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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Ascendis Pharma A/S
ASND
$12.7B
| $205M | 0.11% |
896,397
-130,010
|
|
||
177
Palo Alto Networks
PANW
$218B
| $204M | 0.11% |
1,273,637
+50,792
|
|
||
178
Graco
GGG
$12.4B
| $202M | 0.11% |
2,389,963
-16,346
|
|
||
179
Sherwin-Williams
SHW
$74.2B
| $198M | 0.11% |
616,198
-166,148
|
|
||
180
Steris
STE
$20.5B
| $197M | 0.11% |
890,562
+9,226
|
|
||
181
Credicorp
BAP
$24.5B
| $196M | 0.1% |
577,929
-1,302
|
|
||
182
Walt Disney
DIS
$172B
| $193M | 0.1% |
2,007,064
+8,253
|
|
||
183
Ryman Hospitality Properties
RHP
$7.52B
| $193M | 0.1% |
2,094,286
-342,092
|
|
||
184
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27B
| $192M | 0.1% |
5,224,371
-119,725
|
|
||
185
Procore
PCOR
$7.14B
| $191M | 0.1% |
3,357,361
-71,464
|
|
||
186
Monolithic Power Systems
MPWR
$77.6B
| $190M | 0.1% |
174,199
+6,934
|
|
||
187
Vertex Pharmaceuticals
VRTX
$113B
| $190M | 0.1% |
426,523
+11,423
|
|
||
188
Motorola Solutions
MSI
$67.1B
| $190M | 0.1% |
437,097
+73,665
|
|
||
189
Arista Networks
ANET
$199B
| $187M | 0.1% |
1,526,134
+54,262
|
|
||
190
Casey's General Stores
CASY
$28B
| $184M | 0.1% |
252,374
+5,294
|
|
||
191
Nasdaq
NDAQ
$49.1B
| $183M | 0.1% |
2,159,588
-49,914
|
|
||
192
Western Digital
WDC
$182B
| $183M | 0.1% |
676,042
-316,689
|
|
||
193
Williams-Sonoma
WSM
$24.3B
| $180M | 0.1% |
988,254
-26,389
|
|
||
194
Liberty Live Group Series C
LLYVK
$8.6B
| $180M | 0.1% |
1,908,977
+96,288
|
|
||
|
NTST
195
NETSTREIT Corp
NTST
$1.96B
| $180M | 0.1% |
9,535,801
+309,453
|
|
||
196
Pfizer
PFE
$148B
| $178M | 0.1% |
6,339,372
+32,564
|
|
||
197
Analog Devices
ADI
$201B
| $177M | 0.09% |
557,221
+8,047
|
|
||
198
Guidewire Software
GWRE
$10.8B
| $177M | 0.09% |
1,180,334
+997,992
|
|
||
199
Wintrust Financial
WTFC
$10.3B
| $176M | 0.09% |
1,265,800
-7,057
|
|
||
200
Union Pacific
UNP
$160B
| $173M | 0.09% |
714,233
+5,564
|
|