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 |
Idexx Laboratories
IDXX
|
$197M |
| 2 |
Welltower
WELL
|
$143M |
| 3 |
Healthcare Realty
HR
|
$133M |
| 4 |
Moody's
MCO
|
$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
BCE
BCE
$22.9B
| $238M | 0.19% |
5,681,157
+396,862
| +8% | +$16.6M |
|
127
Aon
AON
$80.6B
| $237M | 0.19% |
886,053
-4,234
| -0.5% | -$1.13M |
|
128
Corteva
CTVA
$49.2B
| $236M | 0.19% |
4,126,971
-345,195
| -8% | -$19.7M |
|
129
Walmart
WMT
$793B
| $234M | 0.19% |
5,418,525
+6,162
| +0.1% | +$266K |
|
130
Cisco
CSCO
$268B
| $234M | 0.19% |
5,841,189
+193,413
| +3% | +$7.74M |
|
131
TransUnion
TRU
$16.8B
| $232M | 0.18% |
3,894,899
-40,945
| -1% | -$2.44M |
|
132
WIX.com
WIX
$8.05B
| $231M | 0.18% |
2,958,099
-53,447
| -2% | -$4.18M |
|
133
Walt Disney
DIS
$211B
| $228M | 0.18% |
2,418,492
-163,238
| -6% | -$15.4M |
|
134
Marriott Vacations Worldwide
VAC
$2.69B
| $227M | 0.18% |
1,866,689
-23,266
| -1% | -$2.84M |
|
135
McDonald's
MCD
$226B
| $218M | 0.17% |
945,440
-27,403
| -3% | -$6.32M |
|
136
Bristol-Myers Squibb
BMY
$96.7B
| $218M | 0.17% |
3,063,606
+27,016
| +0.9% | +$1.92M |
|
137
MSCI
MSCI
$42.7B
| $216M | 0.17% |
511,183
-18,413
| -3% | -$7.77M |
|
138
Magna International
MGA
$12.7B
| $212M | 0.17% |
4,469,533
+673,363
| +18% | +$31.9M |
|
139
Starbucks
SBUX
$99.2B
| $211M | 0.17% |
2,507,345
-34,353
| -1% | -$2.89M |
|
140
Medical Properties Trust
MPW
$2.66B
| $210M | 0.17% |
17,713,194
-2,596,239
| -13% | -$30.8M |
|
141
Broadstone Net Lease
BNL
$3.52B
| $209M | 0.17% |
13,452,672
+548,884
| +4% | +$8.52M |
|
142
ICICI Bank
IBN
$113B
| $206M | 0.16% |
9,819,725
+109,120
| +1% | +$2.29M |
|
143
Sabra Healthcare REIT
SBRA
$4.56B
| $204M | 0.16% |
15,529,039
-1,450,027
| -9% | -$19M |
|
144
Trane Technologies
TT
$90.9B
| $202M | 0.16% |
1,394,559
+115,946
| +9% | +$16.8M |
|
|
ANSS
145
DELISTED
Ansys
ANSS
| $198M | 0.16% |
894,911
-5,114
| -0.6% | -$1.13M |
|
146
CVS Health
CVS
$93B
| $198M | 0.16% |
2,072,465
+37,481
| +2% | +$3.57M |
|
147
Hyatt Hotels
H
$13.7B
| $197M | 0.16% |
2,429,413
-59,100
| -2% | -$4.78M |
|
148
Brookfield Renewable
BEP
$7B
| $194M | 0.15% |
6,211,037
+110,919
| +2% | +$3.47M |
|
149
Xcel Energy
XEL
$42.8B
| $194M | 0.15% |
3,026,769
+6,387
| +0.2% | +$409K |
|
150
Wells Fargo
WFC
$258B
| $191M | 0.15% |
4,743,827
-214,151
| -4% | -$8.61M |
|