
-44
| -0.1% | -$176K |
|
104
Zoetis
ZTS
$67.4B
| $336M | 0.25% |
1,952,423
+349,478
| +22% | +$60.1M |
|
105
Verisk Analytics
VRSK
$37.3B
| $328M | 0.24% |
1,895,713
-58,103
| -3% | -$10.1M |
|
106
Deere & Co
DE
$127B
| $327M | 0.24% |
1,091,118
-119,787
| -10% | -$35.9M |
|
107
Public Storage
PSA
$51.1B
| $324M | 0.24% |
1,037,113
+11,194
| +1% | +$3.5M |
|
108
Terreno Realty
TRNO
$5.83B
| $319M | 0.24% |
5,722,771
+615,074
| +12% | +$34.3M |
|
109
PNC Financial Services
PNC
$80.7B
| $318M | 0.24% |
2,016,527
+1,757
| +0.1% | +$277K |
|
110
Nike
NKE
$110B
| $318M | 0.24% |
3,110,487
+80,356
| +3% | +$8.21M |
|
111
Becton Dickinson
BDX
$52.8B
| $316M | 0.23% |
1,282,164
+16,761
| +1% | +$4.13M |
|
112
Charles Schwab
SCHW
$175B
| $315M | 0.23% |
4,985,382
+975,948
| +24% | +$61.7M |
|
113
TransUnion
TRU
$17.1B
| $315M | 0.23% |
3,935,844
-102,722
| -3% | -$8.22M |
|
114
PACCAR
PCAR
$51.3B
| $314M | 0.23% |
3,808,771
+58,588
| +2% | +$4.82M |
|
115
Medical Properties Trust
MPW
$2.65B
| $310M | 0.23% |
20,309,433
-922,642
| -4% | -$14.1M |
|
116
Martin Marietta Materials
MLM
$36.8B
| $307M | 0.23% |
1,025,166
-29,172
| -3% | -$8.73M |
|
117
PepsiCo
PEP
$203B
| $302M | 0.22% |
1,809,849
-185,692
| -9% | -$30.9M |
|
118
Digital Realty Trust
DLR
$55.3B
| $301M | 0.22% |
2,319,250
-25,623
| -1% | -$3.33M |
|
119
Chubb
CB
$110B
| $300M | 0.22% |
1,523,784
-35,302
| -2% | -$6.94M |
|
120
Lennar Class A
LEN
$34.5B
| $288M | 0.21% |
4,081,130
-62,131
| -1% | -$4.38M |
|
121
Arch Capital
ACGL
$34.1B
| $287M | 0.21% |
6,318,117
-80,280
| -1% | -$3.65M |
|
122
Hormel Foods
HRL
$13.9B
| $281M | 0.21% |
5,938,151
+283,352
| +5% | +$13.4M |
|
123
Netflix
NFLX
$517B
| $280M | 0.21% |
1,601,115
+134,119
| +9% | +$23.5M |
|
124
Gartner
IT
$18.8B
| $278M | 0.21% |
1,147,803
-19,461
| -2% | -$4.71M |
|
125
Parker-Hannifin
PH
$94.8B
| $276M | 0.2% |
1,121,733
-18,572
| -2% | -$4.57M |
|