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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $4.98B | 2.97% | 14,844,280 -305,306 | -2% | -$102M |
|
|
2
Apple
AAPL
$3.45T
| $4.02B | 2.4% | 22,655,000 -760,378 | -3% | -$135M |
|
3
Amazon
AMZN
$2.44T
| $3.1B | 1.85% | 931,028 -12,844 | -1% | -$42.8M |
|
4
Brookfield
BN
$98.3B
| $2.31B | 1.38% | 38,487,044 -1,341,047 | -3% | -$80.5M |
|
5
TransDigm Group
TDG
$78.8B
| $1.86B | 1.11% | 2,927,814 +26,327 | +0.9% | +$16.7M |
|
6
Prologis
PLD
$106B
| $1.8B | 1.08% | 10,759,119 -55,600 | -0.5% | -$9.33M |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $1.73B | 1.03% | 598,716 -15,003 | -2% | -$43.4M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $1.62B | 0.96% | 4,801,318 -163,661 | -3% | -$55.1M |
|
9
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.41B
| $1.6B | 0.95% | 35,993,928 +35,125,695 | +4,046% | +$1.56B |
|
10
KKR & Co
KKR
$124B
| $1.58B | 0.95% | 21,440,570 -750,908 | -3% | -$55.5M |
|
11
NVIDIA
NVDA
$4.25T
| $1.57B | 0.94% | 5,388,158 -103,433 | -2% | -$30.2M |
|
12
American Tower
AMT
$95.5B
| $1.49B | 0.89% | 5,114,492 +161,751 | +3% | +$47.2M |
|
|
13
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.47B | 0.88% | 508,946 -11,287 | -2% | -$32.6M |
|
14
CoStar Group
CSGP
$37.9B
| $1.32B | 0.79% | 16,686,729 +1,071,607 | +7% | +$85M |
|
15
Hilton Worldwide
HLT
$64.9B
| $1.28B | 0.77% | 8,274,178 -278,343 | -3% | -$43.1M |
|
16
Invitation Homes
INVH
$19.2B
| $1.25B | 0.74% | 27,577,542 +68,869 | +0.3% | +$3.12M |
|
17
Equinix
EQIX
$76.9B
| $1.24B | 0.74% | 1,462,856 +95,631 | +7% | +$80.8M |
|
18
Copart
CPRT
$47.2B
| $1.2B | 0.72% | 7,963,326 +654,826 | +9% | +$99M |
|
19
AvalonBay Communities
AVB
$27.9B
| $1.2B | 0.71% | 4,743,150 +11,622 | +0.2% | +$2.93M |
|
20
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$869M
| $1.18B | 0.71% | 25,063,617 +24,484,198 | +4,226% | +$1.16B |
|
21
CarMax
KMX
$9.21B
| $1.17B | 0.7% | 9,015,899 +114,563 | +1% | +$14.9M |
|
22
O'Reilly Automotive
ORLY
$88B
| $1.14B | 0.68% | 1,621,017 -29,185 | -2% | -$20.5M |
|
23
Mastercard
MA
$538B
| $1.11B | 0.66% | 3,098,492 +199,390 | +7% | +$71.6M |
|
24
Tesla
TSLA
$1.08T
| $1.11B | 0.66% | 1,049,763 -17,039 | -2% | -$18M |
|
25
SBA Communications
SBAC
$22B
| $1.11B | 0.66% | 2,866,943 +12,803 | +0.4% | +$4.95M |
|