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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alexandria Real Estate Equities
ARE
$14.1B
| $814M | 0.57% | 4,955,429 +123,574 | +3% | +$20.3M |
|
|
27
SBA Communications
SBAC
$22B
| $803M | 0.57% | 2,893,864 +397,687 | +16% | +$110M |
|
28
Copart
CPRT
$47.2B
| $788M | 0.55% | 7,257,509 +18,033 | +0.2% | +$1.96M |
|
29
CoStar Group
CSGP
$37.9B
| $784M | 0.55% | 954,248 +114,340 | +14% | +$94M |
|
30
Liberty Broadband Class C
LBRDK
$8.73B
| $784M | 0.55% | 5,223,226 +413,102 | +9% | +$62M |
|
31
Essex Property Trust
ESS
$17.4B
| $781M | 0.55% | 2,873,742 +41,699 | +1% | +$11.3M |
|
32
Salesforce
CRM
$245B
| $769M | 0.54% | 3,630,358 +58,096 | +2% | +$12.3M |
|
33
Vulcan Materials
VMC
$38.5B
| $767M | 0.54% | 4,547,731 -139,777 | -3% | -$23.6M |
|
34
Roper Technologies
ROP
$56.6B
| $749M | 0.53% | 1,855,991 +26,636 | +1% | +$10.7M |
|
35
WIX.com
WIX
$7.85B
| $743M | 0.52% | 2,662,627 -8,315 | -0.3% | -$2.32M |
|
36
Markel Group
MKL
$24.8B
| $724M | 0.51% | 634,975 -10,064 | -2% | -$11.5M |
|
|
BKI
37
DELISTED
Black Knight, Inc. Common Stock
BKI
| $690M | 0.49% | 9,320,932 +228,397 | +3% | +$16.9M |
|
38
Tesla
TSLA
$1.08T
| $685M | 0.48% | 1,025,574 -60,279 | -6% | -$40.3M |
|
39
Fidelity National Financial
FNF
$16.3B
| $656M | 0.46% | 16,128,082 -913,808 | -5% | -$37.2M |
|
40
CBRE Group
CBRE
$48.2B
| $653M | 0.46% | 8,257,752 -1,258,655 | -13% | -$99.6M |
|
41
Berkshire Hathaway Class B
BRK.B
$1.09T
| $644M | 0.45% | 2,522,237 -249,820 | -9% | -$63.8M |
|
42
Intuit
INTU
$186B
| $638M | 0.45% | 1,664,536 -18,384 | -1% | -$7.04M |
|
43
Abbott
ABT
$231B
| $626M | 0.44% | 5,220,101 -138,184 | -3% | -$16.6M |
|
44
NVIDIA
NVDA
$4.24T
| $626M | 0.44% | 1,171,625 -60,526 | -5% | -$32.3M |
|
45
Sun Communities
SUI
$15.9B
| $624M | 0.44% | 4,159,723 +577,303 | +16% | +$86.6M |
|
46
Live Nation Entertainment
LYV
$38.6B
| $622M | 0.44% | 7,353,043 -82,478 | -1% | -$6.98M |
|
47
American Homes 4 Rent
AMH
$13.3B
| $622M | 0.44% | 18,669,063 -1,084,093 | -5% | -$36.1M |
|
48
Johnson & Johnson
JNJ
$427B
| $621M | 0.44% | 3,781,353 -252,417 | -6% | -$41.5M |
|
49
Verizon
VZ
$186B
| $616M | 0.43% | 10,598,621 -643,256 | -6% | -$37.4M |
|
50
Costco
COST
$418B
| $612M | 0.43% | 1,737,443 -22,879 | -1% | -$8.06M |
|