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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Hormel Foods
HRL
$14B
| $274M | 0.16% | 5,611,870 -68,795 | -1% | -$3.35M |
|
152
Corteva
CTVA
$50.4B
| $273M | 0.16% | 5,780,133 -89,279 | -2% | -$4.22M |
|
153
Trane Technologies
TT
$92.5B
| $270M | 0.16% | 1,339,144 -33,952 | -2% | -$6.85M |
|
154
Aon
AON
$79.1B
| $262M | 0.16% | 874,764 -108,884 | -11% | -$32.7M |
|
155
Qualcomm
QCOM
$173B
| $259M | 0.15% | 1,418,271 +10,079 | +0.7% | +$1.84M |
|
|
156
Credit Acceptance
CACC
$5.78B
| $259M | 0.15% | 381,514 -284,880 | -43% | -$193M |
|
157
AT&T
T
$209B
| $258M | 0.15% | 10,504,724 -72,843 | -0.7% | -$1.79M |
|
158
iShares Core S&P 500 ETF
IVV
$662B
| $249M | 0.15% | 522,651 -228,903 | -30% | -$109M |
|
159
Wells Fargo
WFC
$263B
| $247M | 0.15% | 5,150,977 -333,406 | -6% | -$16M |
|
160
Agilent Technologies
A
$35.7B
| $244M | 0.15% | 1,530,798 -3,443 | -0.2% | -$549K |
|
161
Howard Hughes
HHH
$4.53B
| $243M | 0.15% | 2,405,413 -154,329 | -6% | -$15.6M |
|
162
Icon
ICLR
$13.8B
| $239M | 0.14% | 771,469 +6,310 | +0.8% | +$1.95M |
|
163
McDonald's
MCD
$224B
| $237M | 0.14% | 883,586 -279,461 | -24% | -$74.9M |
|
164
Lowe's Companies
LOW
$145B
| $231M | 0.14% | 892,778 -40,686 | -4% | -$10.5M |
|
165
Weyerhaeuser
WY
$18.7B
| $231M | 0.14% | 5,606,651 -712,762 | -11% | -$29.3M |
|
166
Sabra Healthcare REIT
SBRA
$4.58B
| $229M | 0.14% | 16,867,243 -514,018 | -3% | -$6.97M |
|
|
DFS
167
DELISTED
Discover Financial Services
DFS
| $228M | 0.14% | 1,975,773 -270,856 | -12% | -$31.3M |
|
168
Ross Stores
ROST
$48.1B
| $227M | 0.14% | 1,985,494 -41,566 | -2% | -$4.74M |
|
|
SUM
169
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $226M | 0.13% | 5,671,823 -147,758 | -3% | -$5.88M |
|
170
Hyatt Hotels
H
$13.8B
| $225M | 0.13% | 2,368,344 -68,549 | -3% | -$6.52M |
|
171
Expeditors International
EXPD
$16.4B
| $221M | 0.13% | 1,644,157 -83,636 | -5% | -$11.2M |
|
172
Caterpillar
CAT
$196B
| $217M | 0.13% | 1,050,505 -24,586 | -2% | -$5.08M |
|
173
Steris
STE
$24.1B
| $213M | 0.13% | 881,683 -2,367 | -0.3% | -$572K |
|
174
Advanced Micro Devices
AMD
$264B
| $213M | 0.13% | 1,481,496 -41,574 | -3% | -$5.98M |
|
175
Oracle
ORCL
$635B
| $212M | 0.13% | 2,426,052 -222,820 | -8% | -$19.4M |
|