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 |
ConocoPhillips
COP
|
$123M |
| 2 |
Citigroup
C
|
$101M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$78.9M |
| 4 |
GE Aerospace
GE
|
$75.8M |
| 5 |
Boeing
BA
|
$72.6M |
Top Sells
| 1 |
Amgen
AMGN
|
$118M |
| 2 |
Marsh & McLennan
MMC
|
$80M |
| 3 |
CF Industries
CF
|
$78M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
$77.1M |
| 5 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
$76.7M |
Sector Composition
| 1 | Financials | 16.46% |
| 2 | Technology | 11.1% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $622M | 1.28% | 1,304,083 +82,848 | +7% | +$39.5M |
|
2
Exxon Mobil
XOM
$487B
| $559M | 1.16% | 6,499,155 -48,711 | -0.7% | -$4.19M |
|
3
Simon Property Group
SPG
$59B
| $466M | 0.96% | 3,141,037 -103,643 | -3% | -$15.4M |
|
4
Wells Fargo
WFC
$263B
| $432M | 0.89% | 10,467,034 +821,782 | +9% | +$34M |
|
5
JPMorgan Chase
JPM
$829B
| $422M | 0.87% | 8,172,882 -661,988 | -7% | -$34.2M |
|
|
6
GE Aerospace
GE
$292B
| $385M | 0.79% | 16,096,008 +3,171,352 | +25% | +$75.8M |
|
7
O'Reilly Automotive
ORLY
$88B
| $357M | 0.74% | 2,797,703 +62,461 | +2% | +$7.97M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $354M | 0.73% | 403,616 +16,927 | +4% | +$14.8M |
|
9
Microsoft
MSFT
$3.77T
| $344M | 0.71% | 10,336,657 -1,177,962 | -10% | -$39.2M |
|
10
Johnson & Johnson
JNJ
$427B
| $329M | 0.68% | 3,800,658 +544,194 | +17% | +$47.2M |
|
11
Chevron
CVX
$324B
| $325M | 0.67% | 2,676,635 -555,533 | -17% | -$67.5M |
|
12
Liberty Media Series A
FWONA
$22.5B
| $322M | 0.67% | 2,188,614 -332,206 | -13% | -$48.9M |
|
13
TJX Companies
TJX
$152B
| $312M | 0.65% | 5,541,571 +258,714 | +5% | +$14.6M |
|
14
Brookfield
BN
$98.3B
| $312M | 0.64% | 8,337,424 +896,602 | +12% | +$33.5M |
|
15
Pfizer
PFE
$141B
| $295M | 0.61% | 10,260,492 +1,113,316 | +12% | +$32M |
|
16
Comcast
CMCSA
$125B
| $278M | 0.57% | 6,156,577 -793,381 | -11% | -$35.8M |
|
|
17
Citigroup
C
$178B
| $271M | 0.56% | 5,590,451 +2,075,884 | +59% | +$101M |
|
|
18
ConocoPhillips
COP
$124B
| $269M | 0.56% | 3,871,413 +1,767,220 | +84% | +$123M |
|
19
Walmart
WMT
$774B
| $265M | 0.55% | 3,579,488 -206,448 | -5% | -$15.3M |
|
20
AT&T
T
$209B
| $262M | 0.54% | 7,748,284 -513,034 | -6% | -$17.4M |
|
21
Loews
L
$20.1B
| $261M | 0.54% | 5,583,193 +383,920 | +7% | +$17.9M |
|
22
Berkshire Hathaway Class B
BRK.B
$1.09T
| $261M | 0.54% | 2,295,952 +81,484 | +4% | +$9.25M |
|
23
IBM
IBM
$227B
| $254M | 0.53% | 1,373,765 +19,457 | +1% | +$3.6M |
|
24
Williams Companies
WMB
$70.7B
| $254M | 0.52% | 6,988,653 +411,999 | +6% | +$15M |
|
25
EOG Resources
EOG
$68.2B
| $252M | 0.52% | 1,488,713 +416,501 | +39% | +$70.5M |
|