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 |
Amazon
AMZN
|
$2.07B |
| 2 |
Microsoft
MSFT
|
$344M |
| 3 |
Moody's
MCO
|
$284M |
| 4 |
VICI Properties
VICI
|
$249M |
| 5 |
Progressive
PGR
|
$246M |
Top Sells
| 1 |
Salesforce
CRM
|
$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
$202M |
| 3 |
Healthcare Realty
HR
|
$179M |
| 4 |
Etsy
ETSY
|
$168M |
| 5 |
Charter Communications
CHTR
|
$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alexandria Real Estate Equities
ARE
$13.8B
| $868M | 0.64% |
5,982,503
+852,420
| +17% | +$124M |
|
27
UnitedHealth
UNH
$277B
| $837M | 0.62% |
1,629,162
-21,109
| -1% | -$10.8M |
|
28
Meta Platforms (Facebook)
META
$1.85T
| $833M | 0.62% |
5,166,957
+389,082
| +8% | +$62.7M |
|
|
29
VICI Properties
VICI
$35.7B
| $833M | 0.62% |
27,955,921
+8,363,113
| +43% | +$249M |
|
|
30
Progressive
PGR
$144B
| $824M | 0.61% |
7,084,686
+2,114,902
| +43% | +$246M |
|
31
Essex Property Trust
ESS
$16.8B
| $787M | 0.58% |
3,008,123
+96,432
| +3% | +$25.2M |
|
32
Markel Group
MKL
$24.6B
| $786M | 0.58% |
607,748
+1,146
| +0.2% | +$1.48M |
|
33
Invitation Homes
INVH
$18.6B
| $776M | 0.57% |
21,798,499
-9,713
| -0% | -$346K |
|
34
Tesla
TSLA
$1.1T
| $755M | 0.56% |
1,121,334
+51,081
| +5% | +$34.4M |
|
35
HEICO Class A
HEI.A
$34.8B
| $751M | 0.56% |
7,131,073
+585,861
| +9% | +$61.7M |
|
36
Sun Communities
SUI
$15.7B
| $751M | 0.56% |
4,713,316
+137,594
| +3% | +$21.9M |
|
37
JPMorgan Chase
JPM
$823B
| $729M | 0.54% |
6,475,487
+146,535
| +2% | +$16.5M |
|
38
Danaher
DHR
$145B
| $722M | 0.53% |
2,847,584
+434,795
| +18% | +$110M |
|
|
39
Moody's
MCO
$89.3B
| $702M | 0.52% |
2,582,885
+1,044,597
| +68% | +$284M |
|
40
Rexford Industrial Realty
REXR
$9.72B
| $645M | 0.48% |
11,201,375
+1,643,386
| +17% | +$94.6M |
|
41
Vulcan Materials
VMC
$38.3B
| $643M | 0.48% |
4,527,221
+56,155
| +1% | +$7.98M |
|
42
Union Pacific
UNP
$131B
| $642M | 0.48% |
3,011,120
+776,970
| +35% | +$166M |
|
43
Costco
COST
$418B
| $641M | 0.47% |
1,337,842
+7,228
| +0.5% | +$3.46M |
|
44
American Homes 4 Rent
AMH
$12.8B
| $639M | 0.47% |
18,032,573
-44,683
| -0.2% | -$1.58M |
|
45
Merck
MRK
$213B
| $619M | 0.46% |
6,788,888
-681,164
| -9% | -$62.1M |
|
46
Pfizer
PFE
$142B
| $617M | 0.46% |
11,774,857
+566,590
| +5% | +$29.7M |
|
47
Liberty Broadband Class C
LBRDK
$8.55B
| $612M | 0.45% |
5,288,654
-184,552
| -3% | -$21.3M |
|
48
Berkshire Hathaway Class B
BRK.B
$1.08T
| $609M | 0.45% |
2,229,591
-75,951
| -3% | -$20.7M |
|
49
Johnson & Johnson
JNJ
$427B
| $599M | 0.44% |
3,374,459
-62,963
| -2% | -$11.2M |
|
50
NVIDIA
NVDA
$4.19T
| $592M | 0.44% |
3,908,443
-471,301
| -11% | -$71.4M |
|