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 |
O'Reilly Automotive
ORLY
|
$2.09B |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$451M |
| 3 |
Meta Platforms (Facebook)
META
|
$357M |
| 4 |
Fastenal
FAST
|
$273M |
| 5 |
LPL Financial
LPLA
|
$209M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$877M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$629M |
| 3 |
Netflix
NFLX
|
$421M |
| 4 |
Progressive
PGR
|
$384M |
| 5 |
CarMax
KMX
|
$270M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Financials | 16.54% |
| 3 | Real Estate | 12.06% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Industrials | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Liberty Media Series C
FWONK
$25B
| $1.38B | 0.73% | 13,169,459 +1,530,128 | +13% | +$160M |
|
27
American Tower
AMT
$95.5B
| $1.34B | 0.71% | 6,079,336 -57,645 | -0.9% | -$12.7M |
|
28
CBRE Group
CBRE
$48.2B
| $1.21B | 0.64% | 8,658,659 +688,655 | +9% | +$96.5M |
|
29
Live Nation Entertainment
LYV
$38.6B
| $1.2B | 0.64% | 7,962,265 +365,756 | +5% | +$55.3M |
|
30
Tesla
TSLA
$1.08T
| $1.2B | 0.63% | 3,775,379 +155,873 | +4% | +$49.5M |
|
31
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.2B | 0.63% | 2,461,808 -34,016 | -1% | -$16.5M |
|
32
Costco
COST
$418B
| $1.19B | 0.63% | 1,202,578 +24,305 | +2% | +$24.1M |
|
|
33
Alphabet (Google) Class C
GOOG
$2.58T
| $1.18B | 0.62% | 6,645,818 -3,543,536 | -35% | -$629M |
|
34
Prologis
PLD
$106B
| $1.18B | 0.62% | 11,186,579 -592,437 | -5% | -$62.3M |
|
35
Martin Marietta Materials
MLM
$37.2B
| $1.1B | 0.58% | 2,011,788 +71,365 | +4% | +$39.2M |
|
36
Markel Group
MKL
$24.8B
| $1.07B | 0.57% | 537,692 -6,243 | -1% | -$12.5M |
|
37
Ventas
VTR
$30.9B
| $998M | 0.53% | 15,801,134 -662,146 | -4% | -$41.8M |
|
38
Veeva Systems
VEEV
$44B
| $996M | 0.53% | 3,458,013 +305,656 | +10% | +$88M |
|
39
Brookfield Infrastructure Partners
BIP
$14.6B
| $973M | 0.51% | 29,042,315 +1,421,235 | +5% | +$47.6M |
|
40
Eli Lilly
LLY
$657B
| $968M | 0.51% | 1,241,737 -42,557 | -3% | -$33.2M |
|
41
MSCI
MSCI
$43.9B
| $962M | 0.51% | 1,668,462 +41,539 | +3% | +$24M |
|
|
42
Progressive
PGR
$145B
| $934M | 0.49% | 3,498,413 -1,440,133 | -29% | -$384M |
|
43
Extra Space Storage
EXR
$30.5B
| $930M | 0.49% | 6,309,755 -171,707 | -3% | -$25.3M |
|
44
AvalonBay Communities
AVB
$27.9B
| $861M | 0.46% | 4,231,804 -170,264 | -4% | -$34.6M |
|
45
Procter & Gamble
PG
$368B
| $804M | 0.42% | 5,044,923 -86,021 | -2% | -$13.7M |
|
46
Yum China
YUMC
$16.4B
| $786M | 0.42% | 17,565,181 +3,463,104 | +25% | +$155M |
|
47
Domino's
DPZ
$15.6B
| $780M | 0.41% | 1,731,921 -9,066 | -0.5% | -$4.09M |
|
48
Tyler Technologies
TYL
$24.4B
| $751M | 0.4% | 1,266,028 -11,100 | -0.9% | -$6.58M |
|
49
VICI Properties
VICI
$36B
| $731M | 0.39% | 22,433,475 -1,250,046 | -5% | -$40.8M |
|
50
Arthur J. Gallagher & Co
AJG
$77.6B
| $728M | 0.38% | 2,273,303 +202,642 | +10% | +$64.9M |
|