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 |
Microsoft
MSFT
|
$344M |
| 2 |
Moody's
MCO
|
$284M |
| 3 |
VICI Properties
VICI
|
$249M |
| 4 |
Progressive
PGR
|
$246M |
| 5 |
Amazon
AMZN
|
$167M |
Top Sells
| 1 |
Salesforce
CRM
|
$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
$202M |
| 3 |
Healthcare Realty
HR
|
$179M |
| 4 |
Etsy
ETSY
|
$168M |
| 5 |
Charter Communications
CHTR
|
$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Advanced Micro Devices
AMD
$263B
| $194M | 0.14% |
2,535,656
+465,841
| +23% | +$35.6M |
|
152
Steris
STE
$24B
| $194M | 0.14% |
938,970
+70,315
| +8% | +$14.5M |
|
153
Novartis
NVS
$249B
| $192M | 0.14% |
2,268,376
-24,731
| -1% | -$2.09M |
|
154
CVS Health
CVS
$93.5B
| $189M | 0.14% |
2,034,984
+227,556
| +13% | +$21.1M |
|
155
Qualcomm
QCOM
$172B
| $186M | 0.14% |
1,457,865
+36,408
| +3% | +$4.65M |
|
156
Mettler-Toledo International
MTD
$26.5B
| $185M | 0.14% |
160,617
-77,728
| -33% | -$89.3M |
|
157
Philip Morris
PM
$251B
| $184M | 0.14% |
1,864,576
+54,917
| +3% | +$5.42M |
|
158
Hyatt Hotels
H
$13.9B
| $184M | 0.14% |
2,488,513
-33,206
| -1% | -$2.45M |
|
159
Fidelity National Information Services
FIS
$35.9B
| $184M | 0.14% |
2,003,458
+147,057
| +8% | +$13.5M |
|
160
Caterpillar
CAT
$197B
| $182M | 0.13% |
1,016,991
-17,003
| -2% | -$3.04M |
|
161
D.R. Horton
DHI
$52.7B
| $181M | 0.13% |
2,737,259
-942,827
| -26% | -$62.4M |
|
162
Crown Castle
CCI
$41.6B
| $181M | 0.13% |
1,075,363
+18,888
| +2% | +$3.18M |
|
163
TSMC
TSM
$1.22T
| $180M | 0.13% |
2,200,553
-85,140
| -4% | -$6.96M |
|
164
AT&T
T
$212B
| $178M | 0.13% |
8,502,512
-5,002,856
| -37% | -$105M |
|
165
Enterprise Products Partners
EPD
$68.9B
| $178M | 0.13% |
7,294,562
-203,101
| -3% | -$4.95M |
|
|
166
Healthcare Realty
HR
$6.15B
| $178M | 0.13% |
6,368,107
-6,426,179
| -50% | -$179M |
|
167
Expeditors International
EXPD
$16.5B
| $177M | 0.13% |
1,816,059
+104,230
| +6% | +$10.2M |
|
168
Texas Instruments
TXN
$170B
| $176M | 0.13% |
1,147,325
+45,591
| +4% | +$7.01M |
|
169
United Parcel Service
UPS
$71.6B
| $174M | 0.13% |
952,758
+23,338
| +3% | +$4.26M |
|
170
ICICI Bank
IBN
$114B
| $172M | 0.13% |
9,710,605
-161,999
| -2% | -$2.87M |
|
171
RTX Corp
RTX
$212B
| $172M | 0.13% |
1,791,846
+54,014
| +3% | +$5.19M |
|
172
Honeywell
HON
$137B
| $172M | 0.13% |
989,022
-65,475
| -6% | -$11.4M |
|
173
Realty Income
O
$53.3B
| $172M | 0.13% |
2,515,988
+93,197
| +4% | +$6.36M |
|
174
Target
TGT
$42.1B
| $172M | 0.13% |
1,215,275
-29,366
| -2% | -$4.15M |
|
175
Principal Active High Yield ETF
YLD
$368M
| $168M | 0.12% |
9,494,200
| – | – |
|