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
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Honeywell
HON
$139B
| $163M | 0.1% |
776,703
-10,587
| -1% | -$2.22M |
|
177
Cemex
CX
$13.2B
| $161M | 0.1% |
20,833,868
+1,521,007
| +8% | +$11.8M |
|
178
RTX Corp
RTX
$212B
| $161M | 0.1% |
1,912,702
+150,760
| +9% | +$12.7M |
|
179
Philip Morris
PM
$260B
| $161M | 0.1% |
1,706,111
-9,712
| -0.6% | -$914K |
|
180
Omnicom Group
OMC
$15.2B
| $158M | 0.1% |
1,829,428
-65,325
| -3% | -$5.65M |
|
181
CVS Health
CVS
$92.8B
| $157M | 0.1% |
1,994,508
+287,009
| +17% | +$22.7M |
|
182
Marsh & McLennan
MMC
$101B
| $157M | 0.1% |
829,203
-44,092
| -5% | -$8.35M |
|
183
WEC Energy
WEC
$34.3B
| $156M | 0.1% |
1,850,917
-699
| -0% | -$58.8K |
|
184
Carrier Global
CARR
$55.5B
| $154M | 0.1% |
2,673,082
-117,026
| -4% | -$6.72M |
|
185
GE Aerospace
GE
$292B
| $153M | 0.1% |
1,202,080
-814
| -0.1% | -$104K |
|
186
Canadian Pacific Kansas City
CP
$69.9B
| $150M | 0.1% |
1,892,368
-593,293
| -24% | -$47.2M |
|
187
Vertex Pharmaceuticals
VRTX
$100B
| $150M | 0.1% |
368,728
+40,005
| +12% | +$16.3M |
|
|
DFS
188
DELISTED
Discover Financial Services
DFS
| $147M | 0.09% |
1,312,058
-85,060
| -6% | -$9.56M |
|
189
Lowe's Companies
LOW
$145B
| $145M | 0.09% |
652,876
-21,415
| -3% | -$4.77M |
|
190
Brown-Forman Class B
BF.B
$14.2B
| $144M | 0.09% |
2,527,136
+2,007,970
| +387% | +$115M |
|
191
NNN REIT
NNN
$8.1B
| $144M | 0.09% |
3,345,957
+2,673,146
| +397% | +$115M |
|
192
Sempra
SRE
$53.9B
| $144M | 0.09% |
1,920,370
-14,252
| -0.7% | -$1.07M |
|
193
Booking.com
BKNG
$181B
| $142M | 0.09% |
39,969
-1,556
| -4% | -$5.52M |
|
194
Uber
UBER
$196B
| $142M | 0.09% |
2,300,656
+2,171,210
| +1,677% | +$134M |
|
195
Goldman Sachs
GS
$226B
| $139M | 0.09% |
359,287
-7,205
| -2% | -$2.78M |
|
196
Suncor Energy
SU
$50.1B
| $138M | 0.09% |
4,300,392
+1,365,044
| +47% | +$43.9M |
|
197
United Parcel Service
UPS
$74.1B
| $136M | 0.09% |
866,069
-8,405
| -1% | -$1.32M |
|
198
AT&T
T
$209B
| $134M | 0.09% |
7,967,898
-60,558
| -0.8% | -$1.02M |
|
199
Icon
ICLR
$13.8B
| $134M | 0.09% |
471,929
-46,144
| -9% | -$13.1M |
|
200
Synopsys
SNPS
$112B
| $133M | 0.09% |
259,177
-5,295
| -2% | -$2.73M |
|