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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $2.09B | 1.84% | 9,262,109 -612,015 | -6% | -$138M |
|
2
Microsoft
MSFT
$3.77T
| $1.84B | 1.62% | 16,049,460 -349,250 | -2% | -$39.9M |
|
3
Amazon
AMZN
$2.44T
| $1.75B | 1.54% | 874,759 +13,716 | +2% | +$27.5M |
|
4
Brookfield
BN
$98.3B
| $1.13B | 1% | 25,416,431 -2,262,527 | -8% | -$101M |
|
5
Simon Property Group
SPG
$59B
| $1.07B | 0.94% | 6,064,330 -389,821 | -6% | -$68.9M |
|
6
TransDigm Group
TDG
$78.8B
| $1.03B | 0.91% | 2,761,707 -34,455 | -1% | -$12.8M |
|
7
JPMorgan Chase
JPM
$829B
| $973M | 0.86% | 8,626,866 -238,624 | -3% | -$26.9M |
|
8
Equinix
EQIX
$76.9B
| $962M | 0.85% | 2,222,849 -114,986 | -5% | -$49.8M |
|
|
9
Prologis
PLD
$106B
| $907M | 0.8% | 13,373,251 +2,365,761 | +21% | +$160M |
|
10
Berkshire Hathaway Class B
BRK.B
$1.09T
| $900M | 0.79% | 4,205,027 +58,402 | +1% | +$12.5M |
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $879M | 0.77% | 736,223 +17,053 | +2% | +$20.4M |
|
12
O'Reilly Automotive
ORLY
$88B
| $877M | 0.77% | 2,524,098 -113,644 | -4% | -$39.5M |
|
13
SBA Communications
SBAC
$22B
| $853M | 0.75% | 5,310,829 -69,160 | -1% | -$11.1M |
|
14
Markel Group
MKL
$24.8B
| $806M | 0.71% | 677,834 +5,297 | +0.8% | +$6.3M |
|
15
Meta Platforms (Facebook)
META
$1.86T
| $787M | 0.69% | 4,788,362 +2,239 | +0% | +$368K |
|
16
Johnson & Johnson
JNJ
$427B
| $771M | 0.68% | 5,582,625 +75,030 | +1% | +$10.4M |
|
17
Gartner
IT
$19B
| $771M | 0.68% | 4,865,286 +43,271 | +0.9% | +$6.86M |
|
18
Hilton Worldwide
HLT
$64.9B
| $751M | 0.66% | 9,291,063 -320,123 | -3% | -$25.9M |
|
19
CarMax
KMX
$9.21B
| $737M | 0.65% | 9,871,660 -156,161 | -2% | -$11.7M |
|
20
Fidelity National Financial
FNF
$16.3B
| $712M | 0.63% | 18,087,607 -481,154 | -3% | -$18.9M |
|
21
AvalonBay Communities
AVB
$27.9B
| $706M | 0.62% | 3,896,600 -52,492 | -1% | -$9.51M |
|
|
22
Alphabet (Google) Class A
GOOGL
$2.57T
| $687M | 0.61% | 569,043 +5,149 | +0.9% | +$6.22M |
|
23
Pfizer
PFE
$141B
| $674M | 0.59% | 15,290,807 -521,205 | -3% | -$23M |
|
24
Exxon Mobil
XOM
$487B
| $668M | 0.59% | 7,851,296 -128,218 | -2% | -$10.9M |
|
25
Visa
V
$683B
| $641M | 0.57% | 4,272,991 +145,301 | +4% | +$21.8M |
|