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 | +$676M | |
| 2 | +$336M | |
| 3 | +$266M | |
| 4 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$252M |
| 5 |
NVIDIA
NVDA
|
+$233M |
Top Sells
| 1 | +$512M | |
| 2 | +$420M | |
| 3 | +$411M | |
| 4 |
Equity Residential
EQR
|
+$363M |
| 5 |
Hilton Worldwide
HLT
|
+$303M |
Sector Composition
| 1 | Technology | 21.22% |
| 2 | Financials | 15.21% |
| 3 | Real Estate | 11.21% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Industrials | 10.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Caterpillar
CAT
$328B
| $325M | 0.17% |
566,459
-20,910
|
|
||
127
Moody's
MCO
$82B
| $320M | 0.16% |
627,123
-20,588
|
|
||
128
PNC Financial Services
PNC
$82.8B
| $320M | 0.16% |
1,531,187
-253,704
|
|
||
129
Crown Castle
CCI
$39.1B
| $318M | 0.16% |
3,581,154
+2,895,756
|
|
||
130
Charles Schwab
SCHW
$165B
| $318M | 0.16% |
3,184,653
-1,243,678
|
|
||
131
RTX Corp
RTX
$280B
| $318M | 0.16% |
1,733,329
+40,005
|
|
||
132
IBM
IBM
$238B
| $318M | 0.16% |
1,072,871
+38,803
|
|
||
133
Waste Connections
WCN
$43.9B
| $317M | 0.16% |
1,808,741
-123,945
|
|
||
134
Intuitive Surgical
ISRG
$175B
| $312M | 0.16% |
550,872
-7,279
|
|
||
135
Agree Realty
ADC
$9.73B
| $309M | 0.16% |
4,293,556
+1,918,427
|
|
||
136
Citigroup
C
$186B
| $306M | 0.16% |
2,622,877
-590,817
|
|
||
137
Goldman Sachs
GS
$247B
| $305M | 0.16% |
346,826
+8,073
|
|
||
138
D.R. Horton
DHI
$42.8B
| $303M | 0.15% |
2,106,858
-162,699
|
|
||
139
American Express
AXP
$210B
| $303M | 0.15% |
818,057
+208,769
|
|
||
140
Perimeter Solutions
PRM
$3.56B
| $299M | 0.15% |
10,879,001
-133,788
|
|
||
|
CCC
141
CCC Intelligent Solutions
CCC
$3.61B
| $291M | 0.15% |
36,659,010
-1,646,145
|
|
||
142
AppFolio
APPF
$6.83B
| $290M | 0.15% |
1,245,949
+79,197
|
|
||
143
HCA Healthcare
HCA
$122B
| $281M | 0.14% |
601,132
-91,279
|
|
||
144
Philip Morris
PM
$270B
| $279M | 0.14% |
1,740,697
+42,773
|
|
||
145
Brookfield Renewable
BEP
$9.2B
| $278M | 0.14% |
10,305,148
+177,599
|
|
||
146
Marathon Petroleum
MPC
$63.6B
| $269M | 0.14% |
1,654,472
-232,376
|
|
||
147
Verisk Analytics
VRSK
$29B
| $260M | 0.13% |
1,161,685
-34,775
|
|
||
148
Zoetis
ZTS
$51.7B
| $259M | 0.13% |
2,057,780
-135,282
|
|
||
149
KLA
KLAC
$187B
| $258M | 0.13% |
212,738
-3,990
|
|
||
150
Sherwin-Williams
SHW
$82.6B
| $254M | 0.13% |
782,346
-86,039
|
|