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 |
Digital Realty Trust
DLR
|
$398M |
| 2 |
Brookfield Asset Management
BAM
|
$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
$250M |
| 4 |
Welltower
WELL
|
$222M |
| 5 |
Yum China
YUMC
|
$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
$368M |
| 2 |
Equinix
EQIX
|
$246M |
| 3 |
Brookfield
BN
|
$220M |
| 4 |
Guidewire Software
GWRE
|
$202M |
| 5 |
Lennar Class A
LEN
|
$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.79% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Kilroy Realty
KRC
$4.93B
| $252M | 0.19% |
6,512,147
-288,850
| -4% | -$11.2M |
|
127
Magna International
MGA
$12.7B
| $251M | 0.19% |
4,475,088
+5,555
| +0.1% | +$312K |
|
128
Schlumberger
SLB
$52.2B
| $249M | 0.19% |
4,660,821
+946,758
| +25% | +$50.6M |
|
129
BCE
BCE
$22.9B
| $249M | 0.19% |
5,668,387
-12,770
| -0.2% | -$561K |
|
130
Walmart
WMT
$793B
| $245M | 0.18% |
5,189,454
-229,071
| -4% | -$10.8M |
|
131
McDonald's
MCD
$226B
| $240M | 0.18% |
910,850
-34,590
| -4% | -$9.12M |
|
132
Hormel Foods
HRL
$13.9B
| $240M | 0.18% |
5,268,516
-135,057
| -2% | -$6.15M |
|
133
Bristol-Myers Squibb
BMY
$96.7B
| $238M | 0.18% |
3,312,896
+249,290
| +8% | +$17.9M |
|
134
Healthcare Realty
HR
$6.13B
| $237M | 0.18% |
12,274,067
-452,182
| -4% | -$8.71M |
|
135
MSCI
MSCI
$42.7B
| $231M | 0.17% |
497,223
-13,960
| -3% | -$6.49M |
|
136
ICICI Bank
IBN
$113B
| $231M | 0.17% |
10,562,238
+742,513
| +8% | +$16.3M |
|
137
Simon Property Group
SPG
$58.7B
| $224M | 0.17% |
1,906,570
-111,631
| -6% | -$13.1M |
|
138
Novartis
NVS
$248B
| $224M | 0.17% |
2,466,037
+7,806
| +0.3% | +$708K |
|
139
Medical Properties Trust
MPW
$2.66B
| $223M | 0.17% |
20,044,006
+2,330,812
| +13% | +$26M |
|
140
Xcel Energy
XEL
$42.8B
| $221M | 0.17% |
3,150,479
+123,710
| +4% | +$8.67M |
|
141
Canadian National Railway
CNI
$60.3B
| $217M | 0.16% |
1,825,878
+131,031
| +8% | +$15.6M |
|
142
Texas Instruments
TXN
$178B
| $216M | 0.16% |
1,310,279
+109,551
| +9% | +$18.1M |
|
143
Hyatt Hotels
H
$13.7B
| $215M | 0.16% |
2,374,702
-54,711
| -2% | -$4.95M |
|
144
TransUnion
TRU
$16.8B
| $214M | 0.16% |
3,779,686
-115,213
| -3% | -$6.54M |
|
145
Broadstone Net Lease
BNL
$3.52B
| $212M | 0.16% |
13,091,466
-361,206
| -3% | -$5.86M |
|
|
146
Lennar Class A
LEN
$34.7B
| $211M | 0.16% |
2,409,870
-1,715,701
| -42% | -$150M |
|
147
Mettler-Toledo International
MTD
$26.1B
| $211M | 0.16% |
145,769
-5,808
| -4% | -$8.4M |
|
148
Salesforce
CRM
$245B
| $205M | 0.15% |
1,547,885
-670,333
| -30% | -$88.9M |
|
149
ConocoPhillips
COP
$118B
| $201M | 0.15% |
1,707,275
+172,326
| +11% | +$20.3M |
|
150
Walt Disney
DIS
$211B
| $201M | 0.15% |
2,314,140
-104,352
| -4% | -$9.07M |
|