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
Top Sells
| 1 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Booking.com
BKNG
$177B
| $204M | 0.19% |
117,208
+33,922
| +41% | +$58.9M |
|
127
Public Storage
PSA
$51.5B
| $202M | 0.19% |
965,162
-54,741
| -5% | -$11.4M |
|
128
Gilead Sciences
GILD
$141B
| $200M | 0.18% |
2,797,197
-447,189
| -14% | -$32M |
|
129
Tanger
SKT
$3.87B
| $200M | 0.18% |
7,550,908
+2,440,454
| +48% | +$64.7M |
|
130
Boston Properties
BXP
$11.9B
| $196M | 0.18% |
1,510,731
-167,779
| -10% | -$21.8M |
|
131
Brown & Brown
BRO
$31.4B
| $195M | 0.18% |
7,587,068
-114,292
| -1% | -$2.94M |
|
132
PACCAR
PCAR
$50.7B
| $194M | 0.18% |
4,093,073
+398,997
| +11% | +$18.9M |
|
133
Kroger
KR
$45.3B
| $193M | 0.18% |
7,014,471
+67,891
| +1% | +$1.86M |
|
134
Vulcan Materials
VMC
$38.2B
| $191M | 0.18% |
1,490,146
+541,084
| +57% | +$69.5M |
|
135
Deere & Co
DE
$127B
| $189M | 0.17% |
1,210,515
-120,013
| -9% | -$18.8M |
|
136
Digital Realty Trust
DLR
$55B
| $188M | 0.17% |
1,653,831
+13,167
| +0.8% | +$1.5M |
|
|
LVNTA
137
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $188M | 0.17% |
3,469,410
-35,285
| -1% | -$1.91M |
|
138
Xcel Energy
XEL
$42.9B
| $188M | 0.17% |
3,901,107
-20,419
| -0.5% | -$982K |
|
139
TransUnion
TRU
$17B
| $187M | 0.17% |
3,402,519
+2,530,195
| +290% | +$139M |
|
140
Accenture
ACN
$156B
| $186M | 0.17% |
1,214,157
-174,468
| -13% | -$26.7M |
|
|
PACW
141
DELISTED
PacWest Bancorp
PACW
| $185M | 0.17% |
3,674,396
+204,403
| +6% | +$10.3M |
|
142
Arch Capital
ACGL
$35B
| $185M | 0.17% |
6,103,593
+202,428
| +3% | +$6.12M |
|
143
B&G Foods
BGS
$367M
| $185M | 0.17% |
5,251,827
+314,782
| +6% | +$11.1M |
|
144
NVIDIA
NVDA
$4.13T
| $184M | 0.17% |
38,002,800
+1,299,240
| +4% | +$6.29M |
|
145
Sunstone Hotel Investors
SHO
$1.81B
| $184M | 0.17% |
11,114,564
-1,719,253
| -13% | -$28.4M |
|
146
Omega Healthcare
OHI
$12.6B
| $183M | 0.17% |
6,627,471
+1,072,888
| +19% | +$29.5M |
|
147
East-West Bancorp
EWBC
$14.8B
| $182M | 0.17% |
2,994,109
-18,172
| -0.6% | -$1.11M |
|
148
Lennar Class A
LEN
$35.1B
| $180M | 0.17% |
2,943,351
+18,348
| +0.6% | +$1.12M |
|
|
LSXMK
149
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $180M | 0.17% |
5,956,050
-91,472
| -2% | -$2.76M |
|
150
Howard Hughes
HHH
$4.56B
| $178M | 0.16% |
1,426,208
+208,848
| +17% | +$26.1M |
|