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 |
Amazon
AMZN
|
$2.07B |
| 2 |
Microsoft
MSFT
|
$344M |
| 3 |
Moody's
MCO
|
$284M |
| 4 |
VICI Properties
VICI
|
$249M |
| 5 |
Progressive
PGR
|
$246M |
Top Sells
| 1 |
Salesforce
CRM
|
$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
$202M |
| 3 |
Healthcare Realty
HR
|
$179M |
| 4 |
Etsy
ETSY
|
$168M |
| 5 |
Charter Communications
CHTR
|
$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $4.14B | 3.07% | 16,129,981 +1,339,560 | +9% | +$344M |
|
2
Apple
AAPL
$3.45T
| $3.1B | 2.29% | 22,684,688 +365,700 | +2% | +$50M |
|
|
3
Amazon
AMZN
$2.44T
| $2.17B | 1.6% | 20,422,264 +19,479,782 | +2,067% | +$2.07B |
|
4
Brookfield
BN
$98.3B
| $2.04B | 1.51% | 45,883,416 +2,452,878 | +6% | +$109M |
|
5
TransDigm Group
TDG
$78.8B
| $1.75B | 1.29% | 3,257,661 +173,413 | +6% | +$93.1M |
|
6
American Tower
AMT
$95.5B
| $1.53B | 1.14% | 6,004,859 +440,094 | +8% | +$112M |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $1.36B | 1% | 619,588 +28,608 | +5% | +$62.6M |
|
8
Prologis
PLD
$106B
| $1.29B | 0.95% | 10,936,743 -53,511 | -0.5% | -$6.3M |
|
|
9
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.24B | 0.92% | 570,413 +55,683 | +11% | +$121M |
|
10
CoStar Group
CSGP
$37.9B
| $1.22B | 0.9% | 20,166,548 +1,424,212 | +8% | +$86M |
|
11
Visa
V
$683B
| $1.19B | 0.88% | 6,019,197 +554,199 | +10% | +$109M |
|
12
O'Reilly Automotive
ORLY
$88B
| $1.16B | 0.86% | 1,829,485 +178,046 | +11% | +$112M |
|
13
Copart
CPRT
$47.2B
| $1.11B | 0.82% | 10,240,115 +723,905 | +8% | +$78.7M |
|
14
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.43B
| $1.1B | 0.82% | 30,151,399 | – | – |
|
15
KKR & Co
KKR
$124B
| $1.09B | 0.81% | 23,635,103 +1,177,018 | +5% | +$54.5M |
|
16
Mastercard
MA
$538B
| $1.04B | 0.77% | 3,293,309 +293,247 | +10% | +$92.5M |
|
17
Hilton Worldwide
HLT
$64.9B
| $1.02B | 0.75% | 9,119,288 +533,794 | +6% | +$59.5M |
|
18
Roper Technologies
ROP
$56.6B
| $1B | 0.74% | 2,537,033 +199,368 | +9% | +$78.7M |
|
19
AvalonBay Communities
AVB
$27.9B
| $980M | 0.72% | 5,043,581 +228,867 | +5% | +$44.5M |
|
20
Equinix
EQIX
$76.9B
| $970M | 0.72% | 1,476,488 -75,894 | -5% | -$49.9M |
|
21
CarMax
KMX
$9.21B
| $940M | 0.7% | 10,389,224 +455,386 | +5% | +$41.2M |
|
22
SBA Communications
SBAC
$22B
| $936M | 0.69% | 2,926,034 +40,439 | +1% | +$12.9M |
|
23
Ventas
VTR
$30.9B
| $894M | 0.66% | 17,378,124 +222,324 | +1% | +$11.4M |
|
24
Adobe
ADBE
$151B
| $884M | 0.65% | 2,416,028 +325,971 | +16% | +$119M |
|
25
Extra Space Storage
EXR
$30.5B
| $875M | 0.65% | 5,145,316 +381,282 | +8% | +$64.9M |
|