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 |
iShares Core S&P 500 ETF
IVV
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Zoetis
ZTS
$69.3B
| $391M | 0.21% | 2,398,717 +21,314 | +0.9% | +$3.47M |
|
102
Gaming and Leisure Properties
GLPI
$13.6B
| $387M | 0.21% | 8,031,214 +4,357 | +0.1% | +$210K |
|
103
Sabra Healthcare REIT
SBRA
$4.58B
| $383M | 0.21% | 22,109,683 +536,247 | +2% | +$9.29M |
|
104
Chubb
CB
$110B
| $377M | 0.21% | 1,363,098 -32,786 | -2% | -$9.06M |
|
|
105
Healthpeak Properties
DOC
$12.5B
| $368M | 0.2% | 18,133,812 +17,314,572 | +2,113% | +$351M |
|
106
Oracle
ORCL
$635B
| $367M | 0.2% | 2,203,570 -212,792 | -9% | -$35.5M |
|
107
Moody's
MCO
$91.4B
| $353M | 0.19% | 745,295 -132,301 | -15% | -$62.6M |
|
108
Waste Connections
WCN
$47.5B
| $349M | 0.19% | 2,036,856 +109,701 | +6% | +$18.8M |
|
109
American Healthcare REIT
AHR
$7.21B
| $348M | 0.19% | 12,238,887 +2,750,137 | +29% | +$78.2M |
|
110
Suncor Energy
SU
$50.1B
| $346M | 0.19% | 9,706,616 +2,767,043 | +40% | +$98.7M |
|
111
PACCAR
PCAR
$52.5B
| $341M | 0.19% | 3,280,271 -117,922 | -3% | -$12.3M |
|
112
Ryman Hospitality Properties
RHP
$6.22B
| $340M | 0.19% | 3,254,693 +101,333 | +3% | +$10.6M |
|
113
Cummins
CMI
$54.9B
| $337M | 0.18% | 967,980 -13,620 | -1% | -$4.75M |
|
114
Mettler-Toledo International
MTD
$26.8B
| $336M | 0.18% | 274,563 +33,456 | +14% | +$40.9M |
|
115
Sherwin-Williams
SHW
$91.2B
| $329M | 0.18% | 966,905 -80,269 | -8% | -$27.3M |
|
116
Americold
COLD
$4.11B
| $321M | 0.18% | 15,008,357 -16,864 | -0.1% | -$361K |
|
117
CCC Intelligent Solutions
CCCS
$6.45B
| $316M | 0.17% | 26,939,551 +455,040 | +2% | +$5.34M |
|
118
Ametek
AME
$42.7B
| $315M | 0.17% | 1,749,446 +69,137 | +4% | +$12.5M |
|
119
ServiceNow
NOW
$190B
| $312M | 0.17% | 293,957 +50,350 | +21% | +$53.4M |
|
120
Verisk Analytics
VRSK
$37.5B
| $309M | 0.17% | 1,123,255 -14,854 | -1% | -$4.09M |
|
121
Vail Resorts
MTN
$6.09B
| $309M | 0.17% | 1,648,293 -7,143 | -0.4% | -$1.34M |
|
122
Intuitive Surgical
ISRG
$170B
| $307M | 0.17% | 588,663 -13,730 | -2% | -$7.17M |
|
|
123
Adobe
ADBE
$151B
| $307M | 0.17% | 689,747 -1,143,436 | -62% | -$508M |
|
124
Ross Stores
ROST
$48.1B
| $298M | 0.16% | 1,971,964 +6,269 | +0.3% | +$948K |
|
125
EOG Resources
EOG
$68.2B
| $298M | 0.16% | 2,433,072 -13,369 | -0.5% | -$1.64M |
|