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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
PACCAR
PCAR
|
$89.7M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $4.79B | 3.43% | 16,619,801 +241,900 | +1% | +$69.7M |
|
2
Apple
AAPL
$3.45T
| $3.57B | 2.55% | 21,648,756 +140,056 | +0.7% | +$23.1M |
|
3
Amazon
AMZN
$2.44T
| $2.13B | 1.52% | 20,629,186 +344,779 | +2% | +$35.6M |
|
|
4
TransDigm Group
TDG
$78.8B
| $2.08B | 1.49% | 2,828,010 -290,891 | -9% | -$214M |
|
5
Brookfield
BN
$98.3B
| $1.73B | 1.24% | 53,020,933 +2,246,576 | +4% | +$73.2M |
|
6
Copart
CPRT
$47.2B
| $1.63B | 1.17% | 21,670,906 -239,054 | -1% | -$18M |
|
7
O'Reilly Automotive
ORLY
$88B
| $1.55B | 1.11% | 1,827,330 -46,957 | -3% | -$39.9M |
|
8
American Tower
AMT
$95.5B
| $1.4B | 1% | 6,827,781 +72,111 | +1% | +$14.7M |
|
9
Prologis
PLD
$106B
| $1.39B | 0.99% | 11,130,841 +29,399 | +0.3% | +$3.67M |
|
10
Hilton Worldwide
HLT
$64.9B
| $1.35B | 0.97% | 9,610,321 +185,704 | +2% | +$26.2M |
|
11
CoStar Group
CSGP
$37.9B
| $1.33B | 0.95% | 19,276,710 -398,841 | -2% | -$27.5M |
|
12
KKR & Co
KKR
$124B
| $1.31B | 0.94% | 24,930,947 +842,229 | +3% | +$44.2M |
|
13
Visa
V
$683B
| $1.3B | 0.93% | 5,767,838 -63,567 | -1% | -$14.3M |
|
14
Alphabet (Google) Class C
GOOG
$2.58T
| $1.25B | 0.89% | 11,998,191 -118,542 | -1% | -$12.3M |
|
|
15
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.2B | 0.86% | 11,584,059 +283,272 | +3% | +$29.4M |
|
16
Roper Technologies
ROP
$56.6B
| $1.14B | 0.81% | 2,586,071 -31,668 | -1% | -$14M |
|
17
Progressive
PGR
$145B
| $1.11B | 0.79% | 7,728,141 -3,539 | -0% | -$506K |
|
18
NVIDIA
NVDA
$4.25T
| $1.09B | 0.78% | 3,937,396 +37,489 | +1% | +$10.4M |
|
19
Mastercard
MA
$538B
| $1.07B | 0.77% | 2,951,615 -37,902 | -1% | -$13.8M |
|
20
HEICO Class A
HEI.A
$34.1B
| $1.06B | 0.76% | 7,777,891 +144,433 | +2% | +$19.6M |
|
21
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.41B
| $951M | 0.68% | 23,890,750 +85,336 | +0.4% | +$3.4M |
|
22
Moody's
MCO
$91.4B
| $926M | 0.66% | 3,027,123 -41,118 | -1% | -$12.6M |
|
23
VICI Properties
VICI
$36B
| $847M | 0.61% | 25,979,833 +94,440 | +0.4% | +$3.08M |
|
24
Extra Space Storage
EXR
$30.5B
| $841M | 0.6% | 5,160,449 +474,396 | +10% | +$77.3M |
|
25
Adobe
ADBE
$151B
| $827M | 0.59% | 2,147,020 -71,640 | -3% | -$27.6M |
|