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 |
Exxon Mobil
XOM
|
$592M |
| 2 |
Simon Property Group
SPG
|
$512M |
| 3 |
Apple
AAPL
|
$484M |
| 4 |
JPMorgan Chase
JPM
|
$466M |
| 5 |
Wells Fargo
WFC
|
$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$376B
| $156M | 0.35% | +12,112,023 | New | +$156M |
|
|
ADT
52
DELISTED
ADT CORP
ADT
| $153M | 0.34% | +3,840,269 | New | +$153M |
|
53
SL Green Realty
SLG
$4.04B
| $153M | 0.34% | +1,729,513 | New | +$153M |
|
54
Jefferies Financial Group
JEF
$13.4B
| $152M | 0.34% | +5,801,498 | New | +$152M |
|
55
PepsiCo
PEP
$204B
| $152M | 0.34% | +1,854,520 | New | +$152M |
|
56
Allstate
ALL
$53.6B
| $151M | 0.34% | +3,142,755 | New | +$151M |
|
57
Bausch Health
BHC
$2.74B
| $150M | 0.33% | +1,745,053 | New | +$150M |
|
58
Host Hotels & Resorts
HST
$11.8B
| $149M | 0.33% | +8,841,448 | New | +$149M |
|
59
Crown Castle
CCI
$43.2B
| $147M | 0.33% | +2,027,720 | New | +$147M |
|
60
Brown & Brown
BRO
$32B
| $147M | 0.32% | +4,548,119 | New | +$147M |
|
61
US Bancorp
USB
$76B
| $146M | 0.32% | +4,034,156 | New | +$146M |
|
62
Equity Residential
EQR
$25.3B
| $145M | 0.32% | +2,503,861 | New | +$145M |
|
63
Public Storage
PSA
$51.7B
| $144M | 0.32% | +942,173 | New | +$144M |
|
64
AutoZone
AZO
$70.2B
| $144M | 0.32% | +340,276 | New | +$144M |
|
65
Oracle
ORCL
$635B
| $144M | 0.32% | +4,676,139 | New | +$144M |
|
|
HES
66
DELISTED
Hess
HES
| $143M | 0.32% | +2,145,061 | New | +$143M |
|
67
EOG Resources
EOG
$68.2B
| $141M | 0.31% | +1,072,212 | New | +$141M |
|
68
Fidelity National Information Services
FIS
$36.5B
| $139M | 0.31% | +3,254,476 | New | +$139M |
|
69
Microchip Technology
MCHP
$35.1B
| $139M | 0.31% | +3,738,880 | New | +$139M |
|
70
M&T Bank
MTB
$31.5B
| $139M | 0.31% | +1,245,004 | New | +$139M |
|
71
Moody's
MCO
$91.4B
| $138M | 0.31% | +2,267,867 | New | +$138M |
|
72
AvalonBay Communities
AVB
$27.9B
| $135M | 0.3% | +1,003,449 | New | +$135M |
|
73
Intuit
INTU
$186B
| $135M | 0.3% | +2,214,175 | New | +$135M |
|
74
Fifth Third Bancorp
FITB
$30.3B
| $134M | 0.3% | +7,423,199 | New | +$134M |
|
|
CPN
75
DELISTED
Calpine Corporation
CPN
| $133M | 0.3% | +6,274,982 | New | +$133M |
|