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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $3.51B | 2.47% | 14,874,199 -806,437 | -5% | -$190M |
|
|
2
Apple
AAPL
$3.45T
| $2.88B | 2.03% | 23,582,013 -2,030,503 | -8% | -$248M |
|
3
Amazon
AMZN
$2.44T
| $2.72B | 1.91% | 878,164 -34,581 | -4% | -$107M |
|
4
Brookfield
BN
$98.3B
| $1.83B | 1.28% | 41,019,675 -1,037,948 | -2% | -$46.2M |
|
5
TransDigm Group
TDG
$78.8B
| $1.77B | 1.25% | 3,014,185 -32,848 | -1% | -$19.3M |
|
6
Prologis
PLD
$106B
| $1.55B | 1.09% | 14,654,920 -88,438 | -0.6% | -$9.37M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $1.35B | 0.95% | 4,590,239 -230,737 | -5% | -$68M |
|
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $1.29B | 0.91% | 621,893 -92,281 | -13% | -$191M |
|
9
CarMax
KMX
$9.21B
| $1.23B | 0.87% | 9,308,712 -235,531 | -2% | -$31.2M |
|
10
KKR & Co
KKR
$124B
| $1.17B | 0.82% | 23,956,450 +29,711 | +0.1% | +$1.45M |
|
11
American Tower
AMT
$95.5B
| $1.17B | 0.82% | 4,877,499 +130,838 | +3% | +$31.3M |
|
|
12
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.07B | 0.76% | 520,862 -35,846 | -6% | -$73.9M |
|
13
Hilton Worldwide
HLT
$64.9B
| $1.06B | 0.75% | 8,763,770 -133,283 | -1% | -$16.1M |
|
14
Visa
V
$683B
| $1.04B | 0.73% | 4,906,897 -147,430 | -3% | -$31.2M |
|
15
Autodesk
ADSK
$67.3B
| $1.02B | 0.72% | 3,687,461 -76,701 | -2% | -$21.3M |
|
16
JPMorgan Chase
JPM
$829B
| $1.02B | 0.72% | 6,708,368 -571,681 | -8% | -$87M |
|
17
Welltower
WELL
$113B
| $1.01B | 0.71% | 14,070,237 +73,768 | +0.5% | +$5.28M |
|
18
Mastercard
MA
$538B
| $958M | 0.67% | 2,689,424 -160,352 | -6% | -$57.1M |
|
19
AvalonBay Communities
AVB
$27.9B
| $916M | 0.64% | 4,965,275 +64,224 | +1% | +$11.8M |
|
20
PayPal
PYPL
$67.1B
| $900M | 0.63% | 3,704,296 -439,024 | -11% | -$107M |
|
21
O'Reilly Automotive
ORLY
$88B
| $899M | 0.63% | 1,772,519 +5,281 | +0.3% | +$2.68M |
|
22
Invitation Homes
INVH
$19.2B
| $896M | 0.63% | 28,008,021 +406,967 | +1% | +$13M |
|
23
Adobe
ADBE
$151B
| $891M | 0.63% | 1,874,967 +46,667 | +3% | +$22.2M |
|
24
Microchip Technology
MCHP
$35.1B
| $880M | 0.62% | 5,671,433 -115,246 | -2% | -$17.9M |
|
25
Equinix
EQIX
$76.9B
| $829M | 0.58% | 1,219,699 -225,054 | -16% | -$153M |
|