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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brown & Brown
BRO
|
$94.2M |
| 5 |
Brookfield
BN
|
$89.3M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Howard Hughes
HHH
$4.53B
| $196M | 0.19% | 1,407,569 +47,981 | +4% | +$6.68M |
|
127
Bristol-Myers Squibb
BMY
$96B
| $196M | 0.19% | 3,094,134 +225,999 | +8% | +$14.3M |
|
128
CubeSmart
CUBE
$9.33B
| $196M | 0.19% | 6,935,033 -218,772 | -3% | -$6.17M |
|
129
Accenture
ACN
$162B
| $195M | 0.19% | 1,269,667 +55,510 | +5% | +$8.52M |
|
130
Salesforce
CRM
$245B
| $195M | 0.19% | 1,675,716 +89,171 | +6% | +$10.4M |
|
131
Omega Healthcare
OHI
$12.6B
| $194M | 0.19% | 7,168,488 +541,017 | +8% | +$14.6M |
|
|
132
Brown & Brown
BRO
$32B
| $191M | 0.18% | 7,495,899 +3,702,365 | +98% | +$94.2M |
|
133
Adobe
ADBE
$151B
| $190M | 0.18% | 879,516 -17,825 | -2% | -$3.85M |
|
134
Altria Group
MO
$113B
| $189M | 0.18% | 3,036,027 +81,646 | +3% | +$5.09M |
|
135
Netflix
NFLX
$513B
| $189M | 0.18% | 638,801 -2,513 | -0.4% | -$742K |
|
136
Schlumberger
SLB
$55B
| $188M | 0.18% | 2,904,627 +258,353 | +10% | +$16.7M |
|
137
Ecolab
ECL
$78.6B
| $188M | 0.18% | 1,368,074 +45,993 | +3% | +$6.3M |
|
138
Danaher
DHR
$147B
| $188M | 0.18% | 1,915,209 +40,320 | +2% | +$3.95M |
|
|
LSXMK
139
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $184M | 0.18% | 4,511,375 -25,023 | -0.6% | -$1.02M |
|
140
GE Aerospace
GE
$292B
| $183M | 0.18% | 13,600,840 +382,228 | +3% | +$5.15M |
|
141
Loews
L
$20.1B
| $182M | 0.17% | 3,650,241 -1,962,032 | -35% | -$97.6M |
|
142
Tanger
SKT
$3.87B
| $181M | 0.17% | 8,239,374 +688,466 | +9% | +$15.1M |
|
|
PACW
143
DELISTED
PacWest Bancorp
PACW
| $179M | 0.17% | 3,617,791 -56,605 | -2% | -$2.8M |
|
144
Digital Realty Trust
DLR
$57.2B
| $179M | 0.17% | 1,698,267 +44,436 | +3% | +$4.68M |
|
145
PACCAR
PCAR
$52.5B
| $179M | 0.17% | 2,699,908 -28,807 | -1% | -$1.91M |
|
146
Sunstone Hotel Investors
SHO
$1.8B
| $177M | 0.17% | 11,633,078 +518,514 | +5% | +$7.89M |
|
147
Boston Properties
BXP
$11.5B
| $177M | 0.17% | 1,433,948 -76,783 | -5% | -$9.46M |
|
148
Lockheed Martin
LMT
$106B
| $177M | 0.17% | 522,448 +13,005 | +3% | +$4.39M |
|
149
Dollar General
DG
$23.9B
| $176M | 0.17% | 1,878,888 +29,691 | +2% | +$2.78M |
|
150
Deere & Co
DE
$129B
| $174M | 0.17% | 1,121,428 -89,087 | -7% | -$13.8M |
|