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 | |
|---|---|---|---|---|---|---|
51
SL Green Realty
SLG
$4.04B
| $309M | 0.39% | 2,874,263 -83,399 | -3% | -$8.97M |
|
|
AIV
52
Aimco
AIV
$1.11B
| $304M | 0.39% | 6,678,776 +992,702 | +17% | +$45.1M |
|
53
Liberty Global Class C
LBTYK
$4.07B
| $303M | 0.38% | 10,194,751 +444,448 | +5% | +$13.2M |
|
54
American Tower
AMT
$95.5B
| $300M | 0.38% | 2,839,666 +338,119 | +14% | +$35.7M |
|
55
Verisk Analytics
VRSK
$37.5B
| $294M | 0.37% | 3,622,079 -10,665 | -0.3% | -$866K |
|
56
Alexandria Real Estate Equities
ARE
$14.1B
| $293M | 0.37% | 2,636,207 +94,086 | +4% | +$10.5M |
|
57
Liberty Broadband Class C
LBRDK
$8.73B
| $290M | 0.37% | 3,911,747 +39,870 | +1% | +$2.95M |
|
58
Public Storage
PSA
$51.7B
| $287M | 0.36% | 1,285,136 +3,945 | +0.3% | +$882K |
|
59
Extra Space Storage
EXR
$30.5B
| $286M | 0.36% | 3,708,238 +1,041,347 | +39% | +$80.4M |
|
60
Fidelity National Information Services
FIS
$36.5B
| $283M | 0.36% | 3,745,136 -83,487 | -2% | -$6.31M |
|
61
Brookfield Infrastructure Partners
BIP
$14.6B
| $280M | 0.35% | 8,360,606 +319,379 | +4% | +$10.7M |
|
62
Loews
L
$20.1B
| $278M | 0.35% | 5,936,095 -170,400 | -3% | -$7.98M |
|
63
Visa
V
$683B
| $274M | 0.35% | 3,505,881 +85,739 | +3% | +$6.69M |
|
64
UnitedHealth
UNH
$281B
| $271M | 0.34% | 1,694,087 +36,976 | +2% | +$5.92M |
|
|
BCR
65
DELISTED
CR Bard Inc.
BCR
| $267M | 0.34% | 1,189,373 -22,771 | -2% | -$5.12M |
|
|
66
CVS Health
CVS
$92.8B
| $266M | 0.34% | 3,368,948 +1,247,018 | +59% | +$98.4M |
|
|
GGP
67
DELISTED
GGP Inc.
GGP
| $255M | 0.32% | 10,222,675 -1,563,890 | -13% | -$39.1M |
|
68
Comcast
CMCSA
$125B
| $252M | 0.32% | 3,645,072 -127,803 | -3% | -$8.82M |
|
69
VeriSign
VRSN
$25.5B
| $250M | 0.32% | 3,284,678 -6,977 | -0.2% | -$531K |
|
70
Citigroup
C
$178B
| $247M | 0.31% | 4,155,882 -671,448 | -14% | -$39.9M |
|
71
Home Depot
HD
$405B
| $246M | 0.31% | 1,834,861 -56,295 | -3% | -$7.55M |
|
72
Gilead Sciences
GILD
$140B
| $243M | 0.31% | 3,392,060 +90,531 | +3% | +$6.48M |
|
73
Martin Marietta Materials
MLM
$37.2B
| $242M | 0.31% | 1,094,450 +136,263 | +14% | +$30.2M |
|
74
Mohawk Industries
MHK
$8.24B
| $242M | 0.31% | 1,212,954 -11,392 | -0.9% | -$2.27M |
|
75
M&T Bank
MTB
$31.5B
| $242M | 0.31% | 1,547,503 -35,040 | -2% | -$5.48M |
|