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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $2.33B | 1.94% | 14,766,237 -428,733 | -3% | -$67.6M |
|
|
2
Apple
AAPL
$3.45T
| $2.2B | 1.83% | 7,479,355 -397,791 | -5% | -$117M |
|
3
Amazon
AMZN
$2.44T
| $1.66B | 1.38% | 898,709 +14,176 | +2% | +$26.2M |
|
4
Brookfield
BN
$98.3B
| $1.27B | 1.06% | 21,963,911 -401,856 | -2% | -$23.2M |
|
5
TransDigm Group
TDG
$78.8B
| $1.23B | 1.02% | 2,194,331 -19,431 | -0.9% | -$10.9M |
|
6
Prologis
PLD
$106B
| $1.11B | 0.93% | 12,504,908 +357,060 | +3% | +$31.8M |
|
7
JPMorgan Chase
JPM
$829B
| $1.03B | 0.86% | 7,424,328 -296,265 | -4% | -$41.3M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $1B | 0.84% | 4,888,726 -33,270 | -0.7% | -$6.83M |
|
9
Hilton Worldwide
HLT
$64.9B
| $988M | 0.82% | 8,906,212 -904,050 | -9% | -$100M |
|
10
Berkshire Hathaway Class B
BRK.B
$1.09T
| $966M | 0.8% | 4,264,579 +25,508 | +0.6% | +$5.78M |
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $963M | 0.8% | 719,982 -13,847 | -2% | -$18.5M |
|
12
Equinix
EQIX
$76.9B
| $922M | 0.77% | 1,579,099 -61,415 | -4% | -$35.8M |
|
13
Alexandria Real Estate Equities
ARE
$14.1B
| $863M | 0.72% | 5,337,968 +181,054 | +4% | +$29.3M |
|
14
AvalonBay Communities
AVB
$27.9B
| $848M | 0.71% | 4,045,073 -38,125 | -0.9% | -$7.99M |
|
15
Fidelity National Financial
FNF
$16.3B
| $820M | 0.68% | 18,091,058 -595,517 | -3% | -$27M |
|
16
Visa
V
$683B
| $788M | 0.66% | 4,192,204 +2,095 | +0% | +$394K |
|
17
Markel Group
MKL
$24.8B
| $773M | 0.64% | 675,955 +401 | +0.1% | +$458K |
|
18
Invitation Homes
INVH
$19.2B
| $743M | 0.62% | 24,802,363 +1,648,171 | +7% | +$49.4M |
|
19
Welltower
WELL
$113B
| $743M | 0.62% | 9,087,248 +278,414 | +3% | +$22.8M |
|
|
20
Alphabet (Google) Class A
GOOGL
$2.57T
| $721M | 0.6% | 538,646 -23,245 | -4% | -$31.1M |
|
21
SBA Communications
SBAC
$22B
| $713M | 0.59% | 2,959,988 -174,588 | -6% | -$42.1M |
|
22
O'Reilly Automotive
ORLY
$88B
| $713M | 0.59% | 1,627,478 -38,877 | -2% | -$17M |
|
23
CarMax
KMX
$9.21B
| $686M | 0.57% | 7,821,401 -14,820 | -0.2% | -$1.3M |
|
24
Mastercard
MA
$538B
| $664M | 0.55% | 2,224,766 -76,845 | -3% | -$22.9M |
|
25
Essex Property Trust
ESS
$17.4B
| $650M | 0.54% | 2,160,491 +243,451 | +13% | +$73.2M |
|