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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Gilead Sciences
GILD
$140B
| $132M | 0.15% | 1,765,667 +12,068 | +0.7% | +$902K |
|
177
Howard Hughes
HHH
$4.53B
| $130M | 0.14% | 2,570,582 +268,827 | +12% | +$13.6M |
|
178
Hyatt Hotels
H
$13.8B
| $128M | 0.14% | 2,673,815 +237,907 | +10% | +$11.4M |
|
179
RTX Corp
RTX
$212B
| $126M | 0.14% | 1,330,785 +6,391 | +0.5% | +$603K |
|
180
Public Storage
PSA
$51.7B
| $125M | 0.14% | 630,589 -311,690 | -33% | -$61.9M |
|
|
WORK
181
DELISTED
Slack Technologies, Inc.
WORK
| $123M | 0.14% | 4,591,184 -757,238 | -14% | -$20.3M |
|
182
Lockheed Martin
LMT
$106B
| $123M | 0.14% | 362,100 -3,740 | -1% | -$1.27M |
|
183
Boeing
BA
$177B
| $123M | 0.14% | 821,392 -118,264 | -13% | -$17.6M |
|
184
Morgan Stanley
MS
$240B
| $122M | 0.14% | 3,593,240 +1,831,911 | +104% | +$62.3M |
|
185
Parker-Hannifin
PH
$96.2B
| $120M | 0.13% | 922,507 -966 | -0.1% | -$125K |
|
|
DFS
186
DELISTED
Discover Financial Services
DFS
| $120M | 0.13% | 3,350,529 -76,438 | -2% | -$2.73M |
|
187
Novartis
NVS
$245B
| $119M | 0.13% | 1,440,423 -2,485 | -0.2% | -$205K |
|
188
U-Haul Holding Co
UHAL
$10.8B
| $116M | 0.13% | 399,954 -8,462 | -2% | -$2.46M |
|
189
Qualcomm
QCOM
$173B
| $113M | 0.13% | 1,677,408 +32,214 | +2% | +$2.18M |
|
190
Crown Castle
CCI
$43.2B
| $113M | 0.13% | 782,557 -754,900 | -49% | -$109M |
|
191
Illumina
ILMN
$15.8B
| $111M | 0.12% | 407,216 +15,249 | +4% | +$4.16M |
|
192
MKS Inc. Common Stock
MKSI
$6.94B
| $109M | 0.12% | 1,332,837 -213,874 | -14% | -$17.4M |
|
193
CVS Health
CVS
$92.8B
| $108M | 0.12% | 1,818,380 -18,283 | -1% | -$1.08M |
|
194
Realty Income
O
$53.7B
| $107M | 0.12% | 2,148,621 +63,374 | +3% | +$3.16M |
|
195
Nice
NICE
$8.73B
| $106M | 0.12% | 741,324 +50,362 | +7% | +$7.23M |
|
196
EOG Resources
EOG
$68.2B
| $106M | 0.12% | 2,945,971 +219,381 | +8% | +$7.88M |
|
197
PPG Industries
PPG
$25.1B
| $103M | 0.11% | 1,234,909 +176,668 | +17% | +$14.8M |
|
198
Brookfield Renewable
BEP
$7.2B
| $103M | 0.11% | 2,428,428 +5,178 | +0.2% | +$220K |
|
199
Altria Group
MO
$113B
| $103M | 0.11% | 2,666,843 -21,379 | -0.8% | -$827K |
|
200
VF Corp
VFC
$5.91B
| $102M | 0.11% | 1,891,890 +133,270 | +8% | +$7.21M |
|