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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mettler-Toledo International
MTD
$26.8B
| $408M | 0.34% | 422,529 -22,275 | -5% | -$21.5M |
|
77
Brown & Brown
BRO
$32B
| $405M | 0.34% | 8,956,762 -121,778 | -1% | -$5.51M |
|
78
Live Nation Entertainment
LYV
$38.6B
| $402M | 0.34% | 7,456,181 +57,419 | +0.8% | +$3.09M |
|
79
Vail Resorts
MTN
$6.09B
| $398M | 0.34% | 1,862,140 -20,806 | -1% | -$4.45M |
|
|
FRC
80
DELISTED
First Republic Bank
FRC
| $395M | 0.33% | 3,621,580 -353,931 | -9% | -$38.6M |
|
81
NextEra Energy, Inc.
NEE
$148B
| $395M | 0.33% | 1,421,483 -101,169 | -7% | -$28.1M |
|
82
Liberty Broadband Class C
LBRDK
$8.73B
| $391M | 0.33% | 2,739,493 -210,684 | -7% | -$30.1M |
|
|
INFO
83
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $390M | 0.33% | 4,972,807 -217,609 | -4% | -$17.1M |
|
84
S&P Global
SPGI
$167B
| $386M | 0.32% | 1,070,675 -16,372 | -2% | -$5.9M |
|
85
Fastenal
FAST
$57B
| $386M | 0.32% | 8,558,508 -272,512 | -3% | -$12.3M |
|
86
Healthcare Realty
HR
$6.11B
| $383M | 0.32% | 14,745,405 +346,542 | +2% | +$9.01M |
|
87
Progressive
PGR
$145B
| $380M | 0.32% | 4,010,642 -64,844 | -2% | -$6.14M |
|
88
Extra Space Storage
EXR
$30.5B
| $367M | 0.31% | 3,430,883 +41,693 | +1% | +$4.46M |
|
89
TransUnion
TRU
$17.2B
| $366M | 0.31% | 4,354,251 -217,705 | -5% | -$18.3M |
|
90
Rexford Industrial Realty
REXR
$9.8B
| $364M | 0.31% | 7,944,873 -326,539 | -4% | -$14.9M |
|
91
Linde
LIN
$224B
| $363M | 0.31% | 1,525,743 -51,387 | -3% | -$12.2M |
|
92
Lennar Class A
LEN
$34.5B
| $363M | 0.31% | 4,447,871 +12,378 | +0.3% | +$1.01M |
|
93
Guidewire Software
GWRE
$18.3B
| $363M | 0.31% | 3,483,728 -3,494 | -0.1% | -$364K |
|
94
Blackrock
BLK
$175B
| $361M | 0.3% | 639,905 -50,794 | -7% | -$28.6M |
|
95
Comcast
CMCSA
$125B
| $352M | 0.3% | 7,616,170 -374,118 | -5% | -$17.3M |
|
96
Arch Capital
ACGL
$34.2B
| $345M | 0.29% | 11,805,900 -90,897 | -0.8% | -$2.66M |
|
97
Thermo Fisher Scientific
TMO
$186B
| $345M | 0.29% | 780,720 -49,078 | -6% | -$21.7M |
|
|
CONE
98
DELISTED
CyrusOne Inc Common Stock
CONE
| $342M | 0.29% | 4,886,582 -200,616 | -4% | -$14M |
|
99
PepsiCo
PEP
$204B
| $342M | 0.29% | 2,468,045 -148,283 | -6% | -$20.6M |
|
100
NVR
NVR
$22.4B
| $336M | 0.28% | 82,357 -1,008 | -1% | -$4.12M |
|