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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Liberty Media Series C
FWONK
$25B
| $347M | 0.21% | 5,540,152 -140,048 | -2% | -$8.78M |
|
127
Parker-Hannifin
PH
$96.2B
| $347M | 0.21% | 1,090,981 -6,732 | -0.6% | -$2.14M |
|
128
Morgan Stanley
MS
$240B
| $347M | 0.21% | 3,530,400 -189,985 | -5% | -$18.6M |
|
129
Public Storage
PSA
$51.7B
| $341M | 0.2% | 913,717 +268,563 | +42% | +$100M |
|
130
AbbVie
ABBV
$372B
| $340M | 0.2% | 2,511,625 -66,165 | -3% | -$8.96M |
|
131
Exxon Mobil
XOM
$487B
| $332M | 0.2% | 5,422,228 -168,861 | -3% | -$10.3M |
|
132
PACCAR
PCAR
$52.5B
| $325M | 0.19% | 3,684,022 -20,169 | -0.5% | -$1.78M |
|
133
Simon Property Group
SPG
$59B
| $321M | 0.19% | 2,011,188 +185,746 | +10% | +$29.6M |
|
134
Charles Schwab
SCHW
$174B
| $320M | 0.19% | 3,819,859 -456 | -0% | -$38.2K |
|
135
Becton Dickinson
BDX
$55.3B
| $319M | 0.19% | 1,269,132 +69,122 | +6% | +$17.4M |
|
136
S&P Global
SPGI
$167B
| $307M | 0.18% | 655,377 -287,693 | -31% | -$135M |
|
137
Chubb
CB
$110B
| $304M | 0.18% | 1,572,545 -32,190 | -2% | -$6.22M |
|
138
Magna International
MGA
$12.9B
| $303M | 0.18% | 3,749,361 +182,769 | +5% | +$14.8M |
|
139
Marriott Vacations Worldwide
VAC
$2.7B
| $303M | 0.18% | 1,796,449 +124,659 | +7% | +$21M |
|
140
Zoetis
ZTS
$69.3B
| $303M | 0.18% | 1,248,721 +25,092 | +2% | +$6.08M |
|
141
Walmart
WMT
$774B
| $300M | 0.18% | 2,073,813 +54,998 | +3% | +$7.96M |
|
142
Honeywell
HON
$139B
| $297M | 0.18% | 1,423,387 -26,704 | -2% | -$5.57M |
|
143
Broadstone Net Lease
BNL
$3.52B
| $293M | 0.17% | 11,795,991 +432,244 | +4% | +$10.7M |
|
144
BCE
BCE
$23.3B
| $291M | 0.17% | 5,592,795 -19,853 | -0.4% | -$1.03M |
|
145
D.R. Horton
DHI
$50.5B
| $289M | 0.17% | 2,673,341 +24,334 | +0.9% | +$2.63M |
|
146
Intel
INTC
$107B
| $286M | 0.17% | 5,561,878 +280,765 | +5% | +$14.5M |
|
147
Arch Capital
ACGL
$34.2B
| $282M | 0.17% | 6,396,213 -1,329,752 | -17% | -$58.7M |
|
148
EOG Resources
EOG
$68.2B
| $280M | 0.17% | 3,157,116 -278,689 | -8% | -$24.7M |
|
149
TSMC
TSM
$1.2T
| $278M | 0.17% | 2,308,242 -17,946 | -0.8% | -$2.16M |
|
150
Target
TGT
$43.6B
| $277M | 0.17% | 1,197,604 -4,287 | -0.4% | -$992K |
|