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 |
Ventas
VTR
|
$199M |
| 2 |
Starbucks
SBUX
|
$140M |
| 3 |
Netflix
NFLX
|
$138M |
| 4 |
Tyler Technologies
TYL
|
$137M |
| 5 |
Aon
AON
|
$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Apple
AAPL
|
$309M |
| 3 |
Healthpeak Properties
DOC
|
$162M |
| 4 |
NXP Semiconductors
NXPI
|
$138M |
| 5 |
Equinix
EQIX
|
$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COR
151
DELISTED
Coresite Realty Corporation
COR
| $189M | 0.16% |
1,592,249
-11,394
| -0.7% | -$1.35M |
|
152
Texas Instruments
TXN
$178B
| $189M | 0.16% |
1,320,592
-90,027
| -6% | -$12.9M |
|
153
Charles Schwab
SCHW
$175B
| $188M | 0.16% |
5,187,743
-106,863
| -2% | -$3.87M |
|
154
Qualcomm
QCOM
$170B
| $187M | 0.16% |
1,589,586
-114,132
| -7% | -$13.4M |
|
|
DFS
155
DELISTED
Discover Financial Services
DFS
| $184M | 0.15% |
3,179,638
-188,966
| -6% | -$10.9M |
|
156
Equity Residential
EQR
$24.7B
| $183M | 0.15% |
3,572,294
+17,582
| +0.5% | +$902K |
|
157
Morgan Stanley
MS
$237B
| $182M | 0.15% |
3,754,991
-85,693
| -2% | -$4.14M |
|
158
Lowe's Companies
LOW
$146B
| $178M | 0.15% |
1,070,368
-74,573
| -7% | -$12.4M |
|
159
Icon
ICLR
$14B
| $173M | 0.15% |
906,537
-65,592
| -7% | -$12.5M |
|
160
Enovis
ENOV
$1.75B
| $173M | 0.15% |
3,199,946
-285,937
| -8% | -$15.4M |
|
161
WEC Energy
WEC
$34.4B
| $172M | 0.14% |
1,777,558
-68,460
| -4% | -$6.63M |
|
162
Brown-Forman Class B
BF.B
$13.3B
| $170M | 0.14% |
2,256,952
-74,957
| -3% | -$5.65M |
|
163
Kilroy Realty
KRC
$4.93B
| $170M | 0.14% |
3,268,037
-2,561
| -0.1% | -$133K |
|
164
Target
TGT
$42B
| $168M | 0.14% |
1,069,718
+175,011
| +20% | +$27.6M |
|
165
Howard Hughes
HHH
$4.55B
| $168M | 0.14% |
3,066,275
+14,585
| +0.5% | +$801K |
|
166
Philip Morris
PM
$254B
| $167M | 0.14% |
2,223,052
-127,885
| -5% | -$9.59M |
|
167
3M
MMM
$81B
| $167M | 0.14% |
1,244,591
-89,371
| -7% | -$12M |
|
168
Simon Property Group
SPG
$58.7B
| $166M | 0.14% |
2,572,194
-18,786
| -0.7% | -$1.22M |
|
169
United Parcel Service
UPS
$72.3B
| $164M | 0.14% |
986,870
-58,023
| -6% | -$9.67M |
|
170
Shopify
SHOP
$182B
| $164M | 0.14% |
1,599,990
-138,970
| -8% | -$14.2M |
|
171
Tyson Foods
TSN
$20B
| $158M | 0.13% |
2,663,693
-55,454
| -2% | -$3.3M |
|
|
LSXMK
172
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $157M | 0.13% |
6,136,033
-475,958
| -7% | -$12.2M |
|
173
Corteva
CTVA
$49.2B
| $157M | 0.13% |
5,439,697
+459,975
| +9% | +$13.3M |
|
174
ServiceNow
NOW
$191B
| $155M | 0.13% |
318,751
-30,009
| -9% | -$14.6M |
|
175
Eversource Energy
ES
$23.5B
| $152M | 0.13% |
1,823,865
-35,125
| -2% | -$2.93M |
|