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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
PACCAR
PCAR
$50.5B
| $330M | 0.21% |
5,625,275
+99,242
| +2% | +$5.83M |
|
127
Mettler-Toledo International
MTD
$26.1B
| $327M | 0.21% |
238,345
-120,696
| -34% | -$166M |
|
128
Parker-Hannifin
PH
$94.8B
| $324M | 0.2% |
1,140,305
+49,324
| +5% | +$14M |
|
129
Linde
LIN
$221B
| $324M | 0.2% |
1,012,596
-1,768
| -0.2% | -$565K |
|
130
BCE
BCE
$22.9B
| $317M | 0.2% |
5,721,295
+128,500
| +2% | +$7.13M |
|
131
WIX.com
WIX
$8.05B
| $317M | 0.2% |
3,034,815
+98,462
| +3% | +$10.3M |
|
132
S&P Global
SPGI
$165B
| $314M | 0.2% |
765,023
+109,646
| +17% | +$45M |
|
133
Cisco
CSCO
$268B
| $310M | 0.2% |
5,559,102
-122,353
| -2% | -$6.82M |
|
134
Arch Capital
ACGL
$34.7B
| $310M | 0.2% |
6,398,397
+2,184
| +0% | +$106K |
|
135
Etsy
ETSY
$5.15B
| $305M | 0.19% |
2,452,354
+120,910
| +5% | +$15M |
|
136
Accenture
ACN
$158B
| $302M | 0.19% |
896,425
-25,719
| -3% | -$8.67M |
|
137
Zoetis
ZTS
$67.6B
| $302M | 0.19% |
1,602,945
+354,224
| +28% | +$66.8M |
|
138
Walmart
WMT
$793B
| $299M | 0.19% |
6,032,007
-189,432
| -3% | -$9.4M |
|
139
Marriott Vacations Worldwide
VAC
$2.69B
| $293M | 0.18% |
1,856,466
+60,017
| +3% | +$9.46M |
|
140
Hormel Foods
HRL
$13.9B
| $291M | 0.18% |
5,654,799
+42,929
| +0.8% | +$2.21M |
|
141
Corteva
CTVA
$49.2B
| $286M | 0.18% |
4,981,607
-798,526
| -14% | -$45.9M |
|
142
Aon
AON
$80.6B
| $285M | 0.18% |
873,986
-778
| -0.1% | -$253K |
|
143
Marathon Petroleum
MPC
$54.4B
| $282M | 0.18% |
3,292,865
+222,994
| +7% | +$19.1M |
|
144
Broadstone Net Lease
BNL
$3.52B
| $280M | 0.18% |
12,867,003
+1,071,012
| +9% | +$23.3M |
|
145
Simon Property Group
SPG
$58.7B
| $275M | 0.17% |
2,088,802
+77,614
| +4% | +$10.2M |
|
146
D.R. Horton
DHI
$51.3B
| $274M | 0.17% |
3,680,086
+1,006,745
| +38% | +$75M |
|
147
Intel
INTC
$105B
| $269M | 0.17% |
5,432,558
-129,320
| -2% | -$6.41M |
|
148
Target
TGT
$42B
| $264M | 0.17% |
1,244,641
+47,037
| +4% | +$9.98M |
|
149
Howard Hughes
HHH
$4.55B
| $256M | 0.16% |
2,587,560
+64,282
| +3% | +$6.35M |
|
150
Sabra Healthcare REIT
SBRA
$4.56B
| $255M | 0.16% |
17,124,112
+256,869
| +2% | +$3.82M |
|