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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Amgen
AMGN
$151B
| $177M | 0.12% |
713,133
-75,308
| -10% | -$18.7M |
|
177
WEC Energy
WEC
$34.6B
| $177M | 0.12% |
1,891,377
+33,343
| +2% | +$3.12M |
|
178
Littelfuse
LFUS
$6.43B
| $176M | 0.12% |
665,057
+84,001
| +14% | +$22.2M |
|
|
PSB
179
DELISTED
PS Business Parks, Inc.
PSB
| $175M | 0.12% |
1,131,647
+14,518
| +1% | +$2.24M |
|
180
3M
MMM
$82.8B
| $174M | 0.12% |
1,082,258
-67,813
| -6% | -$10.9M |
|
181
Lowe's Companies
LOW
$148B
| $174M | 0.12% |
914,072
-68,429
| -7% | -$13M |
|
182
Icon
ICLR
$13.7B
| $172M | 0.12% |
873,508
-13,494
| -2% | -$2.65M |
|
183
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $168M | 0.12% |
1,541,000
+738,000
| +92% | +$80.3M |
|
184
Park Hotels & Resorts
PK
$2.42B
| $167M | 0.12% |
7,753,715
+47,289
| +0.6% | +$1.02M |
|
185
Boeing
BA
$174B
| $166M | 0.12% |
650,414
-31,417
| -5% | -$8M |
|
|
HR
186
DELISTED
Healthcare Realty Trust Incorporated
HR
| $164M | 0.12% |
5,410,479
-404,141
| -7% | -$12.3M |
|
187
Philip Morris
PM
$251B
| $163M | 0.11% |
1,838,892
-157,111
| -8% | -$13.9M |
|
|
SUM
188
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $161M | 0.11% |
5,856,409
-118,790
| -2% | -$3.27M |
|
189
MKS Inc. Common Stock
MKSI
$6.83B
| $160M | 0.11% |
860,608
+14,625
| +2% | +$2.71M |
|
190
Bright Horizons
BFAM
$6.62B
| $160M | 0.11% |
930,532
+53,315
| +6% | +$9.14M |
|
191
Brunswick
BC
$4.28B
| $159M | 0.11% |
1,664,090
-224,481
| -12% | -$21.4M |
|
192
Eversource Energy
ES
$23.5B
| $158M | 0.11% |
1,830,186
+45,534
| +3% | +$3.94M |
|
193
Intercontinental Exchange
ICE
$99.9B
| $157M | 0.11% |
1,408,362
+686,287
| +95% | +$76.6M |
|
194
Applied Materials
AMAT
$126B
| $156M | 0.11% |
1,168,881
-99,653
| -8% | -$13.3M |
|
195
ServiceNow
NOW
$186B
| $156M | 0.11% |
311,238
+9,348
| +3% | +$4.68M |
|
196
Weyerhaeuser
WY
$18.4B
| $151M | 0.11% |
4,254,221
+28,291
| +0.7% | +$1.01M |
|
197
Brookfield Renewable
BEP
$7.09B
| $151M | 0.11% |
3,545,044
+43,481
| +1% | +$1.85M |
|
198
Boston Properties
BXP
$11.9B
| $150M | 0.11% |
1,477,283
+147,739
| +11% | +$15M |
|
199
Realty Income
O
$53.3B
| $149M | 0.1% |
2,423,183
+338,717
| +16% | +$20.8M |
|
200
United Parcel Service
UPS
$71.6B
| $149M | 0.1% |
876,334
-68,764
| -7% | -$11.7M |
|