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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
DaVita
DVA
$9.72B
| $174M | 0.17% |
2,928,986
+21,812
| +0.8% | +$1.3M |
|
152
Allstate
ALL
$53.9B
| $170M | 0.17% |
1,851,936
+24,324
| +1% | +$2.24M |
|
153
Lockheed Martin
LMT
$105B
| $169M | 0.16% |
545,756
+169,786
| +45% | +$52.7M |
|
154
Cummins
CMI
$54B
| $167M | 0.16% |
996,305
+26,792
| +3% | +$4.5M |
|
155
Deere & Co
DE
$127B
| $167M | 0.16% |
1,330,528
-120,005
| -8% | -$15.1M |
|
156
Bristol-Myers Squibb
BMY
$96.7B
| $166M | 0.16% |
2,604,251
-200,990
| -7% | -$12.8M |
|
157
Steris
STE
$23.9B
| $165M | 0.16% |
1,863,951
-48,007
| -3% | -$4.24M |
|
158
Host Hotels & Resorts
HST
$11.8B
| $164M | 0.16% |
8,873,831
-768,401
| -8% | -$14.2M |
|
159
NVIDIA
NVDA
$4.15T
| $164M | 0.16% |
36,703,560
-942,600
| -3% | -$4.21M |
|
160
TAL Education Group
TAL
$6.34B
| $162M | 0.16% |
4,816,308
+14,232
| +0.3% | +$480K |
|
161
Leidos
LDOS
$22.8B
| $161M | 0.16% |
2,718,278
-98,778
| -4% | -$5.85M |
|
|
CDK
162
DELISTED
CDK Global, Inc.
CDK
| $160M | 0.15% |
2,531,139
+2,238
| +0.1% | +$141K |
|
|
DOC
163
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $159M | 0.15% |
8,975,689
+250,054
| +3% | +$4.43M |
|
164
Broadcom
AVGO
$1.42T
| $159M | 0.15% |
6,560,020
-110,550
| -2% | -$2.68M |
|
165
Danaher
DHR
$143B
| $159M | 0.15% |
2,089,630
-181,537
| -8% | -$13.8M |
|
166
Huntsman Corp
HUN
$1.88B
| $159M | 0.15% |
5,792,566
+983,408
| +20% | +$27M |
|
167
Medical Properties Trust
MPW
$2.66B
| $158M | 0.15% |
12,037,765
+178,569
| +2% | +$2.34M |
|
168
Schlumberger
SLB
$52.2B
| $158M | 0.15% |
2,258,214
-6,074
| -0.3% | -$424K |
|
169
B&G Foods
BGS
$356M
| $157M | 0.15% |
4,937,045
+617,424
| +14% | +$19.7M |
|
170
Equity Residential
EQR
$24.7B
| $157M | 0.15% |
2,375,082
+74,492
| +3% | +$4.91M |
|
171
United Parcel Service
UPS
$72.3B
| $155M | 0.15% |
1,292,937
-128,262
| -9% | -$15.4M |
|
172
Adobe
ADBE
$148B
| $153M | 0.15% |
1,023,761
-22,710
| -2% | -$3.39M |
|
173
Thermo Fisher Scientific
TMO
$183B
| $153M | 0.15% |
806,845
+229
| +0% | +$43.3K |
|
174
Booking.com
BKNG
$181B
| $152M | 0.15% |
83,286
+9,381
| +13% | +$17.2M |
|
175
Sinclair Inc
SBGI
$980M
| $152M | 0.15% |
4,729,416
+616,122
| +15% | +$19.7M |
|