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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
Walmart
WMT
|
$222M |
| 4 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 5 |
Equinix
EQIX
|
$176M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Welltower
WELL
$113B
| $1.16B | 0.68% | 12,458,625 -553,875 | -4% | -$51.8M |
|
27
Brown & Brown
BRO
$32B
| $1.11B | 0.65% | 12,718,155 +392,250 | +3% | +$34.3M |
|
28
Extra Space Storage
EXR
$30.5B
| $1.04B | 0.61% | 7,092,916 +9,164 | +0.1% | +$1.35M |
|
29
Costco
COST
$418B
| $992M | 0.58% | 1,353,514 -24,704 | -2% | -$18.1M |
|
30
Adobe
ADBE
$151B
| $991M | 0.58% | 1,963,444 -61,867 | -3% | -$31.2M |
|
31
Eli Lilly
LLY
$657B
| $947M | 0.56% | 1,217,565 -6,569 | -0.5% | -$5.11M |
|
32
Broadcom
AVGO
$1.4T
| $946M | 0.56% | 714,017 +5,230 | +0.7% | +$6.93M |
|
|
33
SBA Communications
SBAC
$22B
| $932M | 0.55% | 4,300,157 +1,524,302 | +55% | +$330M |
|
34
Berkshire Hathaway Class B
BRK.B
$1.09T
| $926M | 0.54% | 2,201,987 +12,715 | +0.6% | +$5.35M |
|
35
Netflix
NFLX
$513B
| $894M | 0.53% | 1,471,502 +9,129 | +0.6% | +$5.54M |
|
36
AvalonBay Communities
AVB
$27.9B
| $883M | 0.52% | 4,759,095 +109,585 | +2% | +$20.3M |
|
37
Intuit
INTU
$186B
| $878M | 0.52% | 1,351,492 -25,820 | -2% | -$16.8M |
|
38
Ventas
VTR
$30.9B
| $856M | 0.5% | 19,660,028 -152,567 | -0.8% | -$6.64M |
|
39
Markel Group
MKL
$24.8B
| $854M | 0.5% | 561,492 -3,113 | -0.6% | -$4.74M |
|
40
CarMax
KMX
$9.21B
| $838M | 0.49% | 9,623,346 -105,281 | -1% | -$9.17M |
|
41
Domino's
DPZ
$15.6B
| $831M | 0.49% | 1,673,296 -32,352 | -2% | -$16.1M |
|
42
Microchip Technology
MCHP
$35.1B
| $826M | 0.49% | 9,212,800 -66,366 | -0.7% | -$5.95M |
|
43
Merck
MRK
$210B
| $796M | 0.47% | 6,032,255 +120,573 | +2% | +$15.9M |
|
44
UnitedHealth
UNH
$281B
| $790M | 0.46% | 1,596,341 -27,238 | -2% | -$13.5M |
|
45
Danaher
DHR
$147B
| $778M | 0.46% | 3,116,332 -15,827 | -0.5% | -$3.95M |
|
46
Live Nation Entertainment
LYV
$38.6B
| $754M | 0.44% | 7,129,992 +4,151 | +0.1% | +$439K |
|
47
Gartner
IT
$19B
| $741M | 0.44% | 1,555,417 +10,718 | +0.7% | +$5.11M |
|
48
Invitation Homes
INVH
$19.2B
| $732M | 0.43% | 20,564,605 -358,879 | -2% | -$12.8M |
|
49
VICI Properties
VICI
$36B
| $730M | 0.43% | 24,500,489 -1,384,955 | -5% | -$41.3M |
|
50
Alexandria Real Estate Equities
ARE
$14.1B
| $704M | 0.41% | 5,457,699 -854,829 | -14% | -$110M |
|