Principal Financial Group Top Holdings and 13F Report (2022)

About Principal Financial Group

Principal Financial Group NYSE: PFG has filed 13-F forms with the SEC as an investor. Principal Financial Group is itself a publicly traded company. Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. For more information on Principal Financial Group stock, visit the Principal Financial Group stock profile here.

Investment Activity

Principal Financial Group has $178.21 billion in total holdings as of March 31, 2022.
Principal Financial Group owns shares of 2,171 different stocks, but just 253 companies or ETFs make up 80% of its holdings.
Approximately 4.44% of the portfolio was purchased this quarter.
About 4.23% of the portfolio was sold this quarter.
This quarter, Principal Financial Group has purchased 2,208 new stocks and bought additional shares in 1,302 stocks.
Principal Financial Group sold shares of 813 stocks and completely divested from 78 stocks this quarter.

Largest Holdings

Microsoft: $5,786,874,167
Apple: $4,741,958,209
NVIDIA: $3,798,367,151
Amazon.com: $3,743,399,474
Transdigm Group: $2,906,399,060

Largest New Holdings this Quarter

04965M106 - Atour Lifestyle: $68,322,141 Holding
601137102 - MILLROSE PPTYS INC: $47,573,606 Holding
37954Y293 - Global X MLP & Energy Infrastructure ETF: $41,470,119 Holding
80004C200 - SANDISK CORP: $27,226,159 Holding
92763W103 - Vipshop: $27,051,183 Holding

Largest Purchases this Quarter

PRINCIPAL EXCHANGE TRADED FD: 24,398,603 shares (about $594.99M)
LPL Financial: 971,814 shares (about $317.92M)
Air Products and Chemicals: 1,059,970 shares (about $312.61M)
Entegris: 3,520,997 shares (about $308.02M)
Simon Property Group: 1,830,264 shares (about $303.97M)

