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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Micron Technology
MU
$147B
| $144M | 0.08% |
1,219,542
+14,944
| +1% | +$1.76M |
|
202
Booking.com
BKNG
$178B
| $143M | 0.08% |
39,286
-683
| -2% | -$2.48M |
|
203
Republic Services
RSG
$71.7B
| $142M | 0.08% |
742,520
+54,877
| +8% | +$10.5M |
|
204
Synopsys
SNPS
$111B
| $142M | 0.08% |
248,042
-11,135
| -4% | -$6.36M |
|
205
TJX Companies
TJX
$155B
| $141M | 0.08% |
1,395,120
-24,914
| -2% | -$2.53M |
|
206
AT&T
T
$212B
| $141M | 0.08% |
8,020,806
+52,908
| +0.7% | +$931K |
|
207
HCA Healthcare
HCA
$98.5B
| $141M | 0.08% |
422,407
+29,326
| +7% | +$9.78M |
|
208
Eaton
ETN
$136B
| $140M | 0.08% |
446,402
+4,906
| +1% | +$1.53M |
|
209
Xcel Energy
XEL
$43B
| $139M | 0.08% |
2,584,554
-356,057
| -12% | -$19.1M |
|
210
Wintrust Financial
WTFC
$9.34B
| $139M | 0.08% |
1,330,263
+469,640
| +55% | +$49M |
|
211
Ameriprise Financial
AMP
$46.1B
| $137M | 0.08% |
313,250
+40,293
| +15% | +$17.7M |
|
212
Avery Dennison
AVY
$13.1B
| $137M | 0.08% |
613,730
-5,682
| -0.9% | -$1.27M |
|
213
Elevance Health
ELV
$70.6B
| $137M | 0.08% |
263,485
+1,041
| +0.4% | +$540K |
|
214
Stryker
SYK
$150B
| $136M | 0.08% |
379,723
-27,073
| -7% | -$9.69M |
|
215
Brown-Forman Class B
BF.B
$13.7B
| $136M | 0.08% |
2,628,468
+101,332
| +4% | +$5.23M |
|
216
Sempra
SRE
$52.9B
| $135M | 0.08% |
1,882,973
-37,397
| -2% | -$2.69M |
|
217
Marriott Vacations Worldwide
VAC
$2.73B
| $134M | 0.08% |
1,243,549
-4,659
| -0.4% | -$502K |
|
218
Fiserv
FI
$73.4B
| $133M | 0.08% |
832,138
+106,473
| +15% | +$17M |
|
219
Boston Scientific
BSX
$159B
| $132M | 0.08% |
1,931,083
+47,480
| +3% | +$3.25M |
|
220
Bristol-Myers Squibb
BMY
$96B
| $132M | 0.08% |
2,437,886
+13,282
| +0.5% | +$720K |
|
221
Modine Manufacturing
MOD
$7.1B
| $131M | 0.08% |
1,379,646
-458,286
| -25% | -$43.6M |
|
222
WIX.com
WIX
$8.52B
| $130M | 0.08% |
945,625
-23,878
| -2% | -$3.28M |
|
223
Waters Corp
WAT
$18.2B
| $130M | 0.08% |
377,269
+2,456
| +0.7% | +$845K |
|
224
Vistra
VST
$63.7B
| $129M | 0.08% |
1,849,824
+609,791
| +49% | +$42.5M |
|
225
Taylor Morrison
TMHC
$7.1B
| $128M | 0.08% |
2,065,300
+71,564
| +4% | +$4.45M |
|