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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
T-Mobile US
TMUS
$284B
| $272M | 0.17% |
1,697,435
+83,399
| +5% | +$13.4M |
|
|
AIRC
127
DELISTED
Apartment Income REIT Corp.
AIRC
| $270M | 0.17% |
7,788,167
-1,343,276
| -15% | -$46.7M |
|
128
McDonald's
MCD
$224B
| $270M | 0.17% |
909,954
+4,934
| +0.5% | +$1.46M |
|
129
ICICI Bank
IBN
$113B
| $268M | 0.17% |
11,239,095
-149,282
| -1% | -$3.56M |
|
130
Starbucks
SBUX
$100B
| $260M | 0.17% |
2,711,954
+20,042
| +0.7% | +$1.92M |
|
131
Broadstone Net Lease
BNL
$3.52B
| $257M | 0.16% |
14,904,229
+448,338
| +3% | +$7.72M |
|
132
Aon
AON
$79.1B
| $255M | 0.16% |
877,857
-3,594
| -0.4% | -$1.05M |
|
133
Novartis
NVS
$245B
| $253M | 0.16% |
2,508,648
-30,617
| -1% | -$3.09M |
|
134
Cummins
CMI
$54.9B
| $252M | 0.16% |
1,050,087
-21,041
| -2% | -$5.04M |
|
135
Simon Property Group
SPG
$59B
| $245M | 0.16% |
1,719,797
-408,307
| -19% | -$58.2M |
|
136
Americold
COLD
$4.11B
| $237M | 0.15% |
7,818,833
+7,797,617
| +36,753% | +$236M |
|
137
Intel
INTC
$107B
| $233M | 0.15% |
4,634,427
+6,485
| +0.1% | +$326K |
|
138
Air Products & Chemicals
APD
$65.5B
| $232M | 0.15% |
847,671
-262,334
| -24% | -$71.8M |
|
139
Nike
NKE
$114B
| $232M | 0.15% |
2,134,158
+48,631
| +2% | +$5.28M |
|
140
Steris
STE
$24.1B
| $231M | 0.15% |
1,051,950
-38,854
| -4% | -$8.54M |
|
141
Medtronic
MDT
$119B
| $230M | 0.15% |
2,795,054
-349,950
| -11% | -$28.8M |
|
142
Texas Instruments
TXN
$184B
| $229M | 0.15% |
1,340,953
+34,480
| +3% | +$5.88M |
|
143
Wells Fargo
WFC
$263B
| $223M | 0.14% |
4,520,673
+67,573
| +2% | +$3.33M |
|
144
Kilroy Realty
KRC
$4.92B
| $218M | 0.14% |
5,461,593
-39,790
| -0.7% | -$1.59M |
|
145
Caterpillar
CAT
$196B
| $215M | 0.14% |
727,853
+65,635
| +10% | +$19.4M |
|
146
Schlumberger
SLB
$55B
| $215M | 0.14% |
4,131,759
-487,243
| -11% | -$25.4M |
|
|
ANSS
147
DELISTED
Ansys
ANSS
| $215M | 0.14% |
592,287
-16,808
| -3% | -$6.1M |
|
148
Qualcomm
QCOM
$173B
| $208M | 0.13% |
1,441,118
-25,857
| -2% | -$3.74M |
|
149
TSMC
TSM
$1.2T
| $203M | 0.13% |
1,952,031
+6,997
| +0.4% | +$728K |
|
|
SUM
150
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $202M | 0.13% |
5,259,949
+8,888
| +0.2% | +$342K |
|