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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
WIX.com
WIX
$8.05B
| $202M | 0.14% |
2,027,007
-437,728
| -18% | -$43.7M |
|
|
ANSS
152
DELISTED
Ansys
ANSS
| $202M | 0.14% |
605,964
-59,649
| -9% | -$19.9M |
|
|
DFS
153
DELISTED
Discover Financial Services
DFS
| $201M | 0.14% |
2,029,993
+123,935
| +7% | +$12.2M |
|
154
Brookfield Renewable
BEP
$7B
| $200M | 0.14% |
6,343,930
+10,503
| +0.2% | +$331K |
|
155
Advanced Micro Devices
AMD
$263B
| $197M | 0.14% |
2,010,894
+15,587
| +0.8% | +$1.53M |
|
156
RTX Corp
RTX
$212B
| $195M | 0.14% |
1,988,943
+21,906
| +1% | +$2.15M |
|
157
Franco-Nevada
FNV
$36.6B
| $193M | 0.14% |
1,326,423
+3,380
| +0.3% | +$493K |
|
158
Canadian National Railway
CNI
$60.3B
| $192M | 0.14% |
1,630,243
-195,635
| -11% | -$23.1M |
|
159
Qualcomm
QCOM
$170B
| $190M | 0.14% |
1,487,130
+1,425
| +0.1% | +$182K |
|
160
Canadian Pacific Kansas City
CP
$70.4B
| $187M | 0.13% |
2,426,182
-214,398
| -8% | -$16.5M |
|
161
TSMC
TSM
$1.2T
| $186M | 0.13% |
1,994,548
-154,228
| -7% | -$14.3M |
|
162
Marriott Vacations Worldwide
VAC
$2.69B
| $183M | 0.13% |
1,353,764
-9,129
| -0.7% | -$1.23M |
|
163
WEC Energy
WEC
$34.4B
| $182M | 0.13% |
1,920,979
+11,322
| +0.6% | +$1.07M |
|
164
Sabra Healthcare REIT
SBRA
$4.56B
| $180M | 0.13% |
15,648,560
+106,948
| +0.7% | +$1.23M |
|
165
Kilroy Realty
KRC
$4.93B
| $180M | 0.13% |
5,552,718
-959,429
| -15% | -$31.1M |
|
166
Expeditors International
EXPD
$16.3B
| $176M | 0.13% |
1,602,669
-164,619
| -9% | -$18.1M |
|
167
Target
TGT
$42B
| $175M | 0.12% |
1,054,130
-18,143
| -2% | -$3.01M |
|
168
Wells Fargo
WFC
$258B
| $174M | 0.12% |
4,664,647
+58,249
| +1% | +$2.18M |
|
169
Philip Morris
PM
$254B
| $173M | 0.12% |
1,781,000
+24,098
| +1% | +$2.34M |
|
170
Howard Hughes
HHH
$4.55B
| $173M | 0.12% |
2,268,743
-53,559
| -2% | -$4.08M |
|
171
Oracle
ORCL
$628B
| $171M | 0.12% |
1,842,850
+16,304
| +0.9% | +$1.51M |
|
172
United Parcel Service
UPS
$72.3B
| $168M | 0.12% |
867,912
+5,874
| +0.7% | +$1.14M |
|
173
ConocoPhillips
COP
$118B
| $167M | 0.12% |
1,687,904
-19,371
| -1% | -$1.92M |
|
174
Intel
INTC
$105B
| $164M | 0.12% |
5,007,897
+85,147
| +2% | +$2.78M |
|
175
Sherwin-Williams
SHW
$90.5B
| $161M | 0.11% |
714,824
+1,847
| +0.3% | +$415K |
|