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 | |
|---|---|---|---|---|---|---|
26
Ventas
VTR
$39.9B
| $1.25B | 0.67% |
15,335,080
-63,314
|
|
||
27
Martin Marietta Materials
MLM
$34.6B
| $1.23B | 0.66% |
2,093,942
-76,804
|
|
||
28
Mastercard
MA
$434B
| $1.22B | 0.65% |
2,437,439
+58,987
|
|
||
29
Suncor Energy
SU
$73.5B
| $1.17B | 0.62% |
17,681,187
-1,690,517
|
|
||
30
Berkshire Hathaway Class B
BRK.B
$1.05T
| $1.15B | 0.61% |
2,390,043
-30,280
|
|
||
31
Teck Resources
TECK
$30.2B
| $1.14B | 0.61% |
22,044,284
+3,211,985
|
|
||
32
Costco
COST
$431B
| $1.14B | 0.61% |
1,140,620
-35,583
|
|
||
33
Eli Lilly
LLY
$1.01T
| $1.13B | 0.6% |
1,226,699
-42,832
|
|
||
34
Yum China
YUMC
$15.1B
| $1.11B | 0.59% |
22,606,740
+649,629
|
|
||
35
Netflix
NFLX
$346B
| $1.09B | 0.58% |
11,369,400
+511,243
|
|
||
|
PIEQ
36
Principal International Equity ETF
PIEQ
$1.37B
| $1.05B | 0.56% |
31,588,206
+106,109
|
|
||
37
Copart
CPRT
$28.7B
| $1.05B | 0.56% |
31,637,307
-7,356,083
|
|
||
38
Exxon Mobil
XOM
$621B
| $1.03B | 0.55% |
6,099,948
-410,557
|
|
||
39
American Tower
AMT
$90.4B
| $1.02B | 0.55% |
5,914,591
-123,470
|
|
||
40
Brown & Brown
BRO
$20B
| $1.02B | 0.54% |
15,608,720
+246,172
|
|
||
41
Brookfield Infrastructure Partners
BIP
$17.8B
| $974M | 0.52% |
26,979,188
-4,427,850
|
|
||
42
Extra Space Storage
EXR
$30.7B
| $843M | 0.45% |
6,430,326
-215,960
|
|
||
43
Johnson & Johnson
JNJ
$560B
| $824M | 0.44% |
3,371,601
-38,576
|
|
||
44
LPL Financial
LPLA
$23.1B
| $793M | 0.42% |
2,636,544
+702,061
|
|
||
45
Markel Group
MKL
$22.8B
| $769M | 0.41% |
401,876
-131,259
|
|
||
|
46
Liberty Media Series C
FWONK
$22B
| $760M | 0.41% |
8,934,358
-3,761,482
|
|
||
47
Regency Centers
REG
$14.2B
| $757M | 0.4% |
10,004,796
+931,272
|
|
||
48
Walmart Inc
WMT
$946B
| $737M | 0.39% |
5,928,783
-248,091
|
|
||
49
Veeva Systems
VEEV
$28.2B
| $728M | 0.39% |
4,141,545
+271,252
|
|
||
50
MSCI
MSCI
$44.8B
| $726M | 0.39% |
1,347,039
-370,325
|
|