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 |
NVIDIA
NVDA
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$829B
| $1.14B | 0.68% | 5,641,641 -247,227 | -4% | -$50M |
|
27
Costco
COST
$418B
| $1.13B | 0.67% | 1,334,364 -19,150 | -1% | -$16.3M |
|
28
Vulcan Materials
VMC
$38.5B
| $1.1B | 0.66% | 4,435,990 -58,465 | -1% | -$14.5M |
|
29
Adobe
ADBE
$151B
| $1.1B | 0.65% | 1,975,509 +12,065 | +0.6% | +$6.7M |
|
30
Extra Space Storage
EXR
$30.5B
| $1.07B | 0.63% | 6,866,656 -226,260 | -3% | -$35.2M |
|
31
Eli Lilly
LLY
$657B
| $1.04B | 0.62% | 1,148,239 -69,326 | -6% | -$62.8M |
|
32
Broadcom
AVGO
$1.4T
| $1.03B | 0.61% | 641,609 -72,408 | -10% | -$116M |
|
33
Netflix
NFLX
$513B
| $1.01B | 0.6% | 1,494,415 +22,913 | +2% | +$15.5M |
|
34
Ventas
VTR
$30.9B
| $988M | 0.59% | 19,271,939 -388,089 | -2% | -$19.9M |
|
35
AvalonBay Communities
AVB
$27.9B
| $982M | 0.58% | 4,744,127 -14,968 | -0.3% | -$3.1M |
|
36
Intuit
INTU
$186B
| $925M | 0.55% | 1,407,862 +56,370 | +4% | +$37M |
|
37
Markel Group
MKL
$24.8B
| $876M | 0.52% | 555,753 -5,739 | -1% | -$9.04M |
|
38
Berkshire Hathaway Class B
BRK.B
$1.09T
| $872M | 0.52% | 2,142,764 -59,223 | -3% | -$24.1M |
|
39
Gartner
IT
$19B
| $852M | 0.51% | 1,897,328 +341,911 | +22% | +$154M |
|
40
Domino's
DPZ
$15.6B
| $848M | 0.5% | 1,642,477 -30,819 | -2% | -$15.9M |
|
41
Microchip Technology
MCHP
$35.1B
| $846M | 0.5% | 9,246,403 +33,603 | +0.4% | +$3.07M |
|
42
SBA Communications
SBAC
$22B
| $825M | 0.49% | 4,204,074 -96,083 | -2% | -$18.9M |
|
43
UnitedHealth
UNH
$281B
| $814M | 0.48% | 1,598,157 +1,816 | +0.1% | +$925K |
|
44
Danaher
DHR
$147B
| $779M | 0.46% | 3,115,887 -445 | -0% | -$111K |
|
45
Invitation Homes
INVH
$19.2B
| $735M | 0.44% | 20,471,201 -93,404 | -0.5% | -$3.35M |
|
46
Merck
MRK
$210B
| $723M | 0.43% | 5,837,680 -194,575 | -3% | -$24.1M |
|
47
Arch Capital
ACGL
$34.2B
| $716M | 0.43% | 7,100,952 +300,716 | +4% | +$30.3M |
|
48
Exxon Mobil
XOM
$487B
| $712M | 0.42% | 6,187,270 +467,931 | +8% | +$53.9M |
|
|
49
MSCI
MSCI
$43.9B
| $702M | 0.42% | 1,456,194 +623,712 | +75% | +$300M |
|
50
VICI Properties
VICI
$36B
| $698M | 0.41% | 24,365,705 -134,784 | -0.6% | -$3.86M |
|