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 |
Digital Realty Trust
DLR
|
$398M |
| 2 |
Brookfield Asset Management
BAM
|
$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
$250M |
| 4 |
Welltower
WELL
|
$222M |
| 5 |
Yum China
YUMC
|
$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
$368M |
| 2 |
Equinix
EQIX
|
$246M |
| 3 |
Brookfield
BN
|
$220M |
| 4 |
Guidewire Software
GWRE
|
$202M |
| 5 |
Lennar Class A
LEN
|
$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.79% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Intel
INTC
$107B
| $130M | 0.1% |
4,922,750
-460,477
| -9% | -$12.2M |
|
202
Sempra
SRE
$52.9B
| $130M | 0.1% |
1,676,592
+58,452
| +4% | +$4.52M |
|
203
Automatic Data Processing
ADP
$120B
| $129M | 0.1% |
541,123
-15,267
| -3% | -$3.65M |
|
204
Advanced Micro Devices
AMD
$245B
| $129M | 0.1% |
1,995,307
-531,323
| -21% | -$34.4M |
|
205
Crown Castle
CCI
$41.9B
| $127M | 0.1% |
935,115
-89,263
| -9% | -$12.1M |
|
206
Ares Management
ARES
$38.9B
| $122M | 0.09% |
1,785,097
-46,314
| -3% | -$3.17M |
|
207
Boeing
BA
$174B
| $122M | 0.09% |
640,842
-14,326
| -2% | -$2.73M |
|
208
Nutrien
NTR
$27.4B
| $121M | 0.09% |
1,662,509
+960
| +0.1% | +$70K |
|
|
CHX
209
DELISTED
ChampionX
CHX
| $120M | 0.09% |
4,146,644
-115,279
| -3% | -$3.34M |
|
210
TJX Companies
TJX
$155B
| $120M | 0.09% |
1,502,785
+7,341
| +0.5% | +$584K |
|
211
Brookfield Renewable
BEPC
$5.96B
| $119M | 0.09% |
4,305,110
-6,906
| -0.2% | -$190K |
|
212
Cigna
CI
$81.5B
| $115M | 0.09% |
347,555
-8,315
| -2% | -$2.76M |
|
213
Webster Financial
WBS
$10.3B
| $115M | 0.09% |
2,427,069
-60,202
| -2% | -$2.85M |
|
214
Applied Materials
AMAT
$130B
| $114M | 0.09% |
1,169,701
-41,583
| -3% | -$4.05M |
|
215
Deckers Outdoor
DECK
$17.9B
| $113M | 0.09% |
1,704,492
+469,938
| +38% | +$31.3M |
|
216
ServiceNow
NOW
$190B
| $112M | 0.08% |
289,676
-26,034
| -8% | -$10.1M |
|
217
Darling Ingredients
DAR
$5.07B
| $112M | 0.08% |
1,783,197
-26,190
| -1% | -$1.64M |
|
218
Fair Isaac
FICO
$36.8B
| $111M | 0.08% |
184,780
-18,697
| -9% | -$11.2M |
|
219
PPG Industries
PPG
$24.8B
| $110M | 0.08% |
874,725
-200,399
| -19% | -$25.2M |
|
220
Gildan
GIL
$8.27B
| $110M | 0.08% |
4,001,621
+594,688
| +17% | +$16.3M |
|
221
Cable One
CABO
$922M
| $108M | 0.08% |
152,052
+4,250
| +3% | +$3.03M |
|
222
Ameriprise Financial
AMP
$46.1B
| $108M | 0.08% |
345,919
+37,205
| +12% | +$11.6M |
|
223
Hubbell
HUBB
$23.2B
| $107M | 0.08% |
457,352
+35,214
| +8% | +$8.26M |
|
224
EXL Service
EXLS
$7.26B
| $106M | 0.08% |
3,127,990
-137,445
| -4% | -$4.66M |
|
225
PayPal
PYPL
$65.2B
| $104M | 0.08% |
1,466,761
-207,959
| -12% | -$14.8M |
|