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 |
NVIDIA
NVDA
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Noble Corp
NE
$4.58B
| $170M | 0.1% |
3,817,791
+606,390
| +19% | +$27.1M |
|
177
Uber
UBER
$196B
| $167M | 0.1% |
2,297,804
-13,305
| -0.6% | -$967K |
|
178
Veeva Systems
VEEV
$44B
| $167M | 0.1% |
912,223
+837,593
| +1,122% | +$153M |
|
179
ConocoPhillips
COP
$124B
| $165M | 0.1% |
1,441,322
-100,142
| -6% | -$11.5M |
|
180
McKesson
MCK
$85.4B
| $165M | 0.1% |
281,775
+6,261
| +2% | +$3.66M |
|
181
Honeywell
HON
$139B
| $164M | 0.1% |
768,614
-10,735
| -1% | -$2.29M |
|
182
Ametek
AME
$42.7B
| $163M | 0.1% |
976,808
+702,674
| +256% | +$117M |
|
183
Yum China
YUMC
$16.4B
| $162M | 0.1% |
5,256,309
+836,194
| +19% | +$25.8M |
|
184
Goldman Sachs
GS
$226B
| $161M | 0.1% |
356,632
-8,305
| -2% | -$3.76M |
|
185
Carrier Global
CARR
$55.5B
| $160M | 0.1% |
2,541,377
-116,037
| -4% | -$7.32M |
|
186
Micron Technology
MU
$133B
| $158M | 0.09% |
1,203,019
-16,523
| -1% | -$2.17M |
|
187
Omnicom Group
OMC
$15.2B
| $157M | 0.09% |
1,749,173
-34,417
| -2% | -$3.09M |
|
188
S&P Global
SPGI
$167B
| $156M | 0.09% |
350,281
-385,691
| -52% | -$172M |
|
189
Williams-Sonoma
WSM
$23.1B
| $156M | 0.09% |
553,082
-31,034
| -5% | -$8.76M |
|
190
Kilroy Realty
KRC
$4.92B
| $152M | 0.09% |
4,864,179
-72,836
| -1% | -$2.27M |
|
191
AT&T
T
$209B
| $151M | 0.09% |
7,904,036
-116,770
| -1% | -$2.23M |
|
192
WIX.com
WIX
$7.85B
| $149M | 0.09% |
936,719
-8,906
| -0.9% | -$1.42M |
|
193
Booking.com
BKNG
$181B
| $149M | 0.09% |
37,587
-1,699
| -4% | -$6.73M |
|
194
Boston Scientific
BSX
$156B
| $146M | 0.09% |
1,898,717
-32,366
| -2% | -$2.49M |
|
195
Republic Services
RSG
$73B
| $146M | 0.09% |
751,279
+8,759
| +1% | +$1.7M |
|
196
Synopsys
SNPS
$112B
| $146M | 0.09% |
245,311
-2,731
| -1% | -$1.63M |
|
197
American Express
AXP
$231B
| $145M | 0.09% |
624,641
-14,287
| -2% | -$3.31M |
|
198
Expeditors International
EXPD
$16.4B
| $144M | 0.09% |
1,156,983
-166,090
| -13% | -$20.7M |
|
199
Icon
ICLR
$13.8B
| $144M | 0.09% |
460,456
+14,982
| +3% | +$4.7M |
|
200
First Industrial Realty Trust
FR
$6.97B
| $144M | 0.09% |
3,021,986
-76,935
| -2% | -$3.66M |
|