Largest Sales this Quarter

Intuit: 957,696 shares (about $588.02M)
Autodesk: 1,457,576 shares (about $381.59M)
Microchip Technology: 7,011,987 shares (about $339.45M)
NNN REIT: 4,734,858 shares (about $201.94M)
Terreno Realty: 3,114,171 shares (about $196.88M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$5,786,874,167	$68,966,652 ▼	-1.2%	15,415,632	3.2%	Computer and Technology
AAPL Apple	$4,741,958,209	$84,263,684 ▼	-1.7%	21,347,671	2.7%	Computer and Technology
NVDA NVIDIA	$3,798,367,151	$23,275,581 ▼	-0.6%	35,046,753	2.1%	Computer and Technology
AMZN Amazon.com	$3,743,399,474	$35,358,110 ▼	-0.9%	19,675,178	2.1%	Retail/Wholesale
TDG Transdigm Group	$2,906,399,060	$34,856,161 ▼	-1.2%	2,101,076	1.6%	Aerospace
BN Brookfield	$2,649,737,649	$90,491,524 ▼	-3.3%	50,559,329	1.5%	Finance
ORLY O'Reilly Automotive	$2,537,211,442	$31,360,615 ▼	-1.2%	1,771,078	1.4%	Retail/Wholesale
HLT Hilton Worldwide	$2,360,011,524	$4,491,610 ▼	-0.2%	10,371,396	1.3%	Consumer Discretionary
HEI.A Heico	$2,246,419,780	$30,653,311 ▲	1.4%	10,648,052	1.3%	Aerospace
CPRT Copart	$2,230,176,716	$70,719,790 ▲	3.3%	39,409,377	1.3%	Business Services
KKR KKR & Co. Inc.	$2,124,878,122	$63,481,341 ▼	-2.9%	18,379,707	1.2%	Finance
META Meta Platforms	$1,886,342,130	$41,960,161 ▼	-2.2%	3,272,854	1.1%	Computer and Technology
V Visa	$1,839,595,073	$79,071,838 ▼	-4.1%	5,249,087	1.0%	Business Services
WELL Welltower	$1,756,156,832	$68,365,829 ▼	-3.7%	11,462,416	1.0%	Finance
GOOGL Alphabet	$1,745,033,715	$31,246,250 ▼	-1.8%	11,284,491	1.0%	Computer and Technology
USMC Principal U.S. Mega-Cap ETF	$1,713,017,814	$56,630,625 ▼	-3.2%	30,081,870	1.0%	Manufacturing
BRO Brown & Brown	$1,609,741,765	$4,736,903 ▲	0.3%	12,940,046	0.9%	Finance
GOOG Alphabet	$1,591,882,775	$34,616,975 ▼	-2.1%	10,189,354	0.9%	Computer and Technology
EQIX Equinix	$1,550,970,411	$29,644,500 ▼	-1.9%	1,902,214	0.9%	Finance
VMC Vulcan Materials	$1,518,291,478	$103,979,729 ▲	7.4%	6,507,892	0.9%	Construction
AVGO Broadcom	$1,510,912,116	$161,158,595 ▲	11.9%	9,024,141	0.8%	Computer and Technology
CSGP CoStar Group	$1,505,993,873	$14,134,791 ▼	-0.9%	19,007,873	0.8%	Computer and Technology
ROP Roper Technologies	$1,491,743,921	$36,518,020 ▼	-2.4%	2,530,179	0.8%	Computer and Technology
MA Mastercard	$1,447,991,374	$87,623,029 ▼	-5.7%	2,641,741	0.8%	Business Services
PGR Progressive	$1,397,658,344	$35,767,381 ▼	-2.5%	4,938,546	0.8%	Finance
NFLX Netflix	$1,382,473,289	$100,527,693 ▼	-6.8%	1,482,497	0.8%	Consumer Discretionary
AMT American Tower	$1,335,407,176	$47,994,948 ▲	3.7%	6,136,981	0.7%	Finance
BRK.B Berkshire Hathaway	$1,329,225,947	$6,363,266 ▲	0.5%	2,495,824	0.7%	Finance
JPM JPMorgan Chase & Co.	$1,329,157,608	$39,269,588 ▼	-2.9%	5,418,498	0.7%	Finance
PLD Prologis	$1,316,776,299	$10,518,657 ▼	-0.8%	11,779,016	0.7%	Finance
IVV iShares Core S&P 500 ETF	$1,260,755,258	$37,407,931 ▲	3.1%	2,243,736	0.7%	ETF
VTR Ventas	$1,132,015,152	$149,765,815 ▼	-11.7%	16,463,280	0.6%	Finance
COST Costco Wholesale	$1,114,388,129	$78,722,075 ▼	-6.6%	1,178,273	0.6%	Retail/Wholesale
LLY Eli Lilly and Company	$1,060,711,635	$5,916,821 ▼	-0.6%	1,284,294	0.6%	Medical
FWONK Liberty Media Corporation - Liberty Formula One Series C	$1,047,656,184	$193,725,823 ▲	22.7%	11,639,331	0.6%	Consumer Discretionary
CBRE CBRE Group	$1,042,317,273	$48,155,034 ▲	4.8%	7,970,004	0.6%	Finance
MKL Markel Group	$1,016,947,107	$8,009,415 ▼	-0.8%	543,935	0.6%	Multi-Sector Conglomerates
LYV Live Nation Entertainment	$991,952,217	$38,431,003 ▲	4.0%	7,596,509	0.6%	Consumer Discretionary
UNH UnitedHealth Group	$982,489,324	$39,878,862 ▼	-3.9%	1,875,874	0.6%	Medical
EXR Extra Space Storage	$962,432,436	$32,429,330 ▼	-3.3%	6,481,462	0.5%	Finance
AVB AvalonBay Communities	$944,771,994	$40,449,653 ▼	-4.1%	4,402,068	0.5%	Finance
TSLA Tesla	$938,031,177	$42,786,020 ▼	-4.4%	3,619,506	0.5%	Auto/Tires/Trucks
MLM Martin Marietta Materials	$927,774,633	$57,700,262 ▲	6.6%	1,940,423	0.5%	Construction
MSCI MSCI	$920,025,864	$7,870,637 ▲	0.9%	1,626,923	0.5%	Finance
PG Procter & Gamble	$874,415,606	$65,404,479 ▲	8.1%	5,130,944	0.5%	Consumer Staples
IT Gartner	$838,723,445	$6,129,045 ▼	-0.7%	1,998,197	0.5%	Business Services
BIP Brookfield Infrastructure Partners	$822,831,975	$28,165,313 ▲	3.5%	27,621,080	0.5%	Finance
DOMINOS PIZZA INC	$799,896,677	$24,407,828 ▲	3.1%	1,740,987	0.4%	COM
XOM Exxon Mobil	$791,548,606	$323,252 ▲	0.0%	6,655,584	0.4%	Energy
ACGL Arch Capital Group	$778,079,621	$12,735,868 ▼	-1.6%	8,089,827	0.4%	Finance
