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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
Walmart
WMT
|
$222M |
| 4 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 5 |
Equinix
EQIX
|
$176M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
PACCAR
PCAR
$52.5B
| $393M | 0.23% | 3,170,596 -129,957 | -4% | -$16.1M |
|
102
Advanced Micro Devices
AMD
$264B
| $365M | 0.21% | 2,022,632 -68,924 | -3% | -$12.4M |
|
103
PNC Financial Services
PNC
$81.7B
| $364M | 0.21% | 2,254,831 -100,953 | -4% | -$16.3M |
|
104
NextEra Energy, Inc.
NEE
$148B
| $364M | 0.21% | 5,690,640 -215,144 | -4% | -$13.7M |
|
105
Sherwin-Williams
SHW
$91.2B
| $359M | 0.21% | 1,033,541 -23,046 | -2% | -$8M |
|
106
Chubb
CB
$110B
| $358M | 0.21% | 1,382,487 -29,151 | -2% | -$7.55M |
|
107
Accenture
ACN
$162B
| $343M | 0.2% | 988,146 -12,036 | -1% | -$4.17M |
|
108
Terreno Realty
TRNO
$5.97B
| $342M | 0.2% | 5,155,458 +727,995 | +16% | +$48.3M |
|
|
109
Walmart
WMT
$774B
| $331M | 0.19% | 5,499,510 +3,683,704 | +203% | +$222M |
|
110
Mettler-Toledo International
MTD
$26.8B
| $330M | 0.19% | 248,007 +6,788 | +3% | +$9.04M |
|
111
Agree Realty
ADC
$8.05B
| $324M | 0.19% | 5,676,771 -983,894 | -15% | -$56.2M |
|
112
Zoetis
ZTS
$69.3B
| $322M | 0.19% | 1,901,484 -74,513 | -4% | -$12.6M |
|
113
EOG Resources
EOG
$68.2B
| $319M | 0.19% | 2,495,839 -32,694 | -1% | -$4.18M |
|
114
Sabra Healthcare REIT
SBRA
$4.58B
| $319M | 0.19% | 21,571,121 +83,842 | +0.4% | +$1.24M |
|
115
T-Mobile US
TMUS
$284B
| $318M | 0.19% | 1,948,251 +250,816 | +15% | +$40.9M |
|
116
PepsiCo
PEP
$204B
| $317M | 0.19% | 1,809,695 -12,612 | -0.7% | -$2.21M |
|
117
S&P Global
SPGI
$167B
| $313M | 0.18% | 735,972 -271,179 | -27% | -$115M |
|
118
TSMC
TSM
$1.2T
| $312M | 0.18% | 2,293,911 +341,880 | +18% | +$46.5M |
|
119
Pfizer
PFE
$141B
| $308M | 0.18% | 11,094,799 -47,467 | -0.4% | -$1.32M |
|
120
Cummins
CMI
$54.9B
| $303M | 0.18% | 1,027,595 -22,492 | -2% | -$6.63M |
|
121
Fidelity National Financial
FNF
$16.3B
| $300M | 0.18% | 5,647,701 -521,885 | -8% | -$27.7M |
|
122
Cisco
CSCO
$274B
| $294M | 0.17% | 5,881,981 +20,968 | +0.4% | +$1.05M |
|
123
Aon
AON
$79.1B
| $292M | 0.17% | 875,862 -1,995 | -0.2% | -$666K |
|
124
Americold
COLD
$4.11B
| $292M | 0.17% | 11,698,465 +3,879,632 | +50% | +$96.7M |
|
125
Becton Dickinson
BDX
$55.3B
| $291M | 0.17% | 1,177,654 -22,160 | -2% | -$5.48M |
|