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 | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.08T
| $684M | 0.41% | 3,455,597 -45,820 | -1% | -$9.07M |
|
52
Procter & Gamble
PG
$368B
| $681M | 0.4% | 4,126,420 -19,713 | -0.5% | -$3.25M |
|
53
Live Nation Entertainment
LYV
$38.6B
| $666M | 0.4% | 7,109,519 -20,473 | -0.3% | -$1.92M |
|
54
Tyler Technologies
TYL
$24.4B
| $659M | 0.39% | 1,310,727 +1,012 | +0.1% | +$509K |
|
55
CBRE Group
CBRE
$48.2B
| $637M | 0.38% | 7,146,749 +210,004 | +3% | +$18.7M |
|
56
Brookfield Infrastructure Partners
BIP
$14.6B
| $636M | 0.38% | 23,193,050 +1,540,223 | +7% | +$42.3M |
|
57
Alexandria Real Estate Equities
ARE
$14.1B
| $634M | 0.38% | 5,420,031 -37,668 | -0.7% | -$4.41M |
|
58
CarMax
KMX
$9.21B
| $615M | 0.37% | 8,384,960 -1,238,386 | -13% | -$90.8M |
|
59
Digital Realty Trust
DLR
$57.2B
| $607M | 0.36% | 3,993,266 -353,774 | -8% | -$53.8M |
|
60
Bank of America
BAC
$376B
| $590M | 0.35% | 14,846,245 -282,841 | -2% | -$11.2M |
|
61
American Homes 4 Rent
AMH
$13.3B
| $586M | 0.35% | 15,771,297 -196,475 | -1% | -$7.3M |
|
62
Linde
LIN
$224B
| $582M | 0.35% | 1,327,050 -8,564 | -0.6% | -$3.76M |
|
63
Thermo Fisher Scientific
TMO
$186B
| $565M | 0.34% | 1,022,270 +247,110 | +32% | +$137M |
|
64
Rexford Industrial Realty
REXR
$9.8B
| $556M | 0.33% | 12,471,322 -1,173,887 | -9% | -$52.3M |
|
65
Regency Centers
REG
$13.2B
| $555M | 0.33% | 8,922,988 +357,091 | +4% | +$22.2M |
|
66
Fair Isaac
FICO
$36.5B
| $552M | 0.33% | 370,605 +13,966 | +4% | +$20.8M |
|
67
Liberty Media Series C
FWONK
$25B
| $544M | 0.32% | 7,576,129 +1,349,301 | +22% | +$96.9M |
|
68
Moody's
MCO
$91.4B
| $537M | 0.32% | 1,275,343 -132,626 | -9% | -$55.8M |
|
69
Coca-Cola
KO
$297B
| $512M | 0.3% | 8,040,705 -131,565 | -2% | -$8.37M |
|
70
iShares Core S&P 500 ETF
IVV
$662B
| $504M | 0.3% | 921,115 -21,562 | -2% | -$11.8M |
|
71
Martin Marietta Materials
MLM
$37.2B
| $501M | 0.3% | 924,241 -24,667 | -3% | -$13.4M |
|
|
72
Equity Residential
EQR
$25.3B
| $496M | 0.29% | 7,153,749 +5,925,177 | +482% | +$411M |
|
73
Chevron
CVX
$324B
| $490M | 0.29% | 3,130,983 -55,646 | -2% | -$8.7M |
|
74
Charles Schwab
SCHW
$174B
| $489M | 0.29% | 6,635,700 +338,511 | +5% | +$24.9M |
|
75
Abbott
ABT
$231B
| $487M | 0.29% | 4,690,312 -91,715 | -2% | -$9.53M |
|