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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
Walmart
WMT
|
$222M |
| 4 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 5 |
Equinix
EQIX
|
$176M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $6.45B | 3.79% | 15,327,274 -183,344 | -1% | -$77.1M |
|
2
Amazon
AMZN
$2.44T
| $3.5B | 2.06% | 19,414,980 -195,622 | -1% | -$35.3M |
|
3
Apple
AAPL
$3.45T
| $3.49B | 2.05% | 20,373,797 -264,618 | -1% | -$45.4M |
|
4
NVIDIA
NVDA
$4.25T
| $3.24B | 1.9% | 3,583,036 -23,959 | -0.7% | -$21.6M |
|
|
5
TransDigm Group
TDG
$78.8B
| $2.72B | 1.6% | 2,206,119 -168,250 | -7% | -$207M |
|
6
Brookfield
BN
$98.3B
| $2.6B | 1.53% | 62,080,629 -1,228,272 | -2% | -$51.4M |
|
7
KKR & Co
KKR
$124B
| $2.28B | 1.34% | 22,648,399 -1,343,920 | -6% | -$135M |
|
8
Copart
CPRT
$47.2B
| $2.27B | 1.34% | 39,232,895 +1,009,053 | +3% | +$58.4M |
|
9
O'Reilly Automotive
ORLY
$88B
| $2.02B | 1.19% | 1,793,461 +76,517 | +4% | +$86.4M |
|
10
Hilton Worldwide
HLT
$64.9B
| $1.95B | 1.15% | 9,136,450 -205,078 | -2% | -$43.7M |
|
11
CoStar Group
CSGP
$37.9B
| $1.89B | 1.11% | 19,592,181 -213,552 | -1% | -$20.6M |
|
12
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.41B
| $1.8B | 1.06% | 35,101,992 -2,464,559 | -7% | -$127M |
|
|
13
American Tower
AMT
$95.5B
| $1.74B | 1.02% | 8,794,776 +2,336,501 | +36% | +$462M |
|
14
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.73B | 1.01% | 11,433,226 +236,502 | +2% | +$35.7M |
|
15
HEICO Class A
HEI.A
$34.1B
| $1.67B | 0.98% | 10,859,646 +655,661 | +6% | +$101M |
|
|
16
Alphabet (Google) Class C
GOOG
$2.58T
| $1.61B | 0.95% | 10,569,910 -669,904 | -6% | -$102M |
|
17
Prologis
PLD
$106B
| $1.58B | 0.93% | 12,098,795 -226,764 | -2% | -$29.5M |
|
18
Meta Platforms (Facebook)
META
$1.86T
| $1.56B | 0.91% | 3,205,687 -63,120 | -2% | -$30.6M |
|
19
Visa
V
$683B
| $1.47B | 0.86% | 5,268,343 -123,064 | -2% | -$34.3M |
|
20
Progressive
PGR
$145B
| $1.45B | 0.85% | 7,024,596 -279,341 | -4% | -$57.8M |
|
21
Roper Technologies
ROP
$56.6B
| $1.45B | 0.85% | 2,581,710 +61,756 | +2% | +$34.6M |
|
|
22
Equinix
EQIX
$76.9B
| $1.36B | 0.8% | 1,649,308 +213,740 | +15% | +$176M |
|
23
Mastercard
MA
$538B
| $1.34B | 0.79% | 2,788,503 -51,210 | -2% | -$24.7M |
|
24
Vulcan Materials
VMC
$38.5B
| $1.23B | 0.72% | 4,494,455 +83,601 | +2% | +$22.8M |
|
25
JPMorgan Chase
JPM
$829B
| $1.18B | 0.69% | 5,888,868 -210,399 | -3% | -$42.1M |
|