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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Brown & Brown
BRO
$32B
| $1.33B | 0.72% | 12,807,847 +2,868 | +0% | +$297K |
|
|
27
Broadcom
AVGO
$1.4T
| $1.24B | 0.68% | 7,182,409 +6,540,800 | +1,019% | +$1.13B |
|
28
JPMorgan Chase
JPM
$829B
| $1.23B | 0.67% | 5,824,289 +182,648 | +3% | +$38.5M |
|
29
Ventas
VTR
$30.9B
| $1.21B | 0.66% | 18,875,005 -396,934 | -2% | -$25.5M |
|
30
Extra Space Storage
EXR
$30.5B
| $1.21B | 0.66% | 6,716,161 -150,495 | -2% | -$27.1M |
|
31
Netflix
NFLX
$513B
| $1.2B | 0.66% | 1,692,563 +198,148 | +13% | +$141M |
|
32
Costco
COST
$418B
| $1.16B | 0.63% | 1,305,951 -28,413 | -2% | -$25.2M |
|
33
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.15B | 0.63% | 2,495,838 +353,074 | +16% | +$163M |
|
34
Eli Lilly
LLY
$657B
| $1.07B | 0.58% | 1,208,545 +60,306 | +5% | +$53.4M |
|
35
UnitedHealth
UNH
$281B
| $1.04B | 0.57% | 1,778,636 +180,479 | +11% | +$106M |
|
36
AvalonBay Communities
AVB
$27.9B
| $1.03B | 0.56% | 4,562,910 -181,217 | -4% | -$40.8M |
|
37
Gartner
IT
$19B
| $1.01B | 0.55% | 2,001,142 +103,814 | +5% | +$52.6M |
|
38
SBA Communications
SBAC
$22B
| $998M | 0.54% | 4,147,161 -56,913 | -1% | -$13.7M |
|
39
Tesla
TSLA
$1.08T
| $955M | 0.52% | 3,650,393 +194,796 | +6% | +$51M |
|
40
Adobe
ADBE
$151B
| $949M | 0.52% | 1,833,183 -142,326 | -7% | -$73.7M |
|
41
CBRE Group
CBRE
$48.2B
| $924M | 0.5% | 7,424,671 +277,922 | +4% | +$34.6M |
|
|
42
Martin Marietta Materials
MLM
$37.2B
| $877M | 0.48% | 1,628,701 +704,460 | +76% | +$379M |
|
43
Intuit
INTU
$186B
| $872M | 0.48% | 1,404,116 -3,746 | -0.3% | -$2.33M |
|
44
MSCI
MSCI
$43.9B
| $871M | 0.48% | 1,493,534 +37,340 | +3% | +$21.8M |
|
45
Markel Group
MKL
$24.8B
| $860M | 0.47% | 548,147 -7,606 | -1% | -$11.9M |
|
46
Danaher
DHR
$147B
| $850M | 0.46% | 3,056,976 -58,911 | -2% | -$16.4M |
|
47
Brookfield Infrastructure Partners
BIP
$14.6B
| $834M | 0.46% | 23,809,423 +616,373 | +3% | +$21.6M |
|
48
Arch Capital
ACGL
$34.2B
| $832M | 0.45% | 7,438,738 +337,786 | +5% | +$37.8M |
|
49
Procter & Gamble
PG
$368B
| $820M | 0.45% | 4,734,588 +608,168 | +15% | +$105M |
|
50
VICI Properties
VICI
$36B
| $802M | 0.44% | 24,071,879 -293,826 | -1% | -$9.79M |
|