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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Public Storage
PSA
$51.7B
| $249M | 0.18% | 943,661 +1,241 | +0.1% | +$327K |
|
127
Medtronic
MDT
$119B
| $246M | 0.18% | 3,145,004 -386,372 | -11% | -$30.3M |
|
128
Starbucks
SBUX
$100B
| $246M | 0.18% | 2,691,912 -49,541 | -2% | -$4.52M |
|
129
Cummins
CMI
$54.9B
| $245M | 0.18% | 1,071,128 +235,372 | +28% | +$53.8M |
|
130
Hyatt Hotels
H
$13.8B
| $239M | 0.17% | 2,256,479 +11,041 | +0.5% | +$1.17M |
|
131
Steris
STE
$24.1B
| $239M | 0.17% | 1,090,804 -19,051 | -2% | -$4.18M |
|
132
McDonald's
MCD
$224B
| $238M | 0.17% | 905,020 -7,880 | -0.9% | -$2.08M |
|
133
Simon Property Group
SPG
$59B
| $230M | 0.17% | 2,128,104 +26,491 | +1% | +$2.86M |
|
134
T-Mobile US
TMUS
$284B
| $226M | 0.16% | 1,614,036 +649,178 | +67% | +$90.9M |
|
135
Cousins Properties
CUZ
$4.95B
| $220M | 0.16% | 10,801,620 +12,750 | +0.1% | +$260K |
|
136
Yum China
YUMC
$16.4B
| $211M | 0.15% | 3,771,103 -145,453 | -4% | -$8.14M |
|
137
Fair Isaac
FICO
$36.5B
| $208M | 0.15% | 239,644 +82,214 | +52% | +$71.4M |
|
138
Texas Instruments
TXN
$184B
| $208M | 0.15% | 1,306,473 -9,442 | -0.7% | -$1.5M |
|
139
Broadstone Net Lease
BNL
$3.52B
| $207M | 0.15% | 14,455,891 +551,241 | +4% | +$7.88M |
|
140
Corteva
CTVA
$50.4B
| $203M | 0.15% | 3,962,372 -51,244 | -1% | -$2.62M |
|
141
Magna International
MGA
$12.9B
| $200M | 0.14% | 3,726,303 -79,801 | -2% | -$4.28M |
|
142
Nike
NKE
$114B
| $199M | 0.14% | 2,085,527 -57,518 | -3% | -$5.5M |
|
143
Advanced Micro Devices
AMD
$264B
| $197M | 0.14% | 1,919,542 -8,540 | -0.4% | -$878K |
|
144
Oracle
ORCL
$635B
| $191M | 0.14% | 1,806,258 +25,564 | +1% | +$2.71M |
|
145
ConocoPhillips
COP
$124B
| $188M | 0.14% | 1,569,686 +25,610 | +2% | +$3.07M |
|
146
Enterprise Products Partners
EPD
$69.6B
| $188M | 0.13% | 6,859,926 -96,385 | -1% | -$2.64M |
|
147
Franco-Nevada
FNV
$36.3B
| $186M | 0.13% | 1,395,765 -28,811 | -2% | -$3.85M |
|
148
Canadian Pacific Kansas City
CP
$69.9B
| $186M | 0.13% | 2,485,661 -91,121 | -4% | -$6.8M |
|
149
Wells Fargo
WFC
$263B
| $182M | 0.13% | 4,453,100 -123,907 | -3% | -$5.06M |
|
|
ANSS
150
DELISTED
Ansys
ANSS
| $181M | 0.13% | 609,095 +11,667 | +2% | +$3.47M |
|