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 |
CoStar Group
CSGP
|
$1.18B |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$829B
| $975M | 0.63% | 6,265,543 -442,825 | -7% | -$68.9M |
|
27
Copart
CPRT
$47.2B
| $974M | 0.63% | 7,390,692 +133,183 | +2% | +$17.6M |
|
28
Salesforce
CRM
$245B
| $939M | 0.61% | 3,845,374 +215,016 | +6% | +$52.5M |
|
29
SBA Communications
SBAC
$22B
| $934M | 0.6% | 2,932,003 +38,139 | +1% | +$12.2M |
|
30
Roper Technologies
ROP
$56.6B
| $934M | 0.6% | 1,987,161 +131,170 | +7% | +$61.7M |
|
31
Liberty Broadband Class C
LBRDK
$8.73B
| $924M | 0.6% | 5,321,072 +97,846 | +2% | +$17M |
|
32
Alexandria Real Estate Equities
ARE
$14.1B
| $913M | 0.59% | 5,016,838 +61,409 | +1% | +$11.2M |
|
33
Essex Property Trust
ESS
$17.4B
| $845M | 0.55% | 2,816,765 -56,977 | -2% | -$17.1M |
|
34
Microchip Technology
MCHP
$35.1B
| $816M | 0.53% | 5,447,214 -224,219 | -4% | -$33.6M |
|
35
Vulcan Materials
VMC
$38.5B
| $797M | 0.52% | 4,579,315 +31,584 | +0.7% | +$5.5M |
|
36
Intuit
INTU
$186B
| $795M | 0.51% | 1,621,505 -43,031 | -3% | -$21.1M |
|
37
WIX.com
WIX
$7.85B
| $792M | 0.51% | 2,729,000 +66,373 | +2% | +$19.3M |
|
|
38
Tyler Technologies
TYL
$24.4B
| $760M | 0.49% | 1,679,142 +552,491 | +49% | +$250M |
|
39
Extra Space Storage
EXR
$30.5B
| $750M | 0.48% | 4,575,561 +954,905 | +26% | +$156M |
|
|
BKI
40
DELISTED
Black Knight, Inc. Common Stock
BKI
| $740M | 0.48% | 9,485,447 +164,515 | +2% | +$12.8M |
|
41
Markel Group
MKL
$24.8B
| $740M | 0.48% | 623,288 -11,687 | -2% | -$13.9M |
|
42
Sun Communities
SUI
$15.9B
| $727M | 0.47% | 4,243,899 +84,176 | +2% | +$14.4M |
|
43
American Homes 4 Rent
AMH
$13.3B
| $713M | 0.46% | 18,353,209 -315,854 | -2% | -$12.3M |
|
44
Netflix
NFLX
$513B
| $700M | 0.45% | 1,324,736 +223,653 | +20% | +$118M |
|
45
Berkshire Hathaway Class B
BRK.B
$1.09T
| $696M | 0.45% | 2,502,980 -19,257 | -0.8% | -$5.35M |
|
46
Tesla
TSLA
$1.08T
| $694M | 0.45% | 1,021,544 -4,030 | -0.4% | -$2.74M |
|
47
Idexx Laboratories
IDXX
$51.8B
| $685M | 0.44% | 1,084,076 -33,148 | -3% | -$20.9M |
|
48
Live Nation Entertainment
LYV
$38.6B
| $640M | 0.41% | 7,305,609 -47,434 | -0.6% | -$4.15M |
|
49
Johnson & Johnson
JNJ
$427B
| $632M | 0.41% | 3,837,913 +56,560 | +1% | +$9.32M |
|
50
VeriSign
VRSN
$25.5B
| $624M | 0.4% | 2,739,498 -336,771 | -11% | -$76.7M |
|