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 |
O'Reilly Automotive
ORLY
|
$2.09B |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$451M |
| 3 |
Meta Platforms (Facebook)
META
|
$357M |
| 4 |
Fastenal
FAST
|
$273M |
| 5 |
LPL Financial
LPLA
|
$209M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$877M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$629M |
| 3 |
Netflix
NFLX
|
$421M |
| 4 |
Progressive
PGR
|
$384M |
| 5 |
CarMax
KMX
|
$270M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Financials | 16.54% |
| 3 | Real Estate | 12.06% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Industrials | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Homes 4 Rent
AMH
$13.3B
| $546M | 0.29% | 15,134,789 -545,397 | -3% | -$19.7M |
|
77
Hyatt Hotels
H
$13.8B
| $541M | 0.29% | 3,871,964 +736,190 | +23% | +$103M |
|
78
Arch Capital
ACGL
$34.2B
| $531M | 0.28% | 5,835,768 -2,254,059 | -28% | -$205M |
|
|
79
iShares Core S&P 500 ETF
IVV
$661B
| $516M | 0.27% | 831,454 -1,412,282 | -63% | -$877M |
|
80
Teck Resources
TECK
$16.7B
| $501M | 0.26% | 12,404,592 +873,850 | +8% | +$35.3M |
|
81
Oracle
ORCL
$635B
| $496M | 0.26% | 2,269,345 -168,606 | -7% | -$36.9M |
|
82
AbbVie
ABBV
$372B
| $492M | 0.26% | 2,648,138 +32,673 | +1% | +$6.06M |
|
83
Healthpeak Properties
DOC
$12.5B
| $488M | 0.26% | 27,868,461 +10,011,315 | +56% | +$175M |
|
84
Thermo Fisher Scientific
TMO
$186B
| $486M | 0.26% | 1,197,902 -31,076 | -3% | -$12.6M |
|
85
Home Depot
HD
$405B
| $483M | 0.26% | 1,317,025 -6,920 | -0.5% | -$2.54M |
|
86
Equity Residential
EQR
$25.3B
| $469M | 0.25% | 6,949,048 -760,243 | -10% | -$51.3M |
|
87
Simon Property Group
SPG
$59B
| $463M | 0.24% | 2,880,497 -325,961 | -10% | -$52.4M |
|
88
Salesforce
CRM
$245B
| $459M | 0.24% | 1,684,450 -456,599 | -21% | -$125M |
|
89
Trane Technologies
TT
$92.5B
| $448M | 0.24% | 1,023,341 -48,086 | -4% | -$21M |
|
90
Merck
MRK
$210B
| $446M | 0.24% | 5,629,591 +159 | +0% | +$12.6K |
|
91
Deere & Co
DE
$130B
| $434M | 0.23% | 853,723 -33,256 | -4% | -$16.9M |
|
92
Equity Lifestyle Properties
ELS
$11.7B
| $434M | 0.23% | 7,036,265 +687,255 | +11% | +$42.4M |
|
93
Entegris
ENTG
$12.7B
| $430M | 0.23% | 5,335,516 +321,318 | +6% | +$25.9M |
|
94
T-Mobile US
TMUS
$284B
| $429M | 0.23% | 1,800,774 +20,350 | +1% | +$4.85M |
|
95
NVR
NVR
$22.4B
| $428M | 0.23% | 57,976 +1,624 | +3% | +$12M |
|
96
Brookfield Asset Management
BAM
$97B
| $426M | 0.23% | 7,706,445 -117,948 | -2% | -$6.52M |
|
97
Airbnb
ABNB
$79.9B
| $425M | 0.22% | 3,213,167 -42,515 | -1% | -$5.63M |
|
98
Parker-Hannifin
PH
$96.2B
| $421M | 0.22% | 602,956 -23,024 | -4% | -$16.1M |
|
99
Blackrock
BLK
$175B
| $406M | 0.21% | 386,602 -29,017 | -7% | -$30.4M |
|
100
Essex Property Trust
ESS
$17.4B
| $400M | 0.21% | 1,412,506 -68,869 | -5% | -$19.5M |
|