VICI VICI Properties	$772,556,448	$16,930,334 ▼	-2.1%	23,683,521	0.4%	Finance
TYL Tyler Technologies	$742,509,830	$181,975 ▼	0.0%	1,277,128	0.4%	Computer and Technology
YUMC Yum China	$734,149,849	$192,868,473 ▲	35.6%	14,102,077	0.4%	Retail/Wholesale
VEEV Veeva Systems	$730,180,528	$43,623,346 ▲	6.4%	3,152,357	0.4%	Medical
FICO Fair Isaac	$722,585,276	$49,443,840 ▲	7.3%	391,823	0.4%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$714,875,523	$23,277,479 ▲	3.4%	2,070,661	0.4%	Finance
REG Regency Centers	$666,383,066	$10,930,349 ▼	-1.6%	9,034,476	0.4%	Finance
INVH Invitation Home	$665,162,461	$13,027,174 ▼	-1.9%	19,086,441	0.4%	Finance
SU Suncor Energy	$620,135,601	$244,347,758 ▲	65.0%	16,018,129	0.3%	Energy
DHR Danaher	$611,743,672	$1,449,145 ▲	0.2%	2,984,115	0.3%	Medical
TMO Thermo Fisher Scientific	$611,539,599	$6,002,550 ▲	1.0%	1,228,978	0.3%	Medical
PRINCIPAL EXCHANGE TRADED FD	$604,762,467	$594,992,329 ▲	6,089.9%	24,799,243	0.3%	INTL EQUITY ETF
LINDE PLC	$601,207,754	$16,573,535 ▲	2.8%	1,291,142	0.3%	SHS
BAC Bank of America	$600,558,117	$17,371,490 ▼	-2.8%	14,391,519	0.3%	Finance
AMH American Homes 4 Rent	$592,867,830	$11,606,006 ▼	-1.9%	15,680,186	0.3%	Finance
CRM Salesforce	$574,572,065	$121,729,471 ▲	26.9%	2,141,049	0.3%	Computer and Technology
CDNS Cadence Design Systems	$571,207,615	$2,126,454 ▲	0.4%	2,245,930	0.3%	Computer and Technology
JNJ Johnson & Johnson	$562,754,657	$6,405,238 ▼	-1.1%	3,393,359	0.3%	Medical
DLR Digital Realty Trust	$561,257,465	$4,772,131 ▼	-0.8%	3,916,933	0.3%	Finance
EQR Equity Residential	$551,831,087	$13,497,985 ▼	-2.4%	7,709,291	0.3%	Finance
ABBV AbbVie	$547,992,227	$31,357,182 ▲	6.1%	2,615,465	0.3%	Medical
ABT Abbott Laboratories	$546,979,034	$22,682,755 ▼	-4.0%	4,123,475	0.3%	Medical
SPG Simon Property Group	$532,528,602	$303,970,278 ▲	133.0%	3,206,458	0.3%	Finance
KO CocaCola	$532,158,858	$6,230,081 ▼	-1.2%	7,430,310	0.3%	Consumer Staples
WMT Walmart	$522,671,286	$13,281,837 ▼	-2.5%	5,953,654	0.3%	Retail/Wholesale
KMX CarMax	$513,282,089	$156,151,957 ▼	-23.3%	6,587,294	0.3%	Retail/Wholesale
SCHW Charles Schwab	$512,776,630	$14,098,151 ▲	2.8%	6,550,544	0.3%	Finance
FAST Fastenal	$511,197,974	$13,092,767 ▲	2.6%	6,591,850	0.3%	Retail/Wholesale
APD Air Products and Chemicals	$508,961,748	$312,606,364 ▲	159.2%	1,725,762	0.3%	Basic Materials
MRK Merck & Co., Inc.	$505,297,886	$78,378,712 ▼	-13.4%	5,629,432	0.3%	Medical
ARES Ares Management	$491,734,684	$22,309,499 ▲	4.8%	3,354,032	0.3%	Finance
HD Home Depot	$485,212,602	$49,628,610 ▼	-9.3%	1,323,945	0.3%	Retail/Wholesale
TMUS T-Mobile US	$474,856,962	$29,617,617 ▼	-5.9%	1,780,424	0.3%	Computer and Technology
MS Morgan Stanley	$474,761,472	$19,590,997 ▼	-4.0%	4,069,267	0.3%	Finance
IDXX IDEXX Laboratories	$472,864,953	$174,196,252 ▲	58.3%	1,126,002	0.3%	Medical
ESS Essex Property Trust	$454,145,273	$3,961,805 ▼	-0.9%	1,481,375	0.3%	Finance
ENTG Entegris	$438,642,101	$308,016,860 ▲	235.8%	5,014,198	0.2%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$432,116,069	$183,711,430 ▲	74.0%	2,603,108	0.2%	Computer and Technology
CVX Chevron	$429,934,522	$51,051,729 ▼	-10.6%	2,569,995	0.2%	Energy
ELS Equity Lifestyle Properties	$423,479,033	$18,555,476 ▲	4.6%	6,349,010	0.2%	Finance
TECK Teck Resources	$419,969,782	$152,265,598 ▲	56.9%	11,530,742	0.2%	Basic Materials
DE Deere & Company	$416,303,902	$20,105,091 ▼	-4.6%	886,979	0.2%	Industrials
PSC Principal U.S. Small-Cap Multi-Factor ETF	$410,878,979	$46,684,866 ▼	-10.2%	8,466,710	0.2%	Manufacturing
CB Chubb	$409,136,928	$2,505,311 ▼	-0.6%	1,354,802	0.2%	Finance
NVR NVR	$408,235,864	$20,385,713 ▲	5.3%	56,352	0.2%	Construction
ZTS Zoetis	$401,556,609	$6,607,736 ▲	1.7%	2,438,849	0.2%	Medical
NEE NextEra Energy	$395,377,700	$5,644,546 ▼	-1.4%	5,577,340	0.2%	Utilities
BLACKROCK INC	$393,375,337	$22,197,810 ▼	-5.3%	415,619	0.2%	COM
CUZ Cousins Properties	$392,947,272	$5,046,123 ▼	-1.3%	13,320,245	0.2%	Finance
WCN Waste Connections	$391,138,500	$6,432,438 ▼	-1.6%	2,003,901	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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Principal Financial Group Top Holdings and 13F Report (2022)

About Principal Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Principal Financial Group Top Holdings and 13F Report (2022)

About Principal Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrincipal Financial Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools