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 |
Brookfield
BN
|
$264M |
| 2 |
Signet Jewelers
SIG
|
$185M |
| 3 |
Alexandria Real Estate Equities
ARE
|
$136M |
| 4 |
Public Storage
PSA
|
$133M |
| 5 |
SBA Communications
SBAC
|
$99.5M |
Top Sells
| 1 |
Williams Companies
WMB
|
$220M |
| 2 |
Extra Space Storage
EXR
|
$143M |
| 3 |
Vornado Realty Trust
VNO
|
$141M |
| 4 |
Kinder Morgan
KMI
|
$136M |
| 5 |
Charles Schwab
SCHW
|
$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Procter & Gamble
PG
$368B
| $309M | 0.46% | 3,950,413 +526,056 | +15% | +$41.2M |
|
27
Cisco
CSCO
$274B
| $308M | 0.46% | 11,224,722 +414,773 | +4% | +$11.4M |
|
28
Boston Properties
BXP
$11.5B
| $299M | 0.45% | 2,471,459 -995 | -0% | -$120K |
|
29
AvalonBay Communities
AVB
$27.9B
| $296M | 0.44% | 1,851,240 -16,723 | -0.9% | -$2.67M |
|
30
Comcast
CMCSA
$125B
| $295M | 0.44% | 4,899,226 -262,054 | -5% | -$15.8M |
|
31
Liberty Global Class C
LBTYK
$4.07B
| $293M | 0.44% | 5,784,014 +547,641 | +10% | +$27.7M |
|
|
32
SBA Communications
SBAC
$22B
| $290M | 0.43% | 2,522,881 +865,444 | +52% | +$99.5M |
|
33
AutoZone
AZO
$70.2B
| $288M | 0.43% | 432,181 +9,132 | +2% | +$6.09M |
|
34
Welltower
WELL
$113B
| $285M | 0.42% | 4,340,661 -181,572 | -4% | -$11.9M |
|
35
SL Green Realty
SLG
$4.04B
| $281M | 0.42% | 2,554,109 -45,895 | -2% | -$5.04M |
|
|
GGP
36
DELISTED
GGP Inc.
GGP
| $272M | 0.41% | 10,608,393 -1,906,422 | -15% | -$48.9M |
|
37
Chevron
CVX
$324B
| $271M | 0.4% | 2,807,398 +105,307 | +4% | +$10.2M |
|
38
Citigroup
C
$178B
| $266M | 0.4% | 4,817,249 +985,400 | +26% | +$54.4M |
|
39
AT&T
T
$209B
| $264M | 0.39% | 7,441,110 +207,114 | +3% | +$7.36M |
|
|
DISCK
40
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $262M | 0.39% | 8,437,972 +431,859 | +5% | +$13.4M |
|
41
Loews
L
$20.1B
| $261M | 0.39% | 6,788,613 +307,597 | +5% | +$11.8M |
|
42
Amgen
AMGN
$155B
| $261M | 0.39% | 1,697,536 -51,823 | -3% | -$7.96M |
|
43
Philip Morris
PM
$260B
| $259M | 0.39% | 3,230,470 -325,082 | -9% | -$26.1M |
|
44
Roper Technologies
ROP
$56.6B
| $256M | 0.38% | 1,486,257 +292,242 | +24% | +$50.4M |
|
45
Verizon
VZ
$186B
| $254M | 0.38% | 5,442,887 -234,487 | -4% | -$10.9M |
|
46
CarMax
KMX
$9.21B
| $250M | 0.37% | 3,780,175 +238,898 | +7% | +$15.8M |
|
47
Equity Residential
EQR
$25.3B
| $248M | 0.37% | 3,534,114 +195,235 | +6% | +$13.7M |
|
48
Meta Platforms (Facebook)
META
$1.86T
| $246M | 0.37% | 2,872,563 +112,639 | +4% | +$9.66M |
|
|
HES
49
DELISTED
Hess
HES
| $243M | 0.36% | 3,636,675 +1,038,087 | +40% | +$69.4M |
|
50
Walt Disney
DIS
$213B
| $241M | 0.36% | 2,108,583 +38,559 | +2% | +$4.4M |
|