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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
PACCAR
PCAR
$52.5B
| $305M | 0.17% | 3,131,105 -149,166 | -5% | -$14.5M |
|
127
HCA Healthcare
HCA
$94.5B
| $304M | 0.17% | 880,663 +6,888 | +0.8% | +$2.38M |
|
128
Cummins
CMI
$54.9B
| $299M | 0.17% | 954,623 -13,357 | -1% | -$4.19M |
|
129
Intuitive Surgical
ISRG
$170B
| $290M | 0.16% | 585,936 -2,727 | -0.5% | -$1.35M |
|
130
EOG Resources
EOG
$68.2B
| $287M | 0.16% | 2,241,223 -191,849 | -8% | -$24.6M |
|
131
Fidelity National Financial
FNF
$16.3B
| $284M | 0.16% | 4,367,718 -200,212 | -4% | -$13M |
|
132
Marathon Petroleum
MPC
$54.6B
| $283M | 0.16% | 1,941,533 -61,014 | -3% | -$8.89M |
|
133
Philip Morris
PM
$260B
| $278M | 0.16% | 1,752,348 -10,170 | -0.6% | -$1.61M |
|
134
Starbucks
SBUX
$100B
| $276M | 0.16% | 2,817,896 -106,053 | -4% | -$10.4M |
|
135
Corteva
CTVA
$50.4B
| $274M | 0.15% | 4,348,213 -152,719 | -3% | -$9.61M |
|
136
Waters Corp
WAT
$18B
| $272M | 0.15% | 738,056 +9,522 | +1% | +$3.51M |
|
137
Accenture
ACN
$162B
| $271M | 0.15% | 869,141 +84,608 | +11% | +$26.4M |
|
138
IBM
IBM
$227B
| $268M | 0.15% | 1,076,010 -4,871 | -0.5% | -$1.21M |
|
139
Novartis
NVS
$245B
| $267M | 0.15% | 2,393,019 -33,907 | -1% | -$3.78M |
|
140
Vail Resorts
MTN
$6.09B
| $265M | 0.15% | 1,654,081 +5,788 | +0.4% | +$926K |
|
141
Citigroup
C
$178B
| $263M | 0.15% | 3,704,792 +66,132 | +2% | +$4.69M |
|
142
TJX Companies
TJX
$152B
| $262M | 0.15% | 2,147,677 +155,314 | +8% | +$18.9M |
|
143
PepsiCo
PEP
$204B
| $260M | 0.15% | 1,737,063 -24,398 | -1% | -$3.66M |
|
144
McDonald's
MCD
$224B
| $260M | 0.15% | 832,356 -4,234 | -0.5% | -$1.32M |
|
145
Ross Stores
ROST
$48.1B
| $258M | 0.14% | 2,017,638 +45,674 | +2% | +$5.84M |
|
146
ServiceNow
NOW
$190B
| $257M | 0.14% | 322,665 +28,708 | +10% | +$22.9M |
|
147
Steris
STE
$24.1B
| $256M | 0.14% | 1,129,579 +9,936 | +0.9% | +$2.25M |
|
148
Comcast
CMCSA
$125B
| $256M | 0.14% | 6,933,816 -65,377 | -0.9% | -$2.41M |
|
149
CCC Intelligent Solutions
CCCS
$6.45B
| $247M | 0.14% | 27,303,495 +363,944 | +1% | +$3.29M |
|
150
Floor & Decor
FND
$8.82B
| $243M | 0.14% | 3,023,172 +1,558,409 | +106% | +$125M |
|