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 | |
|---|---|---|---|---|---|---|
51
Live Nation Entertainment
LYV
$38.6B
| $788M | 0.43% | 7,196,551 +87,032 | +1% | +$9.53M |
|
52
Exxon Mobil
XOM
$487B
| $786M | 0.43% | 6,709,202 +521,932 | +8% | +$61.2M |
|
53
Thermo Fisher Scientific
TMO
$186B
| $772M | 0.42% | 1,247,838 +225,568 | +22% | +$140M |
|
54
Tyler Technologies
TYL
$24.4B
| $754M | 0.41% | 1,291,812 -18,915 | -1% | -$11M |
|
55
Fair Isaac
FICO
$36.5B
| $724M | 0.4% | 372,582 +1,977 | +0.5% | +$3.84M |
|
56
Merck
MRK
$210B
| $722M | 0.39% | 6,355,950 +518,270 | +9% | +$58.9M |
|
57
Domino's
DPZ
$15.6B
| $717M | 0.39% | 1,666,158 +23,681 | +1% | +$10.2M |
|
58
Invitation Homes
INVH
$19.2B
| $707M | 0.39% | 20,051,656 -419,545 | -2% | -$14.8M |
|
59
Microchip Technology
MCHP
$35.1B
| $671M | 0.37% | 8,352,702 -893,701 | -10% | -$71.8M |
|
60
Liberty Media Series C
FWONK
$25B
| $668M | 0.36% | 8,627,809 +1,051,680 | +14% | +$81.4M |
|
61
CarMax
KMX
$9.21B
| $643M | 0.35% | 8,308,778 -76,182 | -0.9% | -$5.89M |
|
62
Regency Centers
REG
$13.2B
| $637M | 0.35% | 8,816,237 -106,751 | -1% | -$7.71M |
|
63
Digital Realty Trust
DLR
$57.2B
| $626M | 0.34% | 3,870,915 -122,351 | -3% | -$19.8M |
|
64
Bank of America
BAC
$376B
| $612M | 0.33% | 15,415,630 +569,385 | +4% | +$22.6M |
|
65
Linde
LIN
$224B
| $605M | 0.33% | 1,269,685 -57,365 | -4% | -$27.4M |
|
66
Autodesk
ADSK
$67.3B
| $604M | 0.33% | 2,192,345 +245,816 | +13% | +$67.7M |
|
67
Home Depot
HD
$405B
| $596M | 0.33% | 1,471,223 +141,915 | +11% | +$57.5M |
|
68
Equity Residential
EQR
$25.3B
| $577M | 0.31% | 7,745,615 +591,866 | +8% | +$44.1M |
|
69
American Homes 4 Rent
AMH
$13.3B
| $575M | 0.31% | 14,971,791 -799,506 | -5% | -$30.7M |
|
70
Johnson & Johnson
JNJ
$427B
| $563M | 0.31% | 3,472,312 +329,473 | +10% | +$53.4M |
|
71
Alexandria Real Estate Equities
ARE
$14.1B
| $555M | 0.3% | 4,673,834 -746,197 | -14% | -$88.6M |
|
72
Cadence Design Systems
CDNS
$95.5B
| $548M | 0.3% | 2,021,494 +501,833 | +33% | +$136M |
|
73
Coca-Cola
KO
$297B
| $548M | 0.3% | 7,622,407 -418,298 | -5% | -$30.1M |
|
74
Rexford Industrial Realty
REXR
$9.8B
| $539M | 0.29% | 10,711,760 -1,759,562 | -14% | -$88.5M |
|
75
Lennar Class A
LEN
$34.5B
| $535M | 0.29% | 2,851,990 +98,126 | +4% | +$18.4M |
|