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 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Qualcomm
QCOM
$172B
| $146M | 0.13% |
2,286,162
+47,865
| +2% | +$3.06M |
|
|
RDS.B
202
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $146M | 0.13% |
2,141,705
+100,012
| +5% | +$6.83M |
|
|
STAY
203
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $146M | 0.13% |
7,689,077
+978,625
| +15% | +$18.6M |
|
|
CDK
204
DELISTED
CDK Global, Inc.
CDK
| $145M | 0.13% |
2,037,456
-493,683
| -20% | -$35.2M |
|
205
Applied Materials
AMAT
$126B
| $143M | 0.13% |
2,804,152
-1,828
| -0.1% | -$93.4K |
|
206
Teleflex
TFX
$5.7B
| $143M | 0.13% |
575,043
-40,339
| -7% | -$10M |
|
207
CVS Health
CVS
$93.5B
| $143M | 0.13% |
1,970,055
-314,690
| -14% | -$22.8M |
|
208
Elevance Health
ELV
$69.4B
| $143M | 0.13% |
633,935
-299,067
| -32% | -$67.3M |
|
209
Eli Lilly
LLY
$666B
| $141M | 0.13% |
1,669,201
+177,006
| +12% | +$14.9M |
|
210
PayPal
PYPL
$65.4B
| $141M | 0.13% |
1,913,455
-33,947
| -2% | -$2.5M |
|
211
Adient
ADNT
$1.99B
| $141M | 0.13% |
1,789,936
+235,103
| +15% | +$18.5M |
|
212
Caterpillar
CAT
$197B
| $140M | 0.13% |
887,068
+22,667
| +3% | +$3.57M |
|
213
Biogen
BIIB
$20.5B
| $139M | 0.13% |
435,361
-17,175
| -4% | -$5.47M |
|
214
TSMC
TSM
$1.22T
| $138M | 0.13% |
3,468,727
+97,092
| +3% | +$3.85M |
|
215
Sinclair Inc
SBGI
$975M
| $138M | 0.13% |
3,632,877
-1,096,539
| -23% | -$41.5M |
|
216
ConocoPhillips
COP
$120B
| $137M | 0.13% |
2,492,020
-93,734
| -4% | -$5.15M |
|
217
Thermo Fisher Scientific
TMO
$185B
| $137M | 0.13% |
719,519
-87,326
| -11% | -$16.6M |
|
218
BGC Group
BGC
$4.74B
| $137M | 0.13% |
14,059,711
-614,574
| -4% | -$5.97M |
|
219
Sempra
SRE
$53.6B
| $136M | 0.13% |
2,547,640
+40,270
| +2% | +$2.15M |
|
220
Nike
NKE
$111B
| $134M | 0.12% |
2,145,275
-195,700
| -8% | -$12.2M |
|
221
TJX Companies
TJX
$157B
| $134M | 0.12% |
3,504,236
+130,422
| +4% | +$4.99M |
|
222
Fastenal
FAST
$57.7B
| $133M | 0.12% |
9,697,196
-179,660
| -2% | -$2.46M |
|
223
Waste Management
WM
$90.6B
| $132M | 0.12% |
1,533,981
-159,896
| -9% | -$13.8M |
|
|
TWX
224
DELISTED
Time Warner Inc
TWX
| $131M | 0.12% |
1,430,637
-464,243
| -24% | -$42.5M |
|
225
Brown-Forman Class B
BF.B
$13.3B
| $131M | 0.12% |
2,972,152
-56,720
| -2% | -$2.49M |
|