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 |
Hilton Worldwide
HLT
|
$323M |
| 2 |
FRC
First Republic Bank
FRC
|
$239M |
| 3 |
Mettler-Toledo International
MTD
|
$210M |
| 4 |
Baidu
BIDU
|
$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$183M |
Top Sells
| 1 |
Aon
AON
|
$326M |
| 2 |
Dollar Tree
DLTR
|
$319M |
| 3 |
Intuit
INTU
|
$280M |
| 4 |
Fidelity National Information Services
FIS
|
$206M |
| 5 |
Loews
L
|
$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $1.83B | 1.68% | 9,874,124 -353,016 | -3% | -$65.3M |
|
2
Microsoft
MSFT
$3.77T
| $1.62B | 1.49% | 16,398,710 -195,969 | -1% | -$19.3M |
|
3
Amazon
AMZN
$2.44T
| $1.46B | 1.35% | 861,043 -7,297 | -0.8% | -$12.4M |
|
4
Brookfield
BN
$98.3B
| $1.12B | 1.03% | 27,678,958 +21,211 | +0.1% | +$860K |
|
5
Simon Property Group
SPG
$59B
| $1.1B | 1.01% | 6,454,151 +357,638 | +6% | +$60.9M |
|
6
Equinix
EQIX
$76.9B
| $1.01B | 0.92% | 2,337,835 +253,293 | +12% | +$109M |
|
7
TransDigm Group
TDG
$78.8B
| $965M | 0.89% | 2,796,162 -34,277 | -1% | -$11.8M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $930M | 0.85% | 4,786,123 +95,869 | +2% | +$18.6M |
|
9
JPMorgan Chase
JPM
$829B
| $924M | 0.85% | 8,865,490 -160,264 | -2% | -$16.7M |
|
10
SBA Communications
SBAC
$22B
| $888M | 0.82% | 5,379,989 +60,211 | +1% | +$9.94M |
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $802M | 0.74% | 719,170 +24,906 | +4% | +$27.8M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $774M | 0.71% | 4,146,625 +6,906 | +0.2% | +$1.29M |
|
|
13
Hilton Worldwide
HLT
$64.9B
| $761M | 0.7% | 9,611,186 +4,079,363 | +74% | +$323M |
|
14
CarMax
KMX
$9.21B
| $731M | 0.67% | 10,027,821 +369,038 | +4% | +$26.9M |
|
15
Markel Group
MKL
$24.8B
| $729M | 0.67% | 672,537 +1,033 | +0.2% | +$1.12M |
|
16
Moody's
MCO
$91.4B
| $729M | 0.67% | 4,273,304 -717,766 | -14% | -$122M |
|
17
Prologis
PLD
$106B
| $723M | 0.66% | 11,007,490 +1,334,721 | +14% | +$87.7M |
|
18
O'Reilly Automotive
ORLY
$88B
| $722M | 0.66% | 2,637,742 +22,186 | +0.8% | +$6.07M |
|
19
Fidelity National Financial
FNF
$16.3B
| $699M | 0.64% | 18,568,761 +1,533,868 | +9% | +$57.7M |
|
20
AvalonBay Communities
AVB
$27.9B
| $679M | 0.62% | 3,949,092 +856,546 | +28% | +$147M |
|
21
Johnson & Johnson
JNJ
$427B
| $668M | 0.61% | 5,507,595 -188,144 | -3% | -$22.8M |
|
22
Exxon Mobil
XOM
$487B
| $660M | 0.61% | 7,979,514 -440,499 | -5% | -$36.4M |
|
23
S&P Global
SPGI
$167B
| $658M | 0.61% | 3,229,468 +193,991 | +6% | +$39.6M |
|
24
Restaurant Brands International
QSR
$20.8B
| $651M | 0.6% | 10,795,399 +1,074,828 | +11% | +$64.8M |
|
25
Gartner
IT
$19B
| $641M | 0.59% | 4,822,015 +1,232,938 | +34% | +$164M |
|