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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Lam Research
LRCX
$130B
| $130M | 0.09% |
2,451,360
+29,820
| +1% | +$1.58M |
|
202
Elevance Health
ELV
$70.6B
| $128M | 0.09% |
278,821
+4,276
| +2% | +$1.97M |
|
203
Lincoln Electric
LECO
$13.5B
| $128M | 0.09% |
757,589
+114,619
| +18% | +$19.4M |
|
204
Sempra
SRE
$52.9B
| $128M | 0.09% |
1,688,114
+11,522
| +0.7% | +$871K |
|
205
Gilead Sciences
GILD
$143B
| $127M | 0.09% |
1,530,447
+14,092
| +0.9% | +$1.17M |
|
206
Goldman Sachs
GS
$223B
| $127M | 0.09% |
387,974
+5,894
| +2% | +$1.93M |
|
207
Pinduoduo
PDD
$177B
| $126M | 0.09% |
1,659,791
-92,479
| -5% | -$7.02M |
|
208
Allegro MicroSystems
ALGM
$5.66B
| $124M | 0.09% |
2,573,604
-162,107
| -6% | -$7.78M |
|
209
PayPal
PYPL
$65.2B
| $123M | 0.09% |
1,619,230
+152,469
| +10% | +$11.6M |
|
210
Booking.com
BKNG
$178B
| $122M | 0.09% |
46,120
+267
| +0.6% | +$708K |
|
211
Nutrien
NTR
$27.4B
| $122M | 0.09% |
1,655,895
-6,614
| -0.4% | -$488K |
|
212
Automatic Data Processing
ADP
$120B
| $121M | 0.09% |
545,700
+4,577
| +0.8% | +$1.02M |
|
213
Crown Castle
CCI
$41.9B
| $121M | 0.09% |
901,909
-33,206
| -4% | -$4.44M |
|
214
Stryker
SYK
$150B
| $120M | 0.09% |
420,208
+29,810
| +8% | +$8.51M |
|
215
GE Aerospace
GE
$296B
| $120M | 0.09% |
1,567,246
-416,689
| -21% | -$31.8M |
|
216
Deckers Outdoor
DECK
$17.9B
| $118M | 0.08% |
1,575,582
-128,910
| -8% | -$9.66M |
|
217
TJX Companies
TJX
$155B
| $118M | 0.08% |
1,504,696
+1,911
| +0.1% | +$150K |
|
218
Amdocs
DOX
$9.46B
| $117M | 0.08% |
1,220,658
+135,327
| +12% | +$13M |
|
219
Analog Devices
ADI
$122B
| $116M | 0.08% |
588,217
+1,682
| +0.3% | +$332K |
|
220
Nice
NICE
$8.67B
| $114M | 0.08% |
496,353
+85,423
| +21% | +$19.6M |
|
221
American Express
AXP
$227B
| $113M | 0.08% |
686,594
+5,126
| +0.8% | +$846K |
|
|
WWE
222
DELISTED
World Wrestling Entertainment
WWE
| $113M | 0.08% |
1,238,718
+16,690
| +1% | +$1.52M |
|
223
Regeneron Pharmaceuticals
REGN
$60.8B
| $112M | 0.08% |
136,268
+1,614
| +1% | +$1.33M |
|
224
Mondelez International
MDLZ
$79.9B
| $110M | 0.08% |
1,574,507
+15,641
| +1% | +$1.09M |
|
225
PPG Industries
PPG
$24.8B
| $110M | 0.08% |
820,377
-54,348
| -6% | -$7.26M |
|