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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Healthpeak Properties
DOC
$13.7B
| $308M | 0.16% |
18,765,643
-7,916,128
|
|
||
127
Thermo Fisher Scientific
TMO
$176B
| $307M | 0.16% |
624,721
-16,889
|
|
||
128
Perimeter Solutions
PRM
$4.97B
| $306M | 0.16% |
12,513,159
+1,634,158
|
|
||
129
Waters Corp
WAT
$36.3B
| $304M | 0.16% |
1,019,289
+148,320
|
|
||
130
Lennar Class A
LEN
$22.3B
| $303M | 0.16% |
3,491,914
+98,684
|
|
||
131
Crown Castle
CCI
$40.4B
| $302M | 0.16% |
3,716,075
+134,921
|
|
||
132
Verisk Analytics
VRSK
$23.6B
| $297M | 0.16% |
1,567,509
+405,824
|
|
||
133
D.R. Horton
DHI
$41.2B
| $296M | 0.16% |
2,155,581
+48,723
|
|
||
134
Goldman Sachs
GS
$311B
| $293M | 0.16% |
346,674
-152
|
|
||
135
Philip Morris
PM
$273B
| $289M | 0.15% |
1,749,744
+9,047
|
|
||
136
KLA
KLAC
$272B
| $289M | 0.15% |
196,458
-16,280
|
|
||
137
Brookfield Renewable
BEP
$11.3B
| $286M | 0.15% |
8,769,824
-1,535,324
|
|
||
138
Cousins Properties
CUZ
$4.63B
| $286M | 0.15% |
12,681,990
-208,218
|
|
||
139
Intuitive Surgical
ISRG
$149B
| $284M | 0.15% |
615,749
+64,877
|
|
||
140
HCA Healthcare
HCA
$80.5B
| $283M | 0.15% |
597,377
-3,755
|
|
||
141
CRH
CRH
$68.9B
| $280M | 0.15% |
2,662,527
-359,207
|
|
||
142
Corteva
CTVA
$51.2B
| $280M | 0.15% |
3,342,189
-41,555
|
|
||
143
Mettler-Toledo International
MTD
$23.2B
| $278M | 0.15% |
220,517
-62,136
|
|
||
144
Wells Fargo
WFC
$251B
| $276M | 0.15% |
3,460,712
-37,025
|
|
||
145
Citigroup
C
$228B
| $271M | 0.14% |
2,385,387
-237,490
|
|
||
146
PepsiCo
PEP
$191B
| $268M | 0.14% |
1,728,927
+39,222
|
|
||
147
Charles Schwab
SCHW
$154B
| $268M | 0.14% |
2,851,720
-332,933
|
|
||
148
Salesforce
CRM
$150B
| $264M | 0.14% |
1,415,523
-2,944
|
|
||
149
EOG Resources
EOG
$75.3B
| $260M | 0.14% |
1,801,489
-10,792
|
|
||
150
IBM
IBM
$268B
| $258M | 0.14% |
1,065,505
-7,366
|
|