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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.97T
| $6.91B | 3.69% |
39,597,813
+1,046,616
|
|
||
2
Microsoft
MSFT
$3.1T
| $5.56B | 2.97% |
15,016,976
+158,841
|
|
||
3
Apple
AAPL
$4.51T
| $5.42B | 2.89% |
21,342,814
+348,745
|
|
||
4
Amazon
AMZN
$2.65T
| $3.99B | 2.13% |
19,149,017
-459,229
|
|
||
5
Alphabet (Google) Class A
GOOGL
$4.49T
| $3.19B | 1.71% |
11,110,625
+62,698
|
|
||
6
Broadcom
AVGO
$1.83T
| $2.7B | 1.44% |
8,720,488
+298,662
|
|
||
7
Brookfield
BN
$99.6B
| $2.58B | 1.38% |
63,823,308
-1,227,316
|
|
||
8
Meta Platforms (Facebook)
META
$1.51T
| $2.38B | 1.27% |
4,151,465
+342,790
|
|
||
9
TransDigm Group
TDG
$69.3B
| $2.33B | 1.25% |
2,013,784
-152,739
|
|
||
|
10
Alphabet (Google) Class C
GOOG
$4.46T
| $2.06B | 1.1% |
7,181,946
+718,053
|
|
||
11
Hilton Worldwide
HLT
$78.1B
| $2.01B | 1.07% |
6,603,112
-2,768,594
|
|
||
12
Equinix
EQIX
$107B
| $1.94B | 1.04% |
1,980,497
+27,643
|
|
||
13
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.42B
| $1.94B | 1.04% |
30,153,564
-1,148,280
|
|
||
14
Welltower
WELL
$146B
| $1.9B | 1.01% |
9,606,655
-487,428
|
|
||
15
HEICO Corp Class A
HEI.A
$34B
| $1.87B | 1% |
8,867,257
-531,235
|
|
||
16
Vulcan Materials
VMC
$36.5B
| $1.81B | 0.97% |
6,642,386
-594,920
|
|
||
17
KKR & Co
KKR
$83.9B
| $1.8B | 0.96% |
19,507,741
+1,261,314
|
|
||
18
Live Nation Entertainment
LYV
$37.3B
| $1.69B | 0.9% |
11,095,305
+367,624
|
|
||
|
19
O'Reilly Automotive
ORLY
$74.9B
| $1.67B | 0.89% |
18,066,239
-3,560,471
|
|
||
|
20
iShares Core S&P 500 ETF
IVV
$833B
| $1.6B | 0.86% |
2,453,100
+663,373
|
|
||
21
Visa
V
$615B
| $1.47B | 0.78% |
4,848,317
+213,955
|
|
||
22
JPMorgan Chase
JPM
$837B
| $1.46B | 0.78% |
4,961,596
-172,687
|
|
||
23
Tesla
TSLA
$1.47T
| $1.41B | 0.76% |
3,803,408
-102,206
|
|
||
24
Prologis
PLD
$135B
| $1.39B | 0.74% |
10,506,229
-440,531
|
|
||
25
CBRE Group
CBRE
$38.3B
| $1.34B | 0.71% |
9,870,413
+302,426
|
|