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 |
Digital Realty Trust
DLR
|
$398M |
| 2 |
Brookfield Asset Management
BAM
|
$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
$250M |
| 4 |
Welltower
WELL
|
$222M |
| 5 |
Yum China
YUMC
|
$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
$368M |
| 2 |
Equinix
EQIX
|
$246M |
| 3 |
Brookfield
BN
|
$220M |
| 4 |
Guidewire Software
GWRE
|
$202M |
| 5 |
Lennar Class A
LEN
|
$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.79% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
176
DELISTED
Ansys
ANSS
| $161M | 0.12% |
665,613
-229,298
| -26% | -$55.4M |
|
177
Brookfield Renewable
BEP
$7.09B
| $160M | 0.12% |
6,333,427
+122,390
| +2% | +$3.1M |
|
178
TSMC
TSM
$1.22T
| $160M | 0.12% |
2,148,776
-46,867
| -2% | -$3.49M |
|
179
Target
TGT
$42.1B
| $160M | 0.12% |
1,072,273
-101,473
| -9% | -$15.1M |
|
180
Cummins
CMI
$55.2B
| $160M | 0.12% |
659,522
+393,989
| +148% | +$95.5M |
|
|
SUM
181
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $158M | 0.12% |
5,551,081
-1,728,530
| -24% | -$49.1M |
|
182
Ross Stores
ROST
$50B
| $155M | 0.12% |
1,336,947
-909,664
| -40% | -$106M |
|
183
SAP
SAP
$317B
| $154M | 0.12% |
1,494,008
-62,652
| -4% | -$6.47M |
|
184
Realty Income
O
$53.3B
| $153M | 0.12% |
2,418,031
-98,939
| -4% | -$6.28M |
|
185
Equity Residential
EQR
$25B
| $153M | 0.12% |
2,595,109
-113,642
| -4% | -$6.7M |
|
186
T-Mobile US
TMUS
$284B
| $153M | 0.12% |
1,091,519
-39,822
| -4% | -$5.58M |
|
187
IBM
IBM
$230B
| $152M | 0.11% |
1,076,198
-28,461
| -3% | -$4.01M |
|
188
AT&T
T
$212B
| $150M | 0.11% |
8,171,386
-207,645
| -2% | -$3.82M |
|
189
United Parcel Service
UPS
$71.6B
| $150M | 0.11% |
862,038
-23,207
| -3% | -$4.03M |
|
190
Oracle
ORCL
$626B
| $149M | 0.11% |
1,826,546
-23,213
| -1% | -$1.9M |
|
191
Caterpillar
CAT
$197B
| $147M | 0.11% |
615,145
-371,536
| -38% | -$89M |
|
192
Lowe's Companies
LOW
$148B
| $146M | 0.11% |
732,624
-39,998
| -5% | -$7.97M |
|
193
Marsh & McLennan
MMC
$101B
| $146M | 0.11% |
881,956
-14,108
| -2% | -$2.33M |
|
194
Lockheed Martin
LMT
$107B
| $145M | 0.11% |
297,252
-13,010
| -4% | -$6.33M |
|
195
Pinduoduo
PDD
$176B
| $143M | 0.11% |
1,752,270
+692,878
| +65% | +$56.5M |
|
196
Elevance Health
ELV
$69.4B
| $141M | 0.11% |
274,545
-7,354
| -3% | -$3.77M |
|
197
Credit Acceptance
CACC
$5.85B
| $134M | 0.1% |
281,541
-10,998
| -4% | -$5.22M |
|
198
Fidelity National Information Services
FIS
$35.9B
| $133M | 0.1% |
1,961,699
-44,183
| -2% | -$3M |
|
199
Goldman Sachs
GS
$227B
| $131M | 0.1% |
382,080
-13,276
| -3% | -$4.56M |
|
200
Gilead Sciences
GILD
$140B
| $130M | 0.1% |
1,516,355
-35,631
| -2% | -$3.06M |
|