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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Oracle
ORCL
$635B
| $412M | 0.22% | 2,416,362 +121,874 | +5% | +$20.8M |
|
102
T-Mobile US
TMUS
$284B
| $408M | 0.22% | 1,978,567 +47,350 | +2% | +$9.77M |
|
103
Hyatt Hotels
H
$13.8B
| $403M | 0.22% | 2,647,944 +2,942 | +0.1% | +$448K |
|
104
Chubb
CB
$110B
| $403M | 0.22% | 1,395,884 -5,634 | -0.4% | -$1.62M |
|
105
Sabra Healthcare REIT
SBRA
$4.58B
| $401M | 0.22% | 21,573,436 +167,069 | +0.8% | +$3.11M |
|
106
Sherwin-Williams
SHW
$91.2B
| $400M | 0.22% | 1,047,174 +10,709 | +1% | +$4.09M |
|
107
Teck Resources
TECK
$16.7B
| $389M | 0.21% | 7,429,981 +1,326,241 | +22% | +$69.3M |
|
108
Deere & Co
DE
$129B
| $385M | 0.21% | 922,008 -10,170 | -1% | -$4.24M |
|
109
Idexx Laboratories
IDXX
$51.8B
| $369M | 0.2% | 730,470 -23,646 | -3% | -$11.9M |
|
110
Mettler-Toledo International
MTD
$26.8B
| $362M | 0.2% | 241,107 -2,472 | -1% | -$3.71M |
|
111
Cousins Properties
CUZ
$4.95B
| $358M | 0.2% | 12,140,948 +458,387 | +4% | +$13.5M |
|
112
Yum China
YUMC
$16.4B
| $356M | 0.19% | 7,865,803 +2,609,494 | +50% | +$118M |
|
113
Waste Connections
WCN
$47.5B
| $345M | 0.19% | 1,927,155 +1,453,733 | +307% | +$260M |
|
114
Marathon Petroleum
MPC
$54.6B
| $344M | 0.19% | 2,108,726 -10,963 | -0.5% | -$1.79M |
|
115
Comcast
CMCSA
$125B
| $339M | 0.19% | 8,126,494 -1,107,831 | -12% | -$46.3M |
|
116
D.R. Horton
DHI
$50.5B
| $339M | 0.19% | 1,777,920 +120,892 | +7% | +$23.1M |
|
117
Ryman Hospitality Properties
RHP
$6.22B
| $338M | 0.18% | 3,153,360 +931,283 | +42% | +$99.9M |
|
118
Sun Communities
SUI
$15.9B
| $336M | 0.18% | 2,489,203 -1,003,445 | -29% | -$136M |
|
119
PACCAR
PCAR
$52.5B
| $335M | 0.18% | 3,398,193 +178,813 | +6% | +$17.6M |
|
120
Terreno Realty
TRNO
$5.97B
| $330M | 0.18% | 4,941,920 -109,270 | -2% | -$7.3M |
|
121
Cummins
CMI
$54.9B
| $318M | 0.17% | 981,600 -13,927 | -1% | -$4.51M |
|
122
Agree Realty
ADC
$8.05B
| $315M | 0.17% | 4,186,849 -408,853 | -9% | -$30.8M |
|
123
Verisk Analytics
VRSK
$37.5B
| $305M | 0.17% | 1,138,109 -2,559 | -0.2% | -$686K |
|
124
NNN REIT
NNN
$8.1B
| $302M | 0.16% | 6,229,081 -263,786 | -4% | -$12.8M |
|
125
PepsiCo
PEP
$204B
| $302M | 0.16% | 1,774,504 -20,969 | -1% | -$3.57M |
|