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
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vertex Pharmaceuticals
VRTX
$102B
| $160M | 0.09% |
396,532
-13,827
| -3% | -$5.57M |
|
202
Eaton
ETN
$136B
| $159M | 0.09% |
479,868
+22,518
| +5% | +$7.47M |
|
203
Lowe's Companies
LOW
$151B
| $159M | 0.09% |
642,585
-7,016
| -1% | -$1.73M |
|
204
Canadian Pacific Kansas City
CP
$70.3B
| $158M | 0.09% |
2,180,375
-562,000
| -20% | -$40.7M |
|
205
Ameriprise Financial
AMP
$46.1B
| $156M | 0.08% |
292,386
-16,260
| -5% | -$8.66M |
|
206
Noble Corp
NE
$4.54B
| $155M | 0.08% |
4,940,749
-29,324
| -0.6% | -$921K |
|
207
Automatic Data Processing
ADP
$120B
| $155M | 0.08% |
529,594
-96
| -0% | -$28.1K |
|
208
TKO Group
TKO
$15.9B
| $154M | 0.08% |
1,083,786
-162,552
| -13% | -$23.1M |
|
209
Blackstone
BX
$133B
| $153M | 0.08% |
889,046
-20,652
| -2% | -$3.56M |
|
210
Stryker
SYK
$150B
| $152M | 0.08% |
421,968
+23,546
| +6% | +$8.48M |
|
211
Republic Services
RSG
$71.7B
| $151M | 0.08% |
750,571
+2,516
| +0.3% | +$506K |
|
212
Arista Networks
ANET
$180B
| $150M | 0.08% |
1,359,381
+1,157
| +0.1% | +$128K |
|
213
Boeing
BA
$174B
| $150M | 0.08% |
845,191
+178,947
| +27% | +$31.7M |
|
214
Uber
UBER
$190B
| $149M | 0.08% |
2,471,084
+10,752
| +0.4% | +$649K |
|
215
WEC Energy
WEC
$34.7B
| $149M | 0.08% |
1,584,915
-47,759
| -3% | -$4.49M |
|
216
Entegris
ENTG
$12.4B
| $148M | 0.08% |
1,493,201
+113,238
| +8% | +$11.2M |
|
217
Floor & Decor
FND
$9.42B
| $146M | 0.08% |
1,464,763
+926,208
| +172% | +$92.3M |
|
218
Mercado Libre
MELI
$123B
| $145M | 0.08% |
85,443
+26,013
| +44% | +$44.2M |
|
219
Schlumberger
SLB
$53.4B
| $142M | 0.08% |
3,702,327
-784,740
| -17% | -$30.1M |
|
220
Chipotle Mexican Grill
CMG
$55.1B
| $141M | 0.08% |
2,340,832
+245,324
| +12% | +$14.8M |
|
221
Sempra
SRE
$52.9B
| $141M | 0.08% |
1,603,786
-33,449
| -2% | -$2.93M |
|
222
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $141M | 0.08% |
3,479,800
+994,800
| +40% | +$40.2M |
|
223
Expeditors International
EXPD
$16.4B
| $139M | 0.08% |
1,259,224
+98,197
| +8% | +$10.9M |
|
224
Bristol-Myers Squibb
BMY
$96B
| $138M | 0.08% |
2,443,854
-14,682
| -0.6% | -$830K |
|
225
Hershey
HSY
$37.6B
| $138M | 0.08% |
816,016
-156,820
| -16% | -$26.6M |
|