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 |
iShares MBS ETF
MBB
|
$250M |
| 2 |
Host Hotels & Resorts
HST
|
$201M |
| 3 |
Wayfair
W
|
$173M |
| 4 |
AerCap
AER
|
$120M |
| 5 |
Fastenal
FAST
|
$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$182M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
Scotiabank
BNS
|
$129M |
| 5 |
Applied Materials
AMAT
|
$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Fidelity National Information Services
FIS
$35.6B
| $234M | 0.21% |
1,760,426
+362,784
| +26% | +$48.2M |
|
127
Becton Dickinson
BDX
$54.3B
| $232M | 0.2% |
938,295
-53,020
| -5% | -$13.1M |
|
128
Tyson Foods
TSN
$20B
| $226M | 0.2% |
2,627,533
+659,468
| +34% | +$56.8M |
|
129
3M
MMM
$81B
| $226M | 0.2% |
1,644,181
-27,785
| -2% | -$3.82M |
|
130
Thermo Fisher Scientific
TMO
$183B
| $224M | 0.2% |
770,358
+51,008
| +7% | +$14.9M |
|
|
131
Host Hotels & Resorts
HST
$11.8B
| $222M | 0.2% |
12,855,288
+11,634,747
| +953% | +$201M |
|
132
Guidewire Software
GWRE
$18.5B
| $222M | 0.2% |
2,104,895
+116,804
| +6% | +$12.3M |
|
133
Oracle
ORCL
$628B
| $221M | 0.2% |
4,022,016
-572,394
| -12% | -$31.5M |
|
134
Motorola Solutions
MSI
$79B
| $219M | 0.19% |
1,286,310
-115
| -0% | -$19.6K |
|
135
Accenture
ACN
$158B
| $219M | 0.19% |
1,136,682
-358,508
| -24% | -$69M |
|
136
Crown Castle
CCI
$42.3B
| $216M | 0.19% |
1,551,530
-262,944
| -14% | -$36.6M |
|
137
Deere & Co
DE
$127B
| $215M | 0.19% |
1,276,994
+116,134
| +10% | +$19.6M |
|
138
IBM
IBM
$227B
| $214M | 0.19% |
1,542,460
-35,082
| -2% | -$4.88M |
|
139
VICI Properties
VICI
$35.6B
| $214M | 0.19% |
9,428,710
-345,471
| -4% | -$7.82M |
|
|
140
Wayfair
W
$10.3B
| $211M | 0.19% |
1,883,467
+1,542,735
| +453% | +$173M |
|
141
MSCI
MSCI
$42.7B
| $208M | 0.18% |
953,550
-3,883
| -0.4% | -$846K |
|
142
Philip Morris
PM
$254B
| $207M | 0.18% |
2,728,720
-27,209
| -1% | -$2.07M |
|
143
Enovis
ENOV
$1.75B
| $205M | 0.18% |
4,107,043
-224,479
| -5% | -$11.2M |
|
144
NVIDIA
NVDA
$4.15T
| $205M | 0.18% |
47,123,160
-40,200
| -0.1% | -$175K |
|
145
Equity Residential
EQR
$24.7B
| $205M | 0.18% |
2,376,786
-62,917
| -3% | -$5.43M |
|
146
Delta Air Lines
DAL
$40B
| $204M | 0.18% |
3,549,274
-27,256
| -0.8% | -$1.57M |
|
147
Rexford Industrial Realty
REXR
$9.7B
| $204M | 0.18% |
4,635,325
-80,798
| -2% | -$3.56M |
|
148
Amgen
AMGN
$153B
| $203M | 0.18% |
1,051,473
-43,276
| -4% | -$8.37M |
|
149
Xcel Energy
XEL
$42.8B
| $200M | 0.18% |
3,087,042
-213
| -0% | -$13.8K |
|
|
GLIBA
150
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $198M | 0.17% |
3,194,580
+3,922
| +0.1% | +$243K |
|