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 |
NVIDIA
NVDA
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
CCC Intelligent Solutions
CCCS
$6.45B
| $281M | 0.17% | 25,250,230 +6,921,161 | +38% | +$76.9M |
|
127
Cisco
CSCO
$274B
| $277M | 0.16% | 5,827,113 -54,868 | -0.9% | -$2.61M |
|
128
NNN REIT
NNN
$8.1B
| $277M | 0.16% | 6,492,867 +59,836 | +0.9% | +$2.55M |
|
129
Cummins
CMI
$54.9B
| $276M | 0.16% | 995,527 -32,068 | -3% | -$8.88M |
|
130
Becton Dickinson
BDX
$55.3B
| $272M | 0.16% | 1,162,797 -14,857 | -1% | -$3.47M |
|
131
Cousins Properties
CUZ
$4.95B
| $270M | 0.16% | 11,682,561 -84,596 | -0.7% | -$1.96M |
|
132
Lam Research
LRCX
$127B
| $270M | 0.16% | 253,835 +13,683 | +6% | +$14.6M |
|
133
Qualcomm
QCOM
$173B
| $268M | 0.16% | 1,345,383 -86,425 | -6% | -$17.2M |
|
134
Novartis
NVS
$245B
| $264M | 0.16% | 2,481,565 -41,769 | -2% | -$4.45M |
|
135
Intuitive Surgical
ISRG
$170B
| $264M | 0.16% | 593,199 +17,409 | +3% | +$7.74M |
|
136
Ross Stores
ROST
$48.1B
| $264M | 0.16% | 1,814,440 +394,774 | +28% | +$57.4M |
|
137
Aon
AON
$79.1B
| $261M | 0.16% | 889,169 +13,307 | +2% | +$3.91M |
|
138
Wells Fargo
WFC
$263B
| $260M | 0.15% | 4,372,142 -175,247 | -4% | -$10.4M |
|
139
Texas Instruments
TXN
$184B
| $257M | 0.15% | 1,320,500 -22,272 | -2% | -$4.33M |
|
140
Fidelity National Financial
FNF
$16.3B
| $254M | 0.15% | 5,130,123 -517,578 | -9% | -$25.6M |
|
141
Corteva
CTVA
$50.4B
| $247M | 0.15% | 4,571,644 -10,663 | -0.2% | -$575K |
|
142
Caterpillar
CAT
$196B
| $241M | 0.14% | 724,283 -28,368 | -4% | -$9.45M |
|
143
Applied Materials
AMAT
$128B
| $241M | 0.14% | 1,022,143 -59,059 | -5% | -$13.9M |
|
144
Broadstone Net Lease
BNL
$3.52B
| $234M | 0.14% | 14,721,390 -56,429 | -0.4% | -$896K |
|
145
D.R. Horton
DHI
$50.5B
| $234M | 0.14% | 1,657,028 +561,337 | +51% | +$79.1M |
|
146
McDonald's
MCD
$224B
| $226M | 0.13% | 886,664 -20,845 | -2% | -$5.31M |
|
147
Steris
STE
$24.1B
| $223M | 0.13% | 1,017,888 +8,601 | +0.9% | +$1.89M |
|
148
Ryman Hospitality Properties
RHP
$6.22B
| $222M | 0.13% | 2,222,077 +1,466,220 | +194% | +$146M |
|
149
Walt Disney
DIS
$213B
| $219M | 0.13% | 2,203,813 -44,487 | -2% | -$4.42M |
|
150
Suncor Energy
SU
$50.1B
| $215M | 0.13% | 5,643,431 +1,153,424 | +26% | +$44M |
|