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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. 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

Map of 500 Largest Holdings ofPrincipal Financial Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$5,786,874,167$68,966,652 -1.2%15,415,6323.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,741,958,209$84,263,684 -1.7%21,347,6712.7%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,798,367,151$23,275,581 -0.6%35,046,7532.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,743,399,474$35,358,110 -0.9%19,675,1782.1%Retail/Wholesale
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$2,906,399,060$34,856,161 -1.2%2,101,0761.6%Aerospace
Brookfield Co. stock logo
BN
Brookfield
$2,649,737,649$90,491,524 -3.3%50,559,3291.5%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$2,537,211,442$31,360,615 -1.2%1,771,0781.4%Retail/Wholesale
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$2,360,011,524$4,491,610 -0.2%10,371,3961.3%Consumer Discretionary
HEICO Co. stock logo
HEI.A
HEICO
$2,246,419,780$30,653,311 1.4%10,648,0521.3%Aerospace
Copart, Inc. stock logo
CPRT
Copart
$2,230,176,716$70,719,790 3.3%39,409,3771.3%Business Services
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$2,124,878,122$63,481,341 -2.9%18,379,7071.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,886,342,130$41,960,161 -2.2%3,272,8541.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,839,595,073$79,071,838 -4.1%5,249,0871.0%Business Services
Welltower Inc. stock logo
WELL
Welltower
$1,756,156,832$68,365,829 -3.7%11,462,4161.0%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,745,033,715$31,246,250 -1.8%11,284,4911.0%Computer and Technology
Principal U.S. Mega-Cap ETF stock logo
USMC
Principal U.S. Mega-Cap ETF
$1,713,017,814$56,630,625 -3.2%30,081,8701.0%Manufacturing
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$1,609,741,765$4,736,903 0.3%12,940,0460.9%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,591,882,775$34,616,975 -2.1%10,189,3540.9%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$1,550,970,411$29,644,500 -1.9%1,902,2140.9%Finance
Vulcan Materials stock logo
VMC
Vulcan Materials
$1,518,291,478$103,979,729 7.4%6,507,8920.9%Construction
Broadcom Inc. stock logo
AVGO
Broadcom
$1,510,912,116$161,158,595 11.9%9,024,1410.8%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$1,505,993,873$14,134,791 -0.9%19,007,8730.8%Computer and Technology
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$1,491,743,921$36,518,020 -2.4%2,530,1790.8%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,447,991,374$87,623,029 -5.7%2,641,7410.8%Business Services
The Progressive Co. stock logo
PGR
Progressive
$1,397,658,344$35,767,381 -2.5%4,938,5460.8%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,382,473,289$100,527,693 -6.8%1,482,4970.8%Consumer Discretionary
American Tower Co. stock logo
AMT
American Tower
$1,335,407,176$47,994,948 3.7%6,136,9810.7%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,329,225,947$6,363,266 0.5%2,495,8240.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,329,157,608$39,269,588 -2.9%5,418,4980.7%Finance
Prologis, Inc. stock logo
PLD
Prologis
$1,316,776,299$10,518,657 -0.8%11,779,0160.7%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,260,755,258$37,407,931 3.1%2,243,7360.7%ETF
Ventas, Inc. stock logo
VTR
Ventas
$1,132,015,152$149,765,815 -11.7%16,463,2800.6%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,114,388,129$78,722,075 -6.6%1,178,2730.6%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,060,711,635$5,916,821 -0.6%1,284,2940.6%Medical
Formula One Group stock logo
FWONK
Formula One Group
$1,047,656,184$193,725,823 22.7%11,639,3310.6%Consumer Discretionary
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$1,042,317,273$48,155,034 4.8%7,970,0040.6%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$1,016,947,107$8,009,415 -0.8%543,9350.6%Multi-Sector Conglomerates
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$991,952,217$38,431,003 4.0%7,596,5090.6%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$982,489,324$39,878,862 -3.9%1,875,8740.6%Medical
Extra Space Storage Inc. stock logo
EXR
Extra Space Storage
$962,432,436$32,429,330 -3.3%6,481,4620.5%Finance
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$944,771,994$40,449,653 -4.1%4,402,0680.5%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$938,031,177$42,786,020 -4.4%3,619,5060.5%Auto/Tires/Trucks
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$927,774,633$57,700,262 6.6%1,940,4230.5%Construction
MSCI Inc. stock logo
MSCI
MSCI
$920,025,864$7,870,637 0.9%1,626,9230.5%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$874,415,606$65,404,479 8.1%5,130,9440.5%Consumer Staples
Gartner, Inc. stock logo
IT
Gartner
$838,723,445$6,129,045 -0.7%1,998,1970.5%Business Services
Brookfield Infrastructure Partners L.P. stock logo
BIP
Brookfield Infrastructure Partners
$822,831,975$28,165,313 3.5%27,621,0800.5%Finance
DOMINOS PIZZA INC
$799,896,677$24,407,828 3.1%1,740,9870.4%COM
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$791,548,606$323,252 0.0%6,655,5840.4%Energy
