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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Cousins Properties
CUZ
$4.9B
| $283M | 0.17% |
11,767,157
-441,627
| -4% | -$10.6M |
|
127
Verisk Analytics
VRSK
$37.7B
| $278M | 0.16% |
1,179,427
-196,516
| -14% | -$46.3M |
|
128
Oracle
ORCL
$638B
| $278M | 0.16% |
2,212,296
+422,166
| +24% | +$53M |
|
129
Caterpillar
CAT
$196B
| $276M | 0.16% |
752,651
+24,798
| +3% | +$9.09M |
|
130
Walt Disney
DIS
$212B
| $275M | 0.16% |
2,248,300
+22,432
| +1% | +$2.74M |
|
131
NNN REIT
NNN
$8.07B
| $275M | 0.16% |
6,433,031
+3,087,074
| +92% | +$132M |
|
132
ICICI Bank
IBN
$113B
| $269M | 0.16% |
10,195,810
-1,043,285
| -9% | -$27.6M |
|
133
Corteva
CTVA
$48.8B
| $264M | 0.16% |
4,582,307
+725,945
| +19% | +$41.9M |
|
134
Wells Fargo
WFC
$255B
| $264M | 0.15% |
4,547,389
+26,716
| +0.6% | +$1.55M |
|
|
135
Teck Resources
TECK
$16.3B
| $261M | 0.15% |
5,687,670
+3,047,570
| +115% | +$140M |
|
136
McDonald's
MCD
$225B
| $256M | 0.15% |
907,509
-2,445
| -0.3% | -$689K |
|
137
Starbucks
SBUX
$98.1B
| $244M | 0.14% |
2,670,797
-41,157
| -2% | -$3.76M |
|
138
Novartis
NVS
$251B
| $244M | 0.14% |
2,523,334
+14,686
| +0.6% | +$1.42M |
|
139
Qualcomm
QCOM
$172B
| $242M | 0.14% |
1,431,808
-9,310
| -0.6% | -$1.58M |
|
140
Medtronic
MDT
$120B
| $240M | 0.14% |
2,749,195
-45,859
| -2% | -$4M |
|
|
AIRC
141
DELISTED
Apartment Income REIT Corp.
AIRC
| $238M | 0.14% |
7,330,989
-457,178
| -6% | -$14.8M |
|
142
Canadian Natural Resources
CNQ
$63.8B
| $238M | 0.14% |
6,225,860
+819,860
| +15% | +$31.3M |
|
|
SUM
143
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $237M | 0.14% |
5,324,077
+64,128
| +1% | +$2.86M |
|
144
Texas Instruments
TXN
$170B
| $234M | 0.14% |
1,342,772
+1,819
| +0.1% | +$317K |
|
145
Lam Research
LRCX
$128B
| $233M | 0.14% |
2,401,520
+106,750
| +5% | +$10.4M |
|
146
Broadstone Net Lease
BNL
$3.5B
| $232M | 0.14% |
14,777,819
-126,410
| -0.8% | -$1.98M |
|
147
Intuitive Surgical
ISRG
$166B
| $230M | 0.14% |
575,790
-11,554
| -2% | -$4.61M |
|
148
Steris
STE
$24.1B
| $227M | 0.13% |
1,009,287
-42,663
| -4% | -$9.59M |
|
149
Schlumberger
SLB
$53.2B
| $226M | 0.13% |
4,119,248
-12,511
| -0.3% | -$686K |
|
150
Applied Materials
AMAT
$127B
| $223M | 0.13% |
1,081,202
-13,220
| -1% | -$2.73M |
|