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 |
Cardinal Health
CAH
|
$109M |
| 2 |
Meta Platforms (Facebook)
META
|
$98.6M |
| 3 |
RTN
Raytheon Company
RTN
|
$98.1M |
| 4 |
Ambev
ABEV
|
$96.2M |
| 5 |
Marathon Petroleum
MPC
|
$84.6M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$134M |
| 2 |
Citigroup
C
|
$111M |
| 3 |
GE Aerospace
GE
|
$97M |
| 4 |
APC
Anadarko Petroleum
APC
|
$89.6M |
| 5 |
Whirlpool
WHR
|
$80.5M |
Sector Composition
| 1 | Financials | 16.92% |
| 2 | Technology | 11.34% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $744M | 1.39% | 1,325,291 +21,208 | +2% | +$11.9M |
|
2
Exxon Mobil
XOM
$487B
| $681M | 1.27% | 6,724,442 +225,287 | +3% | +$22.8M |
|
3
Simon Property Group
SPG
$59B
| $509M | 0.95% | 3,342,087 +201,050 | +6% | +$30.6M |
|
4
Wells Fargo
WFC
$263B
| $499M | 0.93% | 10,990,208 +523,174 | +5% | +$23.8M |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $466M | 0.87% | 415,971 +12,355 | +3% | +$13.8M |
|
6
Microsoft
MSFT
$3.77T
| $428M | 0.8% | 11,426,937 +1,090,280 | +11% | +$40.8M |
|
7
JPMorgan Chase
JPM
$829B
| $423M | 0.79% | 7,234,273 -938,609 | -11% | -$54.9M |
|
8
Johnson & Johnson
JNJ
$427B
| $391M | 0.73% | 4,265,521 +464,863 | +12% | +$42.6M |
|
9
Chevron
CVX
$324B
| $368M | 0.69% | 2,949,038 +272,403 | +10% | +$34M |
|
10
O'Reilly Automotive
ORLY
$88B
| $360M | 0.67% | 2,797,114 -589 | -0% | -$75.8K |
|
11
TJX Companies
TJX
$152B
| $358M | 0.67% | 5,610,831 +69,260 | +1% | +$4.41M |
|
|
12
GE Aerospace
GE
$292B
| $354M | 0.66% | 12,635,444 -3,460,564 | -21% | -$97M |
|
13
Brookfield
BN
$98.3B
| $347M | 0.65% | 8,923,559 +586,135 | +7% | +$22.8M |
|
14
Liberty Media Series A
FWONA
$22.5B
| $318M | 0.59% | 2,173,369 -15,245 | -0.7% | -$2.23M |
|
15
Pfizer
PFE
$141B
| $310M | 0.58% | 10,125,815 -134,677 | -1% | -$4.13M |
|
16
Comcast
CMCSA
$125B
| $306M | 0.57% | 5,888,756 -267,821 | -4% | -$13.9M |
|
17
Walmart
WMT
$774B
| $287M | 0.54% | 3,644,792 +65,304 | +2% | +$5.14M |
|
18
ConocoPhillips
COP
$124B
| $276M | 0.52% | 3,906,532 +35,119 | +0.9% | +$2.48M |
|
19
Markel Group
MKL
$24.8B
| $275M | 0.51% | 474,051 +17,175 | +4% | +$9.97M |
|
20
Loews
L
$20.1B
| $275M | 0.51% | 5,701,258 +118,065 | +2% | +$5.7M |
|
21
Procter & Gamble
PG
$368B
| $274M | 0.51% | 3,363,648 +134,531 | +4% | +$11M |
|
22
Berkshire Hathaway Class B
BRK.B
$1.09T
| $273M | 0.51% | 2,305,645 +9,693 | +0.4% | +$1.15M |
|
23
AT&T
T
$209B
| $270M | 0.5% | 7,693,112 -55,172 | -0.7% | -$1.94M |
|
|
GGP
24
DELISTED
GGP Inc.
GGP
| $269M | 0.5% | 13,389,174 +1,969,645 | +17% | +$39.5M |
|
25
Gilead Sciences
GILD
$140B
| $251M | 0.47% | 3,343,263 +32,946 | +1% | +$2.48M |
|