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 |
Alphabet (Google) Class C
GOOG
|
$1.12B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.05B |
| 3 |
Tesla
TSLA
|
$610M |
| 4 |
Idexx Laboratories
IDXX
|
$197M |
| 5 |
Welltower
WELL
|
$143M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
VICI Properties
VICI
$36B
| $832M | 0.66% | 27,869,132 -86,789 | -0.3% | -$2.59M |
|
27
Equinix
EQIX
$76.9B
| $830M | 0.66% | 1,459,063 -17,425 | -1% | -$9.91M |
|
28
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.43B
| $805M | 0.64% | 23,801,399 -6,350,000 | -21% | -$215M |
|
29
Invitation Homes
INVH
$19.2B
| $742M | 0.59% | 21,958,121 +159,622 | +0.7% | +$5.39M |
|
30
Danaher
DHR
$147B
| $738M | 0.59% | 2,858,596 +11,012 | +0.4% | +$2.84M |
|
31
Moody's
MCO
$91.4B
| $725M | 0.58% | 2,982,973 +400,088 | +15% | +$97.3M |
|
32
Essex Property Trust
ESS
$17.4B
| $725M | 0.58% | 2,992,825 -15,298 | -0.5% | -$3.71M |
|
33
Vulcan Materials
VMC
$38.5B
| $713M | 0.57% | 4,523,890 -3,331 | -0.1% | -$525K |
|
34
Ventas
VTR
$30.9B
| $704M | 0.56% | 17,516,884 +138,760 | +0.8% | +$5.57M |
|
35
CarMax
KMX
$9.21B
| $697M | 0.55% | 10,555,224 +166,000 | +2% | +$11M |
|
36
JPMorgan Chase
JPM
$829B
| $661M | 0.53% | 6,323,772 -151,715 | -2% | -$15.9M |
|
37
Adobe
ADBE
$151B
| $660M | 0.52% | 2,399,035 -16,993 | -0.7% | -$4.68M |
|
38
Markel Group
MKL
$24.8B
| $658M | 0.52% | 606,843 -905 | -0.1% | -$981K |
|
39
Union Pacific
UNP
$133B
| $644M | 0.51% | 3,305,840 +294,720 | +10% | +$57.4M |
|
40
Costco
COST
$418B
| $638M | 0.51% | 1,351,562 +13,720 | +1% | +$6.48M |
|
41
Sun Communities
SUI
$15.9B
| $633M | 0.5% | 4,674,027 -39,289 | -0.8% | -$5.32M |
|
42
Rexford Industrial Realty
REXR
$9.8B
| $627M | 0.5% | 12,062,781 +861,406 | +8% | +$44.8M |
|
43
Brown & Brown
BRO
$32B
| $613M | 0.49% | 10,130,921 +551,488 | +6% | +$33.4M |
|
44
Microchip Technology
MCHP
$35.1B
| $610M | 0.48% | 9,991,135 +35,421 | +0.4% | +$2.16M |
|
45
American Homes 4 Rent
AMH
$13.3B
| $584M | 0.46% | 17,808,148 -224,425 | -1% | -$7.36M |
|
46
Berkshire Hathaway Class B
BRK.B
$1.09T
| $584M | 0.46% | 2,187,575 -42,016 | -2% | -$11.2M |
|
47
Merck
MRK
$210B
| $582M | 0.46% | 6,755,580 -33,308 | -0.5% | -$2.87M |
|
48
Autodesk
ADSK
$67.3B
| $579M | 0.46% | 3,098,107 -141,247 | -4% | -$26.4M |
|
49
Johnson & Johnson
JNJ
$427B
| $574M | 0.46% | 3,512,250 +137,791 | +4% | +$22.5M |
|
50
Intuit
INTU
$186B
| $570M | 0.45% | 1,471,813 +93,588 | +7% | +$36.2M |
|