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
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Shopify
SHOP
$184B
| $153M | 0.1% | 112,674 +9,004 | +9% | +$12.2M |
|
202
Ares Management
ARES
$39.3B
| $152M | 0.1% | 2,057,684 +530,172 | +35% | +$39.1M |
|
203
Bright Horizons
BFAM
$6.71B
| $151M | 0.1% | 1,084,428 -22,526 | -2% | -$3.14M |
|
204
Amgen
AMGN
$155B
| $151M | 0.1% | 708,229 -7,119 | -1% | -$1.51M |
|
205
IBM
IBM
$227B
| $150M | 0.1% | 1,077,841 -12,010 | -1% | -$1.67M |
|
206
Park Hotels & Resorts
PK
$2.35B
| $148M | 0.1% | 7,717,224 -117,195 | -1% | -$2.24M |
|
207
WEC Energy
WEC
$34.3B
| $146M | 0.1% | 1,659,675 -5,212 | -0.3% | -$460K |
|
208
Boeing
BA
$177B
| $145M | 0.09% | 660,811 +500 | +0.1% | +$110K |
|
209
Realty Income
O
$53.7B
| $143M | 0.09% | 2,211,240 +25,697 | +1% | +$1.67M |
|
210
CVS Health
CVS
$92.8B
| $143M | 0.09% | 1,681,871 -19,151 | -1% | -$1.63M |
|
211
HubSpot
HUBS
$25.5B
| $142M | 0.09% | 210,387 +6,515 | +3% | +$4.4M |
|
212
Cognex
CGNX
$7.38B
| $141M | 0.09% | 1,763,196 +383,447 | +28% | +$30.8M |
|
213
Crown Castle
CCI
$43.2B
| $141M | 0.09% | 815,253 +97,960 | +14% | +$17M |
|
|
HZNP
214
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $140M | 0.09% | 1,280,839 -57,635 | -4% | -$6.31M |
|
215
Eversource Energy
ES
$23.8B
| $140M | 0.09% | 1,707,854 -6,927 | -0.4% | -$566K |
|
216
Brookfield Renewable
BEP
$7.2B
| $137M | 0.09% | 3,717,665 +130,361 | +4% | +$4.81M |
|
|
217
GE Aerospace
GE
$292B
| $136M | 0.09% | 1,318,964 -9,133,022 | -87% | -$941M |
|
218
Littelfuse
LFUS
$6.44B
| $135M | 0.09% | 493,797 -30,481 | -6% | -$8.33M |
|
219
Kennedy-Wilson Holdings
KW
$1.21B
| $135M | 0.09% | 6,437,269 -217,601 | -3% | -$4.55M |
|
220
American Express
AXP
$231B
| $133M | 0.09% | 795,133 -30 | -0% | -$5.03K |
|
221
Lam Research
LRCX
$127B
| $131M | 0.09% | 230,464 -4,961 | -2% | -$2.82M |
|
222
Marsh & McLennan
MMC
$101B
| $131M | 0.09% | 863,212 +44,695 | +5% | +$6.77M |
|
223
Sherwin-Williams
SHW
$91.2B
| $131M | 0.09% | 467,096 -2,594 | -0.6% | -$726K |
|
224
Brunswick
BC
$4.15B
| $124M | 0.08% | 1,303,392 -183,932 | -12% | -$17.5M |
|
225
3M
MMM
$82.8B
| $124M | 0.08% | 705,672 +403 | +0.1% | +$70.7K |
|