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 |
Ventas
VTR
|
$199M |
| 2 |
Starbucks
SBUX
|
$140M |
| 3 |
Netflix
NFLX
|
$138M |
| 4 |
Tyler Technologies
TYL
|
$137M |
| 5 |
Aon
AON
|
$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Apple
AAPL
|
$309M |
| 3 |
Healthpeak Properties
DOC
|
$162M |
| 4 |
NXP Semiconductors
NXPI
|
$138M |
| 5 |
Equinix
EQIX
|
$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Camden Property Trust
CPT
$11.7B
| $253M | 0.21% |
2,840,964
+319,934
| +13% | +$28.5M |
|
127
Equity Lifestyle Properties
ELS
$11.7B
| $252M | 0.21% |
4,104,078
+95,021
| +2% | +$5.82M |
|
128
Amgen
AMGN
$153B
| $248M | 0.21% |
975,505
-76,273
| -7% | -$19.4M |
|
129
Parker-Hannifin
PH
$94.8B
| $246M | 0.21% |
1,214,524
+34,581
| +3% | +$7M |
|
130
Exxon Mobil
XOM
$477B
| $238M | 0.2% |
6,945,379
-761,864
| -10% | -$26.2M |
|
131
PNC Financial Services
PNC
$80.7B
| $236M | 0.2% |
2,148,765
-37,933
| -2% | -$4.17M |
|
132
Broadcom
AVGO
$1.42T
| $233M | 0.2% |
6,406,500
-299,690
| -4% | -$10.9M |
|
133
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
| $233M | 0.2% |
1,732,543
+458,436
| +36% | +$61.8M |
|
|
134
Ventas
VTR
$30.7B
| $228M | 0.19% |
5,428,706
+4,750,131
| +700% | +$199M |
|
135
Bristol-Myers Squibb
BMY
$96.7B
| $222M | 0.19% |
3,678,656
-116,926
| -3% | -$7.05M |
|
136
AbbVie
ABBV
$374B
| $221M | 0.19% |
2,526,251
-187,440
| -7% | -$16.4M |
|
137
Dollar General
DG
$24.1B
| $217M | 0.18% |
1,037,319
-46,459
| -4% | -$9.74M |
|
138
TSMC
TSM
$1.2T
| $216M | 0.18% |
2,662,659
-581,322
| -18% | -$47.1M |
|
139
Regency Centers
REG
$13.1B
| $215M | 0.18% |
5,664,435
+305,993
| +6% | +$11.6M |
|
140
Liberty Media Series C
FWONK
$25B
| $215M | 0.18% |
6,134,310
-52,595
| -0.9% | -$1.84M |
|
141
Eli Lilly
LLY
$661B
| $214M | 0.18% |
1,444,116
-114,029
| -7% | -$16.9M |
|
142
Chubb
CB
$111B
| $213M | 0.18% |
1,834,522
-162,522
| -8% | -$18.9M |
|
143
Ross Stores
ROST
$49.3B
| $209M | 0.18% |
2,239,283
+317,667
| +17% | +$29.6M |
|
144
Hormel Foods
HRL
$13.9B
| $208M | 0.17% |
4,248,788
-30,874
| -0.7% | -$1.51M |
|
145
Accenture
ACN
$158B
| $203M | 0.17% |
899,105
-65,350
| -7% | -$14.8M |
|
146
Boston Properties
BXP
$11.7B
| $202M | 0.17% |
2,512,020
+21,336
| +0.9% | +$1.71M |
|
147
Xcel Energy
XEL
$42.8B
| $200M | 0.17% |
2,900,610
-126,813
| -4% | -$8.75M |
|
148
First Industrial Realty Trust
FR
$6.87B
| $200M | 0.17% |
5,027,854
+121,671
| +2% | +$4.84M |
|
149
Oracle
ORCL
$628B
| $199M | 0.17% |
3,339,579
-548,489
| -14% | -$32.7M |
|
150
BCE
BCE
$22.9B
| $198M | 0.17% |
4,772,202
-10,683
| -0.2% | -$443K |
|