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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brown & Brown
BRO
|
$94.2M |
| 5 |
Brookfield
BN
|
$89.3M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
WEC Energy
WEC
$34.3B
| $147M | 0.14% | 2,348,999 +39,316 | +2% | +$2.47M |
|
|
PX
177
DELISTED
Praxair Inc
PX
| $147M | 0.14% | 1,020,386 +42,462 | +4% | +$6.13M |
|
178
TJX Companies
TJX
$152B
| $147M | 0.14% | 1,801,237 +49,119 | +3% | +$4.01M |
|
|
DOC
179
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $146M | 0.14% | 9,378,395 +347,580 | +4% | +$5.41M |
|
180
BGC Group
BGC
$4.65B
| $145M | 0.14% | 10,797,309 +1,755,694 | +19% | +$23.6M |
|
181
Scotiabank
BNS
$77.6B
| $145M | 0.14% | 2,345,967 -36,215 | -2% | -$2.23M |
|
182
Teleflex
TFX
$5.59B
| $144M | 0.14% | 563,733 -11,310 | -2% | -$2.88M |
|
183
Thermo Fisher Scientific
TMO
$186B
| $144M | 0.14% | 695,312 -24,207 | -3% | -$5M |
|
184
TSMC
TSM
$1.2T
| $143M | 0.14% | 3,275,432 -193,295 | -6% | -$8.46M |
|
185
B&G Foods
BGS
$361M
| $142M | 0.14% | 6,012,445 +760,618 | +14% | +$18M |
|
186
Alaska Air
ALK
$7.24B
| $142M | 0.14% | 2,292,684 -89,660 | -4% | -$5.56M |
|
187
Eversource Energy
ES
$23.8B
| $141M | 0.14% | 2,400,202 +29,361 | +1% | +$1.73M |
|
188
Equity Residential
EQR
$25.3B
| $141M | 0.14% | 2,293,136 -4,979 | -0.2% | -$307K |
|
|
RTN
189
DELISTED
Raytheon Company
RTN
| $141M | 0.13% | 652,948 +153,501 | +31% | +$33.1M |
|
|
HPP
190
Hudson Pacific Properties
HPP
$1.07B
| $141M | 0.13% | 4,322,818 -530,185 | -11% | -$17.2M |
|
191
MSCI
MSCI
$43.9B
| $140M | 0.13% | 936,127 +6,983 | +0.8% | +$1.04M |
|
192
Eli Lilly
LLY
$657B
| $140M | 0.13% | 1,807,947 +138,746 | +8% | +$10.7M |
|
193
Enterprise Products Partners
EPD
$69.6B
| $139M | 0.13% | 5,688,613 +147,438 | +3% | +$3.61M |
|
194
VF Corp
VFC
$5.91B
| $139M | 0.13% | 1,877,427 -239,088 | -11% | -$17.7M |
|
195
Motorola Solutions
MSI
$78.7B
| $139M | 0.13% | 1,319,710 -365,282 | -22% | -$38.5M |
|
196
ConocoPhillips
COP
$124B
| $138M | 0.13% | 2,332,260 -159,760 | -6% | -$9.47M |
|
197
H.B. Fuller
FUL
$3.29B
| $137M | 0.13% | 2,762,750 +472,174 | +21% | +$23.5M |
|
198
Parker-Hannifin
PH
$96.2B
| $137M | 0.13% | 803,178 -6,661 | -0.8% | -$1.14M |
|
|
RDS.B
199
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $137M | 0.13% | 2,089,196 -52,509 | -2% | -$3.44M |
|
200
United Parcel Service
UPS
$74.1B
| $137M | 0.13% | 1,306,972 -22,577 | -2% | -$2.36M |
|