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 |
Tesla
TSLA
|
$714M |
| 2 |
Liberty Broadband Class C
LBRDK
|
$328M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$300M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$215M |
| 5 |
Cable One
CABO
|
$192M |
Top Sells
| 1 |
Walt Disney
DIS
|
$365M |
| 2 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$266M |
| 3 |
AIV
Aimco
AIV
|
$263M |
| 4 |
Ventas
VTR
|
$236M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$154M |
Sector Composition
| 1 | Technology | 19.28% |
| 2 | Financials | 15.11% |
| 3 | Real Estate | 14.76% |
| 4 | Consumer Discretionary | 12.04% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Eli Lilly
LLY
$661B
| $218M | 0.16% |
1,290,168
-153,948
| -11% | -$26M |
|
152
Dollar General
DG
$24.1B
| $215M | 0.16% |
1,023,147
-14,172
| -1% | -$2.98M |
|
153
Agree Realty
ADC
$7.96B
| $214M | 0.16% |
3,216,659
+1,504,605
| +88% | +$100M |
|
154
Simon Property Group
SPG
$58.7B
| $213M | 0.16% |
2,502,544
-69,650
| -3% | -$5.94M |
|
155
Hormel Foods
HRL
$13.9B
| $213M | 0.16% |
4,561,394
+312,606
| +7% | +$14.6M |
|
156
Target
TGT
$42B
| $212M | 0.16% |
1,199,377
+129,659
| +12% | +$22.9M |
|
157
Oracle
ORCL
$628B
| $209M | 0.16% |
3,234,603
-104,976
| -3% | -$6.79M |
|
|
LSXMK
158
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $205M | 0.15% |
6,090,894
-45,139
| -0.7% | -$1.52M |
|
159
Texas Instruments
TXN
$178B
| $201M | 0.15% |
1,224,303
-96,289
| -7% | -$15.8M |
|
160
Hyatt Hotels
H
$13.7B
| $201M | 0.15% |
2,704,254
+506
| +0% | +$37.6K |
|
|
COR
161
DELISTED
Coresite Realty Corporation
COR
| $198M | 0.15% |
1,583,459
-8,790
| -0.6% | -$1.1M |
|
|
WORK
162
DELISTED
Slack Technologies, Inc.
WORK
| $198M | 0.15% |
4,680,784
-22,196
| -0.5% | -$938K |
|
163
Xcel Energy
XEL
$42.8B
| $196M | 0.15% |
2,946,718
+46,108
| +2% | +$3.07M |
|
|
XYZ
164
Block, Inc.
XYZ
$46.2B
| $196M | 0.15% |
899,269
-5,884
| -0.7% | -$1.28M |
|
165
Kilroy Realty
KRC
$4.93B
| $188M | 0.14% |
3,276,163
+8,126
| +0.2% | +$466K |
|
|
ATVI
166
DELISTED
Activision Blizzard Inc.
ATVI
| $187M | 0.14% |
2,011,988
+856,954
| +74% | +$79.6M |
|
167
PPG Industries
PPG
$24.6B
| $185M | 0.14% |
1,285,941
+48,898
| +4% | +$7.05M |
|
168
Amgen
AMGN
$153B
| $181M | 0.13% |
788,441
-187,064
| -19% | -$43M |
|
169
Marathon Petroleum
MPC
$54.4B
| $177M | 0.13% |
4,271,066
+132,248
| +3% | +$5.47M |
|
170
Brown-Forman Class B
BF.B
$13.3B
| $176M | 0.13% |
2,221,780
-35,172
| -2% | -$2.79M |
|
171
Tyson Foods
TSN
$20B
| $174M | 0.13% |
2,694,559
+30,866
| +1% | +$1.99M |
|
172
Icon
ICLR
$14B
| $173M | 0.13% |
887,002
-19,535
| -2% | -$3.81M |
|
|
HR
173
DELISTED
Healthcare Realty Trust Incorporated
HR
| $172M | 0.13% |
5,814,620
+4,913,675
| +545% | +$145M |
|
174
Sabra Healthcare REIT
SBRA
$4.56B
| $172M | 0.13% |
9,879,960
+35,660
| +0.4% | +$619K |
|
175
WEC Energy
WEC
$34.4B
| $171M | 0.13% |
1,858,034
+80,476
| +5% | +$7.41M |
|