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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Airbnb
ABNB
$79.9B
| $389M | 0.22% | 3,255,682 +1,389,251 | +74% | +$166M |
|
102
Gaming and Leisure Properties
GLPI
$13.6B
| $388M | 0.22% | 7,613,665 -417,549 | -5% | -$21.3M |
|
103
Hyatt Hotels
H
$13.8B
| $384M | 0.22% | 3,135,774 +441,417 | +16% | +$54.1M |
|
104
Rexford Industrial Realty
REXR
$9.8B
| $383M | 0.21% | 9,773,477 -513,707 | -5% | -$20.1M |
|
105
Parker-Hannifin
PH
$96.2B
| $381M | 0.21% | 625,980 -73,750 | -11% | -$44.8M |
|
106
Brookfield Asset Management
BAM
$97B
| $379M | 0.21% | 7,824,393 -1,105,973 | -12% | -$53.6M |
|
107
Sabra Healthcare REIT
SBRA
$4.58B
| $379M | 0.21% | 21,677,195 -432,488 | -2% | -$7.56M |
|
108
Lennar Class A
LEN
$34.5B
| $376M | 0.21% | 3,275,703 +152,378 | +5% | +$17.5M |
|
109
American Healthcare REIT
AHR
$7.21B
| $375M | 0.21% | 12,373,709 +134,822 | +1% | +$4.09M |
|
110
Healthpeak Properties
DOC
$12.5B
| $361M | 0.2% | 17,857,146 -276,666 | -2% | -$5.59M |
|
111
Trane Technologies
TT
$92.5B
| $361M | 0.2% | 1,071,427 -106,029 | -9% | -$35.7M |
|
112
W.R. Berkley
WRB
$27.2B
| $357M | 0.2% | 5,022,039 +900,071 | +22% | +$64M |
|
113
Wells Fargo
WFC
$263B
| $354M | 0.2% | 4,926,423 +1,152,181 | +31% | +$82.7M |
|
114
Americold
COLD
$4.11B
| $347M | 0.19% | 16,177,420 +1,169,063 | +8% | +$25.1M |
|
115
Oracle
ORCL
$635B
| $341M | 0.19% | 2,437,951 +234,381 | +11% | +$32.8M |
|
116
PNC Financial Services
PNC
$81.7B
| $340M | 0.19% | 1,936,495 -237,429 | -11% | -$41.7M |
|
|
117
LPL Financial
LPLA
$29.2B
| $340M | 0.19% | 1,038,683 +971,814 | +1,453% | +$318M |
|
118
SBA Communications
SBAC
$22B
| $337M | 0.19% | 1,533,578 -431,944 | -22% | -$95M |
|
119
Sherwin-Williams
SHW
$91.2B
| $337M | 0.19% | 964,286 -2,619 | -0.3% | -$915K |
|
120
Verisk Analytics
VRSK
$37.5B
| $335M | 0.19% | 1,125,729 +2,474 | +0.2% | +$736K |
|
121
Mettler-Toledo International
MTD
$26.8B
| $331M | 0.19% | 280,319 +5,756 | +2% | +$6.8M |
|
122
Ryman Hospitality Properties
RHP
$6.22B
| $317M | 0.18% | 3,462,112 +207,419 | +6% | +$19M |
|
123
Ametek
AME
$42.7B
| $314M | 0.18% | 1,825,264 +75,818 | +4% | +$13.1M |
|
124
Moody's
MCO
$91.4B
| $309M | 0.17% | 662,844 -82,451 | -11% | -$38.4M |
|
125
Cisco
CSCO
$274B
| $305M | 0.17% | 4,947,050 -17,681 | -0.4% | -$1.09M |
|