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 |
Microsoft
MSFT
|
$344M |
| 2 |
Moody's
MCO
|
$284M |
| 3 |
VICI Properties
VICI
|
$249M |
| 4 |
Progressive
PGR
|
$246M |
| 5 |
Amazon
AMZN
|
$167M |
Top Sells
| 1 |
Salesforce
CRM
|
$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
$202M |
| 3 |
Healthcare Realty
HR
|
$179M |
| 4 |
Etsy
ETSY
|
$168M |
| 5 |
Charter Communications
CHTR
|
$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Ross Stores
ROST
$49.4B
| $168M | 0.12% |
2,392,281
+47,278
| +2% | +$3.32M |
|
177
Canadian National Railway
CNI
$60.3B
| $166M | 0.12% |
1,482,257
-163,151
| -10% | -$18.3M |
|
178
Trane Technologies
TT
$92.1B
| $166M | 0.12% |
1,278,613
-61,713
| -5% | -$8.01M |
|
|
SUM
179
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $164M | 0.12% |
7,154,806
+465,582
| +7% | +$10.7M |
|
180
Amgen
AMGN
$153B
| $163M | 0.12% |
671,072
-3,242
| -0.5% | -$789K |
|
181
Intuitive Surgical
ISRG
$167B
| $163M | 0.12% |
811,775
-14,583
| -2% | -$2.93M |
|
182
WEC Energy
WEC
$34.7B
| $163M | 0.12% |
1,617,915
+33,422
| +2% | +$3.36M |
|
183
Canadian Pacific Kansas City
CP
$70.3B
| $161M | 0.12% |
2,316,300
-278,816
| -11% | -$19.4M |
|
|
HR
184
DELISTED
Healthcare Realty Trust Incorporated
HR
| $161M | 0.12% |
5,923,295
+16,357
| +0.3% | +$445K |
|
185
Toronto Dominion Bank
TD
$127B
| $159M | 0.12% |
2,434,634
-164,314
| -6% | -$10.8M |
|
186
Eversource Energy
ES
$23.6B
| $158M | 0.12% |
1,875,871
+82,865
| +5% | +$7M |
|
|
DFS
187
DELISTED
Discover Financial Services
DFS
| $158M | 0.12% |
1,672,498
-37,452
| -2% | -$3.54M |
|
188
IBM
IBM
$232B
| $158M | 0.12% |
1,120,176
+75,896
| +7% | +$10.7M |
|
189
Franco-Nevada
FNV
$37.3B
| $156M | 0.12% |
1,189,734
-137,373
| -10% | -$18.1M |
|
190
Sherwin-Williams
SHW
$92.9B
| $156M | 0.12% |
696,403
+82,228
| +13% | +$18.4M |
|
191
ServiceNow
NOW
$190B
| $156M | 0.12% |
327,165
+12,281
| +4% | +$5.84M |
|
192
Howard Hughes
HHH
$4.69B
| $155M | 0.11% |
2,382,394
-205,166
| -8% | -$13.3M |
|
193
Cable One
CABO
$922M
| $153M | 0.11% |
118,703
+2,509
| +2% | +$3.23M |
|
|
194
Charter Communications
CHTR
$35.7B
| $153M | 0.11% |
325,698
-301,656
| -48% | -$141M |
|
195
T-Mobile US
TMUS
$284B
| $152M | 0.11% |
1,133,289
+88,478
| +8% | +$11.9M |
|
196
ConocoPhillips
COP
$116B
| $152M | 0.11% |
1,695,531
-38,582
| -2% | -$3.47M |
|
197
PayPal
PYPL
$65.2B
| $151M | 0.11% |
2,155,555
-1,905,944
| -47% | -$133M |
|
198
Equity Residential
EQR
$25.5B
| $146M | 0.11% |
2,025,015
+1,593,884
| +370% | +$115M |
|
199
Brookfield Renewable
BEPC
$5.96B
| $145M | 0.11% |
4,070,277
+1,643,593
| +68% | +$58.5M |
|
200
Lowe's Companies
LOW
$151B
| $143M | 0.11% |
818,873
-30,325
| -4% | -$5.3M |
|