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 |
Chevron
CVX
|
$121M |
| 2 |
Morgan Stanley
MS
|
$115M |
| 3 |
EOG Resources
EOG
|
$109M |
| 4 |
Kilroy Realty
KRC
|
$101M |
| 5 |
CVS Health
CVS
|
$98.4M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$134M |
| 2 |
Equity Residential
EQR
|
$115M |
| 3 |
Pfizer
PFE
|
$85.2M |
| 4 |
Murphy Oil
MUR
|
$75.8M |
| 5 |
Aflac
AFL
|
$75.4M |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Welltower
WELL
$113B
| $435M | 0.55% | 6,504,670 -577,252 | -8% | -$38.6M |
|
27
Air Products & Chemicals
APD
$65.5B
| $433M | 0.55% | 3,011,444 +569,936 | +23% | +$82M |
|
28
O'Reilly Automotive
ORLY
$88B
| $428M | 0.54% | 1,537,197 -29,713 | -2% | -$8.27M |
|
29
AT&T
T
$209B
| $427M | 0.54% | 10,045,666 -1,251,170 | -11% | -$53.2M |
|
30
Alphabet (Google) Class A
GOOGL
$2.57T
| $418M | 0.53% | 527,794 -8,995 | -2% | -$7.13M |
|
31
GE Aerospace
GE
$292B
| $413M | 0.52% | 13,068,084 -463,462 | -3% | -$14.6M |
|
32
Ross Stores
ROST
$48.1B
| $403M | 0.51% | 6,142,484 -120,484 | -2% | -$7.9M |
|
33
Cisco
CSCO
$274B
| $392M | 0.5% | 12,979,858 -1,495,669 | -10% | -$45.2M |
|
34
Restaurant Brands International
QSR
$20.8B
| $383M | 0.49% | 8,043,091 +1,459,844 | +22% | +$69.6M |
|
35
Dollar Tree
DLTR
$22.8B
| $383M | 0.49% | 4,965,128 +25,023 | +0.5% | +$1.93M |
|
|
36
Pfizer
PFE
$141B
| $374M | 0.47% | 11,525,840 -2,621,663 | -19% | -$85.2M |
|
37
Intel
INTC
$107B
| $372M | 0.47% | 10,246,233 -243,407 | -2% | -$8.83M |
|
38
Merck
MRK
$210B
| $370M | 0.47% | 6,285,854 +1,134,069 | +22% | +$66.8M |
|
39
Boston Properties
BXP
$11.5B
| $360M | 0.46% | 2,864,246 -194,876 | -6% | -$24.5M |
|
|
DRE
40
DELISTED
Duke Realty Corp.
DRE
| $353M | 0.45% | 13,279,975 -1,422,419 | -10% | -$37.8M |
|
41
Procter & Gamble
PG
$368B
| $351M | 0.45% | 4,178,202 -133,837 | -3% | -$11.3M |
|
42
CBRE Group
CBRE
$48.2B
| $350M | 0.44% | 11,125,615 +565,670 | +5% | +$17.8M |
|
43
Fidelity National Financial
FNF
$16.3B
| $350M | 0.44% | 10,298,204 +880,758 | +9% | +$29.9M |
|
44
Roper Technologies
ROP
$56.6B
| $348M | 0.44% | 1,899,351 -2,375 | -0.1% | -$435K |
|
45
S&P Global
SPGI
$167B
| $347M | 0.44% | 3,229,566 -36,162 | -1% | -$3.89M |
|
46
Autodesk
ADSK
$67.3B
| $340M | 0.43% | 4,591,809 +75,630 | +2% | +$5.6M |
|
47
Verizon
VZ
$186B
| $330M | 0.42% | 6,180,369 +103,034 | +2% | +$5.5M |
|
48
AutoZone
AZO
$70.2B
| $321M | 0.41% | 406,776 +2,796 | +0.7% | +$2.21M |
|
49
Enovis
ENOV
$1.77B
| $314M | 0.4% | 8,751,136 +149,526 | +2% | +$5.37M |
|
50
Walmart
WMT
$774B
| $313M | 0.4% | 4,526,854 +523,045 | +13% | +$36.2M |
|