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 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Prologis
PLD
$106B
| $426M | 0.59% | 8,692,700 -830,893 | -9% | -$40.7M |
|
27
Equity Residential
EQR
$25.3B
| $423M | 0.59% | 6,135,357 -225,886 | -4% | -$15.6M |
|
28
Cisco
CSCO
$274B
| $421M | 0.59% | 14,683,745 +231,102 | +2% | +$6.63M |
|
29
O'Reilly Automotive
ORLY
$88B
| $416M | 0.58% | 1,534,006 -38,892 | -2% | -$10.5M |
|
30
Alphabet (Google) Class C
GOOG
$2.58T
| $403M | 0.56% | 581,937 +8,091 | +1% | +$5.6M |
|
31
CarMax
KMX
$9.21B
| $391M | 0.55% | 7,974,758 +706,752 | +10% | +$34.7M |
|
32
Boston Properties
BXP
$11.5B
| $382M | 0.53% | 2,895,206 -167,700 | -5% | -$22.1M |
|
33
Public Storage
PSA
$51.7B
| $381M | 0.53% | 1,488,805 -144,240 | -9% | -$36.9M |
|
|
34
Alphabet (Google) Class A
GOOGL
$2.57T
| $375M | 0.52% | 533,444 -30,638 | -5% | -$21.6M |
|
35
Procter & Gamble
PG
$368B
| $359M | 0.5% | 4,239,339 +114,337 | +3% | +$9.68M |
|
36
Ross Stores
ROST
$48.1B
| $346M | 0.48% | 6,103,837 +577,129 | +10% | +$32.7M |
|
|
GGP
37
DELISTED
GGP Inc.
GGP
| $345M | 0.48% | 11,573,283 -464,181 | -4% | -$13.8M |
|
|
38
S&P Global
SPGI
$167B
| $343M | 0.48% | +3,198,270 | New | +$343M |
|
39
Chevron
CVX
$324B
| $342M | 0.48% | 3,261,396 +298,057 | +10% | +$31.2M |
|
40
Verizon
VZ
$186B
| $340M | 0.47% | 6,090,344 +95,531 | +2% | +$5.33M |
|
41
Intel
INTC
$107B
| $335M | 0.47% | 10,214,917 +333,781 | +3% | +$10.9M |
|
42
Fidelity National Financial
FNF
$16.3B
| $330M | 0.46% | 8,795,538 -105,251 | -1% | -$3.95M |
|
|
DRE
43
DELISTED
Duke Realty Corp.
DRE
| $317M | 0.44% | 11,874,021 +2,899,533 | +32% | +$77.3M |
|
44
Roper Technologies
ROP
$56.6B
| $316M | 0.44% | 1,853,864 -5,321 | -0.3% | -$908K |
|
45
AutoZone
AZO
$70.2B
| $313M | 0.44% | 394,547 -2,150 | -0.5% | -$1.71M |
|
46
SL Green Realty
SLG
$4.04B
| $298M | 0.42% | 2,796,881 +177,339 | +7% | +$18.9M |
|
47
Air Products & Chemicals
APD
$65.5B
| $295M | 0.41% | 2,078,655 +125,162 | +6% | +$17.8M |
|
48
Philip Morris
PM
$260B
| $295M | 0.41% | 2,897,918 +145,689 | +5% | +$14.8M |
|
49
Verisk Analytics
VRSK
$37.5B
| $285M | 0.4% | 3,510,041 +82,973 | +2% | +$6.73M |
|
|
BCR
50
DELISTED
CR Bard Inc.
BCR
| $281M | 0.39% | 1,195,364 -27,773 | -2% | -$6.53M |
|