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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
GE Aerospace
GE
$292B
| $243M | 0.14% | 1,212,057 -20,089 | -2% | -$4.02M |
|
152
Adobe
ADBE
$151B
| $242M | 0.14% | 632,283 -57,464 | -8% | -$22M |
|
153
Principal Exchange-Traded Funds Principal Value ETF
PY
$141M
| $239M | 0.13% | 4,875,592 +4,546,106 | +1,380% | +$223M |
|
154
AT&T
T
$209B
| $234M | 0.13% | 8,282,812 -29,674 | -0.4% | -$839K |
|
155
RTX Corp
RTX
$212B
| $232M | 0.13% | 1,750,861 -68,986 | -4% | -$9.14M |
|
156
Palantir
PLTR
$372B
| $228M | 0.13% | 2,698,809 -34,157 | -1% | -$2.88M |
|
|
157
Intuit
INTU
$186B
| $225M | 0.13% | 367,257 -957,696 | -72% | -$588M |
|
158
Ryan Specialty Holdings
RYAN
$7.24B
| $225M | 0.13% | 3,051,356 +1,218,147 | +66% | +$90M |
|
159
Vornado Realty Trust
VNO
$7.3B
| $223M | 0.13% | 6,032,971 -363,580 | -6% | -$13.4M |
|
160
Verizon
VZ
$186B
| $223M | 0.13% | 4,918,437 +4,247 | +0.1% | +$193K |
|
161
Caterpillar
CAT
$196B
| $217M | 0.12% | 658,967 -64,809 | -9% | -$21.4M |
|
162
D.R. Horton
DHI
$50.5B
| $216M | 0.12% | 1,696,408 -32,381 | -2% | -$4.12M |
|
163
EastGroup Properties
EGP
$9.04B
| $215M | 0.12% | 1,222,064 +856,971 | +235% | +$151M |
|
164
Qualcomm
QCOM
$173B
| $215M | 0.12% | 1,397,329 -11,969 | -0.8% | -$1.84M |
|
165
Reliance Steel & Aluminium
RS
$15.5B
| $209M | 0.12% | 725,540 -145 | -0% | -$41.9K |
|
166
Agree Realty
ADC
$8.05B
| $206M | 0.12% | 2,669,333 -58,986 | -2% | -$4.55M |
|
167
Broadstone Net Lease
BNL
$3.52B
| $205M | 0.12% | 12,053,620 -2,222,630 | -16% | -$37.9M |
|
168
Marsh & McLennan
MMC
$101B
| $205M | 0.12% | 840,293 +3,600 | +0.4% | +$879K |
|
169
Walt Disney
DIS
$213B
| $201M | 0.11% | 2,039,041 -3,202 | -0.2% | -$316K |
|
170
Vertex Pharmaceuticals
VRTX
$100B
| $201M | 0.11% | 414,371 +17,839 | +4% | +$8.65M |
|
171
Goldman Sachs
GS
$226B
| $200M | 0.11% | 366,827 +6,839 | +2% | +$3.74M |
|
172
Graco
GGG
$14.1B
| $200M | 0.11% | 2,390,940 +62,761 | +3% | +$5.24M |
|
173
Texas Instruments
TXN
$184B
| $199M | 0.11% | 1,107,858 -10,216 | -0.9% | -$1.84M |
|
174
Amgen
AMGN
$155B
| $194M | 0.11% | 621,889 -9,096 | -1% | -$2.83M |
|
175
Fiserv
FI
$75.1B
| $193M | 0.11% | 875,327 -53,866 | -6% | -$11.9M |
|