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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Salesforce
CRM
$245B
| $750M | 0.63% | 2,983,344 -18,912 | -0.6% | -$4.75M |
|
27
Alexandria Real Estate Equities
ARE
$14.1B
| $709M | 0.6% | 4,431,752 -70,518 | -2% | -$11.3M |
|
28
NVIDIA
NVDA
$4.24T
| $696M | 0.59% | 1,285,848 -42,338 | -3% | -$22.9M |
|
29
JPMorgan Chase
JPM
$829B
| $686M | 0.58% | 7,128,407 -289,928 | -4% | -$27.9M |
|
30
Roper Technologies
ROP
$56.6B
| $682M | 0.57% | 1,725,721 +443 | +0% | +$175K |
|
31
WIX.com
WIX
$7.85B
| $682M | 0.57% | 2,674,612 -51,401 | -2% | -$13.1M |
|
32
CoStar Group
CSGP
$37.9B
| $677M | 0.57% | 798,353 -5,167 | -0.6% | -$4.38M |
|
33
Welltower
WELL
$113B
| $660M | 0.56% | 11,973,114 +986,561 | +9% | +$54.3M |
|
34
Verizon
VZ
$186B
| $659M | 0.55% | 11,081,208 -480,515 | -4% | -$28.6M |
|
35
Vulcan Materials
VMC
$38.5B
| $652M | 0.55% | 4,813,819 -28,471 | -0.6% | -$3.86M |
|
36
Markel Group
MKL
$24.8B
| $650M | 0.55% | 667,881 -54,064 | -7% | -$52.6M |
|
37
Costco
COST
$418B
| $626M | 0.53% | 1,764,440 -33,389 | -2% | -$11.9M |
|
38
Johnson & Johnson
JNJ
$427B
| $621M | 0.52% | 4,168,921 -276,128 | -6% | -$41.1M |
|
|
39
Berkshire Hathaway Class B
BRK.B
$1.09T
| $608M | 0.51% | 2,854,469 -2,039,655 | -42% | -$434M |
|
40
Microchip Technology
MCHP
$35.1B
| $604M | 0.51% | 5,879,695 -30,346 | -0.5% | -$3.12M |
|
41
Merck
MRK
$210B
| $596M | 0.5% | 7,186,627 -202,599 | -3% | -$16.8M |
|
42
Walt Disney
DIS
$213B
| $587M | 0.49% | 4,728,181 -209,549 | -4% | -$26M |
|
43
Abbott
ABT
$231B
| $574M | 0.48% | 5,270,957 -232,441 | -4% | -$25.3M |
|
|
ANSS
44
DELISTED
Ansys
ANSS
| $561M | 0.47% | 1,713,457 -64,531 | -4% | -$21.1M |
|
45
Fidelity National Financial
FNF
$16.3B
| $546M | 0.46% | 17,433,081 +360,552 | +2% | +$11.3M |
|
46
Intuit
INTU
$186B
| $534M | 0.45% | 1,637,534 +41,608 | +3% | +$13.6M |
|
47
Procter & Gamble
PG
$368B
| $533M | 0.45% | 3,835,981 -170,127 | -4% | -$23.6M |
|
|
48
Netflix
NFLX
$513B
| $524M | 0.44% | 1,048,136 +275,955 | +36% | +$138M |
|
49
Charter Communications
CHTR
$36.3B
| $521M | 0.44% | 834,168 -82,557 | -9% | -$51.5M |
|
50
American Homes 4 Rent
AMH
$13.3B
| $519M | 0.44% | 18,226,356 +140,064 | +0.8% | +$3.99M |
|