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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $5.83B | 3.72% | 15,510,618 -136,509 | -0.9% | -$51.3M |
|
2
Apple
AAPL
$3.45T
| $3.97B | 2.53% | 20,638,415 -128,822 | -0.6% | -$24.8M |
|
3
Amazon
AMZN
$2.44T
| $2.98B | 1.9% | 19,610,602 -115,417 | -0.6% | -$17.5M |
|
4
Brookfield
BN
$98.3B
| $2.54B | 1.62% | 63,308,901 -425,963 | -0.7% | -$17.1M |
|
5
TransDigm Group
TDG
$78.8B
| $2.4B | 1.53% | 2,374,369 -109,346 | -4% | -$111M |
|
6
KKR & Co
KKR
$124B
| $1.99B | 1.27% | 23,992,319 -279,650 | -1% | -$23.2M |
|
7
Copart
CPRT
$47.2B
| $1.87B | 1.19% | 38,223,842 -1,579,215 | -4% | -$77.4M |
|
8
NVIDIA
NVDA
$4.25T
| $1.79B | 1.14% | 3,606,995 -23,307 | -0.6% | -$11.5M |
|
9
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.41B
| $1.76B | 1.12% | 37,566,551 +9,881,752 | +36% | +$462M |
|
10
CoStar Group
CSGP
$37.9B
| $1.73B | 1.1% | 19,805,733 -2,573 | -0% | -$225K |
|
11
Hilton Worldwide
HLT
$64.9B
| $1.7B | 1.08% | 9,341,528 -234,939 | -2% | -$42.8M |
|
12
Prologis
PLD
$106B
| $1.64B | 1.05% | 12,325,559 +123,902 | +1% | +$16.5M |
|
13
O'Reilly Automotive
ORLY
$88B
| $1.63B | 1.04% | 1,716,944 -24,526 | -1% | -$23.3M |
|
14
Alphabet (Google) Class C
GOOG
$2.58T
| $1.58B | 1.01% | 11,239,814 +129,719 | +1% | +$18.3M |
|
|
15
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.56B | 1% | 11,196,724 -402,179 | -3% | -$56.2M |
|
16
HEICO Class A
HEI.A
$34.1B
| $1.45B | 0.93% | 10,203,985 +758,192 | +8% | +$108M |
|
17
Visa
V
$683B
| $1.4B | 0.9% | 5,391,407 -104,338 | -2% | -$27.2M |
|
18
American Tower
AMT
$95.5B
| $1.39B | 0.89% | 6,458,275 -170,918 | -3% | -$36.9M |
|
19
Roper Technologies
ROP
$56.6B
| $1.37B | 0.88% | 2,519,954 -9,028 | -0.4% | -$4.92M |
|
20
Mastercard
MA
$538B
| $1.21B | 0.77% | 2,839,713 +10,757 | +0.4% | +$4.59M |
|
21
Adobe
ADBE
$151B
| $1.21B | 0.77% | 2,025,311 +14,825 | +0.7% | +$8.84M |
|
22
Welltower
WELL
$113B
| $1.17B | 0.75% | 13,012,500 +87,106 | +0.7% | +$7.85M |
|
23
Progressive
PGR
$145B
| $1.16B | 0.74% | 7,303,937 -182,297 | -2% | -$29M |
|
24
Meta Platforms (Facebook)
META
$1.86T
| $1.16B | 0.74% | 3,268,807 +1,651 | +0.1% | +$584K |
|
25
Equinix
EQIX
$76.9B
| $1.16B | 0.74% | 1,435,568 +37,150 | +3% | +$29.9M |
|