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 |
CoStar Group
CSGP
|
$1.18B |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Trane Technologies
TT
$92.5B
| $252M | 0.16% | 1,367,297 +6,821 | +0.5% | +$1.26M |
|
152
Aon
AON
$79.1B
| $249M | 0.16% | 1,042,341 -716,622 | -41% | -$171M |
|
|
COR
153
DELISTED
Coresite Realty Corporation
COR
| $249M | 0.16% | 1,846,706 +207,252 | +13% | +$27.9M |
|
154
Wells Fargo
WFC
$263B
| $248M | 0.16% | 5,483,302 +619,215 | +13% | +$28M |
|
|
INFO
155
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $245M | 0.16% | 2,177,012 -2,825,156 | -56% | -$318M |
|
|
ATVI
156
DELISTED
Activision Blizzard Inc.
ATVI
| $241M | 0.16% | 2,526,920 +303,069 | +14% | +$28.9M |
|
157
Fidelity National Information Services
FIS
$36.5B
| $241M | 0.16% | 1,702,169 -10,094 | -0.6% | -$1.43M |
|
158
Simon Property Group
SPG
$59B
| $241M | 0.16% | 1,843,768 +3,460 | +0.2% | +$451K |
|
159
D.R. Horton
DHI
$50.5B
| $234M | 0.15% | 2,591,112 +1,255,532 | +94% | +$113M |
|
160
Cable One
CABO
$909M
| $231M | 0.15% | 120,813 +4,546 | +4% | +$8.7M |
|
|
CONE
161
DELISTED
CyrusOne Inc Common Stock
CONE
| $227M | 0.15% | 3,174,663 -765,296 | -19% | -$54.7M |
|
162
Oracle
ORCL
$635B
| $226M | 0.15% | 2,901,600 -82,779 | -3% | -$6.44M |
|
163
Expeditors International
EXPD
$16.4B
| $225M | 0.15% | 1,777,752 -183,496 | -9% | -$23.2M |
|
164
Bristol-Myers Squibb
BMY
$96B
| $224M | 0.15% | 3,358,763 -89,982 | -3% | -$6.01M |
|
165
Hormel Foods
HRL
$14B
| $223M | 0.14% | 4,675,446 +25,545 | +0.5% | +$1.22M |
|
166
Zoetis
ZTS
$69.3B
| $223M | 0.14% | 1,195,199 +20,661 | +2% | +$3.85M |
|
|
XYZ
167
Block, Inc.
XYZ
$48.5B
| $219M | 0.14% | 898,442 +3,535 | +0.4% | +$862K |
|
168
Weyerhaeuser
WY
$18.7B
| $211M | 0.14% | 6,116,393 +1,862,172 | +44% | +$64.1M |
|
169
Marathon Petroleum
MPC
$54.6B
| $209M | 0.13% | 3,455,917 -677,935 | -16% | -$41M |
|
170
Hyatt Hotels
H
$13.8B
| $209M | 0.13% | 2,687,315 -20,360 | -0.8% | -$1.58M |
|
171
Agilent Technologies
A
$35.7B
| $207M | 0.13% | 1,403,755 +266,049 | +23% | +$39.3M |
|
172
Caterpillar
CAT
$196B
| $205M | 0.13% | 941,961 +137,599 | +17% | +$29.9M |
|
|
SUM
173
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $205M | 0.13% | 5,868,546 +110,032 | +2% | +$3.83M |
|
174
Qualcomm
QCOM
$173B
| $202M | 0.13% | 1,416,075 +12,770 | +0.9% | +$1.83M |
|
175
PPG Industries
PPG
$25.1B
| $194M | 0.13% | 1,142,642 -162,568 | -12% | -$27.6M |
|