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 |
Tesla
TSLA
|
$714M |
| 2 |
Liberty Broadband Class C
LBRDK
|
$328M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$300M |
| 4 |
NextEra Energy, Inc.
NEE
|
$284M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$215M |
Top Sells
| 1 |
Walt Disney
DIS
|
$365M |
| 2 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$266M |
| 3 |
Ventas
VTR
|
$236M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$154M |
| 5 |
RP
RealPage, Inc.
RP
|
$117M |
Sector Composition
| 1 | Technology | 19.28% |
| 2 | Financials | 15.11% |
| 3 | Real Estate | 14.76% |
| 4 | Consumer Discretionary | 12.04% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $3.49B | 2.58% | 15,680,636 +57,964 | +0.4% | +$12.9M |
|
2
Apple
AAPL
$3.45T
| $3.4B | 2.52% | 25,612,516 -667,852 | -3% | -$88.6M |
|
3
Amazon
AMZN
$2.44T
| $2.97B | 2.2% | 912,745 -25,851 | -3% | -$84.2M |
|
4
TransDigm Group
TDG
$78.8B
| $1.89B | 1.4% | 3,047,033 -98,256 | -3% | -$60.8M |
|
5
Brookfield
BN
$98.3B
| $1.74B | 1.29% | 42,057,623 -1,641,302 | -4% | -$67.7M |
|
6
Prologis
PLD
$106B
| $1.47B | 1.09% | 14,743,358 -580,619 | -4% | -$57.9M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $1.32B | 0.98% | 4,820,976 -170,310 | -3% | -$46.5M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $1.25B | 0.93% | 714,174 -58,523 | -8% | -$103M |
|
9
Autodesk
ADSK
$67.3B
| $1.15B | 0.85% | 3,764,162 -75,035 | -2% | -$22.9M |
|
10
Visa
V
$683B
| $1.11B | 0.82% | 5,054,327 +184,560 | +4% | +$40.4M |
|
11
American Tower
AMT
$95.5B
| $1.07B | 0.79% | 4,746,661 +773,387 | +19% | +$174M |
|
12
Equinix
EQIX
$76.9B
| $1.03B | 0.76% | 1,444,753 -54,547 | -4% | -$39M |
|
13
Mastercard
MA
$538B
| $1.02B | 0.75% | 2,849,776 +109,827 | +4% | +$39.2M |
|
14
Hilton Worldwide
HLT
$64.9B
| $990M | 0.73% | 8,897,053 -902,804 | -9% | -$100M |
|
|
15
Alphabet (Google) Class A
GOOGL
$2.57T
| $976M | 0.72% | 556,708 -21,728 | -4% | -$38.1M |
|
16
PayPal
PYPL
$67.1B
| $970M | 0.72% | 4,143,320 +22,740 | +0.6% | +$5.33M |
|
17
KKR & Co
KKR
$124B
| $969M | 0.72% | 23,926,739 +819,173 | +4% | +$33.2M |
|
18
JPMorgan Chase
JPM
$829B
| $925M | 0.69% | 7,280,049 +151,642 | +2% | +$19.3M |
|
19
Copart
CPRT
$47.2B
| $921M | 0.68% | 7,239,476 -297,710 | -4% | -$37.9M |
|
20
Adobe
ADBE
$151B
| $914M | 0.68% | 1,828,300 +6,532 | +0.4% | +$3.27M |
|
21
Welltower
WELL
$113B
| $904M | 0.67% | 13,996,469 +2,023,355 | +17% | +$131M |
|
22
CarMax
KMX
$9.21B
| $902M | 0.67% | 9,544,243 -133,723 | -1% | -$12.6M |
|
23
Alexandria Real Estate Equities
ARE
$14.1B
| $861M | 0.64% | 4,831,855 +400,103 | +9% | +$71.3M |
|
24
Invitation Homes
INVH
$19.2B
| $820M | 0.61% | 27,601,054 +666,484 | +2% | +$19.8M |
|
|
BKI
25
DELISTED
Black Knight, Inc. Common Stock
BKI
| $803M | 0.6% | 9,092,535 -152,230 | -2% | -$13.4M |
|