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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Starbucks
SBUX
$100B
| $195M | 0.22% | 2,973,251 -33,323 | -1% | -$2.19M |
|
127
iShares MBS ETF
MBB
$41B
| $192M | 0.21% | 1,741,289 -1,511 | -0.1% | -$167K |
|
128
Amgen
AMGN
$155B
| $189M | 0.21% | 933,509 -15,667 | -2% | -$3.18M |
|
|
GLIBA
129
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $188M | 0.21% | 3,305,730 +39,460 | +1% | +$2.25M |
|
130
Live Nation Entertainment
LYV
$38.6B
| $185M | 0.2% | 4,060,166 +268,203 | +7% | +$12.2M |
|
131
Terreno Realty
TRNO
$5.97B
| $182M | 0.2% | 3,526,641 +682,142 | +24% | +$35.3M |
|
|
COR
132
DELISTED
Coresite Realty Corporation
COR
| $182M | 0.2% | 1,574,241 +1,365,491 | +654% | +$158M |
|
133
Xcel Energy
XEL
$42.8B
| $180M | 0.2% | 2,989,219 -61,057 | -2% | -$3.68M |
|
134
Oracle
ORCL
$635B
| $180M | 0.2% | 3,725,407 +9,921 | +0.3% | +$479K |
|
135
PACCAR
PCAR
$52.5B
| $180M | 0.2% | 2,939,415 +188,001 | +7% | +$11.5M |
|
136
Accenture
ACN
$162B
| $178M | 0.2% | 1,089,241 -4,742 | -0.4% | -$774K |
|
137
Philip Morris
PM
$260B
| $178M | 0.2% | 2,436,515 +8,684 | +0.4% | +$634K |
|
138
US Bancorp
USB
$76B
| $177M | 0.2% | 5,142,292 -428,180 | -8% | -$14.8M |
|
139
Liberty Media Series C
FWONK
$25B
| $176M | 0.19% | 6,467,788 +11,841 | +0.2% | +$322K |
|
140
Eli Lilly
LLY
$657B
| $172M | 0.19% | 1,239,012 +33,312 | +3% | +$4.62M |
|
141
Charles Schwab
SCHW
$174B
| $172M | 0.19% | 5,107,447 +743,018 | +17% | +$25M |
|
142
Americold
COLD
$4.11B
| $171M | 0.19% | 5,013,046 -578,511 | -10% | -$19.7M |
|
143
Lennar Class A
LEN
$34.5B
| $170M | 0.19% | 4,448,394 +109,351 | +3% | +$4.18M |
|
144
Wells Fargo
WFC
$263B
| $169M | 0.19% | 5,899,026 -69,918 | -1% | -$2.01M |
|
145
BCE
BCE
$23.3B
| $168M | 0.19% | 4,113,108 +328,495 | +9% | +$13.4M |
|
146
IBM
IBM
$227B
| $165M | 0.18% | 1,485,386 +25,852 | +2% | +$2.87M |
|
147
AbbVie
ABBV
$372B
| $164M | 0.18% | 2,155,279 -8,688 | -0.4% | -$662K |
|
148
Simon Property Group
SPG
$59B
| $164M | 0.18% | 2,987,902 -462,496 | -13% | -$25.4M |
|
149
Tyson Foods
TSN
$20.2B
| $163M | 0.18% | 2,823,413 +154,905 | +6% | +$8.96M |
|
150
VICI Properties
VICI
$36B
| $159M | 0.18% | 9,542,380 +434,974 | +5% | +$7.24M |
|