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 |
Brookfield
BN
|
$564M |
| 2 |
TransDigm Group
TDG
|
$406M |
| 3 |
Welltower
WELL
|
$262M |
| 4 |
Camden Property Trust
CPT
|
$199M |
| 5 |
Autodesk
ADSK
|
$198M |
Top Sells
| 1 |
Alibaba
BABA
|
$419M |
| 2 |
Digital Realty Trust
DLR
|
$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
$207M |
| 4 |
iShares MBS ETF
MBB
|
$192M |
| 5 |
Americold
COLD
|
$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
WIX.com
WIX
$7.85B
| $698M | 0.62% | 2,726,013 +91,312 | +3% | +$23.4M |
|
27
JPMorgan Chase
JPM
$829B
| $698M | 0.61% | 7,418,335 +85,840 | +1% | +$8.07M |
|
|
BKI
28
DELISTED
Black Knight, Inc. Common Stock
BKI
| $697M | 0.61% | 9,610,112 +108,163 | +1% | +$7.85M |
|
29
Roper Technologies
ROP
$56.6B
| $670M | 0.59% | 1,725,278 +162,205 | +10% | +$63M |
|
30
Markel Group
MKL
$24.8B
| $666M | 0.59% | 721,945 +44,323 | +7% | +$40.9M |
|
31
Copart
CPRT
$47.2B
| $649M | 0.57% | 7,795,422 +584,871 | +8% | +$48.7M |
|
32
Verizon
VZ
$186B
| $637M | 0.56% | 11,561,723 +929,045 | +9% | +$51.2M |
|
33
Johnson & Johnson
JNJ
$427B
| $625M | 0.55% | 4,445,049 +152,640 | +4% | +$21.5M |
|
34
Microchip Technology
MCHP
$35.1B
| $622M | 0.55% | 5,910,041 -15,425 | -0.3% | -$1.62M |
|
35
Merck
MRK
$210B
| $571M | 0.5% | 7,389,226 +429,690 | +6% | +$33.2M |
|
36
CoStar Group
CSGP
$37.9B
| $571M | 0.5% | 803,520 +259,788 | +48% | +$185M |
|
|
37
Welltower
WELL
$113B
| $569M | 0.5% | 10,986,553 +5,066,029 | +86% | +$262M |
|
38
Salesforce
CRM
$245B
| $562M | 0.5% | 3,002,256 +428,180 | +17% | +$80.2M |
|
39
Vulcan Materials
VMC
$38.5B
| $561M | 0.49% | 4,842,290 +177,329 | +4% | +$20.5M |
|
40
Walt Disney
DIS
$213B
| $551M | 0.49% | 4,937,730 +339,072 | +7% | +$37.8M |
|
41
Costco
COST
$418B
| $545M | 0.48% | 1,797,829 +240,891 | +15% | +$73M |
|
42
VeriSign
VRSN
$25.5B
| $535M | 0.47% | 2,588,514 -41,001 | -2% | -$8.48M |
|
43
Fidelity National Financial
FNF
$16.3B
| $523M | 0.46% | 17,072,529 +61,360 | +0.4% | +$1.88M |
|
|
ANSS
44
DELISTED
Ansys
ANSS
| $519M | 0.46% | 1,777,988 -13,475 | -0.8% | -$3.93M |
|
45
Credit Acceptance
CACC
$5.78B
| $516M | 0.45% | 1,231,800 +353,091 | +40% | +$148M |
|
46
NVIDIA
NVDA
$4.24T
| $505M | 0.44% | 1,328,186 +145,139 | +12% | +$55.1M |
|
47
Abbott
ABT
$231B
| $503M | 0.44% | 5,503,398 +556,192 | +11% | +$50.9M |
|
48
Essex Property Trust
ESS
$17.4B
| $496M | 0.44% | 2,163,027 -127,624 | -6% | -$29.2M |
|
49
American Homes 4 Rent
AMH
$13.3B
| $487M | 0.43% | 18,086,292 +449,179 | +3% | +$12.1M |
|
50
Procter & Gamble
PG
$368B
| $479M | 0.42% | 4,006,108 +106,749 | +3% | +$12.8M |
|