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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $4.27B | 2.79% | 15,149,586 +137,945 | +0.9% | +$38.9M |
|
2
Apple
AAPL
$3.45T
| $3.31B | 2.16% | 23,415,378 -155,159 | -0.7% | -$22M |
|
3
Amazon
AMZN
$2.44T
| $3.1B | 2.02% | 943,872 +28,125 | +3% | +$92.4M |
|
4
Brookfield
BN
$98.3B
| $2.13B | 1.39% | 39,828,091 -356,143 | -0.9% | -$19.1M |
|
5
TransDigm Group
TDG
$78.8B
| $1.81B | 1.18% | 2,901,487 -78,940 | -3% | -$49.3M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $1.69B | 1.1% | 4,964,979 +268,730 | +6% | +$91.2M |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $1.64B | 1.07% | 613,719 -8,983 | -1% | -$23.9M |
|
|
8
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.39B | 0.91% | 520,233 -2,520 | -0.5% | -$6.74M |
|
9
Prologis
PLD
$106B
| $1.36B | 0.88% | 10,814,719 -1,252,071 | -10% | -$157M |
|
10
KKR & Co
KKR
$124B
| $1.35B | 0.88% | 22,191,478 -1,102,071 | -5% | -$67.1M |
|
11
CoStar Group
CSGP
$37.9B
| $1.34B | 0.88% | 15,615,122 +446,005 | +3% | +$38.4M |
|
12
American Tower
AMT
$95.5B
| $1.31B | 0.86% | 4,952,741 -72,441 | -1% | -$19.2M |
|
13
CarMax
KMX
$9.21B
| $1.14B | 0.74% | 8,901,336 -367,565 | -4% | -$47M |
|
|
14
NVIDIA
NVDA
$4.25T
| $1.14B | 0.74% | 5,491,591 +4,213,286 | +330% | +$873M |
|
15
Hilton Worldwide
HLT
$64.9B
| $1.13B | 0.74% | 8,552,521 -424,959 | -5% | -$56.1M |
|
16
Autodesk
ADSK
$67.3B
| $1.12B | 0.73% | 3,916,201 -42,127 | -1% | -$12M |
|
17
Visa
V
$683B
| $1.09B | 0.71% | 4,884,163 -4,861 | -0.1% | -$1.08M |
|
18
Adobe
ADBE
$151B
| $1.08B | 0.71% | 1,884,420 -9,715 | -0.5% | -$5.59M |
|
19
Salesforce
CRM
$245B
| $1.08B | 0.71% | 3,996,414 +151,040 | +4% | +$41M |
|
20
Equinix
EQIX
$76.9B
| $1.08B | 0.7% | 1,367,225 -85,662 | -6% | -$67.7M |
|
21
Invitation Homes
INVH
$19.2B
| $1.05B | 0.69% | 27,508,673 -134,224 | -0.5% | -$5.14M |
|
22
AvalonBay Communities
AVB
$27.9B
| $1.05B | 0.68% | 4,731,528 -3,605 | -0.1% | -$799K |
|
23
Copart
CPRT
$47.2B
| $1.01B | 0.66% | 7,308,500 -82,192 | -1% | -$11.4M |
|
24
JPMorgan Chase
JPM
$829B
| $1.01B | 0.66% | 6,193,267 -72,276 | -1% | -$11.8M |
|
25
O'Reilly Automotive
ORLY
$88B
| $1.01B | 0.66% | 1,650,202 -123,338 | -7% | -$75.4M |
|