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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Equity Residential
EQR
$25.3B
| $152M | 0.11% |
2,591,700
+28,752
| +1% | +$1.69M |
|
177
WEC Energy
WEC
$34.3B
| $149M | 0.11% |
1,851,616
+40,603
| +2% | +$3.27M |
|
178
ServiceNow
NOW
$190B
| $148M | 0.11% |
265,273
-25,953
| -9% | -$14.5M |
|
179
IBM
IBM
$227B
| $147M | 0.11% |
1,050,744
-3,497
| -0.3% | -$491K |
|
180
Applied Materials
AMAT
$128B
| $147M | 0.11% |
1,063,905
-77,472
| -7% | -$10.7M |
|
181
Honeywell
HON
$139B
| $145M | 0.1% |
787,290
-8,214
| -1% | -$1.52M |
|
182
Lam Research
LRCX
$127B
| $144M | 0.1% |
230,108
-4,289
| -2% | -$2.69M |
|
183
Omnicom Group
OMC
$15.2B
| $141M | 0.1% |
1,894,753
+58,943
| +3% | +$4.39M |
|
184
Brookfield Renewable
BEP
$7.2B
| $141M | 0.1% |
6,490,296
+57,177
| +0.9% | +$1.24M |
|
185
Lowe's Companies
LOW
$145B
| $140M | 0.1% |
674,291
-16,262
| -2% | -$3.38M |
|
186
United Parcel Service
UPS
$74.1B
| $136M | 0.1% |
874,474
-4,120
| -0.5% | -$642K |
|
187
GE Aerospace
GE
$292B
| $133M | 0.1% |
1,202,894
-12,701
| -1% | -$1.4M |
|
188
Sempra
SRE
$53.9B
| $132M | 0.09% |
1,934,622
+979,419
| +103% | +$66.6M |
|
189
Automatic Data Processing
ADP
$123B
| $128M | 0.09% |
533,799
+1,839
| +0.3% | +$442K |
|
190
Booking.com
BKNG
$181B
| $128M | 0.09% |
41,525
-1,862
| -4% | -$5.74M |
|
191
Icon
ICLR
$13.8B
| $128M | 0.09% |
518,073
-4,394
| -0.8% | -$1.08M |
|
192
RTX Corp
RTX
$212B
| $127M | 0.09% |
1,761,942
-176,875
| -9% | -$12.7M |
|
193
TJX Companies
TJX
$152B
| $126M | 0.09% |
1,421,761
-13,666
| -1% | -$1.21M |
|
194
Gilead Sciences
GILD
$140B
| $126M | 0.09% |
1,678,973
+107,844
| +7% | +$8.08M |
|
195
Marriott Vacations Worldwide
VAC
$2.7B
| $126M | 0.09% |
1,250,224
-21,731
| -2% | -$2.19M |
|
196
TransUnion
TRU
$17.2B
| $126M | 0.09% |
1,749,313
-1,466,496
| -46% | -$105M |
|
197
Cemex
CX
$13.2B
| $126M | 0.09% |
19,312,861
+61,954
| +0.3% | +$403K |
|
198
BCE
BCE
$23.3B
| $124M | 0.09% |
3,260,659
-1,882,169
| -37% | -$71.9M |
|
199
Synopsys
SNPS
$112B
| $121M | 0.09% |
264,472
-3,723
| -1% | -$1.71M |
|
|
DFS
200
DELISTED
Discover Financial Services
DFS
| $121M | 0.09% |
1,397,118
-612,395
| -30% | -$53.1M |
|