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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mastercard
MA
$538B
| $1.01B | 0.66% | 2,899,102 +16,906 | +0.6% | +$5.88M |
|
27
PayPal
PYPL
$67.1B
| $966M | 0.63% | 3,713,847 -3,752 | -0.1% | -$976K |
|
28
Alexandria Real Estate Equities
ARE
$14.1B
| $946M | 0.62% | 4,952,491 -64,347 | -1% | -$12.3M |
|
29
SBA Communications
SBAC
$22B
| $943M | 0.62% | 2,854,140 -77,863 | -3% | -$25.7M |
|
30
Roper Technologies
ROP
$56.6B
| $928M | 0.61% | 2,079,514 +92,353 | +5% | +$41.2M |
|
31
Essex Property Trust
ESS
$17.4B
| $897M | 0.59% | 2,806,439 -10,326 | -0.4% | -$3.3M |
|
32
Tyler Technologies
TYL
$24.4B
| $895M | 0.58% | 1,951,936 +272,794 | +16% | +$125M |
|
33
Liberty Broadband Class C
LBRDK
$8.73B
| $894M | 0.58% | 5,176,452 -144,620 | -3% | -$25M |
|
34
Microchip Technology
MCHP
$35.1B
| $833M | 0.54% | 5,424,792 -22,422 | -0.4% | -$3.44M |
|
35
Tesla
TSLA
$1.08T
| $827M | 0.54% | 1,066,802 +45,258 | +4% | +$35.1M |
|
36
Netflix
NFLX
$513B
| $815M | 0.53% | 1,335,045 +10,309 | +0.8% | +$6.29M |
|
37
Intuit
INTU
$186B
| $814M | 0.53% | 1,508,253 -113,252 | -7% | -$61.1M |
|
38
Sun Communities
SUI
$15.9B
| $781M | 0.51% | 4,220,237 -23,662 | -0.6% | -$4.38M |
|
|
39
Ventas
VTR
$30.9B
| $763M | 0.5% | 13,824,979 +10,755,626 | +350% | +$594M |
|
40
Vulcan Materials
VMC
$38.5B
| $763M | 0.5% | 4,511,288 -68,027 | -1% | -$11.5M |
|
41
Extra Space Storage
EXR
$30.5B
| $761M | 0.5% | 4,528,161 -47,400 | -1% | -$7.96M |
|
42
Markel Group
MKL
$24.8B
| $727M | 0.47% | 608,508 -14,780 | -2% | -$17.7M |
|
43
American Homes 4 Rent
AMH
$13.3B
| $697M | 0.45% | 18,279,329 -73,880 | -0.4% | -$2.82M |
|
44
Danaher
DHR
$147B
| $694M | 0.45% | 2,280,536 +202 | +0% | +$61.5K |
|
45
Berkshire Hathaway Class B
BRK.B
$1.09T
| $668M | 0.44% | 2,447,317 -55,663 | -2% | -$15.2M |
|
|
BKI
46
DELISTED
Black Knight, Inc. Common Stock
BKI
| $662M | 0.43% | 9,194,631 -290,816 | -3% | -$20.9M |
|
47
Abbott
ABT
$231B
| $652M | 0.43% | 5,517,414 +234,707 | +4% | +$27.7M |
|
48
Live Nation Entertainment
LYV
$38.6B
| $650M | 0.42% | 7,129,219 -176,390 | -2% | -$16.1M |
|
49
UnitedHealth
UNH
$281B
| $645M | 0.42% | 1,650,364 +278,375 | +20% | +$109M |
|
50
Idexx Laboratories
IDXX
$51.8B
| $638M | 0.42% | 1,026,378 -57,698 | -5% | -$35.9M |
|