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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Novartis
NVS
$249B
| $201M | 0.13% |
2,293,107
+14,914
| +0.7% | +$1.31M |
|
177
United Parcel Service
UPS
$71.6B
| $199M | 0.13% |
929,420
-7,787
| -0.8% | -$1.67M |
|
178
Travel + Leisure Co
TNL
$4.12B
| $197M | 0.12% |
3,403,622
+27,474
| +0.8% | +$1.59M |
|
179
Crown Castle
CCI
$41.6B
| $195M | 0.12% |
1,056,475
+231,272
| +28% | +$42.7M |
|
|
PSB
180
DELISTED
PS Business Parks, Inc.
PSB
| $195M | 0.12% |
1,158,712
+66,659
| +6% | +$11.2M |
|
181
Weyerhaeuser
WY
$18.4B
| $194M | 0.12% |
5,111,810
-494,841
| -9% | -$18.8M |
|
182
Enterprise Products Partners
EPD
$68.9B
| $194M | 0.12% |
7,497,663
+2,365,880
| +46% | +$61.1M |
|
183
Oracle
ORCL
$626B
| $191M | 0.12% |
2,306,264
-119,788
| -5% | -$9.91M |
|
184
Xcel Energy
XEL
$42.7B
| $190M | 0.12% |
2,626,084
-273,448
| -9% | -$19.7M |
|
185
Principal Active High Yield ETF
YLD
$368M
| $189M | 0.12% |
9,494,200
| – | – |
|
|
DFS
186
DELISTED
Discover Financial Services
DFS
| $188M | 0.12% |
1,709,950
-265,823
| -13% | -$29.3M |
|
187
ICICI Bank
IBN
$114B
| $187M | 0.12% |
9,872,604
+9,994
| +0.1% | +$189K |
|
188
Fidelity National Information Services
FIS
$35.9B
| $186M | 0.12% |
1,856,401
+179,424
| +11% | +$18M |
|
189
CVS Health
CVS
$93.5B
| $183M | 0.12% |
1,807,428
+242,134
| +15% | +$24.5M |
|
190
Expeditors International
EXPD
$16.5B
| $177M | 0.11% |
1,711,829
+67,672
| +4% | +$6.98M |
|
191
ServiceNow
NOW
$186B
| $175M | 0.11% |
314,884
+17,890
| +6% | +$9.96M |
|
192
ConocoPhillips
COP
$120B
| $173M | 0.11% |
1,734,113
+35,500
| +2% | +$3.55M |
|
193
Credit Acceptance
CACC
$5.85B
| $173M | 0.11% |
313,920
-67,594
| -18% | -$37.2M |
|
194
RTX Corp
RTX
$212B
| $172M | 0.11% |
1,737,832
-18,390
| -1% | -$1.82M |
|
195
Lowe's Companies
LOW
$148B
| $172M | 0.11% |
849,198
-43,580
| -5% | -$8.81M |
|
196
Ares Management
ARES
$39.5B
| $171M | 0.11% |
2,106,974
+67,426
| +3% | +$5.48M |
|
197
Cable One
CABO
$903M
| $170M | 0.11% |
116,194
+6,639
| +6% | +$9.72M |
|
198
Philip Morris
PM
$251B
| $170M | 0.11% |
1,809,659
-24,349
| -1% | -$2.29M |
|
199
Park Hotels & Resorts
PK
$2.42B
| $170M | 0.11% |
8,685,748
+1,006,254
| +13% | +$19.7M |
|
200
Realty Income
O
$53.3B
| $168M | 0.11% |
2,422,791
+19,040
| +0.8% | +$1.32M |
|