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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Boeing
BA
$177B
| $121M | 0.09% | 629,965 -1,364 | -0.2% | -$261K |
|
202
AT&T
T
$209B
| $121M | 0.09% | 8,028,456 -37,004 | -0.5% | -$556K |
|
203
Realty Income
O
$53.7B
| $119M | 0.09% | 2,390,423 -4,416 | -0.2% | -$221K |
|
204
CVS Health
CVS
$92.8B
| $119M | 0.09% | 1,707,499 -229,709 | -12% | -$16M |
|
205
Goldman Sachs
GS
$226B
| $119M | 0.09% | 366,492 -4,443 | -1% | -$1.44M |
|
206
Lockheed Martin
LMT
$106B
| $118M | 0.08% | 287,868 -3,311 | -1% | -$1.35M |
|
207
Elevance Health
ELV
$71.8B
| $115M | 0.08% | 264,631 -3,605 | -1% | -$1.57M |
|
208
Vertex Pharmaceuticals
VRTX
$100B
| $114M | 0.08% | 328,723 -2,220 | -0.7% | -$772K |
|
209
Boston Properties
BXP
$11.5B
| $114M | 0.08% | 1,920,182 -5,808 | -0.3% | -$345K |
|
210
Stryker
SYK
$150B
| $112M | 0.08% | 411,580 -1,841 | -0.4% | -$503K |
|
211
Hubbell
HUBB
$22.9B
| $112M | 0.08% | 356,639 -21,163 | -6% | -$6.63M |
|
212
TE Connectivity
TEL
$61B
| $108M | 0.08% | 876,167 +4,165 | +0.5% | +$515K |
|
213
Avery Dennison
AVY
$13.4B
| $108M | 0.08% | 592,361 +171,587 | +41% | +$31.3M |
|
214
Regeneron Pharmaceuticals
REGN
$61.5B
| $108M | 0.08% | 131,355 -1,672 | -1% | -$1.38M |
|
215
Apple Hospitality REIT
APLE
$3.1B
| $108M | 0.08% | 7,040,599 +1,170,865 | +20% | +$18M |
|
216
Deckers Outdoor
DECK
$17.7B
| $107M | 0.08% | 207,315 -16,215 | -7% | -$8.34M |
|
217
Mondelez International
MDLZ
$79.5B
| $106M | 0.08% | 1,525,705 -7,332 | -0.5% | -$509K |
|
218
Constellation Energy
CEG
$96.2B
| $105M | 0.08% | 962,398 -31,183 | -3% | -$3.4M |
|
219
Brookfield Renewable
BEPC
$6.05B
| $105M | 0.08% | 4,374,414 +52,049 | +1% | +$1.25M |
|
220
Williams-Sonoma
WSM
$23.1B
| $104M | 0.07% | 667,778 -14,953 | -2% | -$2.32M |
|
221
Chart Industries
GTLS
$8.96B
| $103M | 0.07% | 610,552 -46,086 | -7% | -$7.79M |
|
222
Target
TGT
$43.6B
| $103M | 0.07% | 929,408 -17,284 | -2% | -$1.91M |
|
223
Suncor Energy
SU
$50.1B
| $101M | 0.07% | 2,935,348 -13,862 | -0.5% | -$479K |
|
224
Waters Corp
WAT
$18B
| $101M | 0.07% | 369,811 +4,220 | +1% | +$1.16M |
|
225
Lincoln Electric
LECO
$13.4B
| $99.8M | 0.07% | 549,197 -163,538 | -23% | -$29.7M |
|