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 | +$676M | |
| 2 | +$336M | |
| 3 | +$266M | |
| 4 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$252M |
| 5 |
NVIDIA
NVDA
|
+$233M |
Top Sells
| 1 | +$512M | |
| 2 | +$420M | |
| 3 | +$411M | |
| 4 |
Equity Residential
EQR
|
+$363M |
| 5 |
Hilton Worldwide
HLT
|
+$303M |
Sector Composition
| 1 | Technology | 21.22% |
| 2 | Financials | 15.21% |
| 3 | Real Estate | 11.21% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Industrials | 10.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.36T
| $7.19B | 3.67% |
38,551,197
+1,251,321
|
|
||
2
Microsoft
MSFT
$3.01T
| $7.19B | 3.67% |
14,858,135
-166,038
|
|
||
3
Apple
AAPL
$3.77T
| $5.71B | 2.91% |
20,994,069
+126,829
|
|
||
4
Amazon
AMZN
$2.25T
| $4.53B | 2.31% |
19,608,246
-1,152,167
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.64T
| $3.46B | 1.77% |
11,047,927
-210,142
|
|
||
6
Brookfield
BN
$90.4B
| $2.99B | 1.52% |
65,050,624
-11,224,247
|
|
||
7
Broadcom
AVGO
$1.62T
| $2.91B | 1.49% |
8,421,826
-186,846
|
|
||
8
TransDigm Group
TDG
$71.3B
| $2.88B | 1.47% |
2,166,523
-213,293
|
|
||
|
9
Hilton Worldwide
HLT
$68.4B
| $2.69B | 1.37% |
9,371,706
-1,114,602
|
|
||
10
Meta Platforms (Facebook)
META
$1.6T
| $2.51B | 1.28% |
3,808,675
+115,471
|
|
||
11
HEICO Corp Class A
HEI.A
$32.1B
| $2.37B | 1.21% |
9,398,492
-905,463
|
|
||
12
KKR & Co
KKR
$79.2B
| $2.33B | 1.19% |
18,246,427
-803,377
|
|
||
13
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.03B
| $2.14B | 1.09% |
31,301,844
-6,147,175
|
|
||
14
Vulcan Materials
VMC
$35.2B
| $2.06B | 1.05% |
7,237,306
-387,965
|
|
||
|
15
Alphabet (Google) Class C
GOOG
$3.63T
| $2.03B | 1.04% |
6,463,893
-1,491
|
|
||
16
O'Reilly Automotive
ORLY
$79B
| $1.97B | 1.01% |
21,626,710
-2,329,182
|
|
||
17
Welltower
WELL
$145B
| $1.87B | 0.96% |
10,094,083
-89,976
|
|
||
18
Tesla
TSLA
$1.46T
| $1.76B | 0.9% |
3,905,614
+70,387
|
|
||
19
JPMorgan Chase
JPM
$769B
| $1.65B | 0.84% |
5,134,283
-167,504
|
|
||
20
Visa
V
$600B
| $1.63B | 0.83% |
4,634,362
-311,488
|
|
||
21
CBRE Group
CBRE
$39.2B
| $1.54B | 0.79% |
9,567,987
+99,532
|
|
||
22
Live Nation Entertainment
LYV
$38.3B
| $1.53B | 0.78% |
10,727,681
+1,001,905
|
|
||
23
Copart
CPRT
$36B
| $1.53B | 0.78% |
38,993,390
-1,181,668
|
|
||
24
Equinix
EQIX
$91.7B
| $1.5B | 0.76% |
1,952,854
-16,644
|
|
||
25
Prologis
PLD
$123B
| $1.4B | 0.71% |
10,946,760
+135,912
|
|