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 | |
|---|---|---|---|---|---|---|
26
Eli Lilly
LLY
$900B
| $1.36B | 0.7% |
1,269,531
+15,840
|
|
||
27
Mastercard
MA
$462B
| $1.36B | 0.69% |
2,378,452
-155,665
|
|
||
28
Martin Marietta Materials
MLM
$36.9B
| $1.35B | 0.69% |
2,170,746
-33,679
|
|
||
29
Liberty Media Series C
FWONK
$21.1B
| $1.25B | 0.64% |
12,695,840
+129,822
|
|
||
30
iShares Core S&P 500 ETF
IVV
$741B
| $1.23B | 0.63% |
1,789,727
+994,763
|
|
||
31
Brown & Brown
BRO
$24.2B
| $1.22B | 0.63% |
15,362,548
-53,642
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.07T
| $1.22B | 0.62% |
2,420,323
-8,981
|
|
||
33
Ventas
VTR
$40.9B
| $1.19B | 0.61% |
15,398,394
-23,480
|
|
||
34
CoStar Group
CSGP
$20.3B
| $1.18B | 0.6% |
17,566,074
-1,057,296
|
|
||
35
Markel Group
MKL
$24.7B
| $1.15B | 0.59% |
533,135
-14,053
|
|
||
36
Brookfield Infrastructure Partners
BIP
$17.1B
| $1.09B | 0.56% |
31,407,038
-568,564
|
|
||
37
American Tower
AMT
$87B
| $1.06B | 0.54% |
6,038,061
+57,545
|
|
||
38
Roper Technologies
ROP
$37.4B
| $1.05B | 0.53% |
2,348,526
-204,883
|
|
||
39
Yum China
YUMC
$18.8B
| $1.04B | 0.53% |
21,957,111
+1,787,450
|
|
||
|
PIEQ
40
Principal International Equity ETF
PIEQ
$1.26B
| $1.03B | 0.53% |
31,482,097
+7,822,100
|
|
||
41
Netflix
NFLX
$415B
| $1.02B | 0.52% |
10,858,157
-563,243
|
|
||
42
Costco
COST
$446B
| $1.01B | 0.52% |
1,176,203
-34,634
|
|
||
43
MSCI
MSCI
$41.5B
| $985M | 0.5% |
1,717,364
-60,385
|
|
||
44
Teck Resources
TECK
$24.9B
| $903M | 0.46% |
18,832,299
+1,953,070
|
|
||
45
Extra Space Storage
EXR
$30.9B
| $865M | 0.44% |
6,646,286
-69,615
|
|
||
46
Veeva Systems
VEEV
$32.1B
| $864M | 0.44% |
3,870,293
+23,416
|
|
||
47
Suncor Energy
SU
$68.1B
| $861M | 0.44% |
19,371,704
+516,783
|
|
||
48
AvalonBay Communities
AVB
$24.8B
| $815M | 0.42% |
4,497,047
+383,983
|
|
||
49
Exxon Mobil
XOM
$627B
| $783M | 0.4% |
6,510,505
+70,693
|
|
||
50
Fair Isaac
FICO
$34.2B
| $775M | 0.4% |
458,085
+53,980
|
|