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 |
Brookfield
BN
|
$564M |
| 2 |
TransDigm Group
TDG
|
$406M |
| 3 |
Welltower
WELL
|
$262M |
| 4 |
Camden Property Trust
CPT
|
$199M |
| 5 |
Autodesk
ADSK
|
$198M |
Top Sells
| 1 |
Alibaba
BABA
|
$419M |
| 2 |
Digital Realty Trust
DLR
|
$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
$207M |
| 4 |
iShares MBS ETF
MBB
|
$192M |
| 5 |
Americold
COLD
|
$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $3.07B | 2.7% | 15,072,613 +798,604 | +6% | +$163M |
|
2
Amazon
AMZN
$2.44T
| $2.68B | 2.36% | 969,771 +61,712 | +7% | +$170M |
|
3
Apple
AAPL
$3.45T
| $2.64B | 2.33% | 7,236,275 +6,190 | +0.1% | +$2.26M |
|
4
Prologis
PLD
$106B
| $1.47B | 1.29% | 15,747,634 +1,585,088 | +11% | +$148M |
|
|
5
TransDigm Group
TDG
$78.8B
| $1.4B | 1.23% | 3,169,663 +917,414 | +41% | +$406M |
|
|
6
Brookfield
BN
$98.3B
| $1.35B | 1.19% | 41,184,672 +17,149,763 | +71% | +$564M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $1.18B | 1.04% | 5,185,553 +235,826 | +5% | +$53.5M |
|
8
Equinix
EQIX
$76.9B
| $1.17B | 1.03% | 1,665,942 -47,882 | -3% | -$33.6M |
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $1.11B | 0.98% | 785,123 +40,159 | +5% | +$56.8M |
|
10
American Tower
AMT
$95.5B
| $942M | 0.83% | 3,643,362 +182,104 | +5% | +$47.1M |
|
11
Visa
V
$683B
| $918M | 0.81% | 4,752,492 +414,962 | +10% | +$80.2M |
|
|
12
Autodesk
ADSK
$67.3B
| $910M | 0.8% | 3,802,573 +826,536 | +28% | +$198M |
|
13
CarMax
KMX
$9.21B
| $905M | 0.8% | 10,107,377 +1,605,516 | +19% | +$144M |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $874M | 0.77% | 4,894,124 +230,087 | +5% | +$41.1M |
|
|
15
Alphabet (Google) Class A
GOOGL
$2.57T
| $861M | 0.76% | 607,468 +56,591 | +10% | +$80.2M |
|
16
AvalonBay Communities
AVB
$27.9B
| $859M | 0.76% | 5,556,760 +725,486 | +15% | +$112M |
|
17
Adobe
ADBE
$151B
| $804M | 0.71% | 1,847,075 +246,811 | +15% | +$107M |
|
18
Mastercard
MA
$538B
| $797M | 0.7% | 2,696,071 +265,070 | +11% | +$78.4M |
|
19
SBA Communications
SBAC
$22B
| $779M | 0.69% | 2,615,732 -206,213 | -7% | -$61.4M |
|
20
O'Reilly Automotive
ORLY
$88B
| $776M | 0.68% | 1,840,628 -25,285 | -1% | -$10.7M |
|
21
Invitation Homes
INVH
$19.2B
| $736M | 0.65% | 26,722,036 +114,241 | +0.4% | +$3.15M |
|
22
PayPal
PYPL
$67.1B
| $731M | 0.64% | 4,195,385 -242,499 | -5% | -$42.3M |
|
23
Alexandria Real Estate Equities
ARE
$14.1B
| $730M | 0.64% | 4,502,270 -903,201 | -17% | -$147M |
|
24
Hilton Worldwide
HLT
$64.9B
| $721M | 0.63% | 9,809,883 +720,414 | +8% | +$52.9M |
|
25
KKR & Co
KKR
$124B
| $719M | 0.63% | 23,292,540 +385,340 | +2% | +$11.9M |
|