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 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ares Management
ARES
$39.3B
| $165M | 0.1% | 2,039,548 -18,136 | -0.9% | -$1.47M |
|
202
Shopify
SHOP
$184B
| $162M | 0.1% | 117,413 +4,739 | +4% | +$6.53M |
|
203
CVS Health
CVS
$92.8B
| $161M | 0.1% | 1,565,294 -116,577 | -7% | -$12M |
|
204
Sherwin-Williams
SHW
$91.2B
| $161M | 0.1% | 457,140 -9,956 | -2% | -$3.51M |
|
205
Goldman Sachs
GS
$226B
| $156M | 0.09% | 408,084 -7,665 | -2% | -$2.93M |
|
206
Amgen
AMGN
$155B
| $155M | 0.09% | 687,329 -20,900 | -3% | -$4.7M |
|
207
RTX Corp
RTX
$212B
| $151M | 0.09% | 1,756,222 -53,528 | -3% | -$4.61M |
|
208
Cognex
CGNX
$7.38B
| $151M | 0.09% | 1,939,660 +176,464 | +10% | +$13.7M |
|
209
Littelfuse
LFUS
$6.44B
| $151M | 0.09% | 483,544 -10,253 | -2% | -$3.19M |
|
210
Liberty Broadband Class A
LBRDA
$8.71B
| $150M | 0.09% | 928,640 +915 | +0.1% | +$148K |
|
211
Marsh & McLennan
MMC
$101B
| $149M | 0.09% | 858,088 -5,124 | -0.6% | -$891K |
|
212
Brookfield Renewable
BEP
$7.2B
| $149M | 0.09% | 4,159,745 +442,080 | +12% | +$15.8M |
|
213
Park Hotels & Resorts
PK
$2.35B
| $145M | 0.09% | 7,679,494 -37,730 | -0.5% | -$712K |
|
|
XYZ
214
Block, Inc.
XYZ
$48.5B
| $145M | 0.09% | 880,271 -8,898 | -1% | -$1.46M |
|
215
Citigroup
C
$178B
| $142M | 0.08% | 2,344,907 -103,130 | -4% | -$6.23M |
|
216
IBM
IBM
$227B
| $141M | 0.08% | 1,053,988 -23,853 | -2% | -$3.19M |
|
217
Automatic Data Processing
ADP
$123B
| $136M | 0.08% | 551,774 -14,642 | -3% | -$3.61M |
|
218
Camden Property Trust
CPT
$12B
| $134M | 0.08% | 756,133 +32,191 | +4% | +$5.71M |
|
219
Bright Horizons
BFAM
$6.71B
| $134M | 0.08% | 1,058,968 -25,460 | -2% | -$3.22M |
|
220
Elevance Health
ELV
$71.8B
| $133M | 0.08% | 286,705 -8,024 | -3% | -$3.72M |
|
|
HZNP
221
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $131M | 0.08% | 1,211,592 -69,247 | -5% | -$7.46M |
|
222
Boeing
BA
$177B
| $130M | 0.08% | 647,739 -13,072 | -2% | -$2.63M |
|
223
HubSpot
HUBS
$25.5B
| $130M | 0.08% | 197,619 -12,768 | -6% | -$8.42M |
|
224
Perimeter Solutions
PRM
$3.28B
| $128M | 0.08% | +9,229,126 | New | +$128M |
|
225
American Express
AXP
$231B
| $124M | 0.07% | 756,628 -38,505 | -5% | -$6.3M |
|