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 |
Alibaba
BABA
|
$205M |
| 2 |
Boston Properties
BXP
|
$179M |
| 3 |
Domino's
DPZ
|
$178M |
| 4 |
VICI Properties
VICI
|
$124M |
| 5 |
Vail Resorts
MTN
|
$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$124M |
| 3 |
SBA Communications
SBAC
|
$118M |
| 4 |
Steris
STE
|
$116M |
| 5 |
Equinix
EQIX
|
$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $1.81B | 1.68% | 15,305,189 -266,262 | -2% | -$31.4M |
|
2
Apple
AAPL
$3.45T
| $1.69B | 1.57% | 8,888,578 -85,963 | -1% | -$16.3M |
|
3
Amazon
AMZN
$2.44T
| $1.58B | 1.47% | 886,554 +14,949 | +2% | +$26.6M |
|
4
TransDigm Group
TDG
$78.8B
| $1.13B | 1.05% | 2,482,309 -202,618 | -8% | -$92M |
|
5
Brookfield
BN
$98.3B
| $1.05B | 0.98% | 22,480,922 -625,087 | -3% | -$29.2M |
|
6
Prologis
PLD
$106B
| $976M | 0.91% | 13,569,700 +1,021,517 | +8% | +$73.5M |
|
7
Simon Property Group
SPG
$59B
| $890M | 0.83% | 4,886,935 -47,139 | -1% | -$8.59M |
|
|
8
Equinix
EQIX
$76.9B
| $873M | 0.81% | 1,925,786 -244,600 | -11% | -$111M |
|
9
Hilton Worldwide
HLT
$64.9B
| $870M | 0.81% | 10,464,989 +667,995 | +7% | +$55.5M |
|
10
Alphabet (Google) Class C
GOOG
$2.58T
| $851M | 0.79% | 725,498 -13,554 | -2% | -$15.9M |
|
|
11
SBA Communications
SBAC
$22B
| $849M | 0.79% | 4,251,336 -589,259 | -12% | -$118M |
|
12
AvalonBay Communities
AVB
$27.9B
| $845M | 0.79% | 4,208,825 +445,179 | +12% | +$89.4M |
|
13
Berkshire Hathaway Class B
BRK.B
$1.09T
| $821M | 0.76% | 4,084,657 +25,810 | +0.6% | +$5.18M |
|
14
Meta Platforms (Facebook)
META
$1.86T
| $810M | 0.75% | 4,858,073 +170,173 | +4% | +$28.4M |
|
15
JPMorgan Chase
JPM
$829B
| $802M | 0.75% | 7,922,334 -216,226 | -3% | -$21.9M |
|
16
Alexandria Real Estate Equities
ARE
$14.1B
| $726M | 0.68% | 5,093,085 +356,441 | +8% | +$50.8M |
|
17
Johnson & Johnson
JNJ
$427B
| $704M | 0.66% | 5,035,839 -269,062 | -5% | -$37.6M |
|
|
18
O'Reilly Automotive
ORLY
$88B
| $687M | 0.64% | 1,769,516 -326,002 | -16% | -$127M |
|
19
Fidelity National Financial
FNF
$16.3B
| $686M | 0.64% | 18,778,341 +395,247 | +2% | +$14.4M |
|
20
Welltower
WELL
$113B
| $677M | 0.63% | 8,719,318 +1,032,562 | +13% | +$80.1M |
|
21
Markel Group
MKL
$24.8B
| $671M | 0.62% | 673,229 +10,844 | +2% | +$10.8M |
|
|
22
Alphabet (Google) Class A
GOOGL
$2.57T
| $662M | 0.62% | 562,582 +4,573 | +0.8% | +$5.38M |
|
23
Gartner
IT
$19B
| $660M | 0.61% | 4,348,638 -236,014 | -5% | -$35.8M |
|
24
Visa
V
$683B
| $654M | 0.61% | 4,189,874 -6,052 | -0.1% | -$945K |
|
25
Restaurant Brands International
QSR
$20.8B
| $645M | 0.6% | 9,911,379 -91,164 | -0.9% | -$5.94M |
|