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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
S&P Global
SPGI
$167B
| $189M | 0.1% |
365,737
+15,456
| +4% | +$7.98M |
|
177
Schlumberger
SLB
$55B
| $188M | 0.1% |
4,487,067
+332,500
| +8% | +$13.9M |
|
178
Marsh & McLennan
MMC
$101B
| $187M | 0.1% |
839,757
+24,624
| +3% | +$5.49M |
|
179
Hershey
HSY
$37.3B
| $187M | 0.1% |
972,836
+389,404
| +67% | +$74.7M |
|
180
Uber
UBER
$196B
| $185M | 0.1% |
2,460,332
+162,528
| +7% | +$12.2M |
|
181
AT&T
T
$209B
| $183M | 0.1% |
8,306,930
+402,894
| +5% | +$8.86M |
|
182
Regeneron Pharmaceuticals
REGN
$61.5B
| $182M | 0.1% |
173,092
+2,828
| +2% | +$2.97M |
|
183
Goldman Sachs
GS
$226B
| $180M | 0.1% |
364,276
+7,644
| +2% | +$3.78M |
|
184
Kilroy Realty
KRC
$4.92B
| $180M | 0.1% |
4,644,147
-220,032
| -5% | -$8.52M |
|
185
Noble Corp
NE
$4.58B
| $180M | 0.1% |
4,970,073
+1,152,282
| +30% | +$41.6M |
|
|
ANSS
186
DELISTED
Ansys
ANSS
| $180M | 0.1% |
563,427
-2,712
| -0.5% | -$864K |
|
187
American Express
AXP
$231B
| $177M | 0.1% |
653,012
+28,371
| +5% | +$7.69M |
|
188
Lowe's Companies
LOW
$145B
| $176M | 0.1% |
649,601
+24,812
| +4% | +$6.72M |
|
189
Omnicom Group
OMC
$15.2B
| $174M | 0.1% |
1,687,553
-61,620
| -4% | -$6.37M |
|
190
Graco
GGG
$14.1B
| $174M | 0.1% |
1,990,742
+1,412,704
| +244% | +$124M |
|
|
LINE
191
Lineage, Inc. Common Stock
LINE
$9.59B
| $173M | 0.09% |
+2,208,682
| New | +$173M |
|
192
Enterprise Products Partners
EPD
$69.6B
| $172M | 0.09% |
5,923,121
-34,746
| -0.6% | -$1.01M |
|
193
Icon
ICLR
$13.8B
| $170M | 0.09% |
591,073
+130,617
| +28% | +$37.5M |
|
194
Amphenol
APH
$133B
| $169M | 0.09% |
2,591,323
+1,101,368
| +74% | +$71.8M |
|
195
Boston Scientific
BSX
$156B
| $168M | 0.09% |
2,010,441
+111,724
| +6% | +$9.36M |
|
196
Booking.com
BKNG
$181B
| $167M | 0.09% |
39,597
+2,010
| +5% | +$8.47M |
|
197
Fiserv
FI
$75.1B
| $166M | 0.09% |
922,010
-2,760
| -0.3% | -$496K |
|
198
Honeywell
HON
$139B
| $165M | 0.09% |
797,426
+28,812
| +4% | +$5.96M |
|
199
Xcel Energy
XEL
$42.8B
| $164M | 0.09% |
2,512,582
-22,726
| -0.9% | -$1.48M |
|
200
Nike
NKE
$114B
| $164M | 0.09% |
1,849,806
-42,695
| -2% | -$3.77M |
|