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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Magna International
MGA
$12.9B
| $202M | 0.13% | 3,416,605 -309,698 | -8% | -$18.3M |
|
152
Walt Disney
DIS
$213B
| $201M | 0.13% | 2,225,868 +35,440 | +2% | +$3.2M |
|
153
Healthcare Realty
HR
$6.11B
| $199M | 0.13% | 11,528,889 -252,557 | -2% | -$4.35M |
|
154
Intuitive Surgical
ISRG
$170B
| $198M | 0.13% | 587,344 +15,860 | +3% | +$5.35M |
|
155
Ross Stores
ROST
$48.1B
| $198M | 0.13% | 1,427,929 -22,437 | -2% | -$3.11M |
|
156
D.R. Horton
DHI
$50.5B
| $194M | 0.12% | 1,275,230 -261,374 | -17% | -$39.7M |
|
157
Oracle
ORCL
$635B
| $189M | 0.12% | 1,790,130 -16,128 | -0.9% | -$1.7M |
|
158
Ares Management
ARES
$39.3B
| $186M | 0.12% | 1,567,952 -16,398 | -1% | -$1.95M |
|
159
Corteva
CTVA
$50.4B
| $185M | 0.12% | 3,856,362 -106,010 | -3% | -$5.08M |
|
160
Xcel Energy
XEL
$42.8B
| $182M | 0.12% | 2,940,611 -54,386 | -2% | -$3.37M |
|
161
Verizon
VZ
$186B
| $182M | 0.12% | 4,826,356 -22,443 | -0.5% | -$846K |
|
162
Brookfield Renewable
BEP
$7.2B
| $181M | 0.12% | 6,905,963 +415,667 | +6% | +$10.9M |
|
163
ServiceNow
NOW
$190B
| $180M | 0.11% | 255,127 -10,146 | -4% | -$7.17M |
|
164
Lam Research
LRCX
$127B
| $180M | 0.11% | 229,477 -631 | -0.3% | -$494K |
|
165
ConocoPhillips
COP
$124B
| $178M | 0.11% | 1,537,439 -32,247 | -2% | -$3.74M |
|
166
Amgen
AMGN
$155B
| $178M | 0.11% | 618,279 -6,426 | -1% | -$1.85M |
|
167
Canadian Natural Resources
CNQ
$65.9B
| $178M | 0.11% | 2,703,000 +2,544,593 | +1,606% | +$168M |
|
168
Applied Materials
AMAT
$128B
| $177M | 0.11% | 1,094,422 +30,517 | +3% | +$4.95M |
|
169
Expeditors International
EXPD
$16.4B
| $177M | 0.11% | 1,390,235 -104,974 | -7% | -$13.4M |
|
170
Enterprise Products Partners
EPD
$69.6B
| $176M | 0.11% | 6,677,198 -182,728 | -3% | -$4.81M |
|
171
IBM
IBM
$227B
| $171M | 0.11% | 1,048,256 -2,488 | -0.2% | -$407K |
|
172
Yum China
YUMC
$16.4B
| $168M | 0.11% | 3,965,911 +194,808 | +5% | +$8.27M |
|
173
Equity Residential
EQR
$25.3B
| $168M | 0.11% | 2,740,092 +148,392 | +6% | +$9.08M |
|
174
Canadian National Railway
CNI
$60.4B
| $167M | 0.11% | 1,320,605 -129,154 | -9% | -$16.3M |
|
175
Boeing
BA
$177B
| $164M | 0.1% | 627,379 -2,586 | -0.4% | -$674K |
|