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 |
Tesla
TSLA
|
$714M |
| 2 |
Liberty Broadband Class C
LBRDK
|
$328M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$300M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$215M |
| 5 |
Cable One
CABO
|
$192M |
Top Sells
| 1 |
Walt Disney
DIS
|
$365M |
| 2 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$266M |
| 3 |
AIV
Aimco
AIV
|
$263M |
| 4 |
Ventas
VTR
|
$236M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$154M |
Sector Composition
| 1 | Technology | 19.28% |
| 2 | Financials | 15.11% |
| 3 | Real Estate | 14.76% |
| 4 | Consumer Discretionary | 12.04% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Charles Schwab
SCHW
$175B
| $287M | 0.21% |
5,405,091
+217,348
| +4% | +$11.5M |
|
127
Becton Dickinson
BDX
$54.3B
| $285M | 0.21% |
1,168,039
+24,497
| +2% | +$5.98M |
|
128
CubeSmart
CUBE
$9.31B
| $285M | 0.21% |
8,466,747
+20,836
| +0.2% | +$700K |
|
129
Morgan Stanley
MS
$237B
| $282M | 0.21% |
4,117,183
+362,192
| +10% | +$24.8M |
|
130
Chubb
CB
$111B
| $282M | 0.21% |
1,829,232
-5,290
| -0.3% | -$814K |
|
131
Terreno Realty
TRNO
$5.89B
| $279M | 0.21% |
4,765,625
-117,100
| -2% | -$6.85M |
|
132
VICI Properties
VICI
$35.6B
| $278M | 0.21% |
10,898,145
+48,442
| +0.4% | +$1.24M |
|
133
Hasbro
HAS
$11.1B
| $274M | 0.2% |
2,929,277
-431,723
| -13% | -$40.4M |
|
134
Equity Lifestyle Properties
ELS
$11.7B
| $272M | 0.2% |
4,292,550
+188,472
| +5% | +$11.9M |
|
135
Broadcom
AVGO
$1.42T
| $272M | 0.2% |
6,207,210
-199,290
| -3% | -$8.73M |
|
|
136
iShares Core S&P 500 ETF
IVV
$660B
| $267M | 0.2% |
710,959
+573,415
| +417% | +$215M |
|
137
McDonald's
MCD
$226B
| $261M | 0.19% |
1,215,646
+25,792
| +2% | +$5.53M |
|
138
Regency Centers
REG
$13.1B
| $259M | 0.19% |
5,690,782
+26,347
| +0.5% | +$1.2M |
|
139
Fidelity National Information Services
FIS
$35.6B
| $255M | 0.19% |
1,800,486
-59,535
| -3% | -$8.42M |
|
140
Liberty Media Series C
FWONK
$25B
| $250M | 0.19% |
6,079,130
-55,180
| -0.9% | -$2.27M |
|
|
141
Cable One
CABO
$883M
| $246M | 0.18% |
110,514
+86,251
| +355% | +$192M |
|
142
Magna International
MGA
$12.7B
| $235M | 0.17% |
3,323,980
+199,258
| +6% | +$14.1M |
|
143
First Industrial Realty Trust
FR
$6.87B
| $232M | 0.17% |
5,516,479
+488,625
| +10% | +$20.6M |
|
144
Exxon Mobil
XOM
$477B
| $231M | 0.17% |
5,615,083
-1,330,296
| -19% | -$54.8M |
|
145
Qualcomm
QCOM
$170B
| $231M | 0.17% |
1,515,913
-73,673
| -5% | -$11.2M |
|
146
Howard Hughes
HHH
$4.55B
| $228M | 0.17% |
3,025,458
-40,817
| -1% | -$3.07M |
|
147
Bristol-Myers Squibb
BMY
$96.7B
| $227M | 0.17% |
3,657,340
-21,316
| -0.6% | -$1.32M |
|
148
BCE
BCE
$22.9B
| $227M | 0.17% |
5,293,923
+521,721
| +11% | +$22.3M |
|
149
Accenture
ACN
$158B
| $222M | 0.16% |
848,319
-50,786
| -6% | -$13.3M |
|
150
Corteva
CTVA
$49.2B
| $220M | 0.16% |
5,689,509
+249,812
| +5% | +$9.67M |
|