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 |
Exxon Mobil
XOM
|
$592M |
| 2 |
Simon Property Group
SPG
|
$512M |
| 3 |
Apple
AAPL
|
$484M |
| 4 |
JPMorgan Chase
JPM
|
$466M |
| 5 |
Wells Fargo
WFC
|
$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Colgate-Palmolive
CL
$67.9B
| $60.7M | 0.13% |
+1,060,106
| New | +$60.7M |
|
202
American Tower
AMT
$95.5B
| $60.5M | 0.13% |
+826,494
| New | +$60.5M |
|
203
Starbucks
SBUX
$100B
| $59.7M | 0.13% |
+912,253
| New | +$59.7M |
|
204
Petrobras
PBR
$79.9B
| $59.5M | 0.13% |
+4,434,765
| New | +$59.5M |
|
205
Cigna
CI
$80.3B
| $58.9M | 0.13% |
+812,613
| New | +$58.9M |
|
|
ACAS
206
DELISTED
American Capital Ltd
ACAS
| $58.8M | 0.13% |
+4,642,778
| New | +$58.8M |
|
|
WDR
207
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $58.6M | 0.13% |
+1,346,479
| New | +$58.6M |
|
208
Pebblebrook Hotel Trust
PEB
$1.32B
| $58.4M | 0.13% |
+2,258,561
| New | +$58.4M |
|
|
BRE
209
DELISTED
BRE PROPERTIES INC CL A
BRE
| $58.1M | 0.13% |
+1,161,544
| New | +$58.1M |
|
210
Brookfield Infrastructure Partners
BIP
$14.6B
| $58.1M | 0.13% |
+1,590,486
| New | +$58.1M |
|
211
Mondelez International
MDLZ
$79.5B
| $57.4M | 0.13% |
+2,012,403
| New | +$57.4M |
|
|
ASCMA
212
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $57.4M | 0.13% |
+735,379
| New | +$57.4M |
|
213
SBA Communications
SBAC
$22B
| $56.9M | 0.13% |
+767,951
| New | +$56.9M |
|
214
Avery Dennison
AVY
$13.4B
| $56.5M | 0.13% |
+1,321,088
| New | +$56.5M |
|
215
Nike
NKE
$114B
| $56.3M | 0.12% |
+883,986
| New | +$56.3M |
|
216
Expeditors International
EXPD
$16.4B
| $56.3M | 0.12% |
+1,480,113
| New | +$56.3M |
|
217
MetLife
MET
$54.1B
| $55.6M | 0.12% |
+1,215,010
| New | +$55.6M |
|
218
HP
HPQ
$26.7B
| $54.4M | 0.12% |
+2,191,680
| New | +$54.4M |
|
|
PEI
219
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $54.3M | 0.12% |
+2,874,446
| New | +$54.3M |
|
220
Factset
FDS
$14.1B
| $53.9M | 0.12% |
+529,088
| New | +$53.9M |
|
221
Duke Energy
DUK
$95.3B
| $53.4M | 0.12% |
+791,205
| New | +$53.4M |
|
222
Seagate
STX
$35.6B
| $53.2M | 0.12% |
+1,186,560
| New | +$53.2M |
|
|
GAP
223
The Gap, Inc.
GAP
$8.21B
| $52.9M | 0.12% |
+1,267,276
| New | +$52.9M |
|
224
Target
TGT
$43.6B
| $52.8M | 0.12% |
+766,132
| New | +$52.8M |
|
225
Molson Coors Class B
TAP
$9.98B
| $51.8M | 0.11% |
+1,082,393
| New | +$51.8M |
|