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
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Essex Property Trust
ESS
$17.4B
| $1.01B | 0.63% | 2,911,691 +86,179 | +3% | +$29.8M |
|
27
SBA Communications
SBAC
$22B
| $993M | 0.63% | 2,885,595 +18,652 | +0.7% | +$6.42M |
|
28
Extra Space Storage
EXR
$30.5B
| $979M | 0.62% | 4,764,034 +116,729 | +3% | +$24M |
|
29
CarMax
KMX
$9.21B
| $958M | 0.6% | 9,933,838 +917,939 | +10% | +$88.6M |
|
30
Adobe
ADBE
$151B
| $952M | 0.6% | 2,090,057 +178,636 | +9% | +$81.4M |
|
31
Markel Group
MKL
$24.8B
| $895M | 0.56% | 606,602 +23,165 | +4% | +$34.2M |
|
32
Invitation Homes
INVH
$19.2B
| $876M | 0.55% | 21,808,212 -5,769,330 | -21% | -$232M |
|
33
JPMorgan Chase
JPM
$829B
| $863M | 0.54% | 6,328,952 +435,363 | +7% | +$59.3M |
|
34
UnitedHealth
UNH
$281B
| $842M | 0.53% | 1,650,271 +29,989 | +2% | +$15.3M |
|
|
35
HEICO Class A
HEI.A
$34.1B
| $830M | 0.52% | 6,545,212 +1,646,465 | +34% | +$209M |
|
36
Salesforce
CRM
$245B
| $830M | 0.52% | 3,907,645 +10,057 | +0.3% | +$2.14M |
|
37
Vulcan Materials
VMC
$38.5B
| $821M | 0.52% | 4,471,066 +58,693 | +1% | +$10.8M |
|
38
Live Nation Entertainment
LYV
$38.6B
| $817M | 0.52% | 6,946,242 +304,557 | +5% | +$35.8M |
|
39
Berkshire Hathaway Class B
BRK.B
$1.09T
| $814M | 0.51% | 2,305,542 -38,790 | -2% | -$13.7M |
|
40
Microchip Technology
MCHP
$35.1B
| $813M | 0.51% | 10,818,661 +200,602 | +2% | +$15.1M |
|
41
Sun Communities
SUI
$15.9B
| $802M | 0.51% | 4,575,722 +311,874 | +7% | +$54.7M |
|
42
Tyler Technologies
TYL
$24.4B
| $788M | 0.5% | 1,771,164 -159,491 | -8% | -$71M |
|
43
Costco
COST
$418B
| $766M | 0.48% | 1,330,614 -10,246 | -0.8% | -$5.9M |
|
44
Liberty Broadband Class C
LBRDK
$8.73B
| $741M | 0.47% | 5,473,206 +109,761 | +2% | +$14.9M |
|
45
American Homes 4 Rent
AMH
$13.3B
| $724M | 0.46% | 18,077,256 +244,790 | +1% | +$9.8M |
|
46
Rexford Industrial Realty
REXR
$9.8B
| $713M | 0.45% | 9,557,989 +166,571 | +2% | +$12.4M |
|
47
Danaher
DHR
$147B
| $708M | 0.45% | 2,412,789 +44,864 | +2% | +$13.2M |
|
48
Autodesk
ADSK
$67.3B
| $703M | 0.44% | 3,279,664 -576,005 | -15% | -$123M |
|
49
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$922M
| $687M | 0.43% | 15,550,965 -9,512,652 | -38% | -$420M |
|
50
Chevron
CVX
$324B
| $655M | 0.41% | 4,023,896 -491,211 | -11% | -$80M |
|