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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Texas Instruments
TXN
$184B
| $259M | 0.17% | 1,348,943 -16,571 | -1% | -$3.19M |
|
152
Sabra Healthcare REIT
SBRA
$4.58B
| $256M | 0.17% | 17,381,261 +3,476,213 | +25% | +$51.2M |
|
153
Wells Fargo
WFC
$263B
| $255M | 0.17% | 5,484,383 +1,081 | +0% | +$50.2K |
|
154
Corteva
CTVA
$50.4B
| $247M | 0.16% | 5,869,412 +40,307 | +0.7% | +$1.7M |
|
|
INFO
155
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $245M | 0.16% | 2,102,790 -74,222 | -3% | -$8.66M |
|
156
Agilent Technologies
A
$35.7B
| $242M | 0.16% | 1,534,241 +130,486 | +9% | +$20.6M |
|
157
Zoetis
ZTS
$69.3B
| $238M | 0.15% | 1,223,629 +28,430 | +2% | +$5.52M |
|
158
Simon Property Group
SPG
$59B
| $237M | 0.15% | 1,825,442 -18,326 | -1% | -$2.38M |
|
159
Trane Technologies
TT
$92.5B
| $237M | 0.15% | 1,373,096 +5,799 | +0.4% | +$1M |
|
|
CONE
160
DELISTED
CyrusOne Inc Common Stock
CONE
| $235M | 0.15% | 3,038,750 -135,913 | -4% | -$10.5M |
|
161
Hormel Foods
HRL
$14B
| $233M | 0.15% | 5,680,665 +1,005,219 | +21% | +$41.2M |
|
162
Oracle
ORCL
$635B
| $231M | 0.15% | 2,648,872 -252,728 | -9% | -$22M |
|
163
Weyerhaeuser
WY
$18.7B
| $225M | 0.15% | 6,319,413 +203,020 | +3% | +$7.22M |
|
164
Howard Hughes
HHH
$4.53B
| $225M | 0.15% | 2,559,742 -71,045 | -3% | -$6.24M |
|
165
D.R. Horton
DHI
$50.5B
| $222M | 0.15% | 2,649,007 +57,895 | +2% | +$4.86M |
|
166
Ross Stores
ROST
$48.1B
| $221M | 0.14% | 2,027,060 -25,514 | -1% | -$2.78M |
|
|
XYZ
167
Block, Inc.
XYZ
$48.5B
| $213M | 0.14% | 889,169 -9,273 | -1% | -$2.22M |
|
168
Marathon Petroleum
MPC
$54.6B
| $212M | 0.14% | 3,428,077 -27,840 | -0.8% | -$1.72M |
|
169
Fidelity National Information Services
FIS
$36.5B
| $207M | 0.14% | 1,702,934 +765 | +0% | +$93.1K |
|
170
Caterpillar
CAT
$196B
| $206M | 0.13% | 1,075,091 +133,130 | +14% | +$25.6M |
|
171
Expeditors International
EXPD
$16.4B
| $206M | 0.13% | 1,727,793 -49,959 | -3% | -$5.95M |
|
172
Cable One
CABO
$909M
| $203M | 0.13% | 112,123 -8,690 | -7% | -$15.8M |
|
173
Twilio
TWLO
$16.2B
| $202M | 0.13% | 633,727 +256,372 | +68% | +$81.8M |
|
174
Icon
ICLR
$13.8B
| $200M | 0.13% | 765,159 -68,181 | -8% | -$17.9M |
|
|
ATVI
175
DELISTED
Activision Blizzard Inc.
ATVI
| $200M | 0.13% | 2,588,308 +61,388 | +2% | +$4.75M |
|