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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Amgen
AMGN
$152B
| $163M | 0.1% |
674,314
-13,015
| -2% | -$3.15M |
|
|
HR
202
DELISTED
Healthcare Realty Trust Incorporated
HR
| $162M | 0.1% |
5,906,938
-5,808,674
| -50% | -$160M |
|
203
WEC Energy
WEC
$34.5B
| $158M | 0.1% |
1,584,493
-150,265
| -9% | -$15M |
|
204
Eversource Energy
ES
$23.4B
| $158M | 0.1% |
1,793,006
-97,588
| -5% | -$8.61M |
|
205
InvenTrust Properties
IVT
$2.32B
| $157M | 0.1% |
5,109,872
+892,606
| +21% | +$27.5M |
|
206
Tyson Foods
TSN
$19.9B
| $156M | 0.1% |
1,740,608
-185,803
| -10% | -$16.7M |
|
207
Icon
ICLR
$13.7B
| $155M | 0.1% |
636,483
-134,986
| -17% | -$32.8M |
|
208
Sherwin-Williams
SHW
$93B
| $153M | 0.1% |
614,175
+157,035
| +34% | +$39.2M |
|
209
Cognex
CGNX
$7.46B
| $153M | 0.1% |
1,979,399
+39,739
| +2% | +$3.07M |
|
210
Applied Materials
AMAT
$127B
| $149M | 0.09% |
1,134,256
-29,016
| -2% | -$3.82M |
|
211
Marsh & McLennan
MMC
$100B
| $144M | 0.09% |
847,545
-10,543
| -1% | -$1.8M |
|
212
PPG Industries
PPG
$24.7B
| $142M | 0.09% |
1,081,299
-78,680
| -7% | -$10.3M |
|
213
Lockheed Martin
LMT
$108B
| $141M | 0.09% |
319,757
-10,299
| -3% | -$4.55M |
|
214
Elevance Health
ELV
$70.7B
| $141M | 0.09% |
286,763
+58
| +0% | +$28.5K |
|
215
American Express
AXP
$227B
| $138M | 0.09% |
739,516
-17,112
| -2% | -$3.2M |
|
216
Camden Property Trust
CPT
$11.9B
| $138M | 0.09% |
828,128
+71,995
| +10% | +$12M |
|
217
IBM
IBM
$230B
| $136M | 0.09% |
1,044,280
-9,708
| -0.9% | -$1.26M |
|
218
Sempra
SRE
$52.8B
| $134M | 0.08% |
1,597,636
-118,080
| -7% | -$9.93M |
|
219
Lam Research
LRCX
$129B
| $134M | 0.08% |
2,495,710
+38,590
| +2% | +$2.07M |
|
220
T-Mobile US
TMUS
$285B
| $134M | 0.08% |
1,044,811
+110,163
| +12% | +$14.1M |
|
221
Goldman Sachs
GS
$223B
| $133M | 0.08% |
402,058
-6,026
| -1% | -$1.99M |
|
222
Darling Ingredients
DAR
$5.09B
| $127M | 0.08% |
1,576,918
+35,231
| +2% | +$2.83M |
|
|
XYZ
223
Block, Inc.
XYZ
$45.3B
| $127M | 0.08% |
933,907
+53,636
| +6% | +$7.27M |
|
224
Citigroup
C
$175B
| $126M | 0.08% |
2,357,132
+12,225
| +0.5% | +$653K |
|
225
Liberty Broadband Class A
LBRDA
$8.55B
| $124M | 0.08% |
949,657
+21,017
| +2% | +$2.75M |
|