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$778,079,621$12,735,868 -1.6%8,089,8270.4%Finance
VICI Properties Inc. stock logo
VICI
VICI Properties
$772,556,448$16,930,334 -2.1%23,683,5210.4%Finance
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$742,509,830$181,975 0.0%1,277,1280.4%Computer and Technology
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$734,149,849$192,868,473 35.6%14,102,0770.4%Retail/Wholesale
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$730,180,528$43,623,346 6.4%3,152,3570.4%Medical
Fair Isaac Co. stock logo
FICO
Fair Isaac
$722,585,276$49,443,840 7.3%391,8230.4%Computer and Technology
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$714,875,523$23,277,479 3.4%2,070,6610.4%Finance
Regency Centers Co. stock logo
REG
Regency Centers
$666,383,066$10,930,349 -1.6%9,034,4760.4%Finance
Invitation Homes Inc. stock logo
INVH
Invitation Homes
$665,162,461$13,027,174 -1.9%19,086,4410.4%Finance
Suncor Energy Inc. stock logo
SU
Suncor Energy
$620,135,601$244,347,758 65.0%16,018,1290.3%Energy
Danaher Co. stock logo
DHR
Danaher
$611,743,672$1,449,145 0.2%2,984,1150.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$611,539,599$6,002,550 1.0%1,228,9780.3%Medical
PRINCIPAL EXCHANGE TRADED FD
$604,762,467$594,992,329 6,089.9%24,799,2430.3%INTL EQUITY ETF
LINDE PLC
$601,207,754$16,573,535 2.8%1,291,1420.3%SHS
Bank of America Co. stock logo
BAC
Bank of America
$600,558,117$17,371,490 -2.8%14,391,5190.3%Finance
American Homes 4 Rent stock logo
AMH
American Homes 4 Rent
$592,867,830$11,606,006 -1.9%15,680,1860.3%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$574,572,065$121,729,471 26.9%2,141,0490.3%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$571,207,615$2,126,454 0.4%2,245,9300.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$562,754,657$6,405,238 -1.1%3,393,3590.3%Medical
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$561,257,465$4,772,131 -0.8%3,916,9330.3%Finance
Equity Residential stock logo
EQR
Equity Residential
$551,831,087$13,497,985 -2.4%7,709,2910.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$547,992,227$31,357,182 6.1%2,615,4650.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$546,979,034$22,682,755 -4.0%4,123,4750.3%Medical
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$532,528,602$303,970,278 133.0%3,206,4580.3%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$532,158,858$6,230,081 -1.2%7,430,3100.3%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$522,671,286$13,281,837 -2.5%5,953,6540.3%Retail/Wholesale
CarMax, Inc. stock logo
KMX
CarMax
$513,282,089$156,151,957 -23.3%6,587,2940.3%Retail/Wholesale
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$512,776,630$14,098,151 2.8%6,550,5440.3%Finance
Fastenal stock logo
FAST
Fastenal
$511,197,974$13,092,767 2.6%6,591,8500.3%Retail/Wholesale
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$508,961,748$312,606,364 159.2%1,725,7620.3%Basic Materials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$505,297,886$78,378,712 -13.4%5,629,4320.3%Medical
Ares Management Co. stock logo
ARES
Ares Management
$491,734,684$22,309,499 4.8%3,354,0320.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$485,212,602$49,628,610 -9.3%1,323,9450.3%Retail/Wholesale
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$474,856,962$29,617,617 -5.9%1,780,4240.3%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$474,761,472$19,590,997 -4.0%4,069,2670.3%Finance
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$472,864,953$174,196,252 58.3%1,126,0020.3%Medical
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$454,145,273$3,961,805 -0.9%1,481,3750.3%Finance
Entegris, Inc. stock logo
ENTG
Entegris
$438,642,101$308,016,860 235.8%5,014,1980.2%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$432,116,069$183,711,430 74.0%2,603,1080.2%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$429,934,522$51,051,729 -10.6%2,569,9950.2%Energy
Equity LifeStyle Properties, Inc. stock logo
ELS
Equity LifeStyle Properties
$423,479,033$18,555,476 4.6%6,349,0100.2%Finance
Teck Resources Limited stock logo
TECK
Teck Resources
$419,969,782$152,265,598 56.9%11,530,7420.2%Basic Materials
Deere & Company stock logo
DE
Deere & Company
$416,303,902$20,105,091 -4.6%886,9790.2%Industrials
Principal U.S. Small-Cap Multi-Factor ETF stock logo
PSC
Principal U.S. Small-Cap Multi-Factor ETF
$410,878,979$46,684,866 -10.2%8,466,7100.2%Manufacturing
Chubb Limited stock logo
CB
Chubb
$409,136,928$2,505,311 -0.6%1,354,8020.2%Finance
NVR, Inc. stock logo
NVR
NVR
$408,235,864$20,385,713 5.3%56,3520.2%Construction
Zoetis Inc. stock logo
ZTS
Zoetis
$401,556,609$6,607,736 1.7%2,438,8490.2%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$395,377,700$5,644,546 -1.4%5,577,3400.2%Utilities
BLACKROCK INC
$393,375,337$22,197,810 -5.3%415,6190.2%COM
Cousins Properties Incorporated stock logo
CUZ
Cousins Properties
$392,947,272$5,046,123 -1.3%13,320,2450.2%Finance
Waste Connections, Inc. stock logo
WCN
Waste Connections
$391,138,500$6,432,438 -1.6%2,003,9010.2%Business Services

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