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 |
Zoetis
ZTS
|
$182M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$175M |
| 3 |
Visa
V
|
$155M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$120M |
| 5 |
Cisco
CSCO
|
$114M |
Top Sells
| 1 |
Labcorp
LH
|
$127M |
| 2 |
DFS
Discover Financial Services
DFS
|
$96.7M |
| 3 |
Bank of America
BAC
|
$96.2M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
$91M |
| 5 |
Jones Lang LaSalle
JLL
|
$89.5M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.87% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
AvalonBay Communities
AVB
$27.9B
| $325M | 0.48% | 1,867,963 +135,936 | +8% | +$23.7M |
|
27
Moody's
MCO
$91.4B
| $317M | 0.47% | 3,053,360 +380,127 | +14% | +$39.5M |
|
28
Kinder Morgan
KMI
$60B
| $311M | 0.46% | 7,404,752 +282,694 | +4% | +$11.9M |
|
|
29
Cisco
CSCO
$274B
| $298M | 0.44% | 10,809,949 +4,159,440 | +63% | +$114M |
|
30
Comcast
CMCSA
$125B
| $291M | 0.43% | 5,161,280 -567,451 | -10% | -$32M |
|
31
AutoZone
AZO
$70.2B
| $289M | 0.43% | 423,049 +12,945 | +3% | +$8.83M |
|
32
Vornado Realty Trust
VNO
$7.3B
| $285M | 0.42% | 2,540,435 +184,096 | +8% | +$20.6M |
|
33
Chevron
CVX
$324B
| $284M | 0.42% | 2,702,091 -12,652 | -0.5% | -$1.33M |
|
34
Public Storage
PSA
$51.7B
| $282M | 0.42% | 1,430,712 +84,997 | +6% | +$16.8M |
|
35
Procter & Gamble
PG
$368B
| $281M | 0.42% | 3,424,357 +17,539 | +0.5% | +$1.44M |
|
36
Amgen
AMGN
$155B
| $280M | 0.42% | 1,749,359 +56,472 | +3% | +$9.03M |
|
|
37
Zoetis
ZTS
$69.3B
| $278M | 0.41% | 6,008,976 +3,940,334 | +190% | +$182M |
|
38
Verizon
VZ
$186B
| $276M | 0.41% | 5,677,374 -31,326 | -0.5% | -$1.52M |
|
39
Intel
INTC
$107B
| $276M | 0.41% | 8,819,548 -1,757,911 | -17% | -$55M |
|
40
Philip Morris
PM
$260B
| $268M | 0.4% | 3,555,552 +815,152 | +30% | +$61.4M |
|
|
AIV
41
Aimco
AIV
$1.11B
| $266M | 0.4% | 6,761,962 +1,306,070 | +24% | +$51.4M |
|
42
Loews
L
$20.1B
| $265M | 0.39% | 6,481,016 +309,504 | +5% | +$12.6M |
|
43
Liberty Global Class C
LBTYK
$4.07B
| $261M | 0.39% | 5,236,373 +318,726 | +6% | +$15.9M |
|
44
Equity Residential
EQR
$25.3B
| $260M | 0.39% | 3,338,879 +639,884 | +24% | +$49.8M |
|
|
DRE
45
DELISTED
Duke Realty Corp.
DRE
| $260M | 0.39% | 11,923,248 -1,299,597 | -10% | -$28.3M |
|
46
Cardinal Health
CAH
$35.5B
| $257M | 0.38% | 2,849,904 -50,189 | -2% | -$4.53M |
|
47
Gilead Sciences
GILD
$140B
| $256M | 0.38% | 2,606,202 -416,080 | -14% | -$40.8M |
|
48
Extra Space Storage
EXR
$30.5B
| $255M | 0.38% | 3,777,950 +276,465 | +8% | +$18.7M |
|
49
Charles Schwab
SCHW
$174B
| $254M | 0.38% | 8,340,462 +542,780 | +7% | +$16.5M |
|
50
Oracle
ORCL
$635B
| $252M | 0.38% | 5,847,408 -17,023 | -0.3% | -$735K |
|