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 |
Idexx Laboratories
IDXX
|
$197M |
| 2 |
Welltower
WELL
|
$143M |
| 3 |
Healthcare Realty
HR
|
$133M |
| 4 |
Moody's
MCO
|
$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Fidelity National Information Services
FIS
$35.6B
| $152M | 0.12% |
2,005,882
+2,424
| +0.1% | +$183K |
|
177
Franco-Nevada
FNV
$36.6B
| $151M | 0.12% |
1,260,434
+70,700
| +6% | +$8.45M |
|
178
TSMC
TSM
$1.2T
| $151M | 0.12% |
2,195,643
-4,910
| -0.2% | -$337K |
|
179
Philip Morris
PM
$254B
| $150M | 0.12% |
1,809,996
-54,580
| -3% | -$4.53M |
|
180
Eversource Energy
ES
$23.5B
| $149M | 0.12% |
1,904,820
+28,949
| +2% | +$2.26M |
|
181
Crown Castle
CCI
$42.3B
| $148M | 0.12% |
1,024,378
-50,985
| -5% | -$7.37M |
|
182
Amgen
AMGN
$153B
| $148M | 0.12% |
656,815
-14,257
| -2% | -$3.21M |
|
183
Toronto Dominion Bank
TD
$128B
| $147M | 0.12% |
2,384,021
-50,613
| -2% | -$3.12M |
|
184
Realty Income
O
$53B
| $146M | 0.12% |
2,516,970
+982
| +0% | +$57.2K |
|
185
Sherwin-Williams
SHW
$90.5B
| $146M | 0.12% |
715,053
+18,650
| +3% | +$3.82M |
|
186
Lowe's Companies
LOW
$146B
| $145M | 0.12% |
772,622
-46,251
| -6% | -$8.69M |
|
187
PayPal
PYPL
$66.5B
| $144M | 0.11% |
1,674,720
-480,835
| -22% | -$41.4M |
|
188
United Parcel Service
UPS
$72.3B
| $143M | 0.11% |
885,245
-67,513
| -7% | -$10.9M |
|
189
Brookfield Renewable
BEPC
$5.92B
| $141M | 0.11% |
4,312,016
+241,739
| +6% | +$7.9M |
|
190
D.R. Horton
DHI
$51.3B
| $141M | 0.11% |
2,088,262
-648,997
| -24% | -$43.7M |
|
191
Nutrien
NTR
$27.6B
| $139M | 0.11% |
1,661,549
+645,297
| +63% | +$54.1M |
|
192
Intel
INTC
$105B
| $139M | 0.11% |
5,383,227
+144,144
| +3% | +$3.71M |
|
193
Marsh & McLennan
MMC
$101B
| $134M | 0.11% |
896,064
+41,706
| +5% | +$6.23M |
|
194
Schlumberger
SLB
$52.2B
| $133M | 0.11% |
3,714,063
+1,903,794
| +105% | +$68.3M |
|
195
IBM
IBM
$227B
| $131M | 0.1% |
1,104,659
-15,517
| -1% | -$1.84M |
|
196
AT&T
T
$208B
| $129M | 0.1% |
8,379,031
-123,481
| -1% | -$1.89M |
|
197
Credit Acceptance
CACC
$5.84B
| $128M | 0.1% |
292,539
-7,251
| -2% | -$3.18M |
|
198
Elevance Health
ELV
$72.4B
| $128M | 0.1% |
281,899
-7,422
| -3% | -$3.37M |
|
199
SAP
SAP
$316B
| $126M | 0.1% |
1,556,660
+279,375
| +22% | +$22.7M |
|
200
Cable One
CABO
$883M
| $126M | 0.1% |
147,802
+29,099
| +25% | +$24.8M |
|