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 |
Dentsply Sirona
XRAY
|
$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$162M |
| 3 |
Regency Centers
REG
|
$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$111M |
| 5 |
Invitation Homes
INVH
|
$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
$438M |
| 2 |
EQY
Equity One
EQY
|
$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
$82.7M |
| 4 |
SL Green Realty
SLG
|
$62M |
| 5 |
CVS Health
CVS
|
$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Medtronic
MDT
$118B
| $159M | 0.19% |
1,979,045
+56,843
| +3% | +$4.58M |
|
|
CDK
127
DELISTED
CDK Global, Inc.
CDK
| $158M | 0.19% |
2,430,484
-1,115
| -0% | -$72.5K |
|
128
McDonald's
MCD
$226B
| $156M | 0.19% |
1,204,331
-15,431
| -1% | -$2M |
|
129
Boeing
BA
$176B
| $156M | 0.19% |
881,405
+29,019
| +3% | +$5.13M |
|
130
Everest Group
EG
$14.6B
| $156M | 0.19% |
666,002
+60,973
| +10% | +$14.3M |
|
131
Exelon
EXC
$43.8B
| $155M | 0.19% |
6,045,877
+1,247,027
| +26% | +$32M |
|
132
Schlumberger
SLB
$52.2B
| $154M | 0.19% |
1,975,864
-98,490
| -5% | -$7.69M |
|
133
Live Nation Entertainment
LYV
$37.6B
| $154M | 0.19% |
5,079,968
+6,241
| +0.1% | +$190K |
|
134
Accenture
ACN
$158B
| $153M | 0.18% |
1,274,638
+19,237
| +2% | +$2.31M |
|
135
Willis Towers Watson
WTW
$31.9B
| $151M | 0.18% |
1,157,077
-223,195
| -16% | -$29.2M |
|
|
LVNTA
136
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $149M | 0.18% |
3,353,668
-2,105
| -0.1% | -$93.6K |
|
137
Ecolab
ECL
$77.5B
| $145M | 0.17% |
1,154,887
+3,581
| +0.3% | +$449K |
|
138
Unum
UNM
$12.4B
| $144M | 0.17% |
3,074,934
+171,635
| +6% | +$8.05M |
|
139
Equity Residential
EQR
$24.7B
| $143M | 0.17% |
2,300,559
+17,577
| +0.8% | +$1.09M |
|
|
INXN
140
DELISTED
Interxion Holding N.V.
INXN
| $142M | 0.17% |
3,603,318
+82,576
| +2% | +$3.26M |
|
|
DHC
141
Diversified Healthcare Trust
DHC
$903M
| $140M | 0.17% |
6,925,224
-1,538,856
| -18% | -$31.1M |
|
142
Jefferies Financial Group
JEF
$13.2B
| $140M | 0.17% |
5,998,551
-751,810
| -11% | -$17.5M |
|
143
Honeywell
HON
$136B
| $139M | 0.17% |
1,158,961
-8,049
| -0.7% | -$963K |
|
144
Norfolk Southern
NSC
$62.4B
| $139M | 0.17% |
1,238,570
+131,951
| +12% | +$14.8M |
|
145
Leidos
LDOS
$22.8B
| $135M | 0.16% |
2,641,193
+147,619
| +6% | +$7.55M |
|
146
White Mountains Insurance
WTM
$4.56B
| $134M | 0.16% |
152,781
-613
| -0.4% | -$539K |
|
147
Bristol-Myers Squibb
BMY
$96.7B
| $133M | 0.16% |
2,438,479
-106,929
| -4% | -$5.81M |
|
148
Booking.com
BKNG
$181B
| $131M | 0.16% |
73,669
+1,053
| +1% | +$1.87M |
|
149
Lennar Class A
LEN
$34.7B
| $128M | 0.15% |
2,624,964
+542,140
| +26% | +$26.4M |
|
150
Broadcom
AVGO
$1.42T
| $128M | 0.15% |
5,831,280
+144,420
| +3% | +$3.16M |
|