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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MGP
176
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $210M | 0.13% | 5,157,388 +140,868 | +3% | +$5.75M |
|
177
Texas Instruments
TXN
$184B
| $210M | 0.13% | 1,114,783 -234,160 | -17% | -$44.1M |
|
178
United Parcel Service
UPS
$74.1B
| $201M | 0.12% | 937,207 +25,454 | +3% | +$5.46M |
|
|
PSB
179
DELISTED
PS Business Parks, Inc.
PSB
| $200M | 0.12% | 1,092,053 +26,154 | +2% | +$4.8M |
|
180
PPG Industries
PPG
$25.1B
| $200M | 0.12% | 1,159,979 -9,729 | -0.8% | -$1.68M |
|
181
Novartis
NVS
$245B
| $199M | 0.12% | 2,278,193 +209,629 | +10% | +$18.3M |
|
182
Principal Active High Yield ETF
YLD
$369M
| $198M | 0.12% | +9,494,200 | New | +$198M |
|
183
Marathon Petroleum
MPC
$54.6B
| $196M | 0.12% | 3,069,871 -358,206 | -10% | -$22.9M |
|
184
Xcel Energy
XEL
$42.8B
| $196M | 0.12% | 2,899,532 +203,262 | +8% | +$13.8M |
|
185
ICICI Bank
IBN
$113B
| $195M | 0.12% | 9,862,610 +343,835 | +4% | +$6.8M |
|
186
Cable One
CABO
$909M
| $193M | 0.12% | 109,555 -2,568 | -2% | -$4.54M |
|
187
ServiceNow
NOW
$190B
| $193M | 0.12% | 296,994 +7,417 | +3% | +$4.81M |
|
188
Twilio
TWLO
$16.2B
| $187M | 0.11% | 703,915 +70,188 | +11% | +$18.7M |
|
189
Travel + Leisure Co
TNL
$4.11B
| $187M | 0.11% | 3,376,148 +87,786 | +3% | +$4.85M |
|
190
Bristol-Myers Squibb
BMY
$96B
| $183M | 0.11% | 2,940,946 -273,099 | -8% | -$17M |
|
191
Fidelity National Information Services
FIS
$36.5B
| $183M | 0.11% | 1,676,977 -25,957 | -2% | -$2.83M |
|
192
Applied Materials
AMAT
$128B
| $183M | 0.11% | 1,163,272 -40,787 | -3% | -$6.42M |
|
193
Lam Research
LRCX
$127B
| $177M | 0.11% | 245,712 +15,248 | +7% | +$11M |
|
194
Philip Morris
PM
$260B
| $174M | 0.1% | 1,834,008 -41,907 | -2% | -$3.98M |
|
195
Crown Castle
CCI
$43.2B
| $172M | 0.1% | 825,203 +9,950 | +1% | +$2.08M |
|
196
Realty Income
O
$53.7B
| $172M | 0.1% | 2,403,751 +192,511 | +9% | +$13.8M |
|
197
Eversource Energy
ES
$23.8B
| $172M | 0.1% | 1,890,594 +182,740 | +11% | +$16.6M |
|
|
ATVI
198
DELISTED
Activision Blizzard Inc.
ATVI
| $171M | 0.1% | 2,561,209 -27,099 | -1% | -$1.8M |
|
199
WEC Energy
WEC
$34.3B
| $168M | 0.1% | 1,734,758 +75,083 | +5% | +$7.29M |
|
200
Tyson Foods
TSN
$20.2B
| $168M | 0.1% | 1,926,411 -53,854 | -3% | -$4.69M |
|