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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
AbbVie
ABBV
$378B
| $290M | 0.2% |
2,678,005
-178,098
| -6% | -$19.3M |
|
127
Equity Lifestyle Properties
ELS
$11.7B
| $284M | 0.2% |
4,454,922
+162,372
| +4% | +$10.3M |
|
128
iShares Core S&P 500 ETF
IVV
$661B
| $284M | 0.2% |
712,648
+1,689
| +0.2% | +$672K |
|
129
Chubb
CB
$112B
| $283M | 0.2% |
1,794,490
-34,742
| -2% | -$5.49M |
|
130
TSMC
TSM
$1.2T
| $282M | 0.2% |
2,385,962
-352,434
| -13% | -$41.7M |
|
131
First Industrial Realty Trust
FR
$6.92B
| $282M | 0.2% |
6,158,936
+642,457
| +12% | +$29.4M |
|
132
Broadcom
AVGO
$1.42T
| $273M | 0.19% |
5,895,190
-312,020
| -5% | -$14.5M |
|
133
Becton Dickinson
BDX
$54.5B
| $273M | 0.19% |
1,151,522
-16,517
| -1% | -$3.92M |
|
134
Corteva
CTVA
$49.1B
| $272M | 0.19% |
5,834,877
+145,368
| +3% | +$6.78M |
|
|
DFS
135
DELISTED
Discover Financial Services
DFS
| $269M | 0.19% |
2,834,837
-451,205
| -14% | -$42.9M |
|
136
Hasbro
HAS
$11.2B
| $269M | 0.19% |
2,798,126
-131,151
| -4% | -$12.6M |
|
|
CONE
137
DELISTED
CyrusOne Inc Common Stock
CONE
| $267M | 0.19% |
3,939,959
-306,713
| -7% | -$20.8M |
|
138
Ross Stores
ROST
$49.7B
| $265M | 0.19% |
2,210,780
-128,405
| -5% | -$15.4M |
|
139
Walmart
WMT
$800B
| $262M | 0.18% |
5,785,605
-428,562
| -7% | -$19.4M |
|
140
Howard Hughes
HHH
$4.56B
| $260M | 0.18% |
2,872,143
-153,315
| -5% | -$13.9M |
|
141
Terreno Realty
TRNO
$5.94B
| $260M | 0.18% |
4,505,389
-260,236
| -5% | -$15M |
|
142
Charles Schwab
SCHW
$176B
| $257M | 0.18% |
3,939,633
-1,465,458
| -27% | -$95.5M |
|
143
McDonald's
MCD
$227B
| $255M | 0.18% |
1,136,454
-79,192
| -7% | -$17.8M |
|
144
Liberty Media Series C
FWONK
$25B
| $253M | 0.18% |
6,052,435
-26,695
| -0.4% | -$1.12M |
|
145
BCE
BCE
$23B
| $249M | 0.18% |
5,522,752
+228,829
| +4% | +$10.3M |
|
146
Kilroy Realty
KRC
$4.94B
| $242M | 0.17% |
3,683,994
+407,831
| +12% | +$26.8M |
|
147
Fidelity National Information Services
FIS
$35.9B
| $241M | 0.17% |
1,712,263
-88,223
| -5% | -$12.4M |
|
148
Target
TGT
$42.3B
| $240M | 0.17% |
1,209,328
+9,951
| +0.8% | +$1.97M |
|
149
Eli Lilly
LLY
$667B
| $238M | 0.17% |
1,273,772
-16,396
| -1% | -$3.06M |
|
150
EOG Resources
EOG
$66B
| $228M | 0.16% |
3,149,808
-7,688
| -0.2% | -$558K |
|