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 |
Apple
AAPL
|
$768M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$266M |
| 3 |
Aon
AON
|
$237M |
| 4 |
EOG Resources
EOG
|
$197M |
| 5 |
Intel
INTC
|
$146M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
$122M |
| 3 |
Norfolk Southern
NSC
|
$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
$100M |
| 5 |
Gentex
GNTX
|
$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
AT&T
T
$209B
| $287M | 0.48% | 8,111,595 +1,624,562 | +25% | +$57.4M |
|
27
Essex Property Trust
ESS
$17.4B
| $285M | 0.48% | 1,538,617 +534,500 | +53% | +$98.8M |
|
28
Procter & Gamble
PG
$368B
| $284M | 0.48% | 3,615,980 +57,960 | +2% | +$4.56M |
|
29
Berkshire Hathaway Class B
BRK.B
$1.09T
| $284M | 0.48% | 2,243,624 +33,440 | +2% | +$4.23M |
|
|
XEC
30
DELISTED
CIMAREX ENERGY CO
XEC
| $281M | 0.47% | 1,961,701 -247,354 | -11% | -$35.5M |
|
31
Walmart
WMT
$774B
| $280M | 0.47% | 3,727,363 +65,241 | +2% | +$4.9M |
|
32
Bausch Health
BHC
$2.74B
| $277M | 0.47% | 2,199,452 +244,151 | +12% | +$30.8M |
|
33
RTX Corp
RTX
$212B
| $262M | 0.44% | 2,273,015 +1,232,231 | +118% | +$142M |
|
34
Loews
L
$20.1B
| $257M | 0.43% | 5,842,785 +32,543 | +0.6% | +$1.43M |
|
35
Boston Properties
BXP
$11.5B
| $251M | 0.42% | 2,127,902 +241,143 | +13% | +$28.5M |
|
36
SL Green Realty
SLG
$4.04B
| $250M | 0.42% | 2,288,080 +136,853 | +6% | +$15M |
|
|
QVCGA
37
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $248M | 0.42% | 8,453,824 +701 | +0% | +$20.6K |
|
38
Merck
MRK
$210B
| $247M | 0.41% | 4,265,366 +336,152 | +9% | +$19.4M |
|
|
39
Aon
AON
$79.1B
| $245M | 0.41% | 2,719,556 +2,629,966 | +2,936% | +$237M |
|
40
Host Hotels & Resorts
HST
$11.8B
| $240M | 0.4% | 10,889,400 +626,803 | +6% | +$13.8M |
|
|
DISCK
41
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $238M | 0.4% | 3,275,902 +902,539 | +38% | +$65.5M |
|
42
Moody's
MCO
$91.4B
| $237M | 0.4% | 2,699,630 +72,621 | +3% | +$6.37M |
|
43
Oracle
ORCL
$635B
| $236M | 0.4% | 5,828,565 +386,277 | +7% | +$15.7M |
|
44
Crown Castle
CCI
$43.2B
| $229M | 0.39% | 3,088,178 +79,253 | +3% | +$5.89M |
|
45
AbbVie
ABBV
$372B
| $229M | 0.39% | 4,061,849 -330,209 | -8% | -$18.6M |
|
46
IBM
IBM
$227B
| $229M | 0.39% | 1,264,386 -52,252 | -4% | -$9.47M |
|
47
Gilead Sciences
GILD
$140B
| $222M | 0.37% | 2,678,727 -671,405 | -20% | -$55.7M |
|
48
Vornado Realty Trust
VNO
$7.3B
| $219M | 0.37% | 2,055,524 +123,762 | +6% | +$13.2M |
|
49
AutoZone
AZO
$70.2B
| $215M | 0.36% | 400,992 -509 | -0.1% | -$273K |
|
50
Public Storage
PSA
$51.7B
| $215M | 0.36% | 1,254,820 +108,991 | +10% | +$18.7M |
|