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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Caterpillar
CAT
$196B
| $181M | 0.13% | 662,218 +62,985 | +11% | +$17.2M |
|
152
Healthcare Realty
HR
$6.11B
| $180M | 0.13% | 11,781,446 -463,470 | -4% | -$7.08M |
|
153
Walt Disney
DIS
$213B
| $178M | 0.13% | 2,190,428 -110,564 | -5% | -$8.96M |
|
154
Kilroy Realty
KRC
$4.92B
| $174M | 0.13% | 5,501,383 +23,585 | +0.4% | +$746K |
|
155
Expeditors International
EXPD
$16.4B
| $171M | 0.12% | 1,495,209 -36,794 | -2% | -$4.22M |
|
156
Xcel Energy
XEL
$42.8B
| $171M | 0.12% | 2,994,997 +155,443 | +5% | +$8.89M |
|
157
TSMC
TSM
$1.2T
| $169M | 0.12% | 1,945,034 +81,594 | +4% | +$7.09M |
|
158
Amgen
AMGN
$155B
| $168M | 0.12% | 624,705 -9,570 | -2% | -$2.57M |
|
|
159
CubeSmart
CUBE
$9.33B
| $168M | 0.12% | 4,396,390 -4,356,796 | -50% | -$166M |
|
160
Intuitive Surgical
ISRG
$170B
| $167M | 0.12% | 571,484 -5,388 | -0.9% | -$1.57M |
|
161
Marsh & McLennan
MMC
$101B
| $166M | 0.12% | 873,295 -15,269 | -2% | -$2.91M |
|
162
Hormel Foods
HRL
$14B
| $166M | 0.12% | 4,359,955 -571,148 | -12% | -$21.7M |
|
163
D.R. Horton
DHI
$50.5B
| $165M | 0.12% | 1,536,604 -165,452 | -10% | -$17.8M |
|
164
Intel
INTC
$107B
| $165M | 0.12% | 4,627,942 +1,159 | +0% | +$41.2K |
|
165
Ross Stores
ROST
$48.1B
| $164M | 0.12% | 1,450,366 +162,385 | +13% | +$18.3M |
|
|
SUM
166
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $164M | 0.12% | 5,251,061 +105,796 | +2% | +$3.29M |
|
167
Ares Management
ARES
$39.3B
| $163M | 0.12% | 1,584,350 -5,879 | -0.4% | -$605K |
|
168
Qualcomm
QCOM
$173B
| $163M | 0.12% | 1,466,975 -13,672 | -0.9% | -$1.52M |
|
169
Mettler-Toledo International
MTD
$26.8B
| $162M | 0.12% | 145,798 +7,465 | +5% | +$8.27M |
|
170
Philip Morris
PM
$260B
| $159M | 0.11% | 1,715,823 -12,240 | -0.7% | -$1.13M |
|
171
Bristol-Myers Squibb
BMY
$96B
| $159M | 0.11% | 2,735,459 -110,846 | -4% | -$6.43M |
|
172
Canadian National Railway
CNI
$60.4B
| $158M | 0.11% | 1,449,759 -202,900 | -12% | -$22.1M |
|
173
Verizon
VZ
$186B
| $157M | 0.11% | 4,848,799 -544,689 | -10% | -$17.7M |
|
174
Howard Hughes
HHH
$4.53B
| $157M | 0.11% | 2,116,380 -11,736 | -0.6% | -$870K |
|
175
Carrier Global
CARR
$55.5B
| $154M | 0.11% | 2,790,108 +37,868 | +1% | +$2.09M |
|