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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.08T
| $904M | 0.65% | 3,614,325 +60,584 | +2% | +$15.2M |
|
27
JPMorgan Chase
JPM
$829B
| $892M | 0.64% | 6,153,690 -34,210 | -0.6% | -$4.96M |
|
28
Vulcan Materials
VMC
$38.5B
| $878M | 0.63% | 4,344,220 -63,325 | -1% | -$12.8M |
|
29
Brown & Brown
BRO
$32B
| $840M | 0.6% | 12,031,762 +6,737 | +0.1% | +$471K |
|
30
Markel Group
MKL
$24.8B
| $838M | 0.6% | 569,353 -2,461 | -0.4% | -$3.62M |
|
31
Ventas
VTR
$30.9B
| $830M | 0.6% | 19,691,981 +331,019 | +2% | +$13.9M |
|
32
AvalonBay Communities
AVB
$27.9B
| $815M | 0.59% | 4,747,645 +6,349 | +0.1% | +$1.09M |
|
33
UnitedHealth
UNH
$281B
| $797M | 0.57% | 1,581,500 +1,483 | +0.1% | +$748K |
|
34
Costco
COST
$418B
| $794M | 0.57% | 1,405,775 +2,743 | +0.2% | +$1.55M |
|
35
Extra Space Storage
EXR
$30.5B
| $791M | 0.57% | 6,505,834 +1,178,760 | +22% | +$143M |
|
36
Berkshire Hathaway Class B
BRK.B
$1.09T
| $776M | 0.56% | 2,216,332 +166,373 | +8% | +$58.3M |
|
37
VICI Properties
VICI
$36B
| $752M | 0.54% | 25,851,479 -40,721 | -0.2% | -$1.18M |
|
38
Danaher
DHR
$147B
| $723M | 0.52% | 2,913,606 -44,230 | -1% | -$11M |
|
39
Microchip Technology
MCHP
$35.1B
| $717M | 0.52% | 9,191,963 -1,358 | -0% | -$106K |
|
40
Intuit
INTU
$186B
| $706M | 0.51% | 1,381,132 -27,802 | -2% | -$14.2M |
|
41
CarMax
KMX
$9.21B
| $699M | 0.5% | 9,887,944 -136,652 | -1% | -$9.67M |
|
42
Digital Realty Trust
DLR
$57.2B
| $694M | 0.5% | 5,731,697 -26,022 | -0.5% | -$3.15M |
|
43
Rexford Industrial Realty
REXR
$9.8B
| $670M | 0.48% | 13,579,313 +46,811 | +0.3% | +$2.31M |
|
44
Eli Lilly
LLY
$657B
| $670M | 0.48% | 1,247,311 +7,494 | +0.6% | +$4.03M |
|
45
Invitation Homes
INVH
$19.2B
| $658M | 0.47% | 20,776,434 +138,213 | +0.7% | +$4.38M |
|
46
Domino's
DPZ
$15.6B
| $646M | 0.46% | 1,704,241 +68,317 | +4% | +$25.9M |
|
47
Alexandria Real Estate Equities
ARE
$14.1B
| $637M | 0.46% | 6,368,647 -48,969 | -0.8% | -$4.9M |
|
|
48
Moody's
MCO
$91.4B
| $627M | 0.45% | 1,981,817 -564,047 | -22% | -$178M |
|
49
Exxon Mobil
XOM
$487B
| $620M | 0.45% | 5,273,394 +273,516 | +5% | +$32.2M |
|
50
Merck
MRK
$210B
| $607M | 0.44% | 5,891,664 +8,122 | +0.1% | +$836K |
|