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
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Kilroy Realty
KRC
$4.92B
| $165M | 0.11% |
5,477,798
-74,920
| -1% | -$2.25M |
|
177
ServiceNow
NOW
$190B
| $164M | 0.11% |
291,226
-436
| -0.1% | -$245K |
|
178
ConocoPhillips
COP
$124B
| $160M | 0.11% |
1,544,076
-143,828
| -9% | -$14.9M |
|
179
WEC Energy
WEC
$34.3B
| $160M | 0.11% |
1,811,013
-109,966
| -6% | -$9.7M |
|
180
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$922M
| $160M | 0.11% |
3,853,922
-67
| -0% | -$2.77K |
|
181
United Parcel Service
UPS
$74.1B
| $157M | 0.11% |
878,594
+10,682
| +1% | +$1.91M |
|
182
Marriott Vacations Worldwide
VAC
$2.7B
| $156M | 0.11% |
1,271,955
-81,809
| -6% | -$10M |
|
183
Lowe's Companies
LOW
$145B
| $156M | 0.11% |
690,553
-25,469
| -4% | -$5.75M |
|
184
Intel
INTC
$107B
| $155M | 0.11% |
4,626,783
-381,114
| -8% | -$12.7M |
|
185
Ares Management
ARES
$39.3B
| $153M | 0.1% |
1,590,229
-48,126
| -3% | -$4.64M |
|
186
Lam Research
LRCX
$127B
| $151M | 0.1% |
234,397
-10,739
| -4% | -$6.9M |
|
187
Caterpillar
CAT
$196B
| $147M | 0.1% |
599,233
-18,694
| -3% | -$4.6M |
|
188
Ross Stores
ROST
$48.1B
| $144M | 0.1% |
1,287,981
-22,945
| -2% | -$2.57M |
|
189
Realty Income
O
$53.7B
| $143M | 0.1% |
2,394,839
-43,552
| -2% | -$2.6M |
|
190
Lincoln Electric
LECO
$13.4B
| $142M | 0.1% |
712,735
-44,854
| -6% | -$8.91M |
|
191
IBM
IBM
$227B
| $141M | 0.1% |
1,054,241
-32,250
| -3% | -$4.32M |
|
192
Amgen
AMGN
$155B
| $141M | 0.1% |
634,275
-14,160
| -2% | -$3.14M |
|
193
Sempra
SRE
$53.9B
| $139M | 0.1% |
955,203
+111,146
| +13% | +$16.2M |
|
194
Carrier Global
CARR
$55.5B
| $137M | 0.09% |
2,752,240
+1,670,206
| +154% | +$83M |
|
|
195
Cemex
CX
$13.2B
| $136M | 0.09% |
19,250,907
+15,656,187
| +436% | +$111M |
|
196
Gildan
GIL
$8.14B
| $136M | 0.09% |
4,222,713
+95,882
| +2% | +$3.09M |
|
197
Brookfield Renewable
BEPC
$6.05B
| $136M | 0.09% |
4,322,365
-17,121
| -0.4% | -$540K |
|
198
Lockheed Martin
LMT
$106B
| $134M | 0.09% |
291,179
+383
| +0.1% | +$176K |
|
199
T-Mobile US
TMUS
$284B
| $134M | 0.09% |
964,858
-42,241
| -4% | -$5.87M |
|
200
CVS Health
CVS
$92.8B
| $134M | 0.09% |
1,937,208
+21,731
| +1% | +$1.5M |
|