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 |
Ventas
VTR
|
$199M |
| 2 |
Starbucks
SBUX
|
$140M |
| 3 |
Netflix
NFLX
|
$138M |
| 4 |
Tyler Technologies
TYL
|
$137M |
| 5 |
Aon
AON
|
$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Apple
AAPL
|
$309M |
| 3 |
Healthpeak Properties
DOC
|
$162M |
| 4 |
NXP Semiconductors
NXPI
|
$138M |
| 5 |
Equinix
EQIX
|
$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
PPG Industries
PPG
$24.8B
| $151M | 0.13% |
1,237,043
-29,535
| -2% | -$3.61M |
|
177
Wells Fargo
WFC
$253B
| $149M | 0.13% |
6,316,495
+333,641
| +6% | +$7.84M |
|
|
XYZ
178
Block, Inc.
XYZ
$45.7B
| $147M | 0.12% |
905,153
-84,062
| -8% | -$13.7M |
|
179
IBM
IBM
$232B
| $147M | 0.12% |
1,264,682
-70,073
| -5% | -$8.15M |
|
180
Hyatt Hotels
H
$13.8B
| $144M | 0.12% |
2,703,748
-11,792
| -0.4% | -$629K |
|
181
Steris
STE
$24.2B
| $143M | 0.12% |
813,401
+43,331
| +6% | +$7.63M |
|
182
Magna International
MGA
$12.9B
| $143M | 0.12% |
3,124,722
+157,568
| +5% | +$7.21M |
|
183
Nice
NICE
$8.67B
| $141M | 0.12% |
620,287
-127,423
| -17% | -$28.9M |
|
184
Advanced Micro Devices
AMD
$245B
| $140M | 0.12% |
1,709,768
-52,504
| -3% | -$4.3M |
|
185
Sabra Healthcare REIT
SBRA
$4.56B
| $136M | 0.11% |
9,844,300
+69,883
| +0.7% | +$963K |
|
186
Franco-Nevada
FNV
$37.3B
| $135M | 0.11% |
969,469
+49,853
| +5% | +$6.96M |
|
187
Lockheed Martin
LMT
$108B
| $135M | 0.11% |
352,737
-24,582
| -7% | -$9.42M |
|
188
Novartis
NVS
$251B
| $134M | 0.11% |
1,542,116
+64,683
| +4% | +$5.62M |
|
189
Realty Income
O
$54.2B
| $132M | 0.11% |
2,250,832
-25,796
| -1% | -$1.52M |
|
190
Illumina
ILMN
$15.7B
| $132M | 0.11% |
440,620
-6,251
| -1% | -$1.88M |
|
191
Trane Technologies
TT
$92.1B
| $132M | 0.11% |
1,091,769
+703,868
| +181% | +$85.3M |
|
192
Liberty Broadband Class A
LBRDA
$8.57B
| $132M | 0.11% |
929,931
-14,045
| -1% | -$1.99M |
|
193
Caterpillar
CAT
$198B
| $128M | 0.11% |
859,871
+83,756
| +11% | +$12.5M |
|
194
Nordson
NDSN
$12.6B
| $127M | 0.11% |
663,842
+31,450
| +5% | +$6.03M |
|
195
T-Mobile US
TMUS
$284B
| $127M | 0.11% |
1,110,760
-3,617
| -0.3% | -$414K |
|
196
Avery Dennison
AVY
$13.1B
| $127M | 0.11% |
990,071
-2,615
| -0.3% | -$334K |
|
|
WORK
197
DELISTED
Slack Technologies, Inc.
WORK
| $126M | 0.11% |
4,702,980
+39,556
| +0.8% | +$1.06M |
|
198
SAP
SAP
$313B
| $125M | 0.11% |
802,166
+52,089
| +7% | +$8.12M |
|
199
Crown Castle
CCI
$41.9B
| $124M | 0.1% |
746,227
-37,871
| -5% | -$6.31M |
|
200
Fair Isaac
FICO
$36.8B
| $123M | 0.1% |
290,145
+12,078
| +4% | +$5.14M |
|