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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Public Storage
PSA
|
$177M |
| 3 |
Signet Jewelers
SIG
|
$144M |
| 4 |
Host Hotels & Resorts
HST
|
$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Fastenal
FAST
$55.1B
| $88.8M | 0.13% |
7,249,772
-343,440
| -5% | -$4.21M |
|
177
Booking.com
BKNG
$178B
| $88.5M | 0.13% |
68,698
-335
| -0.5% | -$432K |
|
178
Tyson Foods
TSN
$20B
| $87.9M | 0.13% |
1,318,826
-106,505
| -7% | -$7.1M |
|
179
Colgate-Palmolive
CL
$68.8B
| $87M | 0.13% |
1,231,318
+24,494
| +2% | +$1.73M |
|
180
General Motors
GM
$55.5B
| $86.9M | 0.13% |
2,764,170
-273,804
| -9% | -$8.61M |
|
181
Cigna
CI
$81.5B
| $86.3M | 0.13% |
628,624
+8,533
| +1% | +$1.17M |
|
|
Y
182
DELISTED
Alleghany Corporation
Y
| $85.1M | 0.12% |
171,418
-638
| -0.4% | -$317K |
|
183
Alibaba
BABA
$323B
| $84.6M | 0.12% |
1,070,945
+121,282
| +13% | +$9.58M |
|
184
Cabot Corp
CBT
$4.31B
| $84.6M | 0.12% |
1,749,544
+1,261,012
| +258% | +$60.9M |
|
185
Arch Capital
ACGL
$34.1B
| $84.2M | 0.12% |
3,551,319
-19,815
| -0.6% | -$470K |
|
186
Goldman Sachs
GS
$223B
| $83.6M | 0.12% |
532,733
-43,996
| -8% | -$6.91M |
|
187
Abbott
ABT
$231B
| $83.6M | 0.12% |
1,998,268
+40,798
| +2% | +$1.71M |
|
188
American International
AIG
$43.9B
| $83.3M | 0.12% |
1,540,868
-79,985
| -5% | -$4.32M |
|
189
Ingredion
INGR
$8.24B
| $83M | 0.12% |
777,108
+33,041
| +4% | +$3.53M |
|
190
Ryanair
RYAAY
$32.1B
| $82.8M | 0.12% |
2,411,750
-612,383
| -20% | -$21M |
|
|
ACC
191
DELISTED
American Campus Communities, Inc.
ACC
| $82.1M | 0.12% |
1,744,292
+1,384,815
| +385% | +$65.2M |
|
192
ConocoPhillips
COP
$116B
| $82M | 0.12% |
2,035,970
-657,211
| -24% | -$26.5M |
|
193
Lockheed Martin
LMT
$108B
| $81.4M | 0.12% |
367,590
+7,213
| +2% | +$1.6M |
|
194
American Express
AXP
$227B
| $81.2M | 0.12% |
1,322,306
+68
| +0% | +$4.18K |
|
195
Biogen
BIIB
$20.6B
| $81M | 0.12% |
311,151
+2,170
| +0.7% | +$565K |
|
|
TWC
196
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $80.8M | 0.12% |
394,785
+8,562
| +2% | +$1.75M |
|
197
Yum! Brands
YUM
$40.1B
| $80.5M | 0.12% |
1,367,507
-27,309
| -2% | -$1.61M |
|
198
Texas Instruments
TXN
$171B
| $80.4M | 0.12% |
1,400,714
+20,517
| +1% | +$1.18M |
|
|
AET
199
DELISTED
Aetna Inc
AET
| $79.8M | 0.12% |
710,286
-232,763
| -25% | -$26.2M |
|
200
Broadcom
AVGO
$1.58T
| $79.7M | 0.12% |
5,158,240
+1,523,990
| +42% | +$23.5M |
|