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 |
Exxon Mobil
XOM
|
$592M |
| 2 |
Simon Property Group
SPG
|
$512M |
| 3 |
Apple
AAPL
|
$484M |
| 4 |
JPMorgan Chase
JPM
|
$466M |
| 5 |
Wells Fargo
WFC
|
$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Verizon
VZ
$186B
| $214M | 0.47% | +4,250,010 | New | +$214M |
|
27
Williams Companies
WMB
$70.7B
| $214M | 0.47% | +6,576,654 | New | +$214M |
|
28
Labcorp
LH
$23.1B
| $208M | 0.46% | +2,078,428 | New | +$208M |
|
29
Philip Morris
PM
$260B
| $204M | 0.45% | +2,357,687 | New | +$204M |
|
30
Boston Properties
BXP
$11.5B
| $203M | 0.45% | +1,923,341 | New | +$203M |
|
31
Goldman Sachs
GS
$226B
| $202M | 0.45% | +1,332,943 | New | +$202M |
|
|
TYC
32
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $195M | 0.43% | +5,906,377 | New | +$195M |
|
33
Amgen
AMGN
$155B
| $194M | 0.43% | +1,967,828 | New | +$194M |
|
34
Vornado Realty Trust
VNO
$7.3B
| $190M | 0.42% | +2,298,892 | New | +$190M |
|
35
Cisco
CSCO
$274B
| $188M | 0.42% | +7,748,789 | New | +$188M |
|
36
AbbVie
ABBV
$372B
| $185M | 0.41% | +4,480,503 | New | +$185M |
|
|
QVCGA
37
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $185M | 0.41% | +8,029,889 | New | +$185M |
|
38
Coca-Cola
KO
$297B
| $185M | 0.41% | +4,601,475 | New | +$185M |
|
39
Kinder Morgan
KMI
$60B
| $179M | 0.4% | +4,701,083 | New | +$179M |
|
|
DISCK
40
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $174M | 0.38% | +2,494,480 | New | +$174M |
|
41
VeriSign
VRSN
$25.5B
| $170M | 0.38% | +3,817,497 | New | +$170M |
|
42
Motorola Solutions
MSI
$78.7B
| $169M | 0.37% | +2,931,516 | New | +$169M |
|
43
Citigroup
C
$178B
| $169M | 0.37% | +3,514,567 | New | +$169M |
|
44
Eli Lilly
LLY
$657B
| $168M | 0.37% | +3,420,185 | New | +$168M |
|
45
Merck
MRK
$210B
| $166M | 0.37% | +3,572,306 | New | +$166M |
|
46
Home Depot
HD
$405B
| $164M | 0.36% | +2,112,246 | New | +$164M |
|
47
Intel
INTC
$107B
| $163M | 0.36% | +6,739,240 | New | +$163M |
|
48
Charles Schwab
SCHW
$174B
| $158M | 0.35% | +7,455,312 | New | +$158M |
|
49
Extra Space Storage
EXR
$30.5B
| $158M | 0.35% | +3,760,925 | New | +$158M |
|
50
Mohawk Industries
MHK
$8.24B
| $156M | 0.35% | +1,390,388 | New | +$156M